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DefenseSeries ASan Francisco, CAVerified

Ulysses

Low-cost autonomous underwater and surface vehicles for the world's most strategic and underserved domain.

DefenseRoboticsSoftware for industry
What they build

The product

Ulysses builds networked fleets of small autonomous underwater and surface vehicles, anchored by the Mako AUV (~2m, 400 lb, 5,000 ft depth, 72-hour endurance) and the Kraken launch / recovery / recharge platform, with a larger Leviathan vessel slated for 2026. The systems pair modular swappable payloads with onboard compute that the company claims is roughly 40x denser than comparable medium-class vehicles, enabling autonomy on the edge for inspection, surveying, and contested-water operations. A base Mako sells for around $50,000 versus $1M-$20M for legacy primes, putting drones into commercial reach for the first time.

Why it matters

The thesis

Maritime autonomy is the next industrial frontier: the U.S. Navy needs cheap attritable undersea robots to outpace China and clear threats like Strait of Hormuz mines, and offshore energy / domain awareness markets have been gated by million-dollar legacy hardware. Ulysses moves the cost curve by an order of magnitude and bends the supply base back toward American builders, sitting squarely in the a16z American Dynamism thesis.

Operating model

How it runs

Builds and operates modular autonomous underwater and surface vehicles as integrated hardware-and-software fleets. Customers can configure Mako vehicles with swappable payload modules or engage Ulysses for scalable surface and subsea operations, spanning ecological restoration, infrastructure work, ocean science, and maritime security.

Revenue model

How it earns

Earns revenue through direct vehicle sales—Mako starts at approximately $50,000—and mission or service work in which Ulysses operates vehicles and delivers results such as survey or restoration reports. Exact service pricing and government contract terms are not public.

Strategic edge

Why it wins

A modular vehicle and payload architecture, high onboard compute, and vertically integrated surface/subsea operations let the same low-cost platform be reconfigured across missions and deployed as networked fleets; Ulysses says its vehicles cost up to 50 times less than legacy alternatives.

Source material

Evidence ledger

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