As the cost gap between open AI models narrows, businesses will shift toward third-party control systems, benefiting companies like Palantir.
“ or control planes that can work with multiple AI models. According to him, companies like Palantir could benefit from growing enterprise demand for AI control, data security and protection of proprietary information. Venture capitalist and All-In podcast co-host Chamath Palihapitiya said Friday that as the cost gap between open models narrows, businesses will pivot towards '3rd-party harnesses,' which could be good news for companies like Palantir (PLTR). ”
As AI model costs become similar, third-party control systems from companies like Palantir will likely be adopted next.
“As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc),”