⛵ $450mn For ShipOS | Palantir Bullets #159
CIO left. CEO sued.
Editor: Emanuele Marabella
Last week:
Palantir announced a $448mn deal with the US Navy to provide Ship OS, the operating system designed to accelerate shipbuilding.
Palantir’s CIO Jim Siders left the company to become head of Thrive Capital’s new IT services business.
Palantir sued the CEO of Percepta AI for violation of their non-solicitation agreements.
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
The $448mn Ship OS deal is fascinating because it shows Palantir expanding beyond traditional data integration into full operational systems for physical manufacturing. The shipbuilding supply chain is notoriously complex with long lead times and coordination across dozens of suppliers, so embedding Palantir's ontology layer into that process could actually compress timelines meaningfully. The CIO departure to Thrive Capital's IT services feels like validation that enterprise software talent is betting on the "AI infrastructure services" model becoming its own category, prob saw that playbook working at PLTR and wants to replicate it elsewhere.