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

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11–20 of 27 posts

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

#13
post #9

The tweet itself is AI-generated slop, flagging. If there's a discussion to be had, a primary source seems like a better link.

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.

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

#18
post #16

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.

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.

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

#19
post #6

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.

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.

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

#20
post #6

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.

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?

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.

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