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🔥 "Spreading like wildfire" | Bullets #46

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🔥 "Spreading like wildfire" | Bullets #46

Palantir developments and the crowned “Tweet of the Week”

Arny Trezzi
and
Emanuele Marabella
Oct 11, 2023
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🔥 "Spreading like wildfire" | Bullets #46

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Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 2.940 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article and share it.

Bullets #46 live stream with Either Square:


Last week:

  • Palantir expanded its partnership with global consultancy Pwc.

“The Alliance will see PwC leverage Palantir Foundry, the platform for integrating data, analytics, and operations, and Palantir’s Artificial Intelligence Platform (AIP) to help clients identify and action strategies for value creation and operational transformation.” - Palantir Press Release

Image
  • Palantir CEO Alex Karp revealed Palantir has been used by 16% of the US Healthcare system.

"A year ago, ~1% of healthcare in the US was using Palantir, now it's 16%" - Alex Karp, Palantir CEO

  • The opportunity to leverage Generative AI in healthcare is immense, as shared by @Kross_Roads.

link
  • Credit Suisse seems close to ceasing the use of Palantir after the UBS merger.

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  • New Zeland seemed to prefer IBM Watson AI over Palantir.

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  • Codestrap, so-called “Palantir’s Sandy Munro,” revealed Palantir AIP Bootcams are “spreading like wildfire.”

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I reacted to this and other topics at Palantir Weekly #97 with our friends Amit and Matt.

  • Palantir employee Matteo Lunghi explained his lessons learned from running AIP Bootcamps, including the dangers of the Large Language Models.

“For LLMs to be useful for enterprises, they need to be anchored to a body of knowledge that contains as much info about your business as possible. This is the Ontology.” Matteo Lunghi, Palantir Employee

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  • Either Square unveiled potential clients currently using Foundry:

    • Aqsone

    • Kainos

    • SP Energy

    • American Tyre Distributors

    • Western Midstream

    • Ecolab

    • Furman University

    • Kansai Transmission

  • Palantir developed Foundry for Rail:

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  • Jim Cramer declared “Palantir lived up to its hype.” Will we keep living?

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  • Palantir Product Manager Peter Wilczynski shared a curious aphorism:

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  • William Blair’s analyst affirmed the UK NHS deal is already reflected in the Guidance and sees significant downside. I see him continuously wrong.

Tweet of the week

Yours,
Arny

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🔥 "Spreading like wildfire" | Bullets #46

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Maverick Equity Research
Writes Maverick Equity Research
Oct 11Liked by Arny Trezzi

great coverage as always, thank you!

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