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💰 Overwhelming Corporate Response | Palantir Bullets #190
"What is the compounding asset you own and what is the rate at which you're compounding on it?"
Jul 21
•
Arny Trezzi
and
Emanuele Marabella
10
2
🌮 Taco'n Ontology | Palantir Bullets #189
Q2 date announced; SAP transformations; largest Mexican insurance
Jul 13
•
Arny Trezzi
and
Emanuele Marabella
6
✈️ New Startup Investment | Palantir Bullets #188
Nvidia Open Models; SurfAir expanded; Maven in NATO.
Jul 6
•
Arny Trezzi
and
Emanuele Marabella
12
2
🇯🇵 Japan Goes Maven | Palantir Bullets #187
NGC2, Zeta,
Jul 2
•
Arny Trezzi
and
Emanuele Marabella
12
June 2026
🙌 Karp Was Right | Palantir Bullets #186
"Like Microsoft in the early 90s"
Jun 23
•
Arny Trezzi
and
Emanuele Marabella
12
1
☀️ Apollo is Rising | Palantir Bullets #185
Karp: "Most of things Anthropic talks are running on Palantir"
Jun 16
•
Arny Trezzi
and
Emanuele Marabella
7
📉 60% Drop in Token Cost | Palantir Bullets #184
$500mn deal, AIPCon 10, Google Marketplace
Jun 8
•
Arny Trezzi
and
Emanuele Marabella
7
🧱 11-Year Construction Deal | Palantir Bullets #183
Time to Value Maxxing
Jun 1
•
Arny Trezzi
and
Emanuele Marabella
5
May 2026
🪖 "No Alternative to Palantir" | Bullets #182
The AI Operating System
May 25
•
Arny Trezzi
and
Emanuele Marabella
12
1
🔓 New Security Standard | Bullets #181
Drop Seems Stupid. And it is.
May 19
•
Arny Trezzi
and
Emanuele Marabella
14
‼️ "Palantir Slows Down" | Bullets #180
Q1 results. Michael Burry shorts the business
May 11
•
Arny Trezzi
11
✅ Can Palantir Do? YES | Bullets #179
Palantir in Monaco; First APAC Summit, Anthropic NOT eating Palantir's lunch
May 4
•
Arny Trezzi
and
Emanuele Marabella
9
1
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