Seema Mody retweeted
Oracle expands OpenAI partnership, stock jumps on deal. CNBC’s @seemacnbc joins us with the latest out of the Oracle AI World conference in Las Vegas.
$ORCL
cnb.cx/4sshFlC
In our interview, Karp warned that AI’s future is already here, and unless society confronts the growing economic inequality of AI-driven wealth concentration, the resulting divide could become a serious threat to American society.
Karp: "I'm in therapy about this" $PLTR
Here's what Palantir CEO Alex Karp told me about whether he thinks the frontier AI labs still need to consider nationalizing their biz...$PLTR
Palantir delivers a 148% jump in Q3 commercial revenue. When I asked Palantir CEO Dave Glazer about whether a stock split or buyback could be in the cards, he said: "We're so busy executing..." $PLTR
Seema Mody retweeted
Oracle brings Google TPUs, OpenAI Jalapeno and Cerebras chip to Oracle Cloud Infrastructure.
-- Seema Mody
LIVE AT AI WORLDO: Oracle brings Google TPUs, OpenAI Jalapeno and Cerebras chip to Oracle Cloud Infrastructure. Oracle cloud infrastructure president Mahesh Thiagarajan tells me customers (like OpenAI) want more options as chips remain scarce.
My story: cnbc.com/2026/10/27/oracle-o…
Altman adds: "But I I find myself shocked at just how many vulnerabilities these AI systems are finding and what it's going to take. Just the incredible the Herculean effort that it's going to take to get ahead of this." #aiworld
OpenAI CEO Sam Altman just now at #AIWorld: "If I could recommend like only one thing to a company right now to do with AI in the very short term, even more than like become super productive with codex, it would be to really understand the security threat landscape."
OpenAI CEO Sam Altman just now at #AIWorld: "If I could recommend like only one thing to a company right now to do with AI in the very short term, even more than like become super productive with codex, it would be to really understand the security threat landscape."
LIVE AT AI WORLDO: Oracle brings Google TPUs, OpenAI Jalapeno and Cerebras chip to Oracle Cloud Infrastructure. Oracle cloud infrastructure president Mahesh Thiagarajan tells me customers (like OpenAI) want more options as chips remain scarce.
My story: cnbc.com/2026/10/27/oracle-o…
SpaceX's latest borrowing spree
-$40b in the debt market to fund the purchase of Nvidia GPUs, per a source familiar
-Apollo Capital + banks to play a role in facilitating the debt deal
-talks are still in early stages, deal size yet to be finalized cnbc.com/video/2026/10/07/sp…
$SPCX
Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR.
After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B equity value), clearing its preference stack.
Any employees who joined 2021 onwards are likely underwater on their options in the company.
We still need humans
"We all need to wake up to the fact that we need to change the design of compute and how compute is running these models, so we actually have a shot at deploying a security core, a piece of compute that is dedicated to just making sure that whatever runs on the compute layer is doing what humans want it to do."
Our CEO Tomer Weingarten joined @SeemaCNBC and @carlquintanilla on @CNBC @SquawkStreet to discuss escaping AI agents and calls for AI regulations.
Catch the interview here 👇 cnbc.com/video/2026/08/07/se…
Seema Mody retweeted
🚨 a pretty good exclusive interview between CNBC Seema Mody @seemacnbc and Palantir CEO Alex Karp @PalantirTech @PLTRs_Palantir and in conversations about Artificial Intelligence
What are your thoughts 💭 please comment below 👇
In our exclusive interview, Palantir CEO Alex Karp escalates his attack on frontier AI labs, accusing them of risking enterprise IP. @CNBC $PLTR
Palantir's Karp renews attacks on frontier AI labs that are 'trying to drug addict us' cnbc.com/2026/08/03/palantir…
Palantir CEO Alex Karp RIPS into Anthropic’s Dario Amodei and OpenAI’s Sam Altman for making customers pay while transferring all the alpha in their business to them:
" All I did is put out facts. There's been no response to these facts."
" I've spent a lot of time with Dario and the EA crew. They want to tell you we have to march into a future where we own nothing, where our businesses aren't profitable, where none of us have jobs, and where our adversaries win."
"What if I charged you a million dollars and you found out I migrated your whole bank account into my bank account?"
" First of all, they don't create a lot of value. Second of all, the value they create gets migrated to someone else. And they're all running around saying, 'No ontology, no love,' which is a saying from the '70s I had to look up."
" I've spent a lot of time with Dario. He's not the caricature people think. They have a philosophy. That philosophy is a very important philosophy, the determinant of philosophy in the tech scene over the last couple years, and that philosophy in its business practice basically says in simple terms—I own the future, therefore you should migrate the value of your business to me and be happy with the derivative of that that you sometimes get after a wealth tax."
"Palantir, we get paid a lot of money. Why do we get paid a lot of money? Because we create value for the customer first, and value that they keep."
Via @CNBC @seemacnbc
Palantir CEO Alex Karp RIPS into Anthropic’s Dario Amodei and OpenAI’s Sam Altman:
“We have people trying to drug addict us to a future they believe they control.”
“I've spent a lot of time with Dario… [Anthropic] wants to tell you—we have to march into a future where we own nothing, where our businesses aren't profitable, where none of us have jobs, and where our adversaries win.”
“Palantir and our allies are guiding into a future where you have growth and jobs.”
Via @CNBC
$MSFT added $450 Billion in market cap yesterday, the largest single-day value add in history - OPCO
Exciting day at the @NYSE as we await Jersey Mikes' first trade. Plus, @EliManning weighing in on the upcoming @NFL season
More action on the floor as investors await @jerseymikes's first trade - founder Peter Cancro, and spokespersons @DannyDeVito and @EliManning on the company's NYSE debut:
cnbc.com/video/2026/07/30/da…
Seema Mody retweeted
More action on the floor as investors await @jerseymikes's first trade - founder Peter Cancro, and spokespersons @DannyDeVito and @EliManning on the company's NYSE debut:
cnbc.com/video/2026/07/30/da…
My convo w/ GE Vernova CEO Scott Strazik:
-gas power remains critical driver of AI hyperscaler demand
-expects power parts to cost more amid ongoing inflationary environment
-having "productive conversations" with Secy Wright and Saudis on #nuclear $GEV
cnbc.com/video/2026/07/22/ge…

















