Real Palantir Client Answers Questions About Foundry and Skywise
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And again, this is just speculating, but we know that volunteer invested in regio. We know that we joe, are actually implementing a sort of skywise solution for the automotive industry: what better company to utilize this sort of product, especially in the context of self-driving than tesla. My name is tom nash and i quit my corporate job as a senior financial analyst to break down companies for you there's one thing you need to know about me: i don't take from anybody hey. This is tom, and i'm extremely excited about today's video we're doing something that was never ever done before in youtube.

We have my source inside an airline, a skywise verified user, which i personally verified. As being true answering your questions, we went over some of the comments in my previous volunteer videos, where i showed you test cases and presentations that were provided to me by that airline employee and in today's video. That person is answering your questions, your concerns and even refuting some of the claims casting doubt that were made in my comments section. But more importantly, we actually have an insight from that person about why palantir is actually moving into a whole new industry which is about to absolutely take over, and it might actually indicate a future potential collaboration with a company like tesla, for example.

Yes, this is really exciting so much to cover let's get started right away. So what he did in this email, first of all, is provide me a picture of him at work. He asked not to share the picture, obviously was skywise loaded and the search field. Writing allegedly, no bs, which i found kind of amusing.

So, let's get straight to it. Okay, let's start with the first comment: some people mention about this. Oh this isn't anything new. This is just monitoring a sensor.

It's been done for years. We had a lot of this comment. Basically, what he had to say is very interesting. Engine manufacturers have some limits set for some engine parameters which exclusively held by them.

Companies such as ge, i.e, etc. Now, with skywise, basically, airlines have the power to take all of the engine data and combine it with aircraft data now check this out. This gets a full holistic picture to be able to model accurate insights into potential faults, what causes them and how to build a threshold limit to avoid these thoughts before they occur. This is the whole point of foundry being able to get a heap of data and make it usable to make an accurate decision.

And since i'm not an engineer, let me simplify what he's saying here. Essentially, what he's saying is that skyways isn't generating any new data points? In fact, it takes the existing data points. It takes them from a bunch of different silo databases and creates one single database that allows you to make better decisions going forward. So it's actually utilizing existing data points.

It's not adding any new sensors, so that kind of criticism is definitely not valid, because the whole point of the system is to take existing data and make sense of it. Another great thing for airlines having the raw data is. We can actually change a component and be able to confirm the correct item was changed. We may be able to see a component trending high and there could be a few components related to this.
That could be causing the issue. We can now change one one component that is and instantly see if the trend has turned back to normal or if it's still elevated. This allows us to keep troubleshooting, rather than previously shotgun troubleshooting, changing apart and waiting to see if the aircraft faults again. This can take some time if it's an intermittent fault, which happens only once a week or longer under certain loads of external factors, fault information is vital in navigation.

Basically, what he's saying here is that now they can see immediately that they cleared the fault 100 check. It out so now the airline is allowed to fly unmanned ported rather than being restricted to main base ports. In case the faults come back, so this is actually important because it actually shows you that skywise and palantir's foundry has a lot of strength in the follow-up. Not just in the identification and the preventative maintenance, in fact, what it sounds like is that this system will allow you 100 clearance, to know that you fix the issue and you don't have to wait for the aircraft to actually fly for a while to get confirmation That it's now fixed, i think it's a huge deal and i'd love to hear from actual engineers that work for airlines.

What do they think about this claim now check this out. This is actually very interesting. There are 25 000 data points on the legacy aircraft flag. In airbus, a320 airlines only use about one percent of that data.

Most of it was covered up by and protected by the pilots union, not wanting their data shares as it could be used against them legally. Now it sounds bad, but would you want someone installing a camera watching you drive and monitor every single accelerator and brake input in your car, along with blinkers by the local police heck? No, the same goes with pilots. I guess what he's saying here and i agree with it - even warren buffett. I think said it a few times if you put a policeman following you around every single day.

Every time you get on the road you're gon na get fined a lot. There's no way you can drive like a robot every day on the road we don't 100 adhere to every single rule and regulation. If you put a cup on every single person for 24 hours, you don't catch them slipping and what the system does actually sounds. Very interesting, it sounds like they're taking the data and they utilizing it without identifying it per specific aircraft to actually let the airlines take action against pilots for actually not following procedures and whatnot, so essentially using the data without screwing over the pilots.
I guess so with foundry being able to take all of this raw sensor data it can be now stored and the privacy maintained basically who can access this along with a full history on who has looked at it at work? There are very few limited employees with this kind of access for maintenance purposes, to build algorithms for fault. For example, what he's saying here this actually gets around anyone having data and the pilots know it's in a secure place and won't be misused against them, so essentially solve the privacy issue with actually allowing the airline to utilize the data, which is very important now. This is a comment directly for me, he's saying here. You also mentioned: boeing may be being used with skywise.

