Thread by @InvestiAnalyst

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Just reviewed $IBM's Full Earnings Call to further digest their AI Ambitions relative to $PLTR

The new $IBM CEO is serious about their AI Ambitions.

This image below provides a foundation to understanding their current partnership with $PLTR

Here are the key takeaways:

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The CEO talked about how they are utilizing $PLTR's Foundry to help them scale their AI Initiatives for their clients across industries.

It's important to remember that IBM Watson is the brand product name for their AI product feature and its used in collab with Foundry..

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The CEO is making new acquisitions and spinning off certain business lines to allow them focus on their Hybrid Cloud Compute and AI strategy

Gartner still regards them as a major leader in AI - Think about the synergies they could bring together with $PLTR for the future.

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Also remember as part of this partnership - $PLTR would be leveraging $IBM's 1000+ salesforce globally to sell their software.

Now the CEO is investing more into sales and making new changes, so I expect to see benefits for $PLTR as this re-alignment benefits both parties.

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He also added AI will add $16T to global output.

Watson Health -I heard some similarities between how $IBM utilizes their AI models to help with Vaccine administration for the US Gov't

This was similar to what I heard from $PLTR last week during Demo-day on using Foundry.

(6/6) Bottom-line

$IBM's very serious about advancing their AI services and capabilities for their clients in 2021.

I could see a scenario where $IBM Cloud Pak for data services with $PLTR is just a stepping stone / a foundation for future initiatives that benefits both parties

I will be covering the Earnings Call on May 13th (once date is confirmed).

I expect to hear more developments from Alex K. Thoughts folks? @sachinvats @JoTrader4 @Palantir_Daily @Palantir_news

I will also just add this article for new people to see incase you missed it (1/2)

I discussed some of the early synergies $PLTR will get from $IBM and a few thoughts on the demo.

investianalystnewsletter.substack.com/p/optional-rea…

(2/2) Also, I did a $PLTR thread Pre demo-day incase you missed it... You can read some insights I shared about my expectations and some of the industries they are moving into gradually.

https://twitter.com/InvestiAnalyst/status/1382132103492509696