Transcript (en)

usually do, but the truth is, if you want to know how this came together from my perspective, it was, there's a lot of technical issues, who controls the models, who controls the weights, who controls the value of your business. But, you know, we're sitting on critical infrastructure across America, Ukraine, Israel. Everyone who uses LLMs on the battlefield runs on top of our ontology. And our clients are just, to say they're unhappy with the Frontier Labs is to say I'm welcome at the Berkeley faculty. It's like there's just a level of discomfort and loss of trust that also made it really, really... Okay, unpack that. What do you mean by that? Well, you have... Okay, so when you're using large language models, they are... It's like at this point, everyone technical realizes they're like a critical resource to make them valuable in an enterprise like battlefield context or regulated context or manufacturing, you have to have what's called an application layer. We have this thing called ontology that now everyone's copying. But de facto, it takes a large language model. It makes it safe and useful and precise. So safe because it doesn't touch your unlearning data. Safe because it prevents the large language model from caching your data and replicating your business. Safe because it doesn't transfer your IP of how to fight secret data, top secret data, or in a clinical context. So the general way these things were sold, and again, these people are, Sam and Dario, there's nothing more fun than debating Dario in private. So I'm not throwing shade at them. But something has gone completely wrong. And the basic view among enterprises in this country is I going to chill lax and waste my time with tokens I going to get no value and they going to get my IP Now that sounds like shade OK And not to shade It sounds like you saying these. No, no, no, no. This is reporting. OK. And this is reporting that I've I've literally against my own interest called these like I'm profiting from this. Right. So the reality is you may not like us at my former school, Haverford or Berkeley, but enterprises in this country trust and love us, especially ones that are involved in critical infrastructure, both public and private. Okay. So I want for those countries, we're coming up to July 4th. I want for us and our friends across the globe to have the very best tech resources. In fact, the whole secret of Palantir is the forward deployed model, the products that have been five years ahead. You know, you've been with me for a long time. Everyone said FDEs were services. They said, we don't even know what an ontology is. That's the only thing people talk about now. The secret was we delivered the best things for the warfighters. Those warfighters have serious trust issues. But it's not just the war vis-a-vis Frontier Labs. Then you have my enterprises in the private sector who have the same issues. They're like, why would they get access to my data if they're going to build my alpha? Why wouldn't I control the weights? And that's where you get this partnership. What aligns me with NVIDIA and I think is what the technical customers want, which is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production. It's not being transferred to someone else. They're not interested in some fake deploy co that somehow is deploying tokens that transfers the alpha to a third party. And the jig is up.