Giants Insight

Giants Insight examines interviews and public commentary from investors, founders and technology leaders. Read the key ideas, business context, investment frameworks and risks behind their views on markets and emerging technologies.

Sam Altman discussing AI adoption, compute infrastructure and the missing iPhone moment in August 2026

Giants Insight

Tech Titan Sam Altman AI Interview 2026: No iPhone Moment Yet—and Compute Could Become History’s Costliest Infrastructure Buildout

Sam Altman’s August 2026 interview reframes the AI trade: adoption may be slower than hype, but the compute,…

August 26, 2026

Tech Titan Alex Karp S Palantir Ai Sovereignty Shock

Giants Insight

Tech Titan Alex Karp’s Palantir AI Sovereignty Shock: Enterprise Data Must Never Become AI Training Data

Karp’s most consequential message is that enterprises are entering a new phase of the AI cycle. The first phase…

August 7, 2026