Why it matters
It is a rare vendor admission that AI usage and AI value have decoupled. Karp's jab, that frontier labs are 'super charismatic with investors' but not with enterprises, recasts tokenmaxxing as a sales problem, not just a budget one.
Tokenmaxxing read
Karp's pitch is to send buyers to OpenAI and Anthropic first, then sell Palantir to make the tokens count. The desk read: when a vendor productizes anti-waste tooling, cost-per-useful-output has become a category, and measurement, not raw consumption, is the new moat.
Source takeaway
With PLTR near $140.88, Karp can afford to mock the hype cycle, but the underlying claim is concrete: enterprises are paying for activity that never reaches a decision, and someone is finally selling the off-switch.
Topic links
tokenmaxxing
