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David Sacks said Palantir CEO Alex Karp was “exactly right” in warning enterprises against handing proprietary data to frontier AI labs. <\/p>\n
Speaking on the All-In Podcast episode aired Friday, Sacks said the real meaning of AI safety for enterprises is control over their compute, models, data stack and proprietary knowledge, or “alpha.” He argued that frontier labs risk absorbing clients’ know how and eventually turning it into competing products, leaving companies exposed if they do not own their AI infrastructure outright. <\/p>\n
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On Thursday, Sacks had made the same argument in a long post on X ahead of the podcast, framing it as a rejection of abstract alignment research in favor of practical enterprise control. <\/p>\n
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.<\/p>\n
Not abstract alignment research or certification by a\u2026 https:\/\/t.co\/XsDcCrwclo<\/a> <\/p>\n \u2014 David Sacks (@DavidSacks) July 2, 2026<\/a> <\/p>\n Figma Cited as Warning Sign <\/p>\n To explain his point on the podcast, Sacks pointed to Figma as an example. He said Anthropic “blindsided” the company by launching the competing tool Claude Design after an Anthropic executive had served on Figma’s board. The former White House crypto czar further added that Figma shares have fallen roughly 50% this year while Anthropic’s valuation has surged. <\/p>\n Trending: Avoid the #1 Investing Mistake: How Your ‘Safe’ Holdings Could Be Costing You Big Time<\/a> <\/p>\n Sacks Warns of AI Duopoly Risk <\/p>\n The South African-American technology entrepreneur and venture capitalist also argued that Anthropic and OpenAI have effectively formed a “duopoly” in the AI model layer. He warned that Anthropic’s push for stricter safety regulations could strengthen that dominance rather than limit it, leaving enterprises with fewer competitive alternatives. <\/p>\n The discussion on the All-In Podcast episode followed Karp’s CNBC appearance, dismissed by some media as a “crashout” but praised by Sacks as insightful. <\/p>\n Karp had cautioned that enterprises risk losing control of their proprietary data to model providers that could later become rivals. His comments came alongside Palantir’s new partnership with Nvidia. <\/p>\n Sacks is not alone in backing Karp. Futurum Equities analysts recently echoed his assessment, calling proprietary data protection the “oxygen” behind enterprise AI and warning that feeding corporate data into public models risks giving away a company’s competitive edge. <\/p>\n See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier.<\/a> <\/p>\n Benzinga’s Take: The alignment between Sacks, Karp and industry analysts reflects a broader shift in enterprise AI spending, as companies increasingly weigh open source and on-premises models against proprietary frontier labs when deciding how to deploy AI without giving up control of their data and competitive advantage. <\/p>\n Photo Courtesy: IMAGN <\/p>\n Read Next: Think you’re saving enough for your kids? You might be dangerously off \u2014 see why<\/a> <\/p>\n Building Wealth Across More Than Just the Market <\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. 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