NHS DEAL COMPETITION: TIME TO DEBATE | Palantir Bullets #16

This week's Palantir developments and the crowned “Tweet of the Week”

Editor: Emanuele Marabella

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Palantir this week:

• A new Financial Times article reveals that a consortium of three legacy NHS suppliers is competing for the NHS deal. If these companies failed to make the NHS efficient for more than a decade, what are the chances a Frankenstein monster would succeed in the NHS’s most ambitious project?

Arny Trezzi 🐬 @arny_trezzi

$PLTR NHS update. 3 companies that have supplied the @NHSuk for 10y wake up to compete together vs @PalantirTech’s offer with a Frankenstein monster. Where they were during COVID? 🤔 Award expected in autumn. ft.com/content/11f250…

ft.comSubscribe to read | Financial TimesNews, analysis and comment from the Financial Times, the worldʼs leading global business publication

• Palantir UK Lead Luis Mosley will stand a debate with Cori Crider, Co-Founder of the Foxglove, Palantir’s key opponent for the NHS deal. The debate will be live on 15th March during the Rewired event.

• Palantir releases an open Foundry certification program (link) to learn about using Foundry. This is a major step in increasing awareness of Palantir. You can find the link in the tweet below. Wasn’t it a “black box”?

• Palantir officially announces the Foundry Rules module, which was developed with its partner BP. Foundry Rules (formerly Taurus) helps create automatic alerts related to real-time operations so that operators can perform efficient surveillance and react quickly to unexpected events.

Palantir @PalantirTech

Announcing Foundry Rules & Real-Time Alerting. Bring expertise to the front lines to monitor the pulse of your business — and take action when it matters most. See it in action: palantir.com/platforms/foun…

• Palantir partners with Bosonit, a Spanish technological innovation consultancy with a focus on data analytics and management.

• Palantir's Missing Link
  finds evidence of Mutua Madrileña using Foundry. Mutua Madrileña is a Spanish insurance company with ~1,800 employees. If they follow SwissRe's path, it is possible that in 4-5 years 30-40% of the workforce will be using Foundry. Hala España!

• Either Square finds evidence that Skywise is used also by helicopters. How does Palantir monetize Skywise? I wrote a dedicated article (Palantir's Skywise: the Runway to Monopolize the Sky).

Either_Square @Either_Square

The key to surviving the future is holding the keys to access it, and Palantir not only has the keys but owns the land, built the walls, floor and roof of that house everyone so comfortably lives in.

open.substack.comSkywise: How Palantir makes Foundry Essential to EveryoneAnd how Skywise serves as the best example for creating perfect platforms in every industry

• Rio Tinto publicly endorses Palantir in its Q4 Earning Call. In particular, it mentioned Foundry’s capability of offering a single version of the truth in a time-effective way. This is the free best marketing.

• Palantir cuts 2% of its workforce. This is the first time we hear of Palantir laying off. Despite not being pleasant to see, the amount is not worrying and is mainly focused on recruiters. According to the management, Palantir plans to add only a couple hundred people in 2023. Therefore, I consider this cut a “cleaning” after having increased by more than 30% in a year.

Chad @PalantirChad

$PLTR ~2% of workforce (mostly DEI recruiters)

marketwatch.comPalantir to cut less than 2% of staff as tech layoffs continuePalantir Technologies Inc. said it plans to cut less than 2% of its workforce in the latest round of technology layoffs.

• Bank of America inserts Palantir among the 20 stocks to “play the AI/ChatGPT theme”. The hype on AI could help Palantir detach from the “consultancy” narrative and be discovered as a leader in AI, which already truly is. BofA knows.

🧙🏼‍♂️ @TheKameroon

- Data is the new Bullets - New note out from BofA Research Analyst Mariana Perez Mora on $PLTR - Maintains Buy Rating at $13 https://t.co/zwRaoWd6zm

• Palantir insiders sold additional shares. Sales come from Moore Alexander D. (~20k shares) and Sankar Shyam (~50k shares). These are not sales related to the RSU, but for-profit sales.

Related Tech trends/Macro:

• Snowflake, Salesforce, and C3 AI reported their latest quarterly results. I will share some considerations on the key insights that are related to Palantir in the coming articles for paid subscribers. Upgrade to not miss out!

• 8VC, the venture firm led by Palantir Co-Founder Joe Lonsdale, raised $880mn in a new fund to “fix a broken world”.

Tweet of the week

Emir M @em013L

$PLTR Me studying & buying Palantir only to realise some billionare named Soros won’t let the stock appreciate or be mentioned positively in media

Yours,
Arny

This is not financial advice. I own PLTR shares.