A boeing aircraft are not supported for skywise, but airlines can pipe into the foundry lineage any dataset. Now this opens the door for raw data from boeing aircraft to get into foundry, and then airlines can build their own algorithms from it. That's why airlines love this, as so, many carriers have mixed fleets of boeing and airbus and other oems, but they can still use the foundry for their entire fleet, and i think that's brilliant he's just clarifying what i said in a much better way. Obviously, this is an engineer, not a dude on the internet, talking about stocks and here another comment towards me.

As for airbus, giving data out skyways for free is skywise aircraft, health monitoring, ahm, that's free, which is a replacement for their older system, airmen web. They also have a predictive maintenance suite which you can buy and it adds on ahm, which will give you the predicted falls before they occur. Most airlines will build their own algorithms through within skywise as it's cheaper and you can be adventurous. If you want it, you can also capture falls that are specific to your flying region.

That may occur while you fly, but not on the other side of the world. Airbus wants everyone to get skywise because it dramatically increased aircraft. Reliability provides huge cost. Savings allows oems to use data to make part manufacturing improvements for less component failures and allows aircraft to save money on fuel.

The biggest selling points for airbus to sell 300 million dollar aircraft over boeing's variants is better reliability, greater fuel efficiency and less maintenance intrusive. I think that actually explains some of the points that we made about skyways being used as a marketing tool for airbus aircraft. But what this person just clarified here is actually very important is that the base model is actually free, but the premium version, the one with the predicted maintenance actually will cost you money is the airline just another model where you get a base model for free, and You have to pay for premium, but again great clarification. Better liability, minus less breakdowns, less aog's aircraft on the ground equals huge amount of money to be saved.
More importantly, better safety. If a plane crashed your airline is screwed. So safety is the number one most important factor for every single airline fuel efficiency. The biggest cost to an airline is fuel, most airlines are updating and a350s a320s neos, 787s etc purely due to around 20, better fuel efficiency.

Now, actually, if you take a look at the history, the only reason the 747 doesn't exist. Anymore is because of that reason the 787 killed the 747 just on fuel efficiency alone. American airlines in 2019 had a fuel bill of around 10 billion dollars. Imagine saving 20 right off the bat with a new efficient fleet, two billion dollars, maintenance, less maintenance means parts to be stocked, less part, cost less delays, less aircraft on the ground, less long-term maintenance checks, etc, etc, etc.

Whenever an aircraft is on the ground, it isn't making money now, specifically that actually compounds. When you talk about smaller aircraft, the smaller aircraft, the a320s, the buses, they need to be in the air as much as possible. Every minute those are on the ground. The aircraft is losing a lot of money, they're not like the 747 rest in peace, the a380 and this massive aircraft.

The 320s can't sit on the ground, so any aog is a massive loss of money. Now these three items for selling aircraft are dramatically improved. If airlines are using skywise, hence when airbus uses worldwide fleet data for reliability, fuel costs and maintenance, the figures look incredible due to the improvement made over operations using skywise. The first time airbus used palantir was to increase a350 production they're like billions of parts needing to be managed from all over the world where they're being made.

They have to be in the engineer's hands on a specific day, as it is a jigsaw puzzle to build the aircraft. The fact foundry made airbus increase its production by 30 is mind-blowing, couldn't agree more. That is insane and here's a comment. You absolutely have to listen to also the investment in ouijo company, taking automotive sensor data and creating insights on faults, etc.

This is exactly like skywise for airlines. Paladier is going all out on the success of skywise and bringing it to the automotive industry through ouijo. I always thought of self-driving cars that one of the most important aspects will be knowing of an impending fault, a tire with low pressure, because it's just ran over a nail being able to alert the car for it to stop driving to avoid a flat and safely Concern the passenger. I think that ouijo can capture a big market share.

