Palantir Bullets
Arny Trezzi, Emanuele MarabellaSpot market asymmetries with an early investor (+20x return) and former equity analyst.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 310 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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palantirbullets.comLatest Issues
🧱 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...
🪖 "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...
🔓 New Security Standard | Bullets #181
Editor: Emanuele Marabella
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Palantir and SAP expanded their relationship with an AI-supported data migration tool.
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CEO Alex Karp met with Ukrainian Government leaders.
Tribal knowledge
Tweet of the week
Yours,
Arny
Re...
‼️ "Palantir Slows Down" | Bullets #180
Editor: Emanuele Marabella
Last week:
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Palantir dropped insane Q1 results:
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+85% YoY Revenue growth;
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+133% YoY US Commercial Revenue;
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60% EBIT Adj. Margin;
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+31% YOY clients;
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150% Net Dollar Retention;...
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✅ Can Palantir Do? YES | Bullets #179
Editor: Emanuele Marabella
Last weekend, I had the pleasure of joining the 3rd edition (sold out!) of the AI Monaco Conference, organized by my close friend Leonardo Fabbri at the Yacht Club de Monaco.
It was a great experience to listen...
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Investing in asymmetries.
Building Engineer ✝️ Investor ✍️ Editor
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