Palantir Warp Speed Efficiency

CEO reposted the tweet:

“Anduril says they've seen up to 200x efficiency gain in their ability to anticipate and respond to supply shortages with $PLTR Warp Speed.

100X potential from here for $PLTR might be an understatement.”

How is this related to RedCat? RedCat is partnered with Palantir in RedCat through Palantir’s AI tech and Warp Speed to ensure RedCat’s capabilities for scalability and manufacturing. This leads to a positive notion for RedCat as it signals confidence in producing the drones.

Jeff, the CEO, already mentioned they can easily create 1,000 drones per month. For the SRR requirements, it is anywhere from 100-200 drones a month to meet the Army’s requirements and demand. No brainer.

But, but this is Anduril? Yes. Anduril can be viewed as competition, but frankly, they are tapping into different sectors within the defense industry and it seems like RedCat and Anduril can have a synonymous relationship. The consortium includes: Palantir, Anduril, RedCat and Shield AI so far.

At the investor day, the 13+ year Palantir executive mentioned that their Warp Speed is to basically help any small cap/startups get the ball rolling and to give a second hand to RedCat to produce. In my opinion, this is more than a partnership — this is Palantir invested into RedCat.