🧬 NHS Competition Fails | Palantir Bullets #22
🧬 NHS Competition Fails | Palantir Bullets #22
This week's Palantir developments and the crowned “Tweet of the Week”
Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 1.723 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article.
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The UK consortium bidding to run the £480 million Federated Data Platform (FDP) for the NHS has been unsuccessful. The consortium, which involved Vonor, Eclipse, and Black Pear, has been providing NHS software for more than a decade. Are we surprised the Frankenstein monster failed? As a consequence of the failed bid, Palantir remains the leading candidate.
“Palanitir remains the leading candidate to win the NHS Federated Data Platform contract as the rival consortium fails its big.” - Digital Health
According to the Financial Times, NHS specialists oppose Palantir obtaining the $480mn contract. They complained about Foundry not being user-friendly, costly, and designed so that it would be difficult for the NHS to switch to a different provider in the future. Meanwhile, Palantir shows operating results:
“According to NHS England, it helped reduce inpatient waiting lists by 28 per cent in a pilot at Chelsea and Westminster hospital, with Jeffrey Ahmed, a consultant gynecologist at the hospital telling the FT it was ‘a game-changer’ that ‘reduced my administrative burden.’” - Financial Times
In a new CNBC interview, Karp shares that “AI will crush a lot of businesses.” According to Karp, most of the value from generative AI will be captured by a few companies:
“The real value part is going to be the intersection between your business logic your business Norms or your laws and ethics and large language models. The people who get all those three are going to make money.” - Alex Karp at CNBC
finds evidence connecting Palantir's Ontology to ChatGPT. Looking forward to learning more!
@TheKameroon finds evidence supporting that global onshore offshore exploration company Murphy Oil Corporation is a Palantir client. Murphy generated over $4bn in Revenue in 2022.
@TheKameroon also finds evidence confirming a collaboration between Palantir and Navistar, trucks and diesel engines manufacturer. Navistar has over 12,000 employees.
Palantir meets the Lithuanian Ambassador to the UK to discuss its expansion across governmental and private institutions.
French OTDH project, Palantir’s alternative in the Intelligence field, is “still in the R&D phase.”
“These things take 5-6 years to build if you are very good at it.” - Alex Karp at REAIM
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Arny
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thank you, great take, cheers