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Pete Modigliani retweeted
.@OwenWest91 "The United States INVENTED the drone, but the drone was not cheapened by scaling and given to our ground forces. From your position now—why was this?
.@SECWAR "Our building, our process—a political system that incentivizes existing efforts and existing programs and the ability to keep funding them and iterating on them and PREVENTING NEW ENTRANTS IN COMPETITION."
Heading to #AUSA?
Here's your must read post to get up to speed on everything happening in the @USArmy and Defense Tech and Acquisition.
defensetechacquisition.com/p…
To everyone charting new paths to explore the unknown. The next great discovery starts with the decision to set sail.
Happy Columbus Day.
Pete Modigliani retweeted
Silicon Valley legend Steve Blank on what sets Starship apart:
"When we look at Starship, Elon's model is 'If we're not blowing stuff up, we're not innovating. And if we're not blowing them up fast enough, we're not innovating fast enough.'
Different culture, different people, different risk profiles...
Everyone understands that Falcon 9 pays your salary, but Starship will pay your pension."
Pete Modigliani retweeted
Hadrian is announcing our $1.37B Series D - watch below for a comprehensive update on our plans to reinvest billions to meet generational demand for Factories-as-a-service & Opus, our physical AI platform for factory autonomy — as well as full stack munitions production, advanced foundries, international expansion, drone dominance, the Organic Industrial Base, and most importantly, increase Equity stakes for our workforce in LA, Alabama and Arizona.
Thank you to our team and investors for enabling us to accelerate our mission to reshore, rescale and upgrade the Defense Industrial Base.
The Factory is the Product.
Today we're announcing our Series D: $1.37B in new capital at a $7.87B valuation to Reindustrialize America.
Thank you to all our investors. WCM Investment Management, @WashingHarbour, Valor Equity Partners, @137ventures, and @BaillieGifford led the round. @jpmorgan Chase's Strategic Investment Group acted as anchor co-lead, investing through the firm's Security and Resiliency Initiative. The round also included major participation by @1789capital, as well as participation from @MorganStanley Wealth Management, @apolloglobal, @TRowePrice, @a16z, @CapitalG, @foundersfund, @lux_capital, @AltimeterCap, @constructcap, and existing investors.
This round confirms our belief in a few simple things: America needs to Reindustrialize, Physical AI is real, transforming the world of atoms matters 100x more than the world of bits, and, most importantly, that the New American Workforce is the center of everything we do.
Here's what we've built, and what comes next.
There were so many major stories across @DeptofWar and industry in the past week, our latest post provides you the comprehensive rundown to stay on top of it all.
defensetechacquisition.com/p…
Pete Modigliani retweeted
Under @POTUS’s leadership and @SecWar’s direction, we are crushing bureaucratic inertia to forge the U.S. Army Futures and Autonomous Systems Command. By prioritizing autonomy across our formations, acquisitions, and training, we are delivering lethal capabilities straight into the hands of our warfighters to dominate the future battlefield.
Pete Modigliani retweeted
A new era of mine countermeasures is here, and it’s built on rapid, unmanned response. In contested choke points, operators must be able to remotely deploy USV-launched drones to hunt and destroy mines anywhere from seabed to surface.
In May, DIU issued a Prize Challenge for small Unmanned Surface Vessel (sUSV) payloads to reacquire and neutralize mines. DIU has awarded prizes to @BeeXSG, @BlackSea_Tech, and @vatnsystems following their successful demonstrations in the MCM Modernization event.
“From a prize challenge announcement to an active Navy contract in just 92 days, we are accelerating advanced mine neutralization technology into our naval fleets with operational urgency,” said Dr. Jarred Conley, Portfolio Director, Autonomous Warfare.
This achievement arms warfighters for a more aggressive operational tempo at standoff, keeping sea lanes free and clear for safe transit.
drpmras.navy.mil/press-relea…
@DRPM_RAS
Pete Modigliani retweeted
We are happy to announce DIU COO Travis Metz as our new Acting Director.
This transition comes as Director Owen West steps aside to kickstart Project Agincourt and SecWar's newly announced Autonomous Warfare Command.
war.gov/News/Releases/Releas…
Pete Modigliani retweeted
It’s pretty incredible how much has happened in South Florida just in 2026:
• Jan 12: Vanderbilt moves forward with a ~$520M West Palm Beach campus. Stephen Ross commits $50M.
• Jan 20: Wells Fargo moves its Wealth & Investment Management HQ to West Palm Beach. ~$16B annual revenue business.
• Jan 27: D-Wave moves its corporate HQ from Palo Alto → Boca Raton and builds a major R&D operation at BRiC.
• Jan 27: FAU commits $20M to bring a D-Wave quantum computer to Boca and build out its quantum ecosystem.
• Feb 17: Palantir moves its HQ from Denver → South Florida.
• Mar 25: KKR opens a permanent office in Miami.
• June 2: Pine Crest announces a new West Palm Beach campus. Stephen Ross ultimately commits $100M to the project.
• Sep 10: Andreessen Horowitz announces a West Palm Beach regional HQ for its $1.176B American Dynamism fund.
• Sep 11: Stephen Ross / Related Ross buys BRiC in Boca: 124 acres + 1.7M sq. ft. of space.
• Sep 30: Ken Griffin gives Carnegie Mellon $3 BILLION, the largest individual gift in higher-ed history. $2B goes toward building CMU Miami in Wynwood for 3,500+ students.
And this is on top of Citadel building its new Miami HQ and Stephen Ross planning $10B+ of investment across Palm Beach County.
Vanderbilt. Carnegie Mellon. Palantir. D-Wave. a16z. KKR. Wells Fargo. Citadel. FAU. Pine Crest.
Miami → Fort Lauderdale → Boca → West Palm.
Feels like South Florida is hitting an inflection point, and we’re just getting started.
This reads much more naturally for X/LinkedIn while keeping the numbers that make the story impressive.
Pete Modigliani retweeted
I find it funny that some people got hung up on Starship not having gone orbital before Flight 14 when in the grand scheme of things it was completely arbitrary in terms of performance. The 19ish second burn only added about 91 m/s of velocity (a 1.2% increase in velocity)
This capability has been physically capable since Flight 6 which demonstrated a single Raptor relight in space. Heck, Flight 13’s burn was about 14 seconds, but intentionally oriented to primarily do a plane change instead of a prograde insertion burn for continued safety.
Any of the relights COULD have done the orbital insertion burn, the duration was not of any special technical capability. The reason Starship didn’t go orbital until Flight 14 is probably what we should applaud them for the most… SAFETY.
Their methodical approach to getting good data and going one step at a time while hucking the single most massive object ever put into space proves they weren’t just doing things haphazardly, despite the occasional narrative from the outside.
While it’s easy to compare Starship to vehicles like SLS or Vulcan or New Glenn, the reality is the focus hasn’t been on orbit, it’s been all on the “downhill” side of that. Safe and targeted de-orbit, clean reentry, targeted and soft splashdown. That’s the part that has (almost) never been done before.
And here I do have to add a little Space Shuttle admiration for figuring out a lot of these things on its first flight in 1981 (although it came a bit close to not being successful). Pretty amazing there was a vehicle of similar scale capable of such precise deorbit and reentry that it landed on a runway with no go-around capabilities. Crazy.
But Starship is well on a path to absolutely leap-frog the Space Shuttle in terms of performance (already over double and someday 6 fold) and hopefully in terms of full and rapid reuse. I hope we see the latter part speed up even more now that orbit has been demonstrated.
Exciting times ahead!!! Keep going @spacex @elonmusk

























