Yahoo Finance
It turns out thatPalantir(PLTR)CEOAlex Karp'sthunderous warningabout theAIindustry wasn't a one-off rant.
Over the past couple of years, the word "AI" has become like a broken record, heard at least once almost every day, often followed by a wave of anxiety.
What has happened amid all the FOMO and paranoia is that users have begun sharing virtually everything deemed "confidential" under the sun in search of answers.
Microsoft (MSFT)CEOSatya Nadellahas now raised a strikingly similar concern in a recentblog post on Sn Scratchpad.
Businesses pay for intelligence, but for that to be useful, you need to present the AI model companies with proprietary data, workflows, and corrections that give them a competitive edge.
It's actually the reverse of what Nobel Prize-winning economistKenneth Arrowdescribed as theinformation paradox.
The buyer is essentially giving up their knowledge simply to make use of what they have purchased.
Nadella's concern is that companies ultimately pay twice, once in cash and again with institutional know-how over time.
Microsoft CEO Satya Nadella argued that the visible cost of AI might just be the beginning.
"You essentially pay for intelligence twice, once with money, and again with something even more valuable: the proprietary knowledge you must reveal to make that intelligence useful," Nadella wrote in a recent blog post.
For AI systems to perform better, there needs to be higher-quality internal context, which likely includes employee prompts, operational procedures, agentic activity, and corrections.
Palantir's 2 deals answer a question investors keep asking Michael Burry pulls back on massive Palantir short bet Palantir flashes a warning signal Wall Street can't ignore "Models learn 'from exhaust,' the prompts people write, the tools agents use, and especially the corrections people make when the model is wrong," Nadella said.
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