Announcement: Made a decision that my company @SP8CEAI will exclusively use “bluechip” technologies by @anduriltech as our official company field tech stack as and when our budget is established for it and availability happens subject to specs. For too long founders have been building on laptops and desktops that have foreign made components. That all ends right now as proprietary IP will be built on tech that’s built right here. In America. 🚀🇺🇸

Shipping + Customers. Everything else is just noise. #BuildingForAmerica🚀🇺🇸

Building a company is EXTREMELY hard. It is not about closing rounds and dropping posts. No founder should need or want a partner like this. Being an investor myself I 💯% support this line of thinking especially in later rounds. Kudos to @isaiah_p_taylor and the @valaratomics team for naming names and keeping the truth alive. This is not the first time that DayOneVC has been in the news and it won’t be the last. We will be steering clear of them.

I just watched part of the Starship flight and it was awesome!. But here’s the real banger nobody’s going to tell you. 1/ Starship Flight 14 just dropped 26 Starlink V3 sats > 52 tonnes. At ~$110M fully expendable, that’s ~$2.1M per tonne. Falcon 9 at ~$30M / 15t is ~$2M per tonne. Even without reuse, Starship is already in Falcon 9 cost-per-ton territory. Falcon 9 is already the cheapest serious ride on Earth. 2/ That number gets all the attention. It shouldn’t be the only one. Launch cost collapsing doesn’t automatically mean more mass to orbit. It means more vehicles that need payloads ready on cadence -tested, configured, documented, integrable, without the campaign becoming the bottleneck. 3/ Rockets are getting faster. Ground processing mostly isn’t. Manual workflows, tribal knowledge, spreadsheet configs, and “who touched this last” don’t scale when you’re stacking tonnes per flight and flying often. One late anomaly in integration burns the economics the launch just unlocked. 4/ That’s the gap we’re closing @SP8CEAI We’re building an intelligent OS for payload processing: structured execution,and autonomous sequencing that catches configuration drift before it becomes a launch problem. 5/ Cheaper tonnes only compound if processing keeps up. Starship is proving the vehicle side. Faster, reliable payload processing is how the industry actually uses that capacity. If you’re flying rideshare, constellation mass, or national security payloads and your integration workflow still runs on tribal knowledge, talk to us at SP8CE.AI DMs open. Let’s get your processing floor ready for the cadence the rockets already have. Now booking slots for 2028 and beyond. Oh and if your an investor deploying and are interested in AI based space infrastructure our next round is opening soon. DM’s open!. #BuildingForAmerica 🚀🇺🇸

The Next Space Race Isn't Just About Rockets. It's About Readiness. A quick thread 🧵 👇🏼 @SpaceNews_Inc recently highlighted a growing concern: the potential gap in access to orbit as SpaceX transitions away from commercial Falcon 9 launches.  But there's another bottleneck the industry cannot afford to overlook. A launch opportunity is only valuable if your payload is READY to fly!?! As rideshare capacity tightens, satellite operators need more than alternative launch providers. They need the operational agility to capitalize on available capacity, without months and months of payload processing standing in the way. @SP8CEAI , we're tackling this challenge at the infrastructure level. We're building the technology infrastructure to drastically compress processing timelines, accelerate flight readiness, maximizing efficiency, and give operators greater flexibility in how and when they reach orbit. Because in an increasingly capacity-constrained launch market, speed isn't just an operational advantage. It's access. And as we expand our capabilities, we're looking beyond getting payloads ready for orbit to making the path there a little more certain. The next generation of space infrastructure must connect payload readiness with orbital opportunity. That's what we're building at @SP8CEAI #BuildingForAmerica🚀🇺🇸

We’re proud to be an #NVIDIAInception company since 2025. Great program and some awesome people to work with. #BuildingForAmerica🚀🇺🇸

Think we may just might have had our very first in person meeting while being driven around autonomously. 😎 Seen here with the, Founder & CEO of Lunar Forge #2XFounder #Cybertrucker #FSDMafia #BuildingForAmerica ⚡️📐🚀🇺🇸

Testing on one of our 8 capabilities was off the charts, as our system at its CURRENT TRL level successfully caught an exposed wire after quickly inspecting a payload. This is our tech in the RAW, with zero bells or whistles, sound damping, etc. This is just a sneak preview of what is yet to be unleashed onto the industry. #BuildingForAmerica 🚀 🇺🇸

They had me at 1000 launches. This is the exact reason we @SP8CEAI saw this back in 2023 and have been working diligently towards our goal of bolstering America’s launch cadence capabilities. We are still extremely early on but a massive shift is coming. #BuildingForAmerica🚀🇺🇸 The National Space Transportation Policy whitehouse.gov/presidential-…

