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▶ 1:00 · $TEM · Tempus AI is Palantir for healthcare with 500PB proprietary data moat
episode briefing
Antonio Linares

this company is palantir for healthcare

2026-06-10 · 5 company · 3 thematic
sentiment
2 bull0 bear3 neu
speakers
antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote
“Tempus AI is on its way to create a sort of background ambient AI doctor that makes US hospitals far more efficient than they are today. And I do believe that over the long term it will make any hospital on earth far more efficient. So tod…”
—antonio linares
now playing · $TEM
$PLTR···bullish· high· posantonio linares
Palantir playbook repeating in healthcare via Tempus AI
The same proprietary data + platform flywheel that drove Palantir's transformation from $7 to trillion-dollar valuation is now executing in healthcare through Tempus AI, with iden…
$TEM···bullish· highantonio linares
Tempus AI is Palantir for healthcare with 500PB proprietary data moat
Tempus AI has built an irreplicable proprietary dataset (500 petabytes, 45M+ patients, 5000 institutions) by embedding diagnostic pipelines into US hospitals, creating a Palantir-…
$NAUT···neutral· lowantonio linares
Nautilus reads proteome but is earlier-stage science play vs Tempus data platform
Nautilus focuses on reading the proteome (protein interactions) as a deep science play, whereas Tempus is a deployed data platform already generating revenue and insights from 500…
$RXRX···neutral· lowantonio linares
Recursion has physics/chemistry AI models but lacks Tempus's data scale
Recursion builds differentiated physics and chemistry AI models for drug discovery, but operates at a different layer of the value stack — pushing scientific frontiers rather than…
$HIMS···neutral· lowantonio linares
Hims operates outside insurance system with aligned incentives vs Tempus
Hims & Hers operates outside the traditional insurance reimbursement system, giving it fundamentally different incentives (optimizing patient health) compared to Tempus which must…