Chubby♨️@kimmonismus · XKim引用Palantir观点指出，中国将AI视为战略基础设施，西方若仅充当API客户将输掉竞赛。Palantir提出9条要点：AI主权决定机构未来；数据是财富，转移即危险；追求高token使用会损害机构智力；控制模型权重即控制命运；主权与超额收益不矛盾；技术问题政治化是敌人想要的；真正专长是存在性的；向有成功记录的机构学习；只听有正确记录的人。核心主张：拥有数据、工作流、后训练和权重中能积累自身智能的部分，才能获得杠杆，而非仅仅使用权。
Palantir's AI sovereignty post makes the most sense with China in the background.
China treats AI as strategic infrastructure. The West （especially USA） cannot answer that by turning its companies and governments into permanent API customers. （Which makes sense）
You don't win an AI race by renting every important layer： Data. Workflows. Post-training. Weights.
That is the simple version of AI sovereignty： Own the parts of the stack where your own intelligence compounds， otherwise you have access， but not leverage. Or in other words：
Access is useful. Control is leverage.