brendon knoetze

22 years building data systems in the NHS. Led 150 engineers on FDP. No commercial relationship with Palantir. No one asked him to speak. He spoke anyway — because the people who actually built the thing were watching it get killed by a debate led by people who never logged in. History remembers the person who stands up when everyone with knowledge is sitting down.

I led the team that built the NHS Federated Data Platform. I've left NHS England and written down what I think the debate is getting wrong. bartlettdata.co.uk/post/blog-comi…

Michael Burry's URGENT WARNING for $PLTR ...

🇬🇧 We don't make anything anymore? UK manufacturing's Q1 highlights: 🔸British supercar manufacturer McLaren Automotive opened a new facility at its stunning £300m McLaren Technology Centre in Woking, Surrey. 🔸BAE Systems announced plans to recruit 2,300 apprentices, graduates and undergraduates in the UK this year. 🔸Cummins announced plans to invest $50m expanding its power systems manufacturing plant in Daventry, Northamptonshire. 🔸AESC UK officially opened its new battery manufacturing plant in Sunderland. 🔸Oxford-based Airbus Helicopters was awarded a £33.6m contract by the Ministry of Defence to support the UK Armed Forces' new H145 fleet. 🔸Following a £450m investment programme, the new electric LEAF entered production at Nissan Motor Corporation's Sunderland plant. 🔸Diageo opened its new £73m Guinness Open Gate Brewery in London, marking a return of brewing to Covent Garden. 🔸Airbus opened a new central manufacturing hub at its Broughton site to support its Beluga transport network. 🔸Safran announced plans to open its first Research and Technology Centre outside of France in the UK. 🔸McMurtry Automotive Limited opened a new multi-million pound factory in Wotton-under-Edge near Stroud in Gloucestershire. 🔸FUJIFILM Biotechnologies officially opened its expanded medicine and vaccine factory on Teesside following a £400 million investment. 🔸Lucozade and Ribena maker Suntory Beverage & Food GB&I is set to invest £25m upgrading its Coleford factory. 🔸Cummins is set to significantly expand its engine manufacturing plant in Darlington, County Durham. 🔸Leonardo was awarded a £1 billion contract to build 23 new medium helicopters (NMH) for the MoD at its Yeovil factory, securing the site's future and more than 3,000 jobs. 🔸Rolls-Royce announced plans to invest £21.3m to double the capacity of its Advanced Blade Casting Facility in Rotherham where some of the world’s most advanced turbine blades are manufactured. 🔸Expected to create 500 jobs, Denmark's Vestas announced plans to build a new £216m nacelle and hub manufacturing plant in Scotland. 🔸Lockheed Martin is set to build a new £85m satellite manufacturing plant in Scotland. 🔸Airbus and Rolls-Royce secured a multi-billion pound order from US carrier Atlas Air for 20 A350F freighter aircraft, powered by 40 Derby-built Trent XWB-97 engines. 🔸Stellantis announced plans to invest an additional £50m at its Ellesmere Port plant in Cheshire. 🔸British Steel is ramping up production at its Scunthorpe plant after securing one of its largest ever export orders – a £70m contract for port redevelopments in Nigeria. 🔸 GE Aerospace announced plans to invest more than €110m, and create over 1,000 new jobs, across its UK and mainland European manufacturing sites this year. 🔸Expected to create 150 jobs, British Engines won approval to build a new multi-million pound factory in Newcastle.

@afneil @grok how does this compare to the euro block

Labour was elected in July 2024 with an overriding promise to accelerate economic growth. We now now have its record for its first full calendar year, 2025: Q1: 0.7% Q2: 0.2% Q3: 0.1% Q4: 0.1% So, far from stimulating the economy, the dead hand of Starmer-Reeves has knocked the stuffing out of it. They took a good start to the year and squandered it with reckless tax, spend and borrow (none of which was in their manifesto). Our giant services sector — 2nd biggest in the world — is stagnating. Construction is in its worst state for over 4 years, with output down 2% in Q4 (which is why Labour’s promise of 1.5m new houses by 2029 is already broken). As for GDP per capita, which was very popular among X tweeters under the Tories but not so much now (I wonder why), it fell for the second quarter in a row — so we’re effectively in a GDP/capita recession.

