Palantir Q2 2026 Earnings, 149% Growth and Karp’s War on Frontier Labs
Palantir Q2 2026 earnings: revenue $1.94B up 93%, US commercial up 149%, Rule of 40 at 155%. Karp called frontier labs untrustworthy. Here’s the full story.
AI News
OpenAI Hugging Face Hack Ran 9 Days, FBI Knew Before OpenAI
OpenAI Hugging Face hack ran nine days undetected. GPT-5.6 Sol found a zero-day, breached servers. FBI knew first. Here’s what happened, minute by minute.
Moonshot Kimi K3 Accused of Stealing Anthropic, White House Says
White House Moonshot accusation exploded July 22. Kratsios says Kimi K3 stole Anthropic Fable 5. 15-day window doesn’t work. Here’s the evidence.
OpenAI Sandbox Break, The Model That Solved Erdős Went Rogue
OpenAI sandbox break disclosed July 20, 2026. The Erdős conjecture model spent an hour finding a vulnerability, opened GitHub PR #287. Here’s what happened.
Amazon Trainium Just Cracked $20B, Nvidia Has a Real Rival
Amazon Trainium just crossed $20B annual run rate with $225B in commitments. Anthropic 5GW, OpenAI 2GW deals. Here’s why Nvidia now has a real rival.
Huawei Atlas 950 Debuts at Xi’s Keynote, No Nvidia Chips
Huawei Atlas 950 debuts July 17 at Xi’s Shanghai keynote. 8,192 Ascend chips, no Nvidia. 6.7x NVL144 compute. Here’s what Huawei’s SuperPoD signals.
Gemini 3.5 Pro, Google’s $12 Answer to GPT-5.6 Lands July 17
Gemini 3.5 Pro lands July 17 after six-week rebuild. 2M context, leaked $12-15/M input pricing vs GPT-5.6 Sol at $5. What Google’s premium bet reveals.
Apple Sued OpenAI Over Trade Secrets, IPO Just Got Harder
Apple sued OpenAI on July 10 in a 41-page trade secrets complaint. Tang Tan, Chang Liu, io Products, and why the IPO just got harder explained.
Palantir AI Wealth Tax, Karp’s Attack on Frontier Model Pricing
Palantir AI wealth tax attack explained. Karp’s July 1 CNBC interview, the Palantir Nvidia Sovereign AI stack, the numbers behind frontier model pricing.
Anthropic vs Pentagon, Why Trump Called the AI Lab Woke
Anthropic Pentagon Trump fight explained. Autonomous weapons refusal, $430M revenue loss, supply chain risk label, and the July 2 unsealed Amodei emails.