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While the argument makes sense, the motivation is rather self-serving: he is afraid frontier models will steal his forward deployed engineering/consultancy model.

Palantir is stealing business from consultancy firms, now frontier models are going to do the same to them. He has to convince executives (main purchase decision makers) by what he does best: politics.

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> While the argument makes sense, the motivation is rather self-serving

Not relevant. The idea is more important than the messenger. Generally, people will do better if they don't shoot the messenger and instead engage with the idea. Ideas have people.

The first thought of everyone here except you is "what is Karp's angle?"

He's not saying this stuff in good faith. Maybe he thinks his AI suppliers are looking to compete with his products. They certainly are exploring the idea of "forward deployed engineers" a revolting term Karp popularized.

You might choose to take him at face value but I'm going to continue to count the silverware after he visits.

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