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Karp: Anthropic/OpenAI are stealing customer IP and their tokens have low value

https://twitter.com/Ric_RTP/status/2072403984304984202
16•alecco•1h ago

Comments

alecco•1h ago
I really don't like Karp but I think he is spot on this point.
kev009•1h ago
I hear a thread of envy throughout that is basically "why isn't my magic money machine as hyped as their magic money machine"
rvz•1h ago
Your worst enemy has just made a great point.
nickalaso•1h ago
Yeah, but that has literally been their business model from the start yes?

Even now, after all the development, if you can somehow get Claude Fable to run without bricking due to the safety 'features', whatever it imitates is still a poor replacement compared to the slew of available open source code repositories that it stole its training from.

Problem is humans are lazy and its really easy to just yell at a chatbot until you get some slop that mostly does it.

Havoc•1h ago
Seems like a misread to me.

Tokens don't have inherent value. You can't hoard them and stuff them under a pillow. They're valuable when applied to a problem.

It's like asking a shovel making company why they need gold miners.

grumbelbart2•1h ago
It is like questioning the purpose of shovels, because surely if shovels generate so much wealth for the miners, wouldn‘t shovel companies ask for a percentage of the gold (say 30%) instead of selling shovels at a unit price?
Havoc•52m ago
It's not an either or thing. Value chains have an equilibrium like anything else - naturally balances out.

You don't see every step being abandoned because everyone converged on the most profitable link in the real world.

>wouldn‘t shovel companies ask for a percentage of the gold (say 30%)

They could go that route. Nvidia is doing that right now

https://www.cnbc.com/2026/07/02/nvidia-plans-to-offer-start-...

But saying just because openai didn't adopt a particular business model therefore tokens must be worthless seems like a stretch. Maybe it was regulatory. Maybe they just don't want to be a conglomerate of that sort. Could be any number of reasons.

granra•56m ago
If you invented god that can make you billions, why wouldn't you extract that value yourself instead of leasing it in form of an API access.

No one claims their showels find gold for you.

api•1h ago
Oh boy. This edgelord. Where to start.

Everything he says about AI companies charging a subscription and then possibly extracting value from customer data is true for every single cloud hosted SaaS since the dawn of that model. If you put your data on someone else’s computer, you have only their word they won’t misuse or leak it. Often, if you read the ToS, you don’t even have that.

Google Drive and Gmail anyone? They’ve had the Crown Jewels of a ton of businesses since forever. Even governments. Can you imagine what they have? Just Gmail alone. It’s staggering.

Dropbox? Microsoft OneDrive? Mind blowing.

Palantir? Pretty rich for a guy who runs a company named after an insecure communication channel used to steal data and run side channel attacks to talk about the risks of losing data sovereignty.

Obviously nobody would ever… say… insider trade with that data. That would be unethical and illegal. Has that ever happened? Who knows. They are definitely using that data for AI training.

As for why they don’t take equity positions when the products save time or boost productivity… lol wut?

Yeah. My Mac boosts my productivity. It requires less maintenance than any other computer I can buy. So Apple gets equity in my company, right?

Steam engine companies got equity in mining ventures when they sold them automated water pumps. Railroads got equity in food companies for shipping fast and reducing spoilage. The inventors of refrigeration too. Can you imagine how much agro company equity they must have gotten!

Just wat.

jsnell•1h ago
The tweet itself is AI-generated slop, flagging. If there's a discussion to be had, a primary source seems like a better link.
alecco•1h ago
Agreed. But please don't flag for the link as we'll lose the discussion. I don't care much about the tweet. It was the one I saw circulating.

Mods can change the link to the full interview https://www.youtube.com/watch?v=0A3sGymV6kY

There was a submission earlier but it didn't get any upvotes https://news.ycombinator.com/item?id=48755074. I wouldn't mind if this thread is merged into that one... as long as the discussion stays in the front page. Many times conversations got suppressed due to "dupe" merged into older submissions!

Edit: aaaand... it's gone. Congrats.

shiroyacha•1h ago
what is this slop of a tweet
suyash•1h ago
Wait till you connect Slack with LLM's - all your chat and internal data and meta data that includes confidential information will be given away to companies who most likely already have access to all your engineering codebase.
khuey•1h ago
The Enterprise versions of Anthropic/OpenAI's products say they don't train on input data so either this is a misinformed rant or it's an allegation that the AI labs are perpetrating an enormous fraud on their enterprise customers.
fhd2•1h ago
If it's profitable, they would. Companies aren't moral, with very rare exceptions. Legal risks and costs are just part of the overall equation.

But that's not in defense of what Karp said, or that slop tweet summarising it. That's... wild. I regret reading it.

claw-el•1h ago
Is this in response to now Mythos/Fable and OpenAI starting to compete more directly with Palantir for defense business, and it is timed with the day Fable is re-released?
OutOfHere•23m ago
If you value your data, then don't upload confidential documents to LLM services. Don't connect confidential systems to LLMs via connectors. Don't enter confidential data in LLMs. If you do any of these things, then fully expect the documents to be mined for further training of the LLM. That's unless you're running the Gov partition of the LLM which contractually doesn't do it.

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