We're just getting warmed up. #BuildingForAmerica 🚀🇺🇸

I've held an FCC Radiotelephone Operator’s license for years. Been using HF, VHF, CPDLC etc planetwide and got mine the same way I earned my B747 type rating along with the 5 other jet types because I believe if you’re going to operate in a regulated domain, you learn the regulator’s language cold. So when the FCC announced it’s replacing its traditional satellite licensing process with what it calls a “licensing assembly line”, where applications are modularized and processed more efficiently, I paid attention. This isn’t a press release. It’s a structural shift. The order aims to compress satellite licensing from over a year to weeks or months, and the agency has already cut its backlog by 52% in 18 months. IMO here’s what’s missing: The FCC just removed the paperwork bottleneck. It did nothing about the physical one. Every satellite that gets licensed faster still has to be processed prior to launch. Licensing at assembly-line speed while processing payloads at artisanal speed just moves the queue from Washington to the cleanroom floor. In aviation we call this a throughput mismatch. You can clear an aircraft for takeoff every 90 seconds, but if the ramp can’t turn planes, the clearances are worthless. That’s the problem we’re solving at SP8CEAI. We’re building the AI & Robotics native operating system for payload processing, so the ground segment can finally match the cadence the regulator just unlocked. And with filings on the table spanning up to a million satellites , that cadence is only going one direction. The FCC modernized the front door. Someone has to modernize the factory behind it. That’s us @SP8CEAI #BuildingForAmerica🚀🇺🇸

So You Want to Be a Space Company Q1 2026 earnings dropped. Saturday AM, 2 coffees deep and I’m freakin’ LIT thinking about this!. Buckle up!!. A thread 👇🏼🧵 1/ Another quarter, another masterclass in creative accounting and investor patience. Ten publicly traded space names just reported, and the results are - how do I put this diplomatically - exactly what you’d expect from an industry that routinely lights $200 million on fire and calls it a launch cadence. 2/ Let’s appreciate the full tableau, shall we? $ASTS somehow turned $718k in revenue into $15M - a heroic 1,900% growth story while simultaneously expanding its net loss from $46M to $191M. Shares dropped 12%. The market, apparently, wanted more. $GILT grew revenue 20%, turned profitable on a net basis, improved EBITDA nearly 100%, and was rewarded with a 21% share haircut. $KRMN actually made money - $8M net income, $1B backlog doubled year-over-year-and got a modest +8%. 3/ The lesson here is obvious: profitability is suspicious. Net losses are a growth thesis. Act accordingly. $SPCE, bless them, generated $200k in revenue. Not $200M. $200,000. With $251M sitting in cash. Virgin Galactic is essentially a very expensive waiting room at this point, burning $93M in free cash flow to produce roughly what a decent food truck does on a weekend. But hey, the vision is intact. 4/ Meanwhile, $SPIR managed to shrink revenue 34% year-over-year, expand its losses, and double its free cash outflow. This is a special kind of operational achievement. Going backwards in a market growing this fast requires genuine commitment. Here’s the thing nobody says out loud about space earnings season: launch cadence is the forcing function for everything. 5/ Revenue, backlog conversion, customer retention, gross margin trajectory - all of it downstream of whether you can reliably get hardware to orbit on schedule and at cost. $LUNR tripled revenue and nearly hit EBITDA breakeven precisely because they’ve figured out the operational rhythm. $KRMN doubled its backlog because customers believe they’ll execute. The companies bleeding out on the bottom of this list? They’re mostly still solving for the cadence question, at enormous cash burn, with dwindling runway to figure it out. 6/ The market is not confused. It’s pricing execution risk. And right now, the spread between the companies that have a repeatable operational model and those still workshopping one is measured in hundreds of millions of market cap. 7/ There’s a reason founders at the pre-public stage should be studying these filings with the same energy they apply to their own cap tables. This is the scoreboard. These are the rules. The market is telling you - loudly, quarter after quarter - that it will handsomely reward backlog growth, EBITDA inflection, and operational proof points, and will punish cash burn without a credible conversion story regardless of how compelling the vision sounds on a earnings call. 8/ End of the day SP8CEAI is a “FOR PROFIT” company. Full stop. We will go down one of three paths. Failure is not an option here. MnA Exit Public Exit Private until Series Z The question is whether we get there having built the operational infrastructure that earns a $KRMN reaction or the kind that earns a $SPIR one!. I know which list we’re building for. And honestly, Q1 2026 is a pretty good reminder of why it matters to decide early. The space economy is real, the opportunity is generational, and the public markets are a merciless grader. Act accordingly. #BuildingForAmerica 🚀🇺🇸