Project Eleven推出比特币Q-Day后钱包所有权证明方案
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Palantir CEO Alex Karp vehemently criticizes the large-scale token fee model.
On July 1st, Palantir CEO Alex Karp stated during an appearance on CNBC's "Squawk Box" that the current general attitude towards AI in the business world is one of resistance—buying a bunch of tokens without getting any real value, and instead handing over their intellectual property and data. He criticized the business model of large model vendors charging based on tokens: since tokens are so valuable, why don't they share the profits, instead of charging based on usage?
Micron Japan launches over $9 billion chip expansion project, betting on the high bandwidth memory demand in AI.
Odaily Odaily reports that Micron officially broke ground on Saturday for its factory expansion project in Higashihiroshima City, Hiroshima Prefecture, Japan. The project, with a total investment of approximately 1.5 trillion yen (about US$9.3 billion), will produce advanced memory chips for the AI era. The new production line will focus on manufacturing key chips such as high-bandwidth memory (HBM), which are core components supporting the performance of AI processors from companies like Nvidia. Shipments of these chips are expected to begin as early as the summer of 2028. Japan's Ministry of Economy, Trade and Industry has provided subsidies of up to 500 billion yen for the project to strengthen domestic semiconductor manufacturing capabilities and enhance supply chain resilience. This expansion project is seen as a significant step for Japan in strengthening its semiconductor manufacturing footprint in the global AI chip competition. (Bloomberg)
David Sacks strongly supports Palantir CEO's criticism of AI labs: True enterprise AI security lies in controlling one's own data, models, and computing power.
According to Beating, David Sacks, co-chair of the U.S. President's Council of Advisors on Science and Technology, published an article supporting Palantir CEO Alex Karp's sharp criticism of cutting-edge AI labs, stating that the mainstream media's portrayal of his interview as a "disastrous outburst" precisely demonstrates that Karp hit the nail on the head. Sacks points out that true "AI security" in a corporate environment is not abstract "alignment research" or government-led certification systems, but rather the ability to control one's own data, model weights, and computing power—preventing cutting-edge labs from "absorbing" a company's proprietary knowledge and turning it into the next product. He quotes Karp as saying, "They want to own their means of production, not hand them over to others." Sacks cites the conflict between Figma and Anthropic as a prime example: three days before the release of Claude Design, Anthropic's Chief Product Officer was still a member of Figma's board of directors, and Figma's founder stated that Anthropic "hadn't always been honest with them"; subsequently, Figma's stock price plummeted while Anthropic's valuation soared. He further listed products such as Claude Science, Claude Security, Claude Legal, and Claude Code, pointing out that Anthropic consistently targets vertical sectors originally served by companies that relied on its models, following a consistent pattern: "Observe where value is created first, then jump in." Sacks believes that the perception of open-source models as "dangerous" is not true for companies—retaining choice at the model layer and deciding who can use their core strengths is the real bottom line for corporate security. Previously, Palantir partnered with NVIDIA to deploy Nemotron's open AI models in sovereign environments, serving the US government and critical infrastructure customers, helping organizations train and deploy AI locally while maintaining complete control over data and intellectual property. Palanitir CEO Alex Karp recently gave a scathing interview on CNBC's "Squawk Box," criticizing leading AI model companies as "completely wrong" in their approach to selling AI. Karp emphasized that companies are currently dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and intellectual property. Karp stated that companies are "angry" and will strive to own their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in a sovereign environment, primarily serving the US government and critical infrastructure.
The Coinbase Bitcoin Premium Index has been in negative territory for 51 consecutive days, setting a new record for the longest consecutive negative trend.
According to Odaily data, the Coinbase Bitcoin Premium Index has been in negative premium territory for 51 consecutive days (from May 19th to present), with the latest value at -0.0923%. Previously, the index was in negative premium territory for 40 consecutive days from January 16th to February 24th this year, setting a record for the longest consecutive negative period since the index's inception, exceeding the approximately 30 consecutive days of negative premium during the "10/11 crash". Historical data shows that prolonged negative premiums often accompany the exit of US institutional funds, suggesting potential short-term downward pressure.
LAB fell more than 74% intraday, briefly dipping below $3.
According to OKX Odaily data, LAB has fallen more than 74% intraday, briefly dipping below $3, and is currently trading at $2.98.
Both WTI and Brent crude oil prices rose by more than 3% during the day.
According to Odaily data, both WTI and Brent crude oil prices rose by more than 3% intraday, currently trading at $74.18/barrel and $78.08/barrel respectively.