🙅♂️ Competition is For Losers | Bullets #177
Q1; FAA; NHS Debate; PTFB
Editor: Emanuele Marabella
Last week:
Palantir announced it will release its Q1 financial results after the market close on May 4th.
“So far the FAA has received $12.5 billion from Congress for the project but has said it’ll need about $20 billion more to complete the overhaul.” - Bloomberg
“What Palantir retains is intellectual property in Foundry, their own platform software. That is no different from Microsoft retaining IP in Excel while users own the spreadsheets they create.” - Tom Bartlett, Founder, Bartlett Data
Tribal knowledge
Gokarp@PLTRs_Palantir
And who just won a sole source contract for FAA data modernization and AI integration last week?
$PLTR
Easy money
Disclose.tv @disclosetv
MORE - The AI "tool" will manage flight schedules, reduce congestion and may assist air traffic controllers in preventing collisions. https://t.co/PZhVznqltM
8:38 PM · Apr 17, 2026 · 14.3K Views
12 Replies · 28 Reposts · 245 Likes
Chad Wahlquist@chadwahl
After reading Tom's post on the NHS Federated Data Platform (FDP), it really hit home for me.
I too was a customer of Palantir (now an employee), but I was already an expert in my field, building large-scale enterprise systems for the biggest companies in the world, long before
Tom Bartlett @tom_nhs
Thursday's FDP debate raised real concerns about sovereignty and trust. I share them. But some important points were missed. I've written what I wish MPs had heard before the debate. Same ground as my @HSJnews piece, no paywall. Link in the reply.
10:16 PM · Apr 17, 2026 · 25.5K Views
7 Replies · 36 Reposts · 212 Likes
Chad Wahlquist@chadwahl
Palantir has no data
Douglas A. Boneparth @dougboneparth
Uber has no cars.
Airbnb has no hotels.
Allbirds has no shoes.
This is the new economy.
1:11 PM · Apr 16, 2026 · 112K Views
55 Replies · 89 Reposts · 1.45K Likes
Chad Wahlquist@chadwahl
AI FDE can help you eat your vegetables.
The AIP Evals end-to-end workflow is now in AI FDE, meaning everyone needs to build evals to create healthy agents in production.
This helps you choose the best models for your workflow and evaluate the latest models as they come out
11:55 AM · Apr 16, 2026 · 3.93K Views
4 Replies · 9 Reposts · 97 Likes
Ted Mabrey@MabreyTed
Crazy life experience to be the anti-playbook pariah for a decade or two...and then wake up one morning to a world where the playbook of what seems like every company under the sun is just "copy Palantir."
Chicken seems an apt metaphor, harkening back to the "All software
Iain Martin @_IainMartin
Forget Palantir. Meet ‘Poulantir”. It seems to be a running joke among Mistral’s 700-strong staff that the company’s future leans on challenging Palantir.
7:21 PM · Apr 17, 2026 · 23K Views
4 Replies · 5 Reposts · 118 Likes
Chad Wahlquist@chadwahl
Most failures in AI deployments are not failures of the model itself, but failures at the boundaries between steps.
3:12 PM · Apr 16, 2026 · 4K Views
4 Replies · 9 Reposts · 92 Likes
Palantir@PalantirTech
Because we get asked a lot.
The Technological Republic, in brief.
1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.
2. We must rebel
6:45 PM · Apr 18, 2026 · 19.9M Views
5.13K Replies · 5.13K Reposts · 25K Likes
Palantir@PalantirTech
“Palantir got us to serving our customers so much faster.”
Daniel Buchmueller shows @chadwahl how Gallatin AI’s Navigator - built on Palantir Foundry and deployed through Maven Smart System - is transforming tactical resupply at the edge.
2:13 PM · Apr 16, 2026 · 77.9K Views
27 Replies · 93 Reposts · 883 Likes
Jawwwn@jawwwn_
Palantir’s @louismosley shares the full story of how Alex Karp met Volodymyr Zelenskyy at the outset of the Ukraine war:
“What was extraordinary about that meeting was how lively he was.”
“He was very funny—cracking jokes. I know he's a comedian, but still that was a very
Jawwwn @jawwwn_
Palantir Head of Europe @louismosley tells the story of Alex Karp visiting Ukraine weeks after the war started:
“They’re facing an adversary 3-4x larger in population, far larger industrial base.”
“They can’t afford to sacrifice people in the way Russia is.”
2:56 PM · Apr 18, 2026 · 180K Views
19 Replies · 197 Reposts · 1.82K Likes
Palantir@PalantirTech
We are deeply proud of our work with the NHS and excited to help build a healthcare system that delivers better patient outcomes.
▪️110,078 additional patients undergoing procedures in hospital theatres.
▪️ 297,943 patients safely discharged from hospital using the software,
BBC Politics @BBCPolitics
Louis Mosley, head of UK and Europe at Palantir Technologies, is challenged on #PoliticsLive by Faiza Shaheen of Tax Justice UK over the company’s contract with the NHS and its use of patient data
https://t.co/N2ifBgWG4j
1:01 PM · Apr 15, 2026 · 196K Views
121 Replies · 123 Reposts · 1.23K Likes
Eliano A Younes@eliano
hey babe, “PTFB” made it into the Wall Street journal
5:40 PM · Apr 19, 2026 · 21.5K Views
25 Replies · 27 Reposts · 327 Likes
Tweet of the week
Chad Wahlquist@chadwahl
My favorite thing is when people think we are competing with them.
Competition is for losers.
2:58 PM · Apr 17, 2026 · 21.7K Views
31 Replies · 35 Reposts · 465 Likes
Yours,
Arny
Reach me:
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