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๐Ÿš€ We Are So Early | Bullets #52

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๐Ÿš€ We Are So Early | Bullets #52

$20 breakout, FedStart, Tampa, AIP on racetrack, Thiel sells.

Arny Trezzi
and
Emanuele Marabella
Nov 20, 2023
7
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๐Ÿš€ We Are So Early | Bullets #52

www.palantirbullets.com
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Editor: Emanuele Marabella

Hi, Iโ€™m Arny. I am excited to announce our โ€œPalantir Bulletsโ€ weekly format is celebrating its first birthday, thank you for sharing this journey ๐Ÿฅณ

Thanks for reading Palantir Bullets! Subscribe for free to receive new posts and support my work.

Palantir Bullets #1

Palantir Bullets #1

Arny Trezzi and Emanuele Marabella
ยท
November 20, 2022
Read full story

Palantirโ€™s stock has risen ~180% and +2,500 investors joined us since the first weekly recap of what I believe will become the โ€œnext Big Tech.โ€

To help me better understand how I could keep providing value to you, it would be really helpful if you could answer the poll:

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Subscribe to @arny_trezzi on X


Last week:

  • Palantir broke the $20 barrier (for nowโ€ฆ)

  • Palantir released a video explaining FedStart. FedStart its new Accreditation-as-a-Service offering to provide federal market access in a fraction of the time and cost.

  • Palantir also unveiled a new video on how Tampa General Hospital is using AIP to unlock value across functions:

โ€œOnce we deployed Palantir we reduced the time of our patients under antibiotics by 30%โ€ - Etter Hoang, TGH Sr. Director Analytics

  • AIP Bootcamps shift gear: now even on a racetrack!

link
  • Palantir is in discussion with Ukraine to expand its capabilities to โ€œjustice and accountability.โ€

link
  • Palantir won a $15mn contract with the Spanish Armed Forces in October.

link
  • UK NHS dedicated a page to address FAQs about the program. The final announcement should arrive in the next few days.

link
  • Peter Thielโ€™s VC, Mithril Capital, sold almost $50mn shares.

link
  • Coatue, a top investing firm in public tech and Palantir shareholder, has dropped an AI primer: we are early.

link

You can download the full โ€œThe AI Revolutionโ€ deck from this

Newcomer
article:

Newcomer
A Data-Driven Look at the Rise of AI
Read more
11 days ago ยท 30 likes ยท Eric Newcomer
  • Microsoft announced Fabric, โ€œthe data platform for the era of AI.Fabric.โ€ Should we be worried? Iโ€™ll share my thoughts in the coming days.

โ€œToday is the first day of Microsoft's end game, and it's going to mean massive competition for Palantir.โ€ - CodeStrap

The Palantir Community never sleeps:

  • Palantir Weekly, hosted by Amit reached episode #100!

  • Emir shared a deep research on the SPACs impact:

link
  • Sentiment on X:

link

Tweet of the week

link

Yours,
Arny

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You can also reach me at:

  • Twitter X: @arny_trezzi

  • YouTube: @arny_trezzi

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.

Thanks for reading Palantir Bullets! Subscribe for free to receive new posts and support my work.

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๐Ÿš€ We Are So Early | Bullets #52

www.palantirbullets.com
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