In this episode, Nick Chubb breaks the news that DNV is spinning off its Ship Manager software into a new standalone brand: CFARER. He and Raal Harris unpack the branding choice, Wilhelmsen’s minority stake, and what it signals about class societies doubling down on maritime software ventures.

The main discussion tackles a bold question: Is agentic AI the beginning of the end for SaaS? Raal introduces the argument that language-based AI agents could replace traditional user interfaces, challenging the CRUD foundation of most SaaS tools. Nick explores the business model implications, from the rise of pay-per-use AI agents to the possible return of software you “buy once.” Together, they weigh whether brands, UX, and trust might still give SaaS an edge, especially in conservative industries like shipping.

They also dig into how maritime software vendors should evolve, introducing the concept of Agent-Computer Interfaces (ACIs) and the importance of deep domain knowledge and process transformation over just new tech.

Nick then highlights a landmark UK Supreme Court ruling that may force ports to include Scope 3 emissions from visiting ships in their sustainability reporting. He explains why this precedent could reshape port planning and carbon accounting.

To wrap up, they spotlight two safety tech breakthroughs: Kaiko Systems, which helped TMS Cardiff Gas cut SIRE observations by 34%, and Zelim, whose AI-powered man-overboard detection system achieved 96.8% accuracy in trials. They also celebrate Scorpio Tankers' installation of the first centrifugal carbon capture system, and a circular economy pilot turning captured CO₂ into concrete ingredients.

In this episode, Nick Chubb breaks the news of his acquisition of Digital Ship, revealing plans to relaunch it under the new Antares Digital Group. He and Raal Harris discuss restoring the brand as a multimedia hub for maritime digitalisation and decarbonisation, separate from Thetius, but aligned in ambition.

They explore the concept of collaborative autonomy, drawing parallels between smart cities and maritime tech. Nick introduces VDES as the next evolution of AIS, enabling real-time sharing of vessel passage plans and opening the door to richer operational awareness, alongside new risks.

The discussion shifts to maritime’s data dilemma, from cybersecurity threats at ports to the cultural and commercial barriers to data sharing. Nick shares lessons from Thetius’ benchmarking work and how structure and clarity can unlock collaboration.

To close, they preview London International Shipping Week, where both are hosting events. Nick’s launching the Thetius 150, while Raal’s leading “Strictly Decarb.” They offer tips for navigating the packed LISW calendar, and avoiding London traffic.

In this episode, Nick Chubb and Raal Harris reflect on six years of Thetius, unpacking the role of luck, timing, and adaptability in building a sustainable maritime intelligence business. They trace Thetius’ evolution from a startup database of maritime innovators to a trusted research partner for shipowners, tech suppliers, and investors, with some acquisition success stories along the way.

The conversation then shifts to Orbit MI’s unexpected acquisition of stealth-mode AI startup Auqub, and what it signals about the arrival of agentic AI in maritime. Nick explains how the move resembles a Silicon Valley-style “acquihire” and suggests this may be the first clear play for AI agents capable of action, not just insight.

Next, they explore the concept of the superworker—a human-AI hybrid role evolving through four stages of automation. Drawing on Josh Bersin’s framework and new academic research, they discuss the creative lift AI can bring, the hidden risks of homogeneity, and the tension between productivity gains and organisational change.

Rounding out the episode, they swap AI coaching hacks, analogue oblique strategies, and some friendly disagreement over how politely one should speak to their GPT.

In this episode, Nick Chubb and Raal Harris unpack theDock’s 30 Under 30 Maritime Technology Companies list, spotlighting trends in European innovation and the dominance of chartering-focused software. They break the news of Sedna’s acquisition of Dataloy, exploring how the move could create a voyage management superapp and reshape email-driven operations.

The conversation turns to the Allianz Safety and Shipping Review, highlighting a record low in vessel losses but rising anxiety around geopolitical risks, including the recent sinking of the Magic Seas. They discuss the sharp rise in war risk premiums, the growing impact of the “dark fleet,” and the need for holistic responses to global shipping pressures.

Rounding out the episode, they revisit nuclear-powered shipping, examining the financial and regulatory barriers to small modular reactors, and draw parallels with challenges in carbon capture and waste logistics. From inboxes to innovation pathways, this is a wide-ranging look at the forces reshaping the maritime sector.

Links:

• theDock 30 under 30
• Allianz Safety and Shipping Review 2025
• Has shipping painted itself into a CO2 corner?

In this episode, Raal Harris and Nick Chubb reflect on the evolution of tanker inspections under OCIMF’s SIRE 2.0, praising the human-centric transformation led by Karen Davis. They discuss the rise of ammonia-fuelled bulk carriers, highlighting projects by BHP and Amon Maritime and the growing role of state support and route specialisation in decarbonisation. The conversation moves into cybersecurity, exploring a phishing case that cost £60k, the importance of regular drills, and the potential impact of connectivity on vessel seaworthiness. They wrap up with a look at the AI “gold rush” and how companies like Sedna are integrating large language models directly into maritime workflows.

In this episode, Raal Harris and Nick Chubb discuss the significance of Day of the Seafarer, highlighting the challenges faced by seafarers, including regulatory burdens and the need for better safety culture. They explore NYK's acquisition of Kadmos and its implications for the maritime industry, as well as the role of technology in enhancing safety and welfare. The conversation also touches on public engagement initiatives like MSC's Yellow Festival and the environmental impact of AI in maritime operations.

Links:

• Captain Alexandros Lignos' post on the realities of being at sea
• Sam Chambers' Chart on Seafarer Safety

• MSC Yellow Festival

In this episode, Raal Harris and Nick Chubb explore various themes surrounding AI, its impact on the shipping industry, and the future of creativity. They discuss the importance of governance in AI usage, legal challenges related to copyright, and the evolving landscape of maritime investments. The conversation underscores the importance of a patient approach to innovation and the significance of individual vision in a world increasingly shaped by AI.

Nick's article in Splash

In this episode of the Undocked podcast, hosts Raal Harris and Nick Chubb discuss their experiences at Norrshipping, focusing on the themes of decarbonisation, innovations in wind power, the role of AI in the maritime industry, and the exploration of alternative fuels, including nuclear energy.