Palantir 執行長警告美國勿走歐洲式 AI 監管路線，呼籲審慎看待開放模型
重點速覽
- •Karp 表示，歐洲的 AI 監管模式可作為美國政策制定者的警示，並主張過度規範可能損害企業成長。
- •Palantir 已敦促川普政府不要禁止 open-weight AI models；Karp 認為這類模型對客戶可能相當有效。
- •Karp 說，許多 Palantir 客戶對於花費 AI tokens 卻未獲得足夠商業價值感到不滿。
- •他表示，擴大 AI 採用的最大障礙，是企業不確定 AI 投資是否能帶來可衡量的價值。
- •Karp 說，美國最終必須監管 AI，但前提是必須以維持創新與全球競爭力的方式進行。
Palantir 執行長 Alex Karp 在 The Claman Countdown 節目中，針對國內圍繞開放模型的爭論，警告美國不要採用歐洲對人工智慧的嚴格監管方式。
Karp 表示，隨著川普政府考慮如何監管快速發展的 AI 技術，歐洲應成為美國政策制定者的警示案例。
"We have a template for what doesn't work. It's called Europe," Karp said Monday. "Our business is booming in America… Europe is like trying to find ways to keep companies like Palantir out."
"I've watched Europe regulate itself out of business. You end up with businesses that no one believes are businesses because they only exist behind the firewall of regulation."
Palantir 曾敦促川普政府不要禁止 open-weight AI models，而財政部長 Scott Bessent 則提出擔憂，認為中國製造的 open AI models 可能使用來自美國實驗室的技術而建立。
"This revolution has taken off, and you can't put it back in the bag," Karp said.
Karp 主張，open-weight AI models 最適合 Palantir 的客戶，並表示它們有時甚至表現優於 frontier models。他說自己並不反對 closed AI models，但重點是滿足客戶需求。
他表示，許多 Palantir 客戶感到 "enraged"，因為他們覺得自己已經變得 "token maxed"——這是他用來形容客戶對支付 AI tokens 卻未獲得足夠商業價值回報感到不滿的說法。他說，這種疑慮比外部競爭更直接地阻礙採用，因為企業希望在擴大使用前先看到可衡量的價值。
Karp 認為，AI 採用的主要障礙不是對外國競爭的擔憂，而是對 AI 投資是否能帶來足夠價值的不確定性。
"What slows down AI adoption in this country is people are saying, ‘But I can't use these products because I'm not getting value… or I'm transferring the value of my business to someone else,’" he said.
"They want to make sure that they can use that model in a way that it's valuable, and that they make sure the value of their business is not being monetized."
Palantir 共同創辦人 Karp 表示，該公司已於 2 月將總部從 Denver 遷至 Miami，因為許多企業和億萬富豪都在尋求佛羅里達州更友善的稅務環境。
隨著 Bessent 推動人工智慧監管，Karp 說，當國際 AI 軍備競賽加劇、China 成為主要競爭者之際，美國必須把「勝出」放在心上。
"We are going to end up having to regulate AI, there's no doubt, but the question is: Who regulates it, do they understand what they're doing, and is it regulated in a way where we win?" Karp told FOX Business.
Karp 拒絕過度監管與監管不足兩種作法，並表示美國必須在鼓勵創新與應對風險之間取得平衡。
"There's like you have hard regulation, which is Europe, that clearly doesn't work. Then you have no regulation. Obviously, I'm not in favor of that," he said.
"These are very complicated issues, and there's only one country in the world that could get it right or really get it wrong, and that's us. But because it could go either way, [it] doesn't mean we shouldn't plow forward and try to get this to work."