MATRIX REPROGRAMMEDEnterprise Agreement
Money: up to $10 billion over ten years. Why it matters: consolidates multiple software routes into one large enterprise path for data/AI tooling.
Watch tags: defence AI, vendor consolidation, wartime data systems.
Source TrailPalantir Watch · Contracts · Data Power · Checked 2 July 2026
PALANTIR WATCH.
Contracts, government customers, defence AI, NHS data, agriculture systems, investors, executives, ownership, lobbying routes, public controversy and the wider data-power machine.
PALANTIR TRACKING QUESTIONS\n> Who is paying?\n> What system is being bought?\n> What data does it touch?\n> Which agency becomes dependent?\n> Which people, investors, lobbyists or partners appear around it?\n> What is confirmed, reported, disputed or speculative?
Current High-Value Watch Records
Seed records for daily update tracking. Amounts and descriptions should be rechecked against primary procurement records when possible.
National Farm / Service Delivery BPA
Money: $300 million Blanket Purchase Agreement. Why it matters: food supply, farmland security, agriculture files and federal service delivery become data-system questions.
Watch tags: One Farmer One File, food supply, federal data integration.
Source TrailAI Battlefield System
Money: $480 million reported award for Maven Smart System prototype work. Why it matters: AI-assisted military intelligence and targeting support require close public-record tracking.
Watch tags: Maven, military intelligence, targeting support, AI battlefield software.
Source TrailFederated Data Platform
Money: £330 million. Why it matters: public health data, data sovereignty, vendor lock-in, public trust and opt-out limits are all live political issues.
Watch tags: health data, patient privacy, public trust, UK data sovereignty.
Source TrailGovernment Demand Signal
Money: 2026 revenue forecast raised in Reuters coverage after strong U.S. government demand. Why it matters: revenue growth shows which side of the business is driving momentum.
Watch tags: U.S. government revenue, AIP, commercial AI, market valuation.
Source TrailComplete Business Dossier Fields
Every company record in this lane should answer all of these before being treated as complete.
Corporate Identity
Ticker, exchange, HQ, subsidiaries, founding history, board, officers, founders, related ventures, major investors and controlling shareholders.
Products / Systems
Gotham, Foundry, AIP, Maven-related systems, deployment type, cloud dependency, data classes touched, user agencies and operational role.
Contract Map
Agency, contract number, ceiling, obligated value, start/end dates, procurement vehicle, option years, prime/subcontractor role and protest history.
Customer Dependency
How hard it is for the agency to leave: data migration, workflow dependence, source-code control, training dependence and renewal pressure.
Political / Lobbying Layer
Lobbying spend, policy asks, procurement language, public officials, revolving-door staff, think-tank allies and government advisory roles.
Controversy / Litigation
FOI fights, privacy claims, patient-data disputes, civil-liberties criticism, procurement challenges, parliamentary hearings and company responses.
Main Players To Track
Alex Karp
CEO. Track public statements, defence posture, government-contract framing, civil-liberties responses, earnings calls and strategic language around Western institutions.
Peter Thiel
Co-founder / chairman. Track founder-capital, political-network, Silicon Valley, AI, national-security overlap, investments and allied organisations.
Stephen Cohen
Co-founder / president. Track leadership, platform strategy, institutional direction and major partnership patterns.
Joe Lonsdale
Co-founder. Track venture, policy, AI, political-network overlap, think tanks, donor routes and related company ecosystems.
Shyam Sankar
CTO. Track technical messaging, Maven/AIP posture, defence implementation and national-security product framing.
David Glazer
CFO. Track revenue guidance, margins, customer concentration, government/commercial split, earnings risk and investor signals.
Daily Trigger Matrix
Contract Trigger
New award, ceiling increase, option year, sole-source notice, renewal, subcontractor reveal, procurement protest or contract cancellation.
Data Trigger
Health, immigration, tax, defence, agriculture, police, benefits, supply chain, satellites or intelligence data enters a Palantir-linked platform.
People Trigger
New executive, board member, adviser, government official, lobbyist, investor, partner or former agency staff connection appears.
Policy Trigger
New AI, defence, procurement, health-data, immigration, cybersecurity or surveillance policy affects Palantir or its customers.
Financial Trigger
Earnings call, revenue split, stock shock, insider sale, analyst note, customer count, margin change or forecast revision.
Resistance Trigger
Lawsuit, FOI request, union complaint, patient opt-out issue, civil-liberties warning, parliamentary hearing or watchdog report.
Scorecards
Each daily record should receive practical scoring so readers know why it matters.
Money Score
0 none visible; 1 under $10m; 2 $10m-$100m; 3 $100m-$1B; 4 over $1B; 5 system-shaping multi-year ceiling.
Data Sensitivity Score
0 public data; 1 business data; 2 citizen services; 3 health/police/border; 4 defence/intelligence; 5 targeting or life-impacting systems.
Dependency Score
0 optional tool; 1 pilot; 2 workflow helper; 3 department platform; 4 enterprise system; 5 no easy exit / mission-critical.
Evidence Score
A official contract/filing; B court/regulator/parliament; C credible reporting; D commentary; X unsupported/rejected.
DAILY PALANTIR UPDATE TEMPLATE\n> Date\n> Contract / filing / report\n> Money value\n> Agency / customer\n> Data touched\n> Main players\n> Evidence grade\n> Money score\n> Data sensitivity score\n> Dependency score\n> What changed\n> Why it matters\n> Next source to check
Figures & Sources
Checked: 1 July 2026
Numbers on this page are public-record leads. Crime, migration, sexual-offence, payout, death, and crisis figures must be tied to named official, court, police, parliamentary, regulator, or reputable source records before they are presented as settled.
What counts as a usable figure?
Official statistics, court records, ministry releases, police datasets, parliamentary material, regulator data, or clearly named public reports. Nationality, foreign-born status, asylum status, immigration status, charge, suspect, conviction, and victim categories must not be mixed.
Open the underlying record
When the figure matters, follow the document link, source file, court record, official release, PDF, book, or video. The visible page should help readers reach the underlying evidence fast.
Operational freshness: Page structure and available records were checked 2026-08-10. This is an operational review date, not a substitute for the publication, event or retrieval date attached to each source. No newer item is implied where no authenticated update is shown.
Enter the signal
Open full signal mapChoose the next move, not another random page.
Move from the current signal into the wider system: orient, investigate, verify, then act.
DiscoverInvestigateVerifyAct
01OrientUnderstand the mission, evidence boundary and the main doors into the system.02Current signalSee what changed, why it matters and which investigation lanes need attention.03Map the powerPlace the signal inside the wider network of people, institutions and consequences.04Open the signal mapBrowse every public route by mission instead of hunting through menus.
Command Deck: Follow the records, preserve uncertainty and treat association as context rather than proof.