Altimeter Capital's Apoorv Agrawal advises CEOs to plan for a diverse AI ecosystem, emphasizing multi-model routing and custom models to avoid dependence on single labs like OpenAI or Anthropic. Palantir CEO Alex Karp states enterprises want to "own the means of production" rather than transferring proprietary data to external AI providers. Cerebras CEO Andrew Feldman supports this view, stressing the importance of not being dependent on a single model maker or hardware provider like NVIDIA.
Enterprises are increasingly prioritizing AI vendor optionality and data sovereignty, shifting demand towards flexible, composable AI infrastructure solutions.