Is Kraken Robotics the Palantir of the Seven Seas?
Kraken Robotics (KRKNF) is evolving into a layered role in the defense and energy sectors—a story that is as compelling as it is unique. Founded by former Naval officer Karl Kenny, the company has pivoted into a multirole player in the defense industry.
The transition is from hardware to software to AI-enabled technology and mapping of the ocean—from drones to subsea batteries to sea mining, and much more. Kraken Robotics is here to stay and play.
RaaS (Robotics as a Service) is how it defines itself in terms of a company and offering. Not only that, but they have multiple partnerships across the defense sector and even hold contracts with a handful of navies and companies, which will contractually provide significant revenue and deal flow.
The main key indicator for me that Kraken Robotics is comparable to Palantir is not about the application today, but the future. If we look back, Palantir had a similar outlook in 2018–2020. It’s about the future—a future where autonomy runs the world, efficiencies beat and deter others, and stealth isn’t above anymore, it’s below.
Speaking in terms of Palantir, the same goes for Kraken in how it is defined—not by one product, not by just hardware or software. They’ve single-handedly created a supply chain, one that is needed in the industrial base for America and Canada. They control a supply chain for batteries, sensors, AI mapping, tow drones, and much more. On top of this, they’re expanding manufacturing capabilities to further ensure they become an industrial supplier.
Kraken Robotics is niche—so was Palantir. But fast forward to 2026, where we live in a much quicker world, a world that is changing before our eyes, where applications and companies rely on technology that was once niche and undervalued. Kraken is evolving, not as a niche supplier or product, but as a whole. It is a strategic industrial supplier for western militaries who will become dependent on undersea capabilities and communications.
