팔란티어의 AIP: AI와 온톨로지를 통한 기업 혁신

팔란티어의 CEO인 알렉스 카프가 기업을 위한 AIP의 혁신적 가치와 미국의 기술 및 군사 발전에서 중추적인 역할에 대해 이야기합니다.

### 팔란티어 CEO 알렉스 카프가 말하는 AIP, 상업적 수요, AI의 미래
* 🧠 "AIP는 대규모 언어 모델을 가져와서 사용하고, 이를 개선한 다음 **기업의 로직, 기업의 보안 모델에 적용**할 수 있는 시스템입니다."
* 💼 팔란티어의 AIP는 건설, 병원, 마진 압축 등 다양한 사용 사례에 활용되는 **70개 고객사**를 통해 강력한 상업적 수요를 보이고 있습니다.
* 💰 "사람들은 **칩과 온톨로지에 대한 비용**을 지불할 것이며, 이것이 비즈니스에 의미하는 바는 **이 원시 자원을 실제로 사용하여 실제로 작동하는 무언가**로 가공할 수 있다는 것입니다."
* 🌐 카프는 AI, 특히 **대규모 언어 모델과 온톨로지가 다양한 분야에서 혁신적인 역할**을 수행하며 **정량화 가능한 가치 창출**로 이어질 것이라고 믿습니다.
* 🇺🇸 카프에 따르면 미국은 **AI 분야에서 선두**를 달리고 있지만, 특히 중국이나 러시아와 같은 적국과의 경쟁을 고려할 때 **빠르게 움직여야** 합니다.
* 🛡 ️ 카프는 강함과 예측 불가능성을 통해 평화를 유지하기 위한 **'치명적인 무기'로서 AI를 활용하는 것**이 중요하다고 강조합니다.
* 💸 카프는 최근 미 국방부와 체결한 **4억 8천만 달러 규모의 Maven 계약**은 전장을 배치하고 이해하는 데 있어 구조적 이점을 확보하기 위해 AI를 사용하는 데 있어 **팔란티어의 역할**을 입증하는 것이라고 언급합니다.
* 📈 카프는 AI와 국가 안보를 지원하는 기술 생태계가 크게 성장했으며, 기술 커뮤니티는 이제 **국가를 보호하는 데 있어 경제의 가장 큰 지원군**이 되었다고 언급했습니다.

I'm Josh Lipton, and I am here now with Palantir CEO Alex Karp for this exclusive Yahoo Finance interview here at AIPC. This is the company's customer conference. Alex, thanks for taking the time to chat. Very happy to be here. So today, there's going to be more than 250 of your customers, and they're going to be here, Alex, talking about AIP. This is your flagship AI platform. Let's start there, Alex, for maybe viewers who aren't as familiar. What is AIP? How does it work? And how are businesses leveraging it right now? I think what everybody watching this is familiar with is you have a massive hype cycle around large language models. And then when you try to use them in your enterprise, you find out that it's more like self-flagellation, and it's expensive with no output. And what we learned in the context of war fighting primarily, but also across the 20 years of building software infrastructure, where how do you manage an emergent natural resource called

large language model models in a way where you actually get value. Meaning you can transform your Enterprise, you can change the margins, you can turn tech non-technical people into technical people on the battlefield, you can do things that would have otherwise cost billions of dollars for millions of dollars, meaning being very precise in how you allocate troops, being precise in how you target people. Um, there's a fundamental fallacy around large language models. People could conflate actual data of an Enterprise, which is structured and can be taken apart and understood, with a large language model, which is much more like an emergent property, something that can be modeled, used, but you need precision, and all the value in the market is going to go to chips and what we call ontology. And we have this ontology, and the ontology will allow you to take a large language model and use it, refine it, and you then impose it on your Enterprise, in the logic of your Enterprise, in the security model of your Enterprise. And what does that mean for the 70 70 people?

