Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's nonpayment risk.

Palantir CEO Alex Karp said that "something has gone completely wrong" in the AI market. "The enterprises are just tired of it," he said.

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's nonpayment risk.