PLTR boss Alex Karp dropped some major tea—he said a lot of CEOs have been cursing out OpenAI and Anthropic lately. Why? Because they just realized they’ve been played. Their trade secrets have been absorbed by these models. Closed-source AI companies slashing token prices isn’t charity. It’s a bait-and-hook strategy to reel in company data. When you think it’s cheap, well, maybe *you* are the product. That’s why Alex Karp and Jensen Huang are all about the sovereign AI revolution these days. NVDA is handling GPU sales and their open-source model Nemotron, while PLTR is selling the operating system. Their vision? Companies using the most powerful open-source AI while keeping their data fully under their control. AI sovereignty is becoming the new direction for enterprise procurement, and this is a tailwind for Palantir. It’s shaping up to be the most unique company in AI’s second half—think Windows + Oracle + Snowflake + Agent OS for the AI era. But at 66x PS, PLTR’s valuation is *crazy* expensive right now. Hard to pull the trigger on this one!