Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI with unease. But the mood is shifting as customers complain about AI costs, and the old guard smells blood in the water.Last week, Palantir CEO Alex Karp and his lieutenants told his customers at an ...

Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI with unease. But the mood is shifting as customers complain about AI costs, and…

Palantir CEO Alex Karp pitches the company as an AI intermediary, warning against vendor lock-in as Palantir posts 85% revenue growth in Q1 2026.