Full Stack

This revision is from 2026/07/03 14:00. You can Restore it.

Alex Karp did not invest in OpenAI or Anthropic. He invested in NVIDIA. Because NVIDIA sells you the hardware and walks away. https://x.com/VaibhavSisinty/status/2072568536715948531

1. They do not see your data. They do not cache your prompts. They do not retrain on your workflows.
2. You own the compute. You own the weights. You own the data pipeline. You own the alpha.
3. That is the full stack of control enterprises actually want.