Chamath warns companies are leaking their AI edge

Chamath says $PLTR CEO Alex Karp nailed one of the biggest enterprise AI risks.
The risk is that companies may be handing their proprietary edge to OpenAI, Anthropic, or other frontier model providers.
In the early phase, experimenting with external AI tools made sense.
But now the risks are clearer.
If a company keeps feeding sensitive workflows, customer knowledge, and operational data into outside systems, it may be giving future competitors the map.
That is why the enterprise AI debate is shifting.
The question is no longer just who has the best model.
It is who controls the intelligence layer without leaking the business itself.