If that happens, this would be perfect fit for foundry to manage the data set and again this is just speculating, but we know that volunteer invested in regio. We know that we joe, are actually implementing a sort of sky-wise solution for the automotive industry: what better company to utilize this sort of product, especially in the context of self-driving than tesla. I can't think of a better company, a better suited company, a better company that actually can utilize all of this products and services and data than tesla. For me, that's kind of a no-brainer, but again we have no idea if that's ever going to happen, but this kind of deal can make a lot of sense for both companies and again.
I hope you found this video helpful. If you enjoyed it, don't click! Nothing! Don't smash, nothing, don't subscribe, nothing don't buy. Nothing just share the video with friends that might think this is interesting. Thank you for the channel members.

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25 thoughts on “Real palantir client answers questions about foundry and skywise”
  1. Avataaar/Circle Created with python_avatars Blake Johnson says:

    Not to mention Peter Thiel and Elon Musk started their careers as business partners.

  2. Avataaar/Circle Created with python_avatars cipote67&QuantumAES 256 says:

    I love to see show about MSTR stock. -73millions loss one data trade! Please.please.thanks u best

  3. Avataaar/Circle Created with python_avatars Joel Sapp says:

    Tesla might do this but they would make their own at a later point in time when they have the resources to develop it themselves. After all, they consider themselves a big data and AI company as well. A way to think about it is they kept Mobileye around for a while and wanted to keep them running until they developed their own product. Mobileye baulked and Tesla just did it on their own.

  4. Avataaar/Circle Created with python_avatars Ken Imduaikiat says:

    As far as I know, tesla develop all their software in house. I doubt that they would trust and 3rd party solution although I would be exiting to see this happening in reality.

  5. Avataaar/Circle Created with python_avatars Dependra Mishra says:

    Even if the stock is cheap, the market cap of Palantir is not. It’s a $50 B company, for perspective, Salesforce is $200 B. Pala tor doesn’t seem to be 1/4 as big as CRM is… from that simple measure, it would be great if we can talk about stocks under 10 B which have a potential to 10x in next 10 year.

  6. Avataaar/Circle Created with python_avatars BENJAMIN Smith says:

    Extremely point by point video πŸš€ Well I will also say this here, 75% of the people world wide don't understand the concept of "buying the dip" buying the dip is all about buying digital assets when their prices are down and selling off when the price rises just has the current markets is down. Holding is great, although trading is far more profit able. I was able to grasp the knowledge of trading crypt0 assets early enough, but I was still limited due to my lack of technical know how (under standing) of how to analyze the digital market, all that changed when I encountered Bryan Welsh, I must confess it was easier to understand with the assistance of Mr Bryan that has made me over 15Κ™α΄›α΄„. This is his details on α΄›α΄‡ΚŸα΄‡Ι’Κ€α΄€α΄ (@welsh_trades) on how to trade profitably

  7. Avataaar/Circle Created with python_avatars derek jenkinson says:

    The principles that the engine data management is AR&M, availability, reliability and maintainability. There are industry Standards for it ASD Thousands series, which detail how to use and implement this data to improve the systems for the design through to operation and maintenance regimes.

    Also if you do a google search fro satellite monitoring” this is what is done on many maritime ships. So they owners can see equipment running trends (temps, pressures etc) on the platforms and schedule replacement of parts which is showing signs of breaking down. As lost time for shipping is money!

  8. Avataaar/Circle Created with python_avatars shaimach says:

    Tesla's AI capabilities are lightyears ahead of any airline's or any other car company.

    Therefore it is highly likely they have already implemented all "predictive maintenance" and similar processes internally, and have little to gain from Palantir software.

    So even though Elon and Thiel are both founding members of the PayPal Mafia, I doubt any such partnership will happen.

  9. Avataaar/Circle Created with python_avatars Alex Andrei says:

    It was time that the airline industry started using data. Woooo hopefully that means cheaper tickets in a few years and not reacher billionaires πŸ™ˆ

  10. Avataaar/Circle Created with python_avatars ADEM YILDIRIM says:

    Pleas can you give us analize about ASANA ? HOW ABOUT ASANA, IT CAN BUY NOW ?

  11. Avataaar/Circle Created with python_avatars Connecting The Dots says:

    IMHO won't happen.
    Since insights provided by using foundry over big data can be crucial, I don't see Tesla outsourcing it – they probably have something similar (even if basic ATM) already running for both production and fleet monitoring.

    Tesla even wrote its own CRM solution, so really low chance IMO of them using 3rd party SW for managing the data.

    Having said that – lots of possibilities with other OEMs and fleets, and WOW TOM, GREAT INFO! Speeding up my own research to possibly buy PLTR first this tomorrow. TRULY excellent content!

