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.