"Are the prompts secure? Is this being transferred to you? If it was so valuable, if I can make you a bn dollars, wouldn…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-07-03
Palantir CEO Alex Karp publicly questions the value claims of AI agent vendors that charge per token, arguing that truly billion-dollar-value AI would be monetized through revenue sharing rather than token fees.
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Extraction
Topics: ai-business-modelsenterprise-aillm-pricingai-value-proposition
Claims
- Palantir CEO Alex Karp is publicly skeptical of AI agent value claims made by companies that charge per token.
- Karp argues that if AI could genuinely generate $1 billion in value for a customer, the vendor would demand an equity or revenue share rather than token-based fees.
- Token-based pricing is framed as implicit evidence that AI vendors themselves doubt the transformational value they advertise.
Key quotes
Are the prompts secure? Is this being transferred to you? If it was so valuable, if I can make you a bn dollars, wouldn't I say, I'll make you a bn dollars and I want 30%? Why are they charging for tokens if it's so valuable?