India, July 15 -- The first fight in enterprise AI is over per-token pricing. The next is over ownership of data, weights, and competitive advantage, and regulators are already picking a side. The winners of the next phase will deliver outcomes on infrastructure the customer controls, and India is well placed to build them.

The Complaint Has Moved From Boardrooms to Live TV

The next phase of enterprise AI will be decided by control, not just capability. Alex Karp made that case in the most theatrical way possible on CNBC last week. The Palantir CEO said the chief executives he speaks with privately are livid with the leading model developers, arguing that enterprises pay steep fees for AI tools while the providers collect proprietary da...