World View Enterprises CEO Ryan Hartman on future of surveillance, Palantir partnership

Watch on YouTube ↗  |  March 13, 2026 at 16:29  |  4:17  |  CNBC

Summary

  • Worldview operates stratospheric balloons (stratellites) that provide continuous intelligence and surveillance for up to 60 days at a time, filling the gap between orbiting space satellites and short-endurance tactical drones.
  • Palantir's AI platform has reduced Worldview's mission planning time from weeks to mere seconds and enables autonomous maneuvering in the stratosphere.
  • A newly announced three-way partnership integrates Ondas Holdings' unmanned systems with Worldview's stratellites, all orchestrated by Palantir's Maven software.
  • Geopolitical conflicts, particularly in the Middle East, are accelerating US military and allied government demand to deploy these persistent surveillance systems into active operational theaters.
Trade Ideas
Ryan Hartman CEO, Worldview 1:02
"With Palunteer, we can do that now in seconds. We can plan an entire 50-day mission in just a matter of seconds or minutes... and use what we call an AI flight director from Palunteer to autonomously maneuver that system." Palantir is successfully transitioning from a data analytics dashboard to the foundational operating system for autonomous, multi-domain military hardware. By embedding its AI directly into the flight controls and mission planning of next-generation defense assets, Palantir creates highly sticky, mission-critical revenue streams that are nearly impossible for the Department of Defense to rip out once deployed. LONG. Palantir's software is proving essential for complex, real-time military operations, driving sustained defense contract growth and validating its AI platform's real-world utility. Defense procurement cycles are notoriously slow; shifts in government administration or defense budget cuts could delay contract awards.
Ryan Hartman CEO, Worldview 2:03
"Today we announced a partnership between Palanteer, ONDOS and Worldview... by connecting the stratosphere to the air domain, we can task those systems from the stratosphere, pull all of their imagery through the stratellite... all of that run on Palunteer's Maven mission planning software." Ondas Holdings is a small-cap company providing drone and wireless networks. Securing a direct integration partnership with major defense players like Palantir and Worldview acts as a massive validation catalyst. By linking their short-endurance tactical drones to persistent stratospheric networks, the utility and addressable market for Ondas's hardware expands significantly, positioning them to win larger US Navy and Air Force contracts. LONG. High-profile integration into advanced, Palantir-backed defense networks provides a significant growth catalyst and visibility boost for a smaller player like Ondas. Ondas is a smaller entity with higher execution risk; they are highly reliant on their larger partners to successfully secure and flow down government contract revenue.
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This CNBC video, published March 13, 2026, features Ryan Hartman discussing PLTR, ONDS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ryan Hartman  · Tickers: PLTR, ONDS