Territory · Substrate signal

04Palantir Foundry · Caddie sits above.

Five-year Palantir partnership expansion announced September 2025. 11,000+ Lear employees use Foundry / AIP / Warp Speed across quality, supply chain, procurement, manufacturing, finance, design. $30M+ savings from IDEA in H1 2025. Caddie is additive, not competitive — it executes Foundry's recommendations across SAP + carriers + suppliers with a one-tap buyer-approval loop.

Where Caddie sits

Above Palantir Foundry · execution layer.

Lear users · planners · buyers · operators

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CADDIE · executes Foundry recommendations across SAP + carriers + suppliers

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Palantir Foundry (data + recommendations)

AIP (Foundry agent layer)

Warp Speed (manufacturing)

SAP (system of record)

Foundry plans + recommends. Caddie executes the recommendation across the operational stack with one-tap buyer approval and audit trail.

What we read

The Palantir partnership · the execution gap.

Five-year expansion · Sept 2025

Palantir + Lear announced five-year partnership expansion to accelerate automotive technology transformation. Foundry / AIP / Warp Speed scope confirmed.

Lear newsroom

11,000+ employees on Foundry

11,000+ Lear employees use Foundry / AIP / Warp Speed across quality, supply chain, procurement, manufacturing, finance, design. Foundry is the data + decision-recommendation spine.

Supply Chain Dive

IDEA · $30M+ savings H1 2025

$30M+ savings from IDEA by Lear in H1 2025 alone. Foundry + agentic execution = the published ROI shape. Caddie's execution layer compounds the IDEA savings.

Lear FY2025 results

What Enmovil delivers here

Three moves · execution above Foundry.

Foundry recommendation ingestion

Subscribes to Foundry / AIP recommendations · ingests them as drafted actions for buyer review.

Cross-system execution

On buyer one-tap approval, Caddie executes the recommendation across SAP + carrier systems + supplier portals · with audit trail.

Closed-loop feedback

Reports execution outcome back to Foundry · closes the loop between recommendation and observed result · improves Foundry's next recommendation.

Proof anchor

Where we have shipped this shape.

$30M+

IDEA savings in H1 2025 alone · the partnership ROI baseline

11,000+

Lear employees on Foundry · the user base Caddie complements

90 min

Cross-system query → SAP writeback · Fortune 500 manufacturer · same engine

For the conversation

Questions, fence, timeline.

Where does Foundry's recommendation hand off to execution today — through a buyer's manual workflow, or through an existing agent layer that writes back to SAP + carrier systems?
For the Foundry-driven IDEA savings already realized ($30M+ H1 2025), what share is attributable to the recommendation quality vs the execution speed?
Where would a first-lane pilot land — one buyer category, one plant, or one cross-system flow (e.g., raw-material expedite)?

We would touch

Foundry recommendation ingestion as drafted action.
Cross-system execution on buyer one-tap.
Closed-loop feedback to Foundry.
Audit trail per Caddie-executed action.

We would not

Replacing Palantir Foundry / AIP (coexistence + execution-above-only).
Replacing SAP MRP / procurement / production.
Plant Warp Speed manufacturing operations.
Buyer sourcing-decision authority.

6-8 weeks · one buyer category · Foundry-to-execution loop

First lane: one buyer category instrumented end-to-end Foundry recommendation → Caddie drafted action → buyer approval → SAP + carrier writeback, with audit trail. Closed-loop feedback to Foundry at week 8.