$23B revenue · ~165,000 employees · ~257 facilities across 39 countries. Just-in-time seating discipline lives or dies on inbound steel and wire arrival precision. Hot jobs land with four-hour notice; planners traverse inbound material availability, factory throughput, finished-goods inventory, bill-of-materials, labor in real time. Palantir Foundry is the data spine behind the IDEA by Lear program. The execution layer above it is the unbuilt floor.
Enmovil ships the agentic execution layer that sits above Foundry's recommendations. Four territories where we could plug in. Walk what resonates.
Five surfaces. One agentic execution layer.
Each card: substrate signal · what we'd plug in · open the brief.
Lear's primary raw materials per the annual report: leather, steel, electronics, copper. Steel and electronics fluctuated 12-18% in 2023. Index agreements absorb some volatility; lane-by-lane landed-cost visibility absorbs the rest.
VP Jennifer Johnson (publicly): "hot jobs" with four-hour notice require on-the-fly rescheduling traversing inbound material availability, factory throughput, finished-goods inventory, bill-of-materials, labor. OEM line-down penalties + raw-material index lag = working-capital squeeze.
Lear publishes EDI guidelines per plant — suggests carrier-level orchestration is still partially manual. Wedge: tender a single inbound steel lane, prove freight-audit recovery, expand.
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.