🍟 Chips and Ontology | Palantir Bullets #81
🍟 Chips and Ontology | Palantir Bullets #81
AIPCon, Tampa, AMGI
Ops Amit and I did it again. We fell into a steak dinner.
Thank you Chad and team for the opportunity!
Editor: Emanuele Marabella
Last week:
Palantir held its full forth AIPCon. Among the clients showcasing their results Jacobs, United Airlines, Tampa. I am looking forward to sharing my experience at AipCon with you. Just before the event, CEO Alex Karp had an interview with Yahoo Finance:
“All the value in the market will go to chips and ontology” - Palantir CEO Alex Karp
Palantir and Tampa General Hospital sign a $50mn 7y deal to deploy AI. Tampa is one of the largest hospitals in the USA and has been a key Palantir client since 2021 (CEO interview with Yahoo Finance).
“Does AI work? Absolutely. We would have not done the deal with Palantir if we did’t see the results.” - Tampa General CEO John Couris
Palantir partnered with AMGI Studio, a leader in character-driven AI entertainment.
Palantir didn’t join the S&P 500 Index. KKR, GoDaddy and Crowdstrike joined it. The low institutional ownership of Palantir of ~40% could be the reason for the delay. Let’s catch up in three months!
Palantir Bullets is free to read. If you wish to support my research you can do it with a paid subscription at the link below. Grazie ❤️
Palantweets
Tweet of the week
Yours,
Arny
Reach me:
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.