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Companies are increasingly wary of buying AI services from providers like OpenAI or Google who might use their data to compete against them, and the All-In hosts argue that's pushing businesses toward Palantir, whose model lets clients keep full ownership of their own data, computing power, and AI systems — making Palantir stock a buy.
The All-In hosts argue that as companies increasingly choose to run open-source AI models on their own private hardware instead of paying for access to OpenAI or Anthropic's cloud services, the resulting surge in demand for the physical GPU servers that power those systems makes Nvidia a strong buy.
C3.ai isn't the asset here — the thesis is actually about Anthropic (private) versus OpenAI: Anthropic has been watching how enterprise customers use its AI and then building competing tools in those same areas (coding, design, legal, security), which is burning its business clients' trust and putting its corporate revenue at risk, while OpenAI is better positioned because it has a large consumer business to fall back on, making OpenAI's equity the better bet of the two.