Alex Karp quote, Nov 4, 2024

Co-founder and CEO, Palantir · Nov 4, 2024 · Earnings, Palantir Q3 2024 earnings release (SEC Form 8-K, Exhibit 99.1)

We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots.

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Words found on the source page on Sep 25, 2026.

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Date	Quote	Context	Source
Sep 23, 2026	But the right tail of the market is thinner than almost anyone forecast.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 21, 2026	Pure capability no longer translates directly into a moat.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 21, 2026	If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.Tomasz TunguzSep 21, 2026· Post	PostAI Comes for the If Statement	Source

About this quote

Said by: Alex Karp, Co-founder and CEO, Palantir
Where: Palantir Q3 2024 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics: Enterprise-AI, Economics
Company: Palantir
Source: sec.gov/Archives/edgar/data/1321655/000132165524000207/a2024q3ex991earningsrelease.htm

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