An interview with Palantir CEO Alex Karp suggests the next AI competitive moat may lie in enterprise software rather than foundation models.

Karp says skyrocketing token costs are forcing companies to choose open weight models and prioritize efficiency over so-called tokenmaxxing

Palantir CEO Alex Karp says frontier AI labs are overselling models while extracting enterprise IP. Here's what his CNBC interview signals for investors betting on the application…