Godel Terminal Supply Chain (SPLC): what is published, and what is not
Godel Terminal announced supply-chain data under the mnemonic SPLC on its official X account on 27 August 2026: map any company's suppliers, customers, competitors and partners, starting from one name, with "thousands of companies mapped, global coverage". As of 3 September 2026 that post, two follow-ups, a public per-company page and a market-wide Atlas page are the entire published record. There is no SPLC page in the vendor's command documentation, no named data provider and no statement of which plans include it; the only coverage figures anywhere are the Atlas counters, 56,340 relationships across 15,184 companies.
Sourcing: every claim below comes from the launch thread on the official @GodelTerminal account, the public pages at app.godelterminal.com/splc/NVDA.US and app.godelterminal.com/atlas, the vendor's pricing page, its asset-class and coverage page and its sitemap — all fetched 3 September 2026. Where a fact is on none of those, this page says "not published".
What the launch post actually says
The announcement is short enough to quote in full:
- "Supply chain data (SPLC) is now live on Godel Terminal"
- "Map any company's suppliers, customers, competitors and partners"
- "Start with one name and see everything around it"
- "Thousands of companies mapped, global coverage"
- "Institutional-grade relationship data, now available to everyone."
A video attachment follows the last line. Because the post is a note tweet, X's syndication excerpt of it stops at "relationship data, now"; the final line above is the full text the same status id returns. Two follow-up posts from the same account are recorded in the thread, and they are not equally checkable. The second returns verbatim from a public endpoint — "And yes we made it into a video game - try it now" — linking to app.godelterminal.com/atlas?via=ATLASX, a referral URL carrying the token ATLASX. The first, which invited readers to try SPLC free at app.godelterminal.com/splc/NVDA.US, could not be retrieved from any endpoint we tried on 2026-09-03, so it is recorded here as unverified rather than quoted.
So the vendor's own claims in the post are five: relationship types (suppliers, customers, competitors, partners), a one-name starting point, "thousands" of companies, "global" coverage, and that the data is "now available to everyone" — a statement about launch, not about which plans include it.
What the public page shows
The NVDA link in the thread loads without an account. Fetched 3 September 2026, it is titled "NVIDIA Corporation (NVDA) Supply Chain: Customers, Suppliers, and Competitors", and its own description reads: "Explore the customers, suppliers, competitors and partners of NVIDIA Corporation (NVDA) on Godel Terminal." The page displays a counter, Relationships: 176, a legend reading "Left: 3 suppliers / investors · Right: 9 customers, investees, partners & competitors · scroll to zoom, drag to pan, double-click to reset", and the prompt "Unlock the full terminal." The legend counts 3 and 9 items beside a relationship count of 176; nothing published explains the difference.
The categories on screen are broader than the four in the post: investors sit with suppliers on the left, investees with customers, partners and competitors on the right. The identifier in the URL is exchange-suffixed (NVDA.US), consistent with the "global coverage" claim without proving it.
The Atlas page is the market-wide companion, titled "Global Supply Chain: Customers, Suppliers, and Competitors" and quoted in the FAQ below. Fetched 3 September 2026 it renders a counter bar — Seller 17,585 · Partner 10,467 · Competitor 28,288, 56,340 relationships, 15,184 companies, "Last generated Aug 26, 2026" — the three category counts summing exactly to the relationship total. Those are the only coverage figures the vendor publishes anywhere, and they put a number on the post's "thousands": 15,184 companies.
Trying it, and what it costs
The public SPLC page costs nothing to look at; inside the terminal, SPLC is announced but undocumented and priced like everything else — every Godel Terminal plan starts with a 14-day free trial (vendor pricing page, 3 September 2026), then $118 a month, and TAKE30 takes 30% off the first month only ($118 becomes $82.60 once, a saving of $35.40), the one code on this site with a checkout verification date, 30 July 2026. Annual is $996 per seat / year; how the code interacts with a single annual payment is not vendor-documented — the full arithmetic.
What is not published
This is the section that matters if SPLC is why you would subscribe. Each row says where we looked.
| Question | Status | Where we looked |
|---|---|---|
| Data provider | Not published | The post says "institutional-grade relationship data" and names no vendor. Nothing on the public page, the coverage page or the pricing page. |
| Coverage count | "Thousands of companies", "global"; 15,184 on Atlas | Atlas publishes 15,184 companies, 56,340 relationships, "Last generated Aug 26, 2026". The NVDA page counts 176 for one name. |
| Methodology and refresh | Not published | Nothing states how relationships are sourced or how often they update; the only time stamp anywhere is the Atlas counter bar's "Last generated Aug 26, 2026". |
| Plan availability | Not published | The public page loads anonymously and shows "Unlock the full terminal."; SPLC is absent from both feature lists on the pricing page. An unverified follow-up post is recalled as offering SPLC free. |
| Documentation | None | Sitemap lists 48 command pages, none of them SPLC; the SPLC doc URL responds like the OPT alias URL, a known 404. |
| Export | Not published | FA, EQS and HP document Excel or JSON export; nothing says SPLC does. |
One footnote: nothing in the launch thread is a discount offer. The only code the vendor itself publishes is X25, 25% off a first payment, sourced to the official @GodelTerminal X account (profile bio: “25% off on your first payment”); the code comparison sets it against the referral codes.
