Palantir mit Börsengang
United Parcel Service UPS ist einer großen Geldgeber
Heute hilft es auf alle Fälle nicht :)
Jetzt kanns wieder aufwärts gehen :-)
Und die Liquiditätsthemen sind nur als Risiko benannt wenn der Börsengang über Spac nicht stattfinden würde
Aus meiner Sicht also eher nicht relevant über die bisher bekannten Risiken hinaus
https://investorplace.com/2021/07/...arly-august-at-the-earliest/amp/
"The controversial data integration and analytics company co-founded by billionaire Peter Thiel plans to announce Tuesday it will sell software on a monthly subscription model to smaller companies, starting first with a handful of startups connected to former Palantir employees. The startup sales push is a break with tradition for the $40 billion company that made its name on large contacts with the U.S. Army, Merck KGaA and a handful of other high-profile organizations -- and is part of Palantir’s larger effort to diversify its sources of revenue away from a few big customers."
=> das ist genau das, was ich hier sehen wollte ;-)
World-class software platform now available to early-stage companies
DENVER--(BUSINESS WIRE)-- Palantir Technologies Inc. (NYSE:PLTR) announced today the launch of Foundry for Builders, an initiative dedicated to supporting early-stage companies by providing them with the Palantir Foundry platform, helping support their growth. For Palantir, Foundry for Builders marks a continued expansion of its business beyond large organizations with complex data environments to younger companies.
The Palantir Foundry platform transforms the way organizations operate by creating a central operating system for their data, and it is designed to scale with increasing complexity, meaning it will be able to support these companies as they grow while powering data-driven decision making from the outset.
Under Foundry for Builders, Palantir will sell Foundry to start-ups under a subscription model, first to companies connected to Palantir alumni, before expanding the initiative to other early stage companies. The first group of companies are start-ups in varied sectors, ranging from healthcare to robotics, to software and fintech. They are:
Chapter, a New York-based company that helps customers understand and select Medicare plans
Hence AI, based in London, which uses AI to help companies make better relationship decisions in the legal and consulting industries
Adyton, a Scottsdale-based builder of mobile software that links users in the field with enterprise systems
A fintech company based in Oslo, Norway, that aims to simplify B2B transactions by offering a buy now, pay later alternative
Gecko Robotics, a Pittsburgh-based maker of robots used for industrial inspections
The companies in the first Foundry for Builders cohort are using the platform to establish an internal operating system for their data in order to spend more time accelerating their unique value proposition and less on attempting to piece together all of the necessary components.
Palantir Foundry is offered as fully managed SaaS and provides an end-to-end platform that spans from cloud hosting and data integration to flexible analytics, visualization, model-building, operational decision-making, and decision capture. Having these capabilities as part of a single platform eliminates friction and protects against the loss of data history, security, and privacy as users move across siloed technologies.
“As we searched for platforms to power our first application, Mustr, Palantir Foundry was a no brainer. It gives us 360-degree visibility into our customers from lead generation to product feedback and allows us to plug and play our mobile capabilities directly into enterprise data systems all over the government and commercial sector,” said James Boyd, CEO and co-founder of Adyton.
“Our global network of robots, and the critical industries they serve, have created a data asset unlike anything in the world. Gecko is betting on Foundry to be a force multiplier, helping us scale our operations and accelerate our ability to help our customers get from data to value,” said Rick Ducott, Palantir alumnus and Gecko’s director of engineering.
In another application of Foundry, Palantir alumnus Cobi Blumenfeld-Gantz, CEO and co-founder of Chapter, will be applying Palantir Foundry to the fragmented, opaque market of healthcare by integrating data across all Medicare plans and making recommendations on optimal coverage.
Palantir Foundry offers out-of-the-box security and compliance features which allow companies, including these start-ups, to work with sensitive data in accredited environments. The platform is currently being used in over 40 industries and sectors worldwide to accelerate the drug discovery process, reduce errors in manufacturing, optimize supply chains around the globe, and more.
“We’re excited to expand the use of Palantir Foundry to hypergrowth startups. These organizations have ambitious goals and are building their digital infrastructure around Palantir Foundry from Day 0. These companies don’t suffer from ‘not invented here’ pathologies and clearly see how building their SaaS offerings on top of Foundry could help shave years and millions of dollars off their time to market,” said Palantir COO Shyam Sankar.
Die Spacs oder Kooperation mit IBM oder AWS ist davon natürlich auch schon abgewichen.
Vielleicht ist eine ganz ganz breite Aufstellung auch erfolgversprechender als die Konzentration nur auf die ganz Großen
Eure Meinung?
https://www.bloomberg.com/news/articles/...ers-in-break-with-strategy
Eine 4%ige Beteiligung an einem hochinnovativen Unternehmen…
Es klingt alles gut was Palantir gerade macht. Irgendwie fast zu gut
Shyam Sankar hat Foundry for Builder in einer email etwas näher erklärt. Es geht sowohl um die Erfahrungen der Start Ups mit der Software in ihrem jeweiligen Business als auch um die Entwicklung weiterer Use Cases durch Palantir und damit die weitere Perfektionierung der Software mit jungen, hochinnovativen Unternehmen
Also gar nicht unbedingt eine ganz neue Strategie sondern u.a. Verbesserung und Weiterentwicklung des Produkts
Da traue ich Palantir mit Karp und vor allem Thiel eigentlich fast mehr zu als unserer SAP und die Spac-Strategie wird vielleicht weitaus interessanter als aktuell gedacht.
Vor allem weil Palantir seine Beteiligungen und Start Ups mit Foundry ja auch weit mehr befähigt als SAP es mit seiner Software vermag. Von SAP Hana profitiert ein Start Up vielleicht noch nicht ganz so stark in den Anfangsjahren :)
"Hence Technologies to Leverage Palantir Foundry" https://www.prnewswire.com/news-releases/...ir-foundry-301338167.html
https://www.reddit.com/r/PLTR/comments/ooseni/...ir_spac_investments/
Ich bin mir allerdings nicht sicher ob ein Motley Fool Artikel ein Qualitätsbeweis ist…