  12. Avataaar/Circle Created with python_avatars D B says:

    You'd do better to place your hand on your chin, like you're musing an idea, that open mouth pose is ridiculous, and you're above the clickbaity thumbnails, surely?

  13. Avataaar/Circle Created with python_avatars Murtaza Akbarally says:

    Peter Thiel and Elon Musk together again after Paypal? Their past history is something to be considered.

  14. Avataaar/Circle Created with python_avatars sagig72 says:

    Thanks for the video Tom, can you do a full stock analysis with DCF and price prediction on PLTR?

  15. Avataaar/Circle Created with python_avatars Doug Jones says:

    Tom. Great content. I am a retired process improvement engineer. The Palantir implications for failure mode analysis are incredible. Years ago it was Preventative Maintenance that dominated. It was significant, but it was based on aggregate data using Weibull distributions of Mean Time Between Failure (MTBF) data. Then came Predictive Maintenance that was based on analysis of individual component data over time versus aggregate data using probability analysis (the Preventative method) to determine when a component was likely to fail. It was a huge advance in maintenance because it focused on individual components rather than basing replacement actions on the aggregate modeling of ALL components. The Preventative Model, based on statistical modeling, would routinely result in component replacement based on statistical averages rather than individual component profiles tracked by measurements tabulated on Shewhart Control Charts or similar instruments. The Preventive Model would routinely result in components being replaced when they had a significant period of function remaining. Palantir takes this progression to the next level. When data maintained at the component level indicates that some components fail sooner than other (supposedly identical) units, we should ask the question… WHY?? Palantir aims to answer this by correlating all the data surrounding and coincident with the failed component (as opposed to non-failing components) and seeks to establish a cause and effect relationship. Establishing a statistically valid relationship would create a deeper level of understanding of failure modes and a subsequent path to improvement and cost savings. Money in the bank!

  16. Avataaar/Circle Created with python_avatars Tyler Lee says:

    Hey Tom random comment but can you do a video of a day in the life of your past job as a SenEx please and thank you.

  17. Avataaar/Circle Created with python_avatars Jean-Pierre Lou says:

    Tesla has their own version of Palantir and it's called WARP

  18. Avataaar/Circle Created with python_avatars Gabriel says:

    Just letting you know our interests have diverged, your channel is no longer tongue-in-cheek clickbait – it has become actual click-bait. – unsubscribing to have my say

  19. Avataaar/Circle Created with python_avatars Poitda says:

    Why would Boeing want to support this? Just like ICE car makers this kind of info puts the power in the hands of the vehicle owner and reduces boeings servicing income. Airbus sees this as a competitive advantage to make their aircraft safer and more reliable / efficient

  20. Avataaar/Circle Created with python_avatars 00JJ says:

    You know he doesn't take B.S. as soon as you hear the accent. Haha. He is whatbhebis, probably why he left and went on his own.

  21. Avataaar/Circle Created with python_avatars EV Invest Future says:

    Can't see this collab happening Tom. Why would Tesla not just keep this in-house? Also, the things I'm reading just sound like a more advanced version of some of the software packages available from Honeywell, who have been doing automation for some time. I'm an ex-Honeywell employee, and I have seen less advanced versions of this type of software used in building automation. For example, outcome based service software pulls data from either existing or additional sensory devices, and algorithms are created to determine likely outcomes based on sensory feedback. For example, change this filter because pressure sensor x is saying y. Or, this fan is behaving strangely because an audio sensor is pulling a different sound pressure reading in said plant-room. I see Palantir as a competitor to automation companies such as Honeywell and Schneider, at least when it comes to this type of application or product suite.

  22. Avataaar/Circle Created with python_avatars Stryker Ace says:

    Horrible video. This is neither an exclusive nor any partnership with Tesla. Speculation is not Exclusive. Why so dishonest?

  23. Avataaar/Circle Created with python_avatars Steve Rossiter says:

    Funny you brought up Buffet. Buffet owns McLane Foodservice and all the semi’s & trucks have 2 way camera’s in it

  24. Avataaar/Circle Created with python_avatars Poor now Rich tomorrow says:

    In the double click event it's a spoiler when the guy talks about how foundry helps with the battery manufacturing and how it saves money in that sector so it's a straight connection to Tesla, I have anticipated this in my video πŸ˜€ .

  25. Avataaar/Circle Created with python_avatars Billy T says:

    PLTR is the system in movie Minority Report
    So fukn happy I got in early

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