Palantir CEO Alex Karp has once again warned that artificial intelligence (AI) labs are too untrustworthy for enterprises. In his quarterly shareholder letter, Karp suggested these labs have Marxist overtones and undertones, implying they intend to capture the means of production of their purported partners.

The skyrocketing use of AI helped Palantir achieve record-breaking results. For its second quarter, the company reported $1.9 billion in revenue, up 93% over the year-ago quarter, and $1.1 billion in profit, more than they did in total revenue the same period last year.

During a quarterly conference call with Wall Street analysts, Karp leaned into his “tech bro patriot” jargon, questioning if companies are buying into a future where their job helps their adversaries win. He also criticized AI labs for serving model-agnostic software to governments and enterprises, allowing organizations to control their data and AI “exhaust.”

Despite the jarring language, Karp is making an underlying point that is increasingly being repeated elsewhere, including from Microsoft CEO Satya Nadella. This theory points to the significant list of companies that partnered or paid for Anthropic and OpenAI while the AI labs launched similar businesses ranging from design tools to healthcare operations, legal, even drug discovery.

The truth is, according to Karp, none of these companies are economic villains or heroes—more akin to other for-profit companies. AI is growing so quickly, the market changing so rapidly, there is clearly room for all.