⭕ "NO COMPETITION" | Palantir Bullets #40
Discover more from Palantir Bullets
⭕ "NO COMPETITION" | Palantir Bullets #40
This week's Palantir developments and the crowned “Tweet of the Week”
Editor: Emanuele Marabella. This post has first been published on Twitter/X (@arny_trezzi)
Hi, I’m Arny. Thank you for joining 2.775 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article and share it!
PLTR 0.00%↑ last week:
- discovered that Allianz, the leading EU insurance (+150,000 employees), expanded its Foundry usage.
"This isn’t quite new, but a dedicated Allianz link was generated a couple of months ago for one of their departments, signaling an expansion of their reliance on Foundry." - Either Square
MásMóvil, one of the largest Spanish telecommunications companies is using Palantir Foundry. Thanks @Either_Square
"They have over 15 million users and are one of the largest telecommunications companies in Spain and the rest of the Iberian Peninsula." - Either Square
@Either_Square also unveiled that DEKRA, the world's biggest TIC (Testing, Inspection, Certification) with 50,000 employees, is using Foundry.
Oak Street Health seems to be using Foundry. Great spot by @jorgenthoughts!
"Oak Street Health was acquired earlier this year by CVS Health, who is a $PLTR customer." - Jørgen
Molina, Fortune 500 multi-state healthcare organization, seems to be using Foundry. Great spot from @Lord_Herugrim!
@em013L showed how Palantir is actually in profits on its SPACs investments.
"If we sum up these parts and weigh against the total investment, we can see that we have been in the green on the "investment" for two quarters now!" - Emir M
Richard Windsor, owner of research company RadioFreeMobile explained in an interview how Palantir has "no competition."
"I don't own Palantir because it is an AI company. I own it because it has no competition." - @RadioFreeMobile
Bob McGrew, VP of Research at OpenAI and previously Director at Palantir, was interviewed by Joe Lonsdale, Palantir Co-Founder:
"The crazy thing about Palantir is how long it took to have a product that actually worked. I think it took 3 years before we had anyone using it to solve a problem." - Bob McGrew
Palantir disclosed that entering the company is ~5x more difficult than entering Harvard.
ARK Invest, the company owned by Cathie Wood shared that it is now time to shift attention from AI hardware to AI software.
"For every dollar spent on AI hardware, $8 is generated in AI software.” Renato Leggi, ARK
Druckenmiller, the investment legend who supported Palantir in the early days, sold the few remaining shares he had.
"As of June 30th — Stanley Druckenmiller has sold out the remaining 700,000 shares he had of PLTR." - @amitisinvesting
NHS has completed the final tenders evaluations for the big $480mn deal. The contract should be awarded on September 28th. Almost there!
Tweet of the week
Chad being Chad.
Yours,
Arny
Follow me on Twitter/X (@arny_trezzi)