are here presenting talking about why they're using it how they're using. You got to remember we started uh selling this product just over a year ago. Uh, we started with the claim that we knew a lot about the precursors of large language models and large language models, and the general approach of just buying models is going to be essentially self-pleasuring for an Enterprise at the cost of the Enterprise, and no one believed us. And now you see 70 people saying, Hey, we're using this for construction, we're using it for hospitals. Uh, the people who are not speaking but we're using it on the battlefield, we're using it to compress margins, we're using it to build Enterprises that we're only able to build in Asia and America. We're making Engineers uh better Engineers, we're making people who are not Engineers into Engineers using our analogy and a large language model, and this works very very quickly, and it is substantially changing the health and vitality of every business here and as opposed to the

alternative which is is that you buy some large language model you you party with it basically and the next day you have a hangover and and then and so like and again for for people just looking at this what does it mean for paler it means we are sitting on the only thing that actually creates uh a quantifiable transformational value in an Enterprise yes it is not understood well because everybody understands the problem incorrectly yes it is going to transform America and clients are leaving the way and and by the way it's like to actually show things that are not understood you have to actually show them the whole purpose of this conference is I can tell you how an ontology works it's actually quite simple you have the logic of the business you including the security logic of the business and you have something that is approximates new knowledge in a new form called a large language model and it allows you to take the value of the new form the raw resource of a large language model largely powered by chips and put it into

a precise organization in the logic of the business. I can tell you that or I can show you 70 businesses saying my business is stronger, healthier, and much better than any other business in my sector. And so, what is I bottom line for investors listing Alex how would you characterize what is commercial demand like right now for AIP. The way I would explain it to my most important investors, which are individual investors, there's two parts of the market that are creating value. People will pay for chips and antology, and you understand the chips side now, and now you're going to understand ontology and what does that mean for your business. It means you can actually use this raw resource and process it into something that actually works. And if you want to see exactly how, watch the people presenting. You're going to see people in construction using it to build buildings quicker, cheaper, more accurately. You're going to see people in the hospital industry saying, how could I possibly ever distribute my patients ethically, fairly, and commercially relevantly. How could I distribute

resources across. How can I manage my Myy as not abstract units, but as a portfolio? These are these things are happening within days. What I'm interested in, Alex, is because you can talk a lot of CEOs will say they'll say on find they're interested in AI, but actually they're not willing to pull the trigger yet because they have these questions about privacy, security, vendors, but you're saying we're crushing it, we're closing the. I would tell any of them is how are you doing it? Well, there's a technical answer, which I gave you the precursor of, but again, do you want to know how we're doing it, or do you want to enjoy it being done? Both, really great. Well, first you, but no, actually first you want to see it works like the central issue. I think I mean we have hundreds and hundreds of CEOs, and by the way, the thing about the 70 people here presenting is you know they're presenting to other people. I'm not paying them to present. The reason

they're presenting is they're like, Wow, I didn't really believe this could work, and now it's working really well. So the most important thing, by the way, for a normal user, someone who's going to pay, is: does it work? Then the second question is: how does it work? Does it scale? What is the commercial model? You really have to establish it works. I would stand by the thing that it, in this case, is. People think of large language models as the value in and of itself. What they're going to find is the large language model is much more like a chemistry experiment, the outgrowth of which is something that is useful when refined. And the refinement of that for your Enterprise happens in what we call our ontology, which is where we impose the logic of your business on the large language model, in the security and in ual logic of your business. And this is transformative. And what it means for investors and others is there is value in this market. People, you can identify where the value is very easily. Are people paying for it? Will they pay for

it and what will there's a pre to optimality to a lot of this stuff, and that PR optimality happens when people say, oh, I actually getting value, and that's why people are here. Let me ask you, you suggest I want to broaden the conversation because you kind of suggested this. Just give your take on the moment we're in because there's some Alex you've heard it who say, listen, this is historic moment internet mobile and now ai. Nvidia's Jensen Wong said, the next industrial revolution has begun. Do you agree with that? You agree with Jensen. Um, I think you're going to have very divergent for some people this is the next generation and for others who think they're doing very similar things it's going to fail who defines the winners who will be the winners well come talk to our 70 customers they think they're winning and it's like you know you look it's a lot of this goes back to basic ideas of how you build things why you got to talked to people who are

