Future Tech & AI

Kojima:

“Since production is ending in 2028, this is about video games, but I grew up with physical media, so I find it really sad. Currently, I’ve been buying up a lot of Blu-rays, such as various movies, and CDs too.”

“The situation is different for games [than movies], as they are downloaded to the hard drive, that means the game data remains on your own hardware. However, if things shift to streaming in the future, that won’t be the case anymore.”

“That’s how movies work on these platforms, right? You don’t download the data, you access it directly through a subscription. And the consequence of that is that you don’t actually possess the data yourself.”

“There are companies that own these servers and let you ‘turn the tap’ for a monthly fee. However, with nations, politics and various ways of thinking, one naturally has to consider the possibility that if there is a change, the data inside will stop being distributed. And if that happens you won’t be able to watch or play the movies and games you like.”

“That is what is frightening. So, what is happening to video games in 2028, might also happen to movies. I’d like everyone to keep that in mind.”

Palantir CEO Alex Karp recently went on CNBC’s Squawk Box and delivered a brutal takedown of the API token pricing model pushed by commercial frontier labs like OpenAI and Anthropic.

His core argument is that American enterprises are quietly "livid" because they are burning massive cash on skyrocketed token costs without seeing a clear return on investment. He noted that the industry’s incentive structure has completely devolved into meaningless "tokenmaxxing"—essentially forcing companies to maximize token throughput for questionable value while potentially transferring away their unique data and "alpha" to black-box systems.

Key takeaways from Karp's interview:

• The ROI Crisis: Advanced models are scaling in cost faster than they scale in utility. Karp joked that enterprise culture has become: "I’m going to chillax and waste my time with tokens."
• The Shift to Sovereignty: Technical enterprise customers and government agencies (including Palantir's clients transitioning to Nvidia's open-weight models) want complete control over their compute, data stack, and weights. They want to own the "means of production."
• The Global Threat: Belittling the speed of open-source progress—and rapid acceleration from Chinese labs—is a massive mistake.

My Take:

I completely agree with Karp. Frontier labs have built a predatory business model that encourages enterprise customers to overspend on infinite token loops without any guaranteed business outcome.

The API token business is going to become a commoditized race to the bottom. Open-weight models are winning because enterprises realize they cannot afford to lease their intelligence. To survive, businesses have to own their data, own their model weights, and build efficient, custom architecture rather than continually paying a premium tax to a third-party lab.

What are your thoughts? Is "tokenmaxxing" officially dead, or are open-weight models still too far behind the true frontier to replace them?