(https://www.cnbc.com/2026/08/04/palantir-2q-earnings-ai-sovereign-tools.html) isn't a win for AI—it's a canary in the coal mine. CEO Karp's quote about customers refusing to "become vassal states of the language labs" is the real story: enterprises are finally waking up to the fact that proprietary foundation models lock them into one vendor forever.

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