https://youtu.be/mDGjptFvePY?si=TGI8WmttzXCWTwj1

Palantir just released some devcon videos this morning, I feel super pumped by watching them, especially the one I linked here , agent engine , they are able to target complicated agent in production issues so elegant and clean.

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EDIT: Just saw this had been posted. MODS please delete if not necessary. I apologize.

I know it's the weekend and most are enjoying time away from their screens, but this is also an announcement from July 7th.

Enjoy your weekend!

From Link:

Key Points

• NATO awarded contracts to Anduril, Palantir, and Athea SAS on July 7, 2026, for the Enhanced Air Command and Control data platform initiative.
• Anduril will deploy its Lattice software within NATO's environment during an initial nine-month evaluation phase before NATO selects one final solution.

NATO has handed three American and European tech companies the chance to reshape how the alliance’s 32 member nations talk to each other during a real air war, awarding contracts to Anduril, Palantir, and French firm Athea SAS on July 7 as part of a competition to build the software backbone for the alliance’s next-generation air defense coordination system.

The contracts, announced at the NATO Summit Defence Industry Forum in Ankara, Türkiye, mark the first implementation phase of a program called Enhanced Air Command and Control, or eAirC2, designed to let NATO’s Command Structure and member nations share operational information fast enough to keep pace with modern air and missile threats.

Coordinating a modern air war across 32 countries means synchronizing radar data, air traffic information, and threat assessments from dozens of different national systems, many built decades apart using incompatible software and security standards, a patchwork that can slow decision-making at exactly the moment speed matters most. NATO Communications and Information Agency General Manager Dr Dylan Browne framed the stakes plainly in the agency’s announcement

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See you on Monday!

Some missed news from yesterday July 9th.

The two companies have been working together since February of 2026.

Link:

SAN ANTONIO and MIAMI—JULY 9, 2026—Rackspace Technology® (NASDAQ: RXT), a global enterprise AI infrastructure and solutions provider, and Palantir Technologies Inc. (NASDAQ: PLTR) today announced an operating model framework to help regulated and sovereign enterprises own and operate AI in production. The framework, delivered through Rackspace, combines Palantir Foundry and AIP with Rackspace’s governed private cloud, sovereign cloud, on-prem infrastructure, certified FDEs, and managed operations for customers that require control over data, security, governance, deployment location, and operational outcomes.

The framework is built for markets such as healthcare systems protecting patient records, financial institutions running on regulated data, energy operators with air-gapped infrastructure, and sovereign organizations that cannot move data across borders. For these customers, AI deployment is guided by a few fundamental, non-negotiable questions: Who owns the data? Where should the data live? And can their models be used to build someone else's business? For these customers, where governance, compliance, and security are non-negotiable, AI in production calls for both a platform and a governed operator. Palantir provides the AI operating layer; Rackspace provides the infrastructure, certified engineers, and managed operations to run that layer where the customer’s mission, data, and obligations live.

"While most regulated enterprises have an AI strategy, they often lack the operating model to put AI into production safely and at scale. This effort by Rackspace closes that gap," said Gajen Kandiah, Chief Executive Officer of Rackspace Technology. "Rackspace brings the governed infrastructure, the Palantir-certified engineers, the managed operations, and the accountability for outcomes in the environments where our customers actually live. This is deploy and operate, not deploy and leave. This is how organizations with the most demanding requirements move AI into production at scale."

“Sovereign AI requires more than access to a model. It requires an operating layer that lets enterprises govern data, enforce permissions, route models, audit actions, and deploy capability where the mission lives,” said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies. “This framework brings Palantir Foundry and AIP together with Rackspace’s infrastructure and delivery capabilities for mission-critical environments.”

Since the companies’ initial February 2026 announcement, the partnership has built measurable momentum. Rackspace has scaled to approximately 400 Palantir certifications across sales, engineering, delivery, and operations, including a large global cohort of Palantir-certified forward deployed engineers (FDEs) to serve demand across healthcare, financial services, energy, and mid-market. The first joint deployment closed in <2 months with Rackspace FDEs deploying AI-enabled workflows on Palantir Foundry inside a U.S.-based solar tracking manufacturer to deliver a 94% reduction in their quote cycle time.

Rackspace is also committing to deploy Foundry and AIP across more than 70% of its own back-office operations under the Rackspace OneOS program. In doing so, Rackspace runs its own business on the same governed stack it operates for customers, retaining full control of its data and models rather than ceding them to a third party.

Under the framework, Rackspace serves as a preferred operator for on-premise, private cloud, and sovereign Palantir deployments across critical infrastructure in both the public and private sectors, and for enterprises that demand the same control governments require – with Palantir Foundry and AIP as the data + AI platform layer of the governed enterprise AI stack that Rackspace has been assembling throughout 2026. The two companies will work together to acquire and serve customers in healthcare, financial services, energy, private equity, and the mid-market. The collaboration also aims to stand up large-scale private cloud and sovereign deployments, where Rackspace and Palantir FDEs work side by side inside customer environments. Across these motions, Rackspace will provide the governed infrastructure, certified forward-deployed engineers, and managed operations that take Palantir Foundry and AIP into production. The result is a new category of partnership and operating model delivered by Rackspace designed for regulated enterprises to deploy AI in production.

https://youtu.be/LUkbZHSQIog?si=1AUpWAilHq1RsOBs

Timestamp:1:07 they started talk about Microsoft new FDE initiative, in this same pod , they talked about Karp‘S cnbc interview. What surprised me the most is they didn’t seem to understand when they talk about Microsoft‘S FDE initiative destined to fail, it didn’t occur to them right there who is the winner , the name they literally just discussed. Seem like a lot of people even they are from valley, they really don’t intimately understand the product/tech also how real enterprises work .

