🎙 We Interviewed CTO Shyam Sankar | Palantir Bullets #78
Exclusive Interview, Stanley Druckenmiller, New 5 year deal
Dear readers,
Amit and I had the immense pleasure of interviewing Shyam Sankar, Palantir CTO on AI, national security, and the primacy of winning:
Thank you Shyam for your time. Thank you Eliano and Chad for making it possible.
Editor: Emanuele Marabella
Last week:
Ringier signed a 5-year expansion to deploy Palantir’s AIP across divisions. Ringier is a leading Swiss media and technology company with ~6.5k employees. The partnership started in 2018 and later expanded in 2021. Great spot by @Lord_Herugrim.
The Guardian wrote a hit piece on Palantir, which seems a desperate attempt to put a bad light on the company, which was the main sponsor of the first AI Expo in DC. The level of the article:
“Palantir had a social event with free drinks. The only options were two IPAs, and I had one called “the Corruption.” It was, bar none, the worst beverage I’ve had in my entire life.” - The Guardian
Ps: this was the booth of the Department of Energy, not Palantir’s:
Fox News released an interview with CEO Alex Karp on how AI can shape geopolitical equilibrium.
“This is amazing!” - Fox Interviewer testing Palantir’s MR product
Legendary investor Stanley Druckenmiller disclosed a new position of 770k Palantir shares at a ~$21 average. The position is just ~0.4% of the portfolio and essentially Druckenmiller repurchased the shares he previously sold at ~$8 to increase his NVDA holding. Will Druckenmiller's return stimulate the interest of other institutional investors?
“There was a guy named Steve Jobs breaking the number one rule of business. He made products, not that customers were demanding, he made products, assuming that if they made them, customers would come. I get the sense that you do it at Palantir.” - Stanley Druckenmiller, talking with Palantir CEO Alex Karp
Institutional investors’ ownership reached a new high of ~41%: institutional investors didn’t fear the recent dip. Will this increase in institutional money support the S&P500 inclusion?
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Yours,
Arny
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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.
thank you, cheers!