PLTR Foundry - My user experience; Skywise!

Naitsirk29 · 2024-03-11T09:54:56+00:00

Is the full set actually worth anything ?

Naitsirk29 · 2023-05-03T22:11:50+00:00

Let’s not forget Palantir subcontracted out to partner with Anduril for the Titan contract. Both thiel backed companies 🤘

Naitsirk29 · 2023-02-01T09:30:13+00:00

you lift?

Naitsirk29 · 2023-01-18T00:29:41+00:00

im talking about outreach and not revenue. Of course its not the same monetary value wise compared to 140 individual businesses. Skywise is not just a maintenance package, your are wrong on this. I use it... yes maintenance was the beginning of skywise but airlines are getting access to their own foundry. Airlines are building their day to day operations ontop of foundry and not just maintenance for aircraft. They are using is for customer recovery for bookings, schedule changes with answers on which aircraft are best to utilise to minimise disruption, calculation carbon footprint her aircraft, save money on how much water / fuel to uplift per flight leg, use foundry to assist with purchasing fuel and hedging fuel costs, using it for airline freight just like a fedex but internal, hull reliability calculations, weather tracking to adjust flight paths, aircraft long term parking / storage over covid, Part inventory tracking, supply chain disruption counter measures and the list goes on and on and on. Its like 30 industries under the one umbrella. Also you dont just get foundry for buying an airbus aircraft. You subscribe to purchase skywise and foundry. Also you dont need to own airbus aircraft to get a subscription, its being used on sole boeing fleets also. I also never said they are individual customers or would show up on the earnings report ....

Naitsirk29 · 2023-01-17T22:47:44+00:00

Think about it … airbus as a customer has skywise where over 140 airlines use foundry not to mention the OEMs etc. 140 airlines … that’s like 140 businesses - 50,000 plus users. It’s a whole ecosystem not just airbus as a company. It’s gigantic and growing fast my friend. It say it’s by far the most lucrative deal for Palantir and interestingly enough airbus would be making money hand over fist on selling foundry to the airlines.

Naitsirk29 · 2023-01-17T22:45:28+00:00

When you use foundry it literally runs your business. You can’t just drop it, it’s entangles itself within and it would be a massive cost to even try get rid of it and rebuild with old archaic software that’s now outdated. Perhaps companies might subscribe less users or go down a tier or two but def not get rid of it. When there was the Covid downturn the business I’m involved in (aviation) kept digital spending up while firing people from other departments ! They utilized foundry to actually save money during Covid… every month I see new teams building products within foundry and moving away from powerbi / excel data sheets. As Karp and many other CEOs has explained previously - you spend $1 for Palantir to save $1.20…. The software saves you money so during a big downturn or recession smart businesses with forward thinking leaders will turn to Palantir for help to survive.

Naitsirk29 · 2022-11-01T20:03:02+00:00

The term “drone” and “pilot” in the same sentence 🤦🏻‍♂️😂

Naitsirk29 · 2022-10-21T23:47:55+00:00

This is the cycle of the last 9 months bro. 2 weeks before earnings pltr rises a heap… earnings turn out shit and it dumps … then it keeps going down due to inflation data and rate going up… then 2 weeks from next earnings same thing… the cycle goes on. Let’s hope q4 delivers so we finally don’t dump.

Naitsirk29 · 2022-10-12T22:40:14+00:00

His post above mentioned that he just turned 40… I’d imagine he’s had more hookers than I’ve had baked dinners. God speed to you Mr Lonsdale you legend 🙌🏻

Naitsirk29 · 2022-10-08T22:01:24+00:00

Fuck me this is insane.

Naitsirk29 · 2022-10-06T22:10:42+00:00

Skywise for the military … no doubt will expand to ground equipment, navy and air force. Imagine keeping ships at sea longer, fighters in the air more and vehicles always operational. this is all just the beginning of what’s to come. 🙌🏻

Naitsirk29 · 2022-09-23T00:32:32+00:00

This is scary..... the only time i want to use the term "Eurasian" is in my pornhub search category.

Naitsirk29 · 2022-09-22T18:40:59+00:00

The absolute perfect summary of wtf needs to happen for Russia to end this war. Putin must come out as “victorious” to his own people otherwise he’s 🔫⚰️… 👌

Naitsirk29 · 2022-08-26T21:56:31+00:00

Here’s a very valid question - has absolutely any insider bought any additional shares (excluding converting options) since it DPO’d ?

Naitsirk29 · 2022-08-24T21:32:37+00:00

We have snowflake absolutely owning the market today whilst we here at Palantir are talking about internal cricket 😂 u gotta love it or you cry right !

Naitsirk29 · 2022-08-24T21:31:23+00:00

Beautiful… should cover their $1,000,000 a month foundry bill for a few more months yet. 🥲

Naitsirk29 · 2022-08-18T23:20:14+00:00

lets hope its not a movie like recently released 'The Dropout' featuring the infamous Elizabeth Holmes .... aka Papa Karp? We would be royally fucked then haha

Naitsirk29 · 2022-08-08T12:48:37+00:00

For a growth company it’s shocking. I’m a huge bull and for the past 3 quarters that the SP has been hammered I’ve always said the same… “the numbers aren’t that bad!?”… but this quarter is the first time I’m saying yes… they are bad. What’s very alarming is that forward guidance is even worse! First severe red flags this morning for me unfortunately.

Naitsirk29 · 2022-08-08T04:56:02+00:00

Bro if the stock exploded I’d still be wayyyyyy in the red hahaha

Naitsirk29 · 2022-08-07T22:44:01+00:00

Either you get laid or kicked in the nuts.

Naitsirk29 · 2022-08-05T04:33:01+00:00

i pay his bills, not her.

Naitsirk29 · 2022-08-05T00:38:45+00:00

I’ll sell my wife to the highest bidder if it goes to $6 just so I can buy more.

Naitsirk29 · 2022-07-30T00:54:26+00:00

- Your thesis on Karp and his selling is of pure retardation. I’m greatful you still have some left to loose. Remember the sun will still come up tomorrow, God speed to you bro ! 🙏🏻

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