How SPLC fits the existing command set
Read against the documented commands, SPLC fills a specific hole. DES answers "what is this company" — Business overview, real-time price chart, market cap, EPS estimates and analyst ratings for any stock. HDS answers "who owns it", and CF is where you verify both against the filings. None of the 48 documented commands answers "who does this company depend on, and who depends on it". That is the question the launch post is addressing, and in the command-by-command research workflow it would sit between orientation and verification: after DES, before CF.
SPLC also appears in neither of the two feature lists on the vendor's pricing page (godelterminal.com/pricing, checked 2026-09-03): "In Godel today" names QM real-time quotes, N news, CF SEC filings, FA standardized financials, HDS holders and 13F, HMS peer comparison, and "Working on" names PORT portfolio analytics, MEMB index membership, EQS deeper screening (v2 and v3), GF and EQRV time series, ETFs and mutual funds, More private-company data, Podcasts. The launch outran the pricing page, which is consistent with a product in public beta shipping faster than its own marketing. Our corrections ledger logs the same lag from this side: in August the vendor's documentation expanded faster than this site tracked it.
What a Bloomberg user would compare it to
Godel Terminal describes itself as a "Browser-based financial terminal driven by familiar command mnemonics", and SPLC follows that pattern. What Bloomberg calls its own supply-chain function is not publicly documented, so this page makes no claim about the two names matching, and nothing published compares the products on data provider, relationship depth, revenue attribution, or how many of the "thousands" of mapped companies are outside the US. The function-by-function table on our Bloomberg comparison does not yet include a supply-chain row for exactly that reason: there is one side's marketing and no basis for an assessment.
Should you decide anything on it yet?
If supply-chain mapping is a nice-to-have, the gaps above matter little; the rest of the product is documented, and the coverage page shows where the underlying market data is real-time versus delayed. If it is the reason you would subscribe, the honest position is that a one-week-old announcement with no documentation, no named provider and no stated methodology behind its counters is not yet something to plan around. The cheap test is the public page: swap NVDA.US for a name you know well — ideally a smaller or non-US one — and check the relationships it draws against what that company discloses. The trial guide sequences the same check across the 14-day trial.
This page will be updated, and the change dated, when a doc page, a provider or a methodology is published.
Frequently asked questions
Does Godel Terminal have supply chain data?
Yes, as of 27 August 2026. The official @GodelTerminal X account announced that "Supply chain data (SPLC) is now live", describing it as a map of any company's suppliers, customers, competitors and partners, with "thousands of companies mapped, global coverage". A public per-company page (for example app.godelterminal.com/splc/NVDA.US) loads without an account. What is not published is where the data comes from or which plans include it; the companion Atlas page does put numbers on "thousands" — 15,184 companies and 56,340 relationships (Last generated Aug 26, 2026).
Is SPLC in the Godel Terminal command documentation?
Not as of 3 September 2026. The vendor sitemap lists 48 command pages under /docs/commands/ and SPLC is not among them; the URL godelterminal.com/docs/commands/splc behaves exactly like the OPT alias URL, which is a known 404. Our command reference lists SPLC under "announced, not yet documented" and keeps it out of the 48-command count for that reason.
Where does Godel Terminal's supply chain data come from?
Not published. The launch post calls it "institutional-grade relationship data" and names no provider. The vendor's asset-class and coverage page, fetched 3 September 2026, does not mention supply-chain or relationship data at all, and neither does the pricing page. No methodology or refresh cadence is published anywhere we can cite; the only coverage figures are the Atlas counters (15,184 companies, 56,340 relationships, Last generated Aug 26, 2026), and they say nothing about where the relationships come from.
Is SPLC included on every plan, or on the free trial?
Not published. What is checkable is that the public NVDA supply-chain page loads without a login while carrying an "Unlock the full terminal." prompt, so some view of SPLC is reachable anonymously. The pricing page states the 14-day trial opens up "most of Godel" and does not name SPLC in either of its feature lists. If plan gating matters, ask [email protected] before paying. How the trial works →
Is Godel Terminal's SPLC the same as Bloomberg's SPLC?
Nothing published supports a comparison. Godel Terminal describes itself as "driven by familiar command mnemonics" and named this one SPLC; what Bloomberg calls its own supply-chain function is not publicly documented, so this page makes no claim about the names matching, and nothing compares the two on provider, depth or coverage. The broader comparison →
What is the "video game" in the launch thread?
The follow-up post — "And yes we made it into a video game - try it now" — links to app.godelterminal.com/atlas, whose own description reads: "Explore the whole market's supply chain — every customer, supplier, and competitor relationship, company by company — in 3D on Godel Terminal." It is the market-wide view of the same relationship data; SPLC is the per-company view.