Keep pulling the thread on Sovereign AI Operating System.
Palantir and NVIDIA have announced a sovereign AI partnership.
As part of a new partnership, Palantir will use NVIDIA's NeMoTron open models to build a custom frontier-quality model for the US government.
Palantir's clients are unhappy with frontier labs, expressing a level of discomfort and loss of trust.
Palantir CEO Alex Karp believes the basic view among enterprises is that by using frontier labs, they get no value and give up their intellectual property.
Anthropic blindsided its business partner Figma with the launch of Claude Design, a new vertical application in the design category.
Anthropic's Chief Product Officer served on Figma's board and resigned only three days before the launch of Claude Design.
Anthropic's revenue growth began with the launch of Claude Code, after observing the success of its customer Cursor, which created the coding assistant category.
Anthropic's business strategy is to dominate the model layer and use that monopolistic position to capture the most lucrative verticals, a strategy similar to Microsoft with Windows and Google with search.
In an experiment by 8090, using its software harness with an open source model was 16.4x cheaper, though 3x slower, than using Anthropic's Claude model for a code migration task.
The AI deployment model is predicted to shift from large centralized hubs and spokes to a model of large foundational hubs, medium enterprise training hubs, and distributed on-premise spokes.
Anthropic and OpenAI form an emerging duopoly at the model layer of the AI stack.
Anthropic is pushing for a regulatory capture agenda that would enshrine its duopoly with OpenAI at a regulatory level.