Author: Christian Darnton

Christian Darnton is the Founder of Darntons. Christian invests within public markets, specifically innovative companies and equities. He is also the host of Darntons Podcast on Spotify & YouTube, and hosts the Darntons Show on YouTube weekly.

Information Regarding $9B Contract: Palantir Il6: Piper Sandler On Palantir DOD: Apollo: Information Regarding $9B Contract: The award of the Joint Warfighting Cloud Capability procurement is planned for December, DOD Chief Information Officer John Sherman said in Washington today. In July 2021, DOD officials said they expected the procurement would be ready in April 2022. The JWCC is a ground-breaking procurement, Sherman said, and it involves some of the biggest technology firms in the United States: Google, Oracle, Microsoft and Amazon Web Services. These four “hyperscale” cloud service providers are working with DOD specialists to produce “a multi-cloud effort…

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1) What is Palantir IL-6? 2) Government Prime: 3) Piper Sandler On Palantir Government Business: What is Palantir IL-6? Palantir Technologies Inc. (NYSE: PLTR) announced that its federal cloud service offering has received a DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency (DISA). With the debut of Palantir Federal Cloud Service (PFCS) in 2019, the company first gained FedRAMP and IL5, and now, with this accreditation, it expands its cloud offering to include a new Secret Region. As one of just three firms obtaining an IL6 Provisional Authorization from DISA for their cloud offerings, Palantir joins Microsoft…

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A loonshot is a breakthrough innovation. Introduction Types Of Loonshots Pan Am Polaroid: Conclusion: Introduction The question one must ask is, why so commonly, do leading innovative teams fail after a long reign of domination? This, has been the case far too often for companies such as Nokia, IBM, & airline leader Pan Am. As investors we have a duty to identity why these leading companies fail, and how we can predict these failures within our investments. Specifically, what is so interesting about these companies listed above, is the fact that these companies – by far – had the best…

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The following article is taken from ARK Invest, and their research into AI Software: Productivity Gains Could Propel The AI Software Market To $14 Trillion By 2030 – ARK Invest (ark-invest.com) Within bold, is the additional commentary from Christian Darnton. WILL SUMMERLIN: As companies generate profound productivity gains from artificial intelligence, we estimate that software spend per year could grow at a 42% compound annual rate from just under $1 trillion today to $14 trillion in 2030.[1] According to our estimates for 2030, propelled by AI software, total IT spend could increase 20% at an annual rate and surpass $20 trillion,…

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Introduction: Software & AI: The Radar & Palantir: Procurement Processes: East VS West: The following article is based on Alex Karps latest speech. Within the writing, I will unpack the commentary, and give my analysis of Palantir. Whilst writing, I had a surreal realisation: “Palantir’s technologies will be as influential for this century, as the radar was for the last.” https://www.youtube.com/watch?v=c49gvbUgpEY&t=558s Software & AI: It is clear that there has been a fundamental change in warfare over the past year. We should not trivialise the disruption of this change, and how the ripple effects of this war will transform the…

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National Debt Explained: The national debt is the amount of money the federal government has borrowed to cover the outstanding balance of expenses incurred over time. In a given fiscal year (FY), when spending (ex. money for roadways) exceeds revenue (ex. money from federal income tax), a budget deficit results. To pay for this deficit, the federal government borrows money by selling marketable securities such as Treasury bonds, bills, notes, floating rate notes, and Treasury inflation-protected securities (TIPS). The national debt is the accumulation of this borrowing along with associated interest owed to the investors who purchased these securities. As the federal government experiences reoccurring deficits, which is common, the national debt…

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Deal: DENVER & TIFFIN, Ohio–Palantir Technologies Inc. (NYSE: PLTR, “Palantir”), a leading builder of operating systems for the modern enterprise, and Concordance Healthcare Solutions LLC, one of the largest, independent healthcare distributors in the U.S., today announced a partnership to power the first, fully integrated medical supply chain ecosystem – bringing together inventory and supply chain data from manufacturers, suppliers, distributors, and providers into one cohesive, real-time system. One of the biggest challenges in healthcare today lies within supply chain, and the root cause is the management of data associated with critical supply chain workflows. COVID-19 exacerbated these long-standing issues,…

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CDS Explained: Shares of Credit Suisse plunged nearly 10% in Europe’s morning session, after the Financial Times reported the Swiss bank’s executives are in talks with its major investors to reassure them amid rising concerns over the Swiss lender’s financial health. Spreads of the bank’s credit default swaps (CDS), which provide investors with protection against financial risks such as default, rose sharply Friday. A credit default swap (CDS) is a financial derivative that allows an investor to swap or offset their credit risk with that of another investor. To swap the risk of default, the lender buys a CDS from another investor…

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Overview Of Contract: Siemens, 29 others added to Air Force’s $950 million JADC2 contract: Another batch of companies, including a division of Germany’s Siemens, are entering a Department of Defense competition meant to bring to fruition a vision of seamless military communications as part of a deal worth up to $950 million. The idea is to make tactical decisions faster. Joint All Domain Command and Control, also known as “JADC2,” is the Pentagon-wide push to unify and link sensors to shooters in all battle domains, including air, land, sea, cyber and space. “We’ll apply our deep technical expertise in systems…

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Putin says U.S. created nuclear PRECEDENT by bombing Japan and vows to ‘smash’ the ‘satanic’ West: Rants that America is STILL occupying Germany, ‘Anglo-Saxons’ blew up Nord Stream and warns he’ll use ‘all forces’ to defend annexed Ukraine regions. ladimir Putin accused the United States of creating a nuclear weapons ‘precedent’ by bombing Japan at the end of the second World War in an unhinged speech calling the West ‘satanists’ and accusing ‘Anglo Saxons’ of blowing up the Nord Stream pipelines. The Russian despot ranted about sex-change operations, claimed America is occupying Germany and Korea and vowed to ‘smash’ the…

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