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Spot market asymmetries with an early investor (+20x return) and former equity analyst.

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Latest Issues

🙌 Karp Was Right | Palantir Bullets #186

Editor: Emanuele Marabella

Tribal knowledge

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Palantir Bullets is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Yours,
Arny

Reach me:

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6 days ago
12

☀️ Apollo is Rising | Palantir Bullets #185

Editor: Emanuele Marabella

  • CEO Alex Karp was interviewed by CNBC:

  • Louis Mosley, Head of Palantir UK, was also interviewed:

Tribal knowledge

Tweet of the week

Palantir Bullets is a reader-supported publication. To re...

13 days ago
7

📉 60% Drop in Token Cost | Palantir Bullets #184

Editor: Emanuele Marabella

  • Palantir held its 10th edition of AIPCon:

  • Palantir and Kirkland & Ellis Partner deepened their partnership by launching a $500mn proprietary enterprise platform for private equity fundraising.

...

20 days ago
7

🧱 11-Year Construction Deal | Palantir Bullets #183

Editor: Emanuele Marabella

  • Palantir extended its partnership with Thomas Cavanagh Construction Limited for 11 years. Cavanagh’s new subsidiary, Cavtera, will commercialize its Foundry-powered solutions and support Palantir implementati...
a month ago
5

🪖 "No Alternative to Palantir" | Bullets #182

Editor: Emanuele Marabella

  • Palantir and Dell announced an On-Premises AI Operating System in collaboration with Nvidia:

“The real bottleneck isn’t the model. It’s the operating environment” - Dell press release

Tribal knowled...

a month ago
12

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  • Arny Trezzi

    Investing in asymmetries.

  • Emanuele Marabella

    Building Engineer ✝️ Investor ✍️ Editor

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