Palantir CEO Alex Karp is fired up about the costs of AI lab tokens–and he assures us that every other CEO is angry, too. In a passionate interview, Karp addresses “tokenmaxxing,” national security, global AI competition, and Palantir’s expanded partnership with Nvidia. Then, two teens from opposite sides of the political aisle have come together to write a book about bipartisanship. Larra Mullin, daughter of DHS Secretary Markwayne Mullin, and Ellie Gottheimer, daughter of Congressman Josh Gottheimer (D-NJ), discuss their upbringing in and out of Washington, D.C. Plus, stocks are kicking off the second half of 2026 after a strong performance in the first, the U.S. government has lifted export controls on Anthropic’s Fable 5 and Mythos 5 models, Nike has reported its quarterly earnings, and President Trump’s annual financial disclosure report is making headlines. Alex Karp - 21:53 Ellie Gottheimer &amp; Larra Mullin - 43:05 In this episode: Alex Karp, @PalantirTech Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Seema Mody, @seemacnbc Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palantir CEO Alex Karp: CEOs are Livid 7/1/26

Squawk Pod

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[SPEAKER_D] Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, Palantir CEO Alex Karp, a big interview that starts with a new partnership with chipmaker Nvidia.

[SPEAKER_E] What aligns me with Nvidia, and I think is what the technical customers want, which is control over their compute, their models, their data stack, and their alpha.

[SPEAKER_D] And spans to everything else he's fired up about in artificial intelligence and national security.

[SPEAKER_E] Are we really gonna outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane.

[SPEAKER_D] Then what happens when two daughters of Congress forge a friendship across the aisle?

[SPEAKER_F] New children's book authors Ellie Gottheimer of New Jersey Just our dads have always been friends, forced Dan Sarwell to go to a bipartisan workout group most mornings when we're in Washington, D.C., so we've kind of trauma bonded over that...

Palantir CEO Alex Karp: CEOs are Livid 7/1/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Palantir CEO Alex Karp: CEOs are Livid 7/1/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.