📈 "Demand is Exponential" | Palantir Bullets #75
AI Clinical Trial, Bloomberg Dedicated Article, New York Times Mention
Dear readers,
This journey started two years ago as a tiny publication and now I am thrilled to announce that we have crossed the 5,000 subscriber threshold!
Thanks to all the readers for your support and much appreciation for the kindness of the paid subscribers. Finally, a special thanks to Emanuele Marabella, amazing friend and Editor of Palantir Bullets.
We are now the biggest single-stock publication on Substack!
We are only at the beginning.
Palantir Bullets articles are free, but if you find them useful and wish to support my research for you, please consider upgrading to a premium membership with the link below:
Editor: Emanuele Marabella
Last week:
Palantir signed a multi-year partnership with Parexel, a leading US clinical research organization (“CRO”) with +21,000 employees for clinical trial AI. In particular, Palantir will help the company shorten drugs’ time to market. Financial terms are not disclosed.
The New York Times wrote an article on Project Maven, the AI targeting capability empowered by Palantir, which is revolutionizing modern warfare in Ukraine.
Bloomberg wrote a dedicated article about Palantir AIP Bootcamps, defined as the “AI Secret Weapon.” While RBC’s analyst Rishi Jaluria sees selling software through boot camps as a “pipe dream,” the shock for participants is real: “You can literally do anything with this [AIP]” a client disclosed. The article reported that clients are so excited that some even started running AIP Bootcamps with their clients. Palantir is accelerating the rate at which they conduct them, now at ~5 Bootcamps per day, ~1250 annualized. Buckle up!
"We can’t target linear growth. The demand is exponential.” - Kevin Kawasaki, Palantir Global Head of Business Development
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Arny
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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
great take, thank you!
Congratulations 🎉