David Sacks backs Alex Karp on enterprise AI risk

David Sacks says $PLTR CEO Alex Karp is right about one of the biggest risks in enterprise AI.
The issue is not just model quality.
It is ownership of data, compute, model behavior, and the company’s own operational knowledge.
Sacks argues that enterprises handing proprietary data to frontier labs may be giving away the exact alpha that makes them valuable.
His warning is simple: if the model provider can see where value is being created, it may eventually build directly into that vertical.
That is why more companies may start treating AI infrastructure like a strategic asset instead of a simple software subscription.