getting value and asked them, How are you getting value? Why are you getting value? Are you paying more or less for that value than you think you should? And that's exactly what you're going to see today. You're going to see people saying, I'm getting a lot of value. It went much quicker than I thought. I'm outstripping what I thought I could do. I'm better, much better than the people. It happened efficiently. And I'm probably, I don't think they'll say this, but I'm paying less than I think I should. And that's why I'm very happy about it. Let me get your tick too. When we talk about AI, we got to talk geopolitics. I'm very curious to get your answer to this question: Who is in pole position, US or China? Well, we have a very different problem in the US than any other country in the world. We are in pole position, but we obviously have to move much, much quicker. You see on the battlefield. And again, without mentioning where these things

are used exactly what I'm talking about. Large language model plus ontology is can be wielded as a very deadly weapon and create enormous efficiencies for, especially, small armies against large armies. Um, we have to be myopically focused in this culture of we are in a pre-war situation with our adversaries, and we can no longer afford Theo theologies about what works on the battlefield. We have to go very deep and look at what's happening on battlefields and do a diagnostic of it's much less critical, but it's the same thing that businesses have to do. What is working, what is not, not a theological thing of what would I like to believe is working, and what works on the battlefield where our central advantage is as the United States of America, the leader of the West and the most important country in the world, is technology venture-backed companies and especially software and software-driven weapon systems and how, how do you get the software to control the hardware so that we can, we can get out of the business of trying to compete with

people who are better at hardware and get into the business of producing something they do not produce as well comes down to execution. The problem we have in the west actually is, again, is pre to optimality. The products that actually scare enemies are just not products that employ millions of people, but they still are deadly. There are software-driven hardware systems moving to software-driven autonomous hardware systems. One of the biggest lessons of War and the one of the reasons this is so crazy valuable is the Russians and all of our adversaries have now learned the value of electronic warfare. By the way, again, these things are exactly isomorphic to commercial. You have enormous new headwinds. The commercial your competition has developed something that renders your product strategy irrelevant. You have to rebuild it with a new playbook. This is exactly what happens on the battlefield. You cannot use a normal missile or normal tank on the battlefield anymore because the electric Warfare electronic warfare allows you to suppress the GPS signal, and that means these things have to be controlled.

with software to go around map where the electronic where this suppression happens, and then in the final mile at some point autonomously completely different ways of doing AI, completely different new ways of doing, all of which are an advantage to America if we Implement just like in American industry. We have something called a chip industry that is the world's leading in this area, or at least the final product, and we have something called software anology, which actually makes all of this crazy valuable. Do you implement it? Do you go talk to people who are doing it? Or do you read the PowerPoint written by someone who has no skin in the game? And the answer to that determines whether America in the west, which I view as a superior way of living because it's fairer, better meritocratic, leads to free speech, allows for wealth creation, does that culture actually dominate and win? And we, by the way, have to get out of the apologizing for our culture thing. It's like we are a better way of living, and we have to be.

willing to fight for it on the economic front with growth. That's why this conference is so important. We need growth. What makes America different than our adversaries right now is not just Westman system. We have growth. Where is that growth coming from? Technology. What is that technology? It's compute plus ontology basically. And that can change the very structure of our culture from manufacturing to weapon systems to how we organize things to our healthare distribution. Can have a completely different way and better way of living. Let me ask you this. You're talking about Ai and we're talking about the benefits, the advantages of the use cases. I am also interested Alex to get your take on when you think about the risk of this technology. Let me put one forward. We have an election coming. How concerned are you as an American Executive but also just an American citizen about the very adversaries we're talking about here deploying AI for nefarious purposes ramping that for to so confusion and division. Yeah and there's only one way to fight a a a deadly adversary.

