“Palantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.”
“Anthropic is powering a lot of Palantir ontology deployments, and I believe that if they kind of came to market... if Dario Amodei really wants to say... you really don't want to be on the wrong side of Goldman Sachs and Anthropic right now.”
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