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Palantir CEO：模型只有结合 FDE 和应用层，才能在企业中真正创造价值 2026 年 8 月 3 日，Palantir CEO Alex Karp 在接受 CNBC 采访时表示，美国应当通过竞争推动本土开放权重模型追上中国模型，而不是依靠限制客户选择来保护本国模型公司。不过，他认为模型来自美国还是中国并不是最关键的问题，因为模型本身并没有外界想象中那么高的企业价值。只有在 FDE（Forward Deployed Engineer）、应用层、现场部署经验以及对企业“部落知识”的保护共同作用下，模型才能进入真实工作流并产生商业成果。该观点表明，Palantir 的核心壁垒并非拥有某个基础模型，而是将不同模型部署到复杂企业系统中的工程与组织能力。 内容不构成任何投资建议，请严格遵循当地法律法规。 《白线 WhiteLine》由吴说团队出品，从 Crypto 走向更广阔的资本市场，关注 AI 时代下的趋势变化与交易机会。

New Elon Musk documentary slated for release in US theaters on October 16. Oscar-winning director Alex Gibney’s nearly 4-hour film “MUSK” will world premiere at the Venice Film Festival in September before screening at TIFF 2026, with an HBO debut to follow. • Runtime: ~4 hours, with an intermission • Gibney spent 4 years on the project, originally planned for Cannes 2025 but delayed as new developments kept emerging • Musk is not believed to have cooperated with Gibney Will you be watching this one in theaters, or waiting for HBO?

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

TOP 50 HANDLES OF 2025-26 🍿 50. Ryan Rollins 49. Jalen Brunson 48. Matas Buzelis 47. Austin Reaves 46. Craig Porter Jr. 45. Jaime Jaquez Jr. 44. Shai Gilgeous-Alexander 43. GG Jackson 42. De'Aaron Fox 41. Derik Queen

NEW: President Trump is traveling to Michigan today as the Senate race intensifies with early voting underway in the battleground state, @AlexHoganTV reports. The president's trip comes ahead of a debate between Democratic Senate candidates, including Abdul El-Sayed and Rep. Haley Stevens. The debate comes on the heels of a new report alleging workplace misconduct against Democratic National Committee Chairman Ken Martin, who reportedly threw a phone toward a junior aide and now faces an HR complaint. | @foxandfriends

We did it! A new fastest Autonomous Cannonball Run Record has been set tonight from myself @DavidMoss, @scotsrule08, & @OwenSparks We left the Red Ball Garage in Manhattan NYC at precisely 12:38AM this past Saturday morning July 25th 2026 & arrived this evening Sunday July 26th 2026 47 hours 15min & 39 seconds later at the Portofino Hotel in Redondo Beach, CA. It was a total distance of 2,886 miles (4,645KM) & beat the previous record team by 2:40:18 This was done absolutely entirely 100.0% with 0 disengagements using Tesla FSD v14.3.6 We’d like to give some thank you’s to the following: @AlexRoy144 thanks for doing all you do & being the pioneer of this in the modern/autonomous age @TeslaCharging team; @MdeZegher, @G_Bahadue & the rest. This journey was able to be down exclusively using v3 250kW & 325kW stations. No V2 stations needed! @Tesla @tesla_na @Tesla_AI thank you for making us the safest drivers on the road & letting personal autonomy be obtainable by the masses @wholemars Thank you Omar for all you do for myself & the Tesla Community. I truly wouldn’t be here today if it wasn’t for you. I appreciate your FSD database website being able to validate all of these trips