The first thought of everyone here except you is "what is Karp's angle?"

He's not saying this stuff in good faith. Maybe he thinks his AI suppliers are looking to compete with his products. They certainly are exploring the idea of "forward deployed engineers" a revolting term Karp popularized.

You might choose to take him at face value but I'm going to continue to count the silverware after he visits.

Pretend someone else who you admire and trust said it and they don't have an ulterior motive. How would you evaluate the POV? Do you simply trust it or do you use your critical thinking and own judgment?