🇮🇱 Palantir chooses a side | Bullets #47

Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 2.959 investors. Please hit the ❤️ button if you enjoy today’s article and share it.

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Last week:

• Palantir chooses a side in the Israel-Hamas conflict:

“Certain kinds of evil can only be fought with force. Palantir stands with Israel.” - Palantir on X

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• Palantir announced Q3 Earnings will be released before markets open on November 2nd. The webcast will be at 6:00 AM MT / 8:00 AM ET.

• Palantir announced two new Mixed Reality products:

  • 1) MR Service: MR infrastructure that leverages OSDK;

  • 2) IC2: defense app developed on top of 1).

    

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• The Spanish Ministry of Defense has awarded Palantir a €17mn contract.

  

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• Palantir won a $250mn contract for JADC2. This is confirmation of the contract we uncovered last week. Furthermore, Palantir partnered with L3 Harris to provide JADC2 capabilities:

  • L3 Harris provides battlefield sensors and collection platforms.

  • Palantir provides analysis for actionable intelligence.

    

    link

• Palantir won a £1.5mn contract to provide the UK Government with Trade Analytics Solution for 6 months.

  

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• Palantir won a new $6mn contract from the US Office of Medical Services.

  

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• New active links unveiled by Either Square and Brett:

  • Northwell

  • NY Health

  • Mohawk

  • Paramount

  • Bedfordshire Police (UK)

• Ted Mabrey, Palantir Global Head of Commercial, seeks to “double down” on the success of the AIP Bootcamps:

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• Palantir became a “Principal” of the SOSA (Sensor Open System Architecture). One step closer to Prime?

• Microsoft announced new AI tools for Healthcare, creating competitive pressure for Palantir.

  

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• Former 7 year Palantir employee disclosed this in an interview at

  @AlphaSenseInc. Thanks RC for sharing!

"Palantir is ahead of anything else in the market." - Alpha Sense interview.

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Tweet of the week

Chad got me.

Yours,
Arny

Join me on Twitter X: @arny_trezzi