# Palantir 强劲季度后，CEO Alex Karp 称 AI 行业“马克思主义”

> 原标题：After killer quarter, Palantir CEO Alex Karp calls AI industry ‘Marxist’

- 来源：TechCrunch：AI
- 发布时间：2026-08-03T23:19:50.000Z
- AIHOT：https://aihot.news/items/cmsdv83cg000lro2eyp49endp
- 原文：https://techcrunch.com/2026/08/03/after-killer-quarter-palantir-ceo-alex-karp-calls-ai-industry-marxist

## 摘要

Palantir CEO Alex Karp 在季度股东信中警告，前沿 AI 实验室对企业过于不可信，并称其意图“占有所谓合作伙伴的生产资料”，带有“马克思主义色彩”。该公司第二季度营收 19 亿美元，同比增长 93%，利润 11 亿美元。Karp 主张 Palantir 提供模型无关的 AI 与分析软件，让企业掌控自身数据与 AI“废气”（提示词、编排、上下文）。

## 推荐理由

卡普用马克思主义比喻点出的担忧，即AI实验室通过企业token消耗汲取专有知识并转化为竞争产品，正被更多行业领袖提及，这会影响企业与模型厂商的合作条款设计。

## 正文 · 中文译文

Palantir CEO Alex Karp 周一再次警告称，AI 前沿实验室对企业而言太不可信了。

这位 CEO 曾以研习哲学并取得社会理论博士学位而闻名，他在 Palantir 的季度股东信中暗示，这些正是催生马克思主义社会主义的那类资本家。

“我们的业务带有马克思主义的显性色彩和隐性意味，”他在一封[关于 Palantir 出色季度的致股东信中写道](https://www.palantir.com/q2-2026-letter/en/)。“其他人，包括许多正在构建大语言模型的人，无论有意还是无意，都意图攫取其所谓合作伙伴的生产资料。”

需要明确的是，AI 实验室远未把 Palantir 挤出市场。恰恰相反。AI 使用量的飙升帮助 Palantir 取得了创纪录的业绩。第二季度，该公司[报告](https://investors.palantir.com/news-details/2026/Palantir-Reports-Q2-2026-U-S--Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U-S--Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations/)营收 19 亿美元，同比增长 93%，利润 11 亿美元，“单季度的利润超过了我们去年同期全年的总营收，”他写道。

在与华尔街分析师的季度电话会议上，他进一步解释了自己的类比，大量使用了一种在国防科技公司中常见的“科技兄弟爱国者”式行话。（Palantir 的高层领导清一色是男性。）

他在电话会议上问道，企业是否打算“买入这样一个未来”：你的工作会帮助你的“对手获胜，而所有获胜者都是一小撮住在一个小地方的人，他们不知怎地相信，因为自己吃蔬菜、不支持作战人员，就理应拥有这个国家的全部生产资料？而我们其余的人就应该袖手旁观，承受那场革命的代价，而这场革命还是我们在买单。”

相比之下，Palantir 向政府和企业提供模型无关的 AI 与分析软件，并允许各组织掌控自己的数据以及 AI“废气”，也就是他们的提示词、编排和上下文。

“我们是怎么买单的？在企业场景中，人们订阅 token 自慰……和其他形式的自慰一样，是要付出真实代价的，”他说。“你付钱，是为了让他们有权把你的知识产权、你的专有技术、你的专业知识迁移到他们的模型里，好让他们建立起一门有竞争力的生意，而这门生意不需要你的企业或你的人。他们为什么这么做？实际上，他们这么做是出于自认为的道德理由。他们比你优越。他们理应殖民你的企业。”

撇开刺耳的措辞不谈，他提出的一个根本观点正在其他地方被越来越多人重复，包括[微软 CEO Satya Nadella](https://techcrunch.com/2026/07/29/microsoft-is-openly-competing-with-openai-anthropic-more-than-ever/)等人。

这一理论指向了[一长串公司](https://x.com/itsolelehmann/status/2082644674981089564)，它们与 Anthropic 和 OpenAI 合作或为其付费，而与此同时，这些 AI 实验室却推出了从设计工具到医疗运营、法律，甚至药物研发等类似业务。

事实是，这些公司中没有一个是经济上的恶棍或英雄——正如其他营利性公司一样。AI 发展如此之快，市场变化如此迅速，显然容得下所有玩家，Palantir 的业绩就说明了这一点。

## 正文 · 原文

Palantir CEO Alex Karp on Monday once again warned that AI frontier labs are too untrustworthy for enterprises.

The CEO, who famously studied philosophy and earned a PhD in social theory, implied in Palantir’s quarterly shareholder letter that these were the kinds of capitalists who gave rise to Marxist socialism.

“There are Marxist overtones and undertones to our business,” he wrote in a letter to [shareholders about Palantir’s outstanding quarter he wrote](https://www.palantir.com/q2-2026-letter/en/). “Others, including many of those building large language models, intend, knowingly or otherwise, to capture the means of production of their purported partners.”

To be clear, AI labs have hardly cornered Palantir out of the market. Quite the opposite. The skyrocketing use of AI helped Palantir achieve record-breaking results. For its second quarter, the company [reported](https://investors.palantir.com/news-details/2026/Palantir-Reports-Q2-2026-U-S--Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U-S--Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations/) $1.9 billion in revenue, up 93% over the year-ago quarter, and $1.1 billion in profit, “more profit in a single quarter than we did in total revenue in the same period the year before,” he wrote.

During the quarterly conference call with Wall Street analysts, he explained his analogy further, relying heavily on a sort of “tech bro patriot” jargon common among defense tech companies. (Palantir’s senior leadership is entirely male.)

He asked on the call, if companies are going “to buy into a future” where your job helps your “adversaries win, and everybody who does win is a small, tiny group of people living in a tiny place that somehow believe because they eat vegetables and they don’t support war fighters that they deserve to have the total means of production of this country? And the rest of us should just sit by it back and absorb the cost of that revolution, which we’re paying for.”

Palantir, in contrast, serves model-agnostic AI and analysis software to governments and enterprises, and allows organizations to control their data as well as their AI “exhaust,” aka, their prompts, orchestration, context.

“How are we paying for it? In the enterprise context, people sign up for token self pleasurings… at real cost like other forms of self pleasure,” he said. “You are paying for the right for them to migrate your IP, your know-how, your expertise to their model, so that they can build a competitive business that doesn’t require your business or people. And why are they doing it? It’s actually being done for what they believe are moral reasons. They are superior to you. They deserve to colonize your enterprise.”

Jarring language aside, he is making an underlying point that is increasingly being repeated elsewhere, including from the likes of [Microsoft CEO Satya Nadella.](https://techcrunch.com/2026/07/29/microsoft-is-openly-competing-with-openai-anthropic-more-than-ever/)

This theory points to the [significant list of companies](https://x.com/itsolelehmann/status/2082644674981089564) that partnered or paid for Anthropic and OpenAI while the AI labs launched similar businesses ranging from design tools to, healthcare operations, legal, even drug discovery.

The truth is, none of these companies are economic villains or heroes — anymore than other for-profit companies are. AI is growing so quickly, the market changing so rapidly, there is clearly room for all, Palantir’s results show.