🎯 Too Much Demand | Palantir Bullets #55
🎯 Too Much Demand | Palantir Bullets #55
Horse racing, Antisemitism, Fujitsu, TITAN, Bootcamp Copycats
Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 3.445 investors. Please hit the ❤️ button if you enjoy today’s article.
First, let me first thank you for your support. I am surprised about how far we have come and at the same excited to realize we are still at the beginning of this journey!
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Last week:
Palantir partners with the Horseracing Integrity and Safety Authority (HISA) to create a data-enabled tool to identify horses at risk for injury before they race. With AIP, the process for evaluating records for each horse entered in a race went from 5 hours per race to "a matter of minutes.” HISA expects to begin using this tool in early 2024.
"HISA came to a Bootcamp for Palantir’s Artificial Intelligence Platform (AIP) this fall and has rapidly scaled its implementation independently. - @MabreyTed
Palantir and Fujitsu signed a strategic partnership to solve societal challenges and accelerate business transformation globally. Fujitsu will incorporate Palantir's AI capabilities as a key element for Fujitsu Uvance, a portfolio of solutions for business challenges and societal issues. Services will be provided in Japan in FY23 and other markets (North America, Europe, and Asia-Pacific) in FY24.
The TITAN contract is expected between January and March 2024. Palantir is competing in the final phase, collaborating with Anduril and Northrop Grumman.
Palantir just launched an initiative to welcome 180 students who fear for their safety on campus because of antisemitism in the US's most elite education institutions:
“Some of these organizations seem structurally incapable of taking any steps to reform themselves.” - Palantir
William Blair analyst Louie DiPalma, (“underperform” rating), published a note expressing skepticism on the future of a four-year, $458mn Army contract which is set to expire.
“There is strong indication that Palantir's renewal contract in two weeks will be significantly less than the original $458 million." - Louie DiPalma, William Blair
Palantir CEO Alex Karp was interviewed by Liz Claman at Fox News (full interview by @PalantirChad):
In case you missed:
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Yours,
Arny
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.