▶ 9:42 · $PLTR · Doug and Vib confirm Palantir Foundry as manufacturing backbone: surprisingly easy adoption across supply chain, MRP, and logistics

episode briefing

Saronic’s 4 Co-Founders: $9.25B Company, $3B+ Port Alpha, $2.6B Raised

2026-09-10 · 6 company · 5 thematic

sentiment

6 bull0 bear0 neu

speakers

doug

Co-host of SemiAnalysis podcast; deep knowledge of semiconductor supply chains, AI infrastructure, and tech industry dynamics. References industry contacts like Tim Culpan and tracks hyperscaler capex closely.

rob

CCO of Saronic; 22-year Marine Corps veteran (active and reserves); worked at defense primes, ran a consulting firm; joined Saronic via Joe Lonsdale/8VC connection and hunting trip with CEO Dino; leads growth, government relations, contracts, proposals, and international portfolio.

vib

CTO of Saronic; grew up in Cupertino, studied electrical engineering; worked at 8VC, interned at Juicero (Kleiner Perkins fellowship); spent 4 years at Anduril (joined late 2018, worked on Sentry Tower); joined Saronic late 2022 to lead software-hardware co-design for autonomous boats.

quote

“Palencier is pretty straightforward. So we're on their foundry program. We use them for a lot of our built-in tooling. Uh our you know internal manufacturing execution systems, some of our MRP material resource planning tools. Think of it…”

—doug

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