Part 8/11:
Karp articulated a compelling vision of AI's role in US economic growth. He emphasized two critical issues: the addressable market for AI solutions that deliver measurable value and the concept of "worker available GDP," or the economic output that can be enhanced through AI technologies.
He asserted that Palantir's focus on making businesses and military operations more efficient exemplifies how AI can produce "pragmatic decisions that create unfair advantages." He believes that the growth of AI-driven productivity will be a defining factor for future GDP expansion, provided it aligns with the principles of Prao optimality—the idea that each part of the supply chain or operational stack generates more value than it charges.