$PLTR Q4'25 Results: ↗️$1,407M rev (+70.0% YoY, +19.1% QoQ) beat est by 5.7% ↗️Gross Margin* (86.0%, +3.1 PPs YoY)🟢 ↗️Operating Margin* (54.9%, +19.5 PPs YoY)🟢 ↘️Adj FCF Margin (56.3%, -6.3 PPs YoY)🟡 ↗️Net Margin (43.3%, +33.7 PPs YoY)🟢 ↗️EPS* $0.25 beat est by 8.7%🟢 *non-GAAP Revenue By Type ↗️Commercial $677M rev (+82.0% YoY, 48.1% Total rev)🟢 ↗️US commercial $507M rev (+136.9% YoY)🟢 ➡️Government $730M rev (+60.4% YoY, 51.9% Total rev)🟡 Key Metrics ↗️DBNR 139% (134% LQ) ↗️RPO $4.21B (+143.4% YoY)🟢 ↗️Billings $1,489M (+91.1% YoY)🟢 Customers ➡️954 Customers (+34.2% YoY, +43) ➡️780 Commercial Customers (+36.6% YoY, +38) ➡️571 US Commercial Customers (+49.5% YoY, +41) ↘️209 International Commercial Customers (+10.6% YoY, -3)🔴 Operating expenses ↘️S&M*/Revenue 16.0% (-7.0 PPs YoY) ↘️R&D*/Revenue 7.5% (-3.8 PPs YoY) ↘️G&A*/Revenue 7.6% (-5.6 PPs YoY) Quarterly Performance Highlights ↗️Net New ARR $903M (+121.4% YoY) ↘️CAC* Payback Period 3.4 Months (-2.4 YoY)🟢 ↗️R&D* Index (RDI) 5.85 (+3.24 YoY)🟢 Dilution ↘️SBC/rev 14%, -0.6 PPs QoQ ↘️Basic shares up 3.6% YoY, -2.1 PPs QoQ ↘️Diluted shares up 1.8% YoY, -2.7 PPs QoQ Guidance ↗️Q1'26 $1,532.0 - $1,536.0M guide (+73.6% YoY) beat est by 14.9% ↗️$7,182.0 - $7,198.0M FY guide (+60.6% YoY) beat est by 63.5%

Even though I knew his death was coming, as he told us it would, I still can’t believe he has died. Rest in peace, good and great man, rest in peace.

@TfL the following train on the Elizabeth Line has water coming out of the ceiling Not loads, but enough to check Carriage 340234

Hi @easyJet - we have a flight planned for Thursday morning SEN to Malaga. Are you able to advise if we should make arrangements to get to Gatwick as it appears the re-directed ones are going from there. Please DM me as the SEN Airport notices are a little sparse

@wbuxtonofficial I was a non-Max fan until the last couple of years. He is a pure racer from what I can see. All he wants it to win. I'm torn as I don't want to cheat on Lewis, nor mclaren. Feels like I am in a polygynous relationship

The Max to Mercedes chat has always fascinated and confused me. There’s no questioning he’s the best driver in F1, but to make space Mercedes have a quandary. They’ve invested heavily in George’s career and in preparing him for the shot at the title that 2026 could represent. He’s having probably his best year in F1. And yet Antonelli is the anointed heir, hand picked and personally guided by Toto to be the team’s long term future. A play for Max means either sacrificing their investment in the present or their future. But beyond that it adds an extra complication in so much as what happens to Verstappen’s teammates. Because things traditionally don’t end well. He’s so good that he doesn’t just dominate, he destroys. Drop George, and do you risk Kimi’s carefully curated development being derailed by the relentless brilliance of Max? Drop Kimi and you either pause his progression in a reserve role or lose him entirely, and then have to pray George doesn’t go the same way as everyone else lined up with Max. There’s no question every team on the grid would do anything to secure Max, he’s that good. But Mercedes have always been pragmatic. Always looked long term. Securing Max takes him away from their rivals, it further unsettles an already shaky Red Bull, but does it play only to the short term, where Mercedes have always looked further ahead? Of course there’s always the possibility Mercedes drops nobody and all of this talk is politicking within the wider context of contract negotiations that extend beyond Mercedes. There’s always the possibility that Mercedes have a very difficult decision to make. Fascinating times.

Spotted in London today #Superman

@Speculator_io If there's capacity i would love to. Tia

I'm building a tool to track the leading sectors, stocks, and setups. There are a few spots for early access. Just leave a comment or DM me.

Coming to you live from the Cliffs in Southend #guenthersteiner

The London marathon is such an amazing day. It's not the fastest, but the athletes, the crowds, the music, and the comradery. It truly is a special one day experience. Shout out to all the wonderful volunteers attending to the injured, the heat stroke victims. #poplar #mile20

Congratulations @MBrundleF1 on your OBE nomination. Long may your work continue 🙌👏

@Speculator_io @TobiasBlueder Selling into strength should be one of your fundamentals. Looking at quantum they had a couple of multi-day drops recently. I always feel, it's better to still be in the game vs being stopped out

@TobiasBlueder You never know when the exact top is. You only know in hindsight. And if you don't sell on the way up, you'll have to sell on the way down...

This is the most important chart for growth stock investors: 1. Growth stocks follow fundamentals. 2. But sometimes they move far from them. 3. And they peak when the future looks the best.

@mvcinvesting Chin up. Whilst the writing might be lost, the thinking isn't. Come back when you are ready

I just lost the document where I was writing $REAX's thread. At least five hours of work have gone to waste. I was already having a terrible day due to personal issues, and somehow it just got worse.

@diegohnz @rorysutherland @PhilipReedman @tomroach @davetrott @Tesco Whilst it was a very thin book, it had loads of lessons and how to treat people. Winner in my book of life

@PhilipReedman @tomroach @davetrott @Tesco I was just reading this old book @rorysutherland recommended Obvious Adams, and it turns out sounds very applicable to this. Why is nobody doing it? Is it too obvious? Why do we like to complicate stuff?

Thought this was a really good idea for people like me who know nothing about wine

@Speculator_io Suppose it's the greatest form of flattery. Yours have an edge and are great.

I love 𝕏, but this is the worst. Someone takes your FREE work and resells it for $15 a month. I put hours into the research and design. Sucks... but I guess there's nothing you can do about it. Rant over. Back to work.