Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 2.843 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article and share it.
Let me first thank you all as we reached 10,000 on Twitter/X!
Palantir in the week:
Palantir partnered with Policlinico Gemelli to implement AI. Gemelli is the biggest hospital in Italy with 1,611 beds.
"Policlinico Gemelli’s digital research center, Generator RWD, will utilize Palantir Foundry to manage the full scale and complexity of healthcare data." - Palantir
Palantir seems to have launched a new product called Ontology SDK. This offering seems to be an "Ontology as a Service," looking forward to more details!
"Government programs, defense companies, and individual builders with authorized access to relevant programs can use OSDK to enable their applications to securely search, retrieve, and enrich their associated data. With just four lines of code, the defense tech ecosystem can take advantage of all the data we have curated over 20 years of data integration. " - Palantir Blog
Palantir announced AIPCon will be held on September 14th.
"Customers presenting include the NYSE, Intuit, SOMPO Japan, and more. AIP is being used by 100 organizations and was introduced to the global markets less than 6 months ago." @amitisinvesting
I’ll join Amit to stream it live!
Palantir CEO met Finland’s Minister of Defense.
"Technology and security are increasingly intertwined. Today I met Dr Alexander Karp, the CEO of Palantir Technologies. We had an insightful discussion on the European security situation and how emerging technologies can be used to support both NATO and Ukraine." - @anttihakkanen
Palantir CEO also met with the Estonian PM.
"Yesterday Dr. Karp met with Estonian prime minister @kajakallas discussing “…what Estonia, our companies and researchers have to offer in medical technology, defense, energy” - @PalantirChad
Either Square unveils Areva Pharma as a Foundry client.
"New companies are joining Foundry every week. Just today, Areva Pharma appeared to be using Foundry. Some of their partners include McKesson and CardinalHealth, both past or present Foundry users." -
Either Square also unveils Lifepoint Health as a Foundry client.
"Lifepoint Health serves as yet another example pointing to that direction; that Palantir is taking the entire market, one company at a time. Lifepoint Health has been using Foundry for almost 1 year." - @Either_Square
Ferrovial is confirmed as a client using AIP.
"Ferrovial is a Spanish multinational focused on Transportation, Construction and Energy. It operates in more than 40 countries and is one of the biggest Spanish companies." - @Either_Square
Palantir launches Agora for Energy. Agora, initially focused on metals, is the collaborative platform developed last year by @PalantirTech and Trafigura to manage and improve the carbon intensity of supply chains.
"As first users of Agora, we are pioneering innovative solutions to collaboratively decarbonize energy operations and fostering unprecedented transparency." - Global Head of Crude & Carbon Trading for Ecopetrol.
Skywise, the platform developed with Airbus, now connects 50% of Airbus fleet worldwide. Thx @Lord_Herugrim
Palantir ran an AIP BootCamp in Japan.
"AIP is BIG IN JAPAN. Thank you to all our customer attendees who came onsite at our Tokyo office to spend the week building #genai applications for their businesses in a bootcamp for the ages." - Found on LinkedIn by @Lord_Herugrim
Elon Musk involuntarily confirms Palantir's core thesis.
“Most companies can’t write good software” - @elonmusk
The Pentagon is willing to invest deeply in AI.
"Pentagon plans to invest “hundreds of millions of dollars in AI that are intended to be small, smart, cheap" - Wall Street Journal
Palantir will join Biden's AI Safeguard efforts.
"BREAKING: IBM, Palantir, Adobe, and Salesforce will join President Joe Biden’s voluntary commitments on AI as the White House seeks to expand its efforts to shape the new technology without waiting on Congress." - @amitisinvesting
TIME included Palantir CEO among the "most 100 influential people in AI"
"TIME put out their most 100 influential people in Artificial Intelligence list today. Alex Karp, CEO of PLTR Palantir, was on the list." - @amitisinvesting
CEO Alex Karp participated in the Tallinn Digital Summit:
Palantir announced Government Web Services. This offering will provide clients with Palantir's infrastructure to easily work with the US Government.
"Our first three PGWS offerings are FedStart, Apollo, and Ontology SDKs." - Shyam Sankar, Palantir CTO and Greg Little, Palantir Senior Counselor
Palantir Senior Advisor to CEO dropped an interview on CNBC about the US-China relationship. (video on my channel).
"We are going to see a bifurcation into a Chinese-led technology world and American-led technology world."- @jacobhelberg
Tweet of the week
Yours,
Arny
Join me on:
Twitter / X @arny_trezzi
YouTube @arnyinvesting