As the artificial intelligence software trade weakens, analysts at Futurum Equities are arguing that Palantir Technologies Inc.
(NASDAQ:PLTR) has emerged as the critical data infrastructure—the "oxygen"—allowing enterprises to harness AI without making the ultimate strategic "faux pas" of surrendering their proprietary data to frontier labs like OpenAI.
Protecting Proprietary Alpha Following Palantir CEO Alex Karp’s CNBC interview, Futurum Equities co-host Daniel Newman praised Karp’s blunt assessment of the evolving tech stack.
As businesses scramble to integrate generative AI, Newman warned against the dangers of thoughtlessly feeding corporate data into public large language models (LLMs).
"Taking that highly proprietary data and just dropping it into a frontier model is like giving away your alpha," Newman stated.
