The Defense Robots — Drones, Loitering Munitions & Defense AI · The Embodied Stack — Robotics
PLTR
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The defense-AI software chokepoint — Maven Smart System is the de facto DoD AI platform. Also fastest-growing commercial AI software company.
What they do
Palantir builds the software platform militaries and big companies use to turn messy real-world data into decisions. Gotham is the defense product (used by US Army, Navy, Space Force, Israel, Ukraine, UK MoD). Foundry is the commercial equivalent. AIP is the new AI agent layer that sits on top of both. The Maven Smart System — Palantir's contract from the DoD's Project Maven — has effectively become the operating system for joint-force AI: sensor fusion, target identification, command-and-control for the entire DoD. It is the rare US AI software product that is genuinely fielded at scale, not a pilot.