Noting that Palantir\u2019s U.S. business grew 93% year over year in the fourth quarter, with America now accounting for 77% of total revenue, Karp asked hypothetically: \u201cWhat do bombastic numbers like this mean?\u201d It\u2019s actually bad news that Palantir is \u201cdoing things unlike any other company has done,\u201d he argued, because it raises another question: \u201cThis obviously has import for the world. And what does it mean for the world?\u201d<\/p>\n
Karp as Davos Man 2.0<\/p>\n
Echoing rhetoric from the Trump administration<\/a> on display at the recent World Economic Forum meeting in Davos (where Karp was a speaker), the Palantir CEO offered a withering critique of the companies failing to adopt AI. \u201cWe\u2019ve also seen, unfortunately, that there\u2019s a real hesitance to adopt these kind of products in the West outside of America, and the two places leading here are China and America,\u201d he said. \u201cWhat we\u2019re seeing in America is so widely divergent. And so the non\u2011adopters, the have\u2011nots, are hoping for a catch\u2011up function.\u201d Good luck, he seemed to say, asserting that Palantir\u2019s earnings are a \u201cbreakout function\u201d that mean \u201cthe way in which we view value is obviously no longer relevant.\u201d<\/p>\n The value being created by Palantir is \u201cso large and so disproportionate that you can create a company that seemingly is exploding in terms of growth and quality of growth.\u201d Then he named names, saying that Palantir sees adoption, sometimes wide-scale, of advanced AI platforms in parts of the Middle East and in China, but \u201clack of adoption in Canada, Northern Europe, and in Europe in general.\u201d Just look at France, he said, one of the countries with \u201cthe clearest idea of the problem.\u201d France has no alternative to solving this adoption problem and has been forced to keep signing new deals with Palantir. In December 2025, to that point, France renewed a three-year contract<\/a> with the French intelligence services.<\/p>\n \u201cOne of the things you\u2019re gonna see in Northern Europe, Canada, and other places is a real pressure to move to the left and right politically, very far,\u201d Karp said. \u201cBecause the way you deal with this when you don\u2019t have an answer to a question, you come up with ideologies that make no sense, and you try to implement them.\u201d <\/p>\n To be sure, Karp\u2019s framing ignores that Palantir itself has chosen to concentrate capacity on the U.S. and \u201cdoesn\u2019t have the bandwidth\u201d for more complex international work. It also dismisses legitimate reasons for slower or more selective adoption: European and Canadian regulatory regimes place a higher weight on privacy, civil liberties, and vendor diversity, with many governments preferring sovereign or domestic solutions in critical infrastructure. It also treats Palantir\u2019s success in a uniquely favorable U.S.-defense\u2011centric market as if it were universal proof that countries like Canada and those in Europe are failing on AI simply because they are not buying his platform at scale. Different jurisdictions are entitled to pursue AI on their own timelines, with their own safeguards and mixes of vendors.<\/p>\n
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