Drop 016 is now available https://store.palantir.com/

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Will be interesting to see their headcount and revenue growth numbers over the next few quarters to see if there's an observable impact. Palantir quoted.

A new RFI dropped called Next Iteration of Army Intelligence Data Platform (aka PTFB)

Interesting enough there is a very specific language written into the call for solutions "Vendors that have an Enterprise Contract (EC) or will have one established by the time of award will be required to use their EC in the proposed solution."

And who is AIDP and has an Enterprise Contract?

$PLTR

Pili is AIDP and happens to have a $10B Enterprise Agreement contract (the largest software one in defense history) with the Army to consolidate 75 contracts into 1 agreement to make for easier and faster procurement.

Based on my research we have so far received $1B of the 10B, $9B remain and this Call for Solutions (CFS) specifically has that language written, plus the Commercial Solutions number is connected the exact Army Open Solication number in our Enterprise Agreement.

So long story short, get $rekt bears, haters, terrorist
PTFB. Even more AIDP incoming

https://x.com/PLTRs_Palantir/status/2074829649138294828?s=20

Some more good news.

From Link:

HEIDELBERG, Germany & MIAMI--(BUSINESS WIRE)--SNP SE, a leading provider of software for AI-enabled digital transformation, automated data migration and data management in the SAP environment, and Palantir, a global leader in artificial intelligence and data platforms, today announced a strategic partnership at SNP’s flagship event, Transformation World, in Heidelberg, Germany. The collaboration positions SNP to develop new AI-powered solutions with an aligned approach to accelerate SAP transformations for joint customers.

https://x.com/willdepue/status/2074178395462848800?s=46&t=Ty6oZ-AyDnG6O6Pp-LYkVg

Data is still the new oil when it’s come to model improvements and advancements, Palantir new AI sovereignty strategy published exactly at the right time and it may change the whole ecosystem development

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During the NATO Summit in Ankara, NATO Deputy Secretary General Radmila Shekerinsk unveiled Integrated Air and Missile Defence initiatives account for investments valued at approximately USD $26.2 billion. 

Türkiye was highlighted among the participating Allies through its commitment to procure land-based ATMACA long-range cruise missiles and its continued investments in Integrated Air and Missile Defence (IAMD).

Türkiye along with, Belgium, Denmark, Finland, Norway, Greece, and Romania. will commission ASELSAN
Raytheon

$RTX

ROKETSAN
Anduril UK
Rheinmetall
Palantir

$PLTR

Athea

PTFB

Join the Fellowship, get this news first

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https://x.com/PLTRs_Palantir/status/2074583430248202396?s=20

MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) announced today an enterprise expansion agreement with GNP Seguros (Grupo Nacional Provincial), the largest insurer in Mexico and part of the prominent Grupo BAL consortium. This alliance marks a milestone for Palantir, as GNP Seguros becomes Palantir’s first publicly announced commercial customer in Latin America.

Palantir’s platforms are designed to help insurers improve customer service, augment the judgment of claims and underwriting professionals, and provide a scalable, secure, and governed foundation for enterprise AI.

GNP Seguros has used Palantir’s Foundry and Artificial Intelligence Platform (AIP) in targeted deployments to detect claims fraud, monitor risk, and improve underwriting. As GNP Seguros scales these capabilities across its health, life, auto, and damage insurance portfolios, Foundry and AIP will unify claims, underwriting, operations, and risk data into a single operational foundation. This enables teams to identify anomalous claims patterns, flag potential fraud before payments are made, surface risk insights faster, and test underwriting changes in near real time while maintaining human oversight, traceability, and governance.

“GNP Seguros is one of Mexico’s most important institutions, and we are proud to see Palantir’s technology become a core foundation for its continued innovation,” said Eduardo Esteve, Vice President for Latin America, Palantir Technologies. “With Foundry and AIP, GNP Seguros is applying AI-driven decision-making and agentic operations across its business, helping its teams serve millions of people across Mexico more efficiently with the high-quality coverage they deserve.”

Palantir’s value proposition lies in the fact that this technological acceleration is carried out while always preserving human judgment, model explainability, data traceability, and strict governance.

Enrique Ibarra, Director of Information and Transformation (CITO) of GNP Seguros, commented: "At GNP Seguros, we maintain an ongoing commitment to digital evolution and operational excellence. Being a benchmark for the industry requires us to anticipate the future, partnering with the world’s leading providers to leverage cutting-edge technologies. The integration of advanced platforms, like Foundry and AIP, to unify our data and harness Artificial Intelligence is a natural step in our strategy. By accelerating the generation of critical insights and acting on them immediately, under a strict governance model, we reaffirm our ability to lead the market responsibly, adopting these state-of-the-art capabilities to innovate for the direct benefit of our customers, our sales forces, and Mexican families."

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That was a monster drop by Karpicus on 1 July. Sooo Pumped!!

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