with a deadly set of so like if you know if you want to fight our adversaries. And by the way, my version of fting is you're so you're so willing to fight. They don't fight you so it's like I recently have gotten in trouble for saying I'm a peace activist. I am a peace activist. I'm a peace activist because I want enormous growth in America and I want really deadly weapon systems. You want peace in the world. You have a lot of growth in America and you have really deadly weapon isms. And you tell your adversaries you know what I just might use them. I'm not even going to explain why I'll use them. You start acting I will use them. You don't act up peace through strength peace through strength and a little bit of unpredictability. You know we are in a world where our adversaries are founders. They have the founder Playbook which is I'm going to I'm going to be aggressive and win where I can. We have a Playbook written

probably at Harvard, and Yale, and Stanford institutions, which are now simpatico with not producing producing structures where they don't see discrimination when it's in front of you, producing structures that and ideologies that are literally built for the decline of our country. We need to get out of the business of we're declining, we're apologizing, we're not going to use force. We need to, and the peace activists are actually us, and the PE people who claim to be peace activists are actually sewing destruction, disorder, discrimination. It's an exact inversion of what they claim to be. And we, and we, but those of us on our side who are PR growth, pro-American, pro our economy transfers, and pro having the best systems in the world, we need to organize, build things, and then we also need to have exact understanding of what works, what doesn't, and implement it very quickly. I mentioned the election. I want to stick with that real quickly. Does it matter to paler who wins, Biden or Trump? Does that impact any potential

business you're going to have with US government look we've been in we've dealt we've been in business for 20 years. I have not seen an impact on our business depending who's President. I have not. I am interest listen we talk about these conflicts around the world right now running hot Russia Ukraine Israel Hamas has that changed how the do DOD thinks about spending Alex and what they want to spend on uh the dod is changing rapidly how it spends so well. There's much more of a focus you saw that we won this big Maven contract um these things are a natural growth of outgrowth of we need to fight better we need to fight quicker we need to fight on the terms where America has superiority of course we can move quicker of course the dod wants to move quicker our society wants to move quicker I think unfortunately we are going to end up moving even quicker because our adversaries are are are likely to continue their nefarious uh acts which aders Russia China Iran I mean all three are working together

know one of the things I I just I just I I I travel around the world and basically wherever you go people are like well I want you to I want I want you to be strong on this one and appease the other people who believe in appeasement. Whether it's Iran, China, Russia, pick your favorite, the one you're sympathetic with, they don't understand we have adversaries. They're working together despite what you problems you may have. Some people don't like the war in Ukraine, some people don't like Israel, some people want an appeasement strategy with China. It doesn't work. They are working together against us and we have to work together against them. Last question, you mentioned Maven. I wanted to get the DoD recently disclosing this was a five-year $480 million contract with paler. Just walk through what is that contract, what is it and what does it mean for your company. I never know what we're allowed to say about these very sensitive contracts but I I'll tell you what it means for the nation this.

country is focused on using AI to have a structural advantage in how we deploy and understand the battlefield. Deploy our assets and understand the battlefield and pal here plays a crucial role in that in that Arena. We're going to continue to play a crucial war in that Arena. And by the way, we're making it possible through our software to allow other software and Hardware companies to work off of our platform. So this is not just a win for paler though it is and I'm very proud of it. This is a win, quite frankly, for the tech ecosystem that powers this nation. How big is that ecosystem now, which has grown a lot since we first started talking. Look, the Venture Capital world has completely flipped when we talked the last time. By and large, the tech company Community was adversarial to paler on this issue of supporting our nation. Now I think the Tech Community is the most most supportive part of our economy in protecting our nation. And why did that, why did that flip by the way hey you know they stopped hating the player.

for the G Alex carp. I know you are very busy today. We appreciate your time. Thank you. Take care. Bye.

Palantir CEO talks AI platform, large language models, and software-driven weapon systems

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알렉스 카프 팔란티르 CEO, AIPC에서 AIP에 대해 논의하다

팔란티어의 CEO인 알렉스 카프가 자사의 대표 AI 플랫폼인 AIP와 비즈니스에 미치는 영향에 대해 설명하며 대규모 언어 모델을 활용하는 데 있어 정밀도의 중요성을 강조합니다.

AIPC 컨퍼런스에서는 건설, 병원, 마진 압축 등 다양한 목적으로 AIP를 사용하는 70개 이상의 고객이 비기술 인력을 기술 전문가로 전환하는 것을 목표로 삼고 있습니다.

카프는 대규모 언어 모델에 대한 팔란티어의 온톨로지 기반 접근 방식이 기업에서 정량화 가능한 혁신적 가치를 창출하는 열쇠라고 강조하며 기술에 대한 일반적인 오해에 도전합니다.

AIP에 대한 상업적 수요와 그 영향력

AIP에 대한 상업적 수요는 칩과 온톨로지 시장에서 창출하는 가치에 힘입어 건설, 의료 및 비즈니스 관리를 위한 솔루션을 제공합니다.

이 회사는 개인 정보 보호 및 보안에 대한 우려를 성공적으로 해결하고 있으며, 제품의 작동 방식을 설명하기 전에 제품이 작동한다는 사실을 입증하는 데 중점을 두고 있습니다.

대규모 언어 모델의 가치는 온톨로지를 통해 개선되어 기업에는 혁신적인 솔루션을, 투자자에게는 명확한 가치를 제공하는 데 있습니다.

AI가 현재 지정학적 지형에 미치는 영향

AI는 차세대 산업 혁명으로 여겨지고 있으며, 특히 미국과 중국을 비롯한 여러 국가에서는 그 성공 여부와 영향에 대해 서로 다른 견해를 가지고 있습니다.

미국은 AI 분야에서 선두에 있다고 생각하지만, 특히 지정학적 경쟁의 맥락에서 빠르게 움직여야 할 필요성을 인정하고 있습니다.

전쟁에서 AI의 활용과 경쟁 우위를 유지하기 위한 기술 및 소프트웨어 중심 시스템의 중요성에 대해 강조하고 있습니다.

기술이 전쟁과 문화에 미치는 영향

하드웨어에서 소프트웨어 중심의 자율 시스템으로의 전환은 전쟁의 양상을 바꾸고 있으며, 무기 시스템에 대한 새로운 접근 방식을 요구하고 있습니다.

전자전은 미국과 적국 모두에게 중요한 교훈이 되었으며, 전략적 우위를 점하기 위해 AI 및 소프트웨어 기반 솔루션을 구현해야 할 필요성이 대두되고 있습니다.

또한 전쟁에서 AI를 사용하면 적들이 악의적인 목적으로 AI를 배치하여 글로벌 안정과 보안에 영향을 미칠 수 있다는 우려도 제기됩니다.

평화와 성장을 달성하기 위한 힘과 예측 불가능성에 대한 요구

국제 관계에 대한 강력하고 단호한 접근 방식을 옹호하면서 힘과 예측 불가능성을 통한 평화를 촉구합니다.

연사는 평화 운동가라고 주장하는 사람들이 파괴와 차별을 야기한다고 비난하면서 친미적 성장과 최고의 방어 시스템의 필요성을 강조합니다.

또한 미국 대선이 비즈니스에 미치는 영향과 더 빠르고 우수한 전투 능력을 향한 미국 국방부의 우선순위 변화에 대해서도 논의합니다.

팔란티르와 4억 8천만 달러 규모의 국방부 계약의 중요성

팔란티어는 군사 자산을 배치하고 전장을 이해하는 데 있어 전략적 이점을 확보하기 위한 AI 기술을 제공하기 위해 4억 8천만 달러 규모의 국방부 계약을 체결했습니다.

이 계약은 팔란티어에 도움이 될 뿐만 아니라 미국 국방을 지원하는 기술 생태계의 성장에도 기여합니다.

기술 커뮤니티의 입장은 국가 안보에 있어 팔란티어의 역할을 적극 지지하는 쪽으로 바뀌었으며, 이는 이전의 적대적인 시각에서 크게 변화한 것입니다.