Of course

It's probably a disqualifier if the CEO of an AI hardware company is bearish about AI. Just saying, $AVGO.

Barclays launched aerospace and defense coverage with a bullish view, saying the U.S. is in the “early innings of a modern day industrial revolution.” $SPCX – Overweight, $254 price target. $RKLB – Overweight, $85 price target. $PLTR – Overweight, $265 price target. $ACHR – Upgraded to Overweight from Equal Weight, with the price target raised to $8 from $4.50. The firm prefers defense technology over large-cap primes and also sees opportunities in aerospace and aftermarket.

Thank you Mr. Altman for making Dots available only on Pro while Muse stays free across $META massive consumer base. That gives Meta a massive head start because agents get stickier as they learn more about you & every month Muse builds those habits makes it harder to replace.

Just discussions, but something may come of it

Two real-life Iron Mans. • Elon Musk: AI, robotics, space, EVs • Palmer Luckey: VR, autonomous weapons, defense tech Now working together. Epic.

AHAHAHAHAHAHAHAHAHAHAHA NO WAY. > OpenAI just announced Dots. > SpaceXAI bought Dot.com it redirects straight to the Grok Bot download page. based lmao.

Who TF thought this was an acceptable place to put the battery? Good luck changing that one at home Writer: Ian

🇺🇸🇲🇽 The laser burning cartel drones over Texas right now is the same weapon America is counting on against Iran's Shaheds Joint Task Force Southern Border has taken down eleven cartel drones since late August with truck-mounted LOCUST systems from AeroVironment, and drone activity in those sectors has fallen about 75%. The beam is invisible infrared, holding photons on one spot until the sensors melt or the drone comes apart, and crews can drive it wherever the next threat appears. AeroVironment began building these in 2023 and the Army took its first prototypes in September 2025, so the program predates this war by months. What the war did was prove the math everyone suspected, because Iran builds Shaheds for around $20,000 and Washington spent seven months swatting them with interceptors costing millions, burning half the national stockpile. A laser shot runs three to five dollars off a generator. Cartel scouting drones are small fry next to a Shahed, but the lesson holds either way, America FINALLY learned that the expensive answer is not always the better one. Source: Wired, NewsNation / Writer: Daniel

Mark Zuckerberg: “I don’t think that we need some kind of industry-wide coordination... I think that just each lab needs to take the time, and when it sees that there are issues, you just take the time that you need internally to make sure that you’re proceeding safely… “we’re entering a phase where trust and alignment is actually going to be the most important next set of capabilities. I think we’re getting to a point where it may not matter that much how much better it gets at math. “I happen to think that there’s plenty of commercial incentive to get this right. We delayed the launch of Muse for a few months because we wanted it to be a better product for users. This was not a sacrifice on our part, but rather the right decision for the users and for Meta. I believe this approach would also be correct for other companies working on developing this technology. “When you hear people in the industry talk about some trade-off between capabilities and getting it aligned, I just disagree with that. I believe that alignment is actually the next most important ability to master if we are going to make this system useful to many people.”

$RKLB Only 3 companies in the world can manufacture leading-edge 2nm chips. Only 2 private companies have built their own orbital rocket and scaled it to ~100 launches: SpaceX and Rocket Lab. Think about that. We understand how insanely hard what TSMC does is. I don’t think people fully appreciate that $RKLB is operating in a similarly rare engineering club. Getting to orbit once is hard. Doing it ~100 times is an entirely different level of engineering, manufacturing, and execution. People who dismiss Electron are like people dismissing TSMC because “they just make chips.” The hard part isn’t doing it once. The hard part is doing the nearly impossible over and over again. Knocking on wood before launch 100. NFA

Price per kilo or pound is how we buy fruit at the grocery store. Launch is having seats on a plane to a specific destination. If there’s no commercial flight to where you want to go, you gotta fly private. The cost of launch for rideshare will bake in the total cost of R&D to this point. Internal reduction in price/kilo does not mean launch costs are going down for all others in rideshare. Launch costs will be relative to the opportunity cost of not having satellites operational between the upcoming launch and the following launch. How much revenue can the satellites on a fully loaded Starship generate between flights? As the value of internal payload increases, so will the cost of launch for rideshare. AI compute in space will become a major priority. SpaceX is ramping up their orbital data centers for Sun synchronous orbit and updating to Starlink V3 satellites. I’m not sure SpaceX wants to give up their capacity to others when their satellites generate recurring revenue. Delaying their satellites from powering on is an opportunity cost. The value of sun synchronous orbit is also something they aren’t going to want flooded with anything except their own satellites. The capacity I see will come from insufficient internal satellite or other payload production (when they are just short of filling max capacity) or specific launch dates set for rideshare.

Hell yes! This contains the Ship 40 story and is what I've wanted to see since it splashed down! SpaceX's video series is just incredible. 🤯 Check it all out as it's almost half an hour of awesomeness!

BREAKING: SpaceX’s Starlink satellites performed 207,152 proactive collision-avoidance maneuvers in just six months. The advanced autonomous system: • Detects potential close approaches • Calculates the level of risk • Adjusts orbital paths when needed • Acts at a highly cautious threshold of just 3 in 10 million SpaceX is managing the world’s largest satellite constellation with precision, automation and a safety-first approach.

Would the Internet have become what it is today if its core protocols were controlled by a single entity or a group (cartel) of entities? The internet evolved from ARPANET, IBM, Xerox and countless closed independent networks when all were able to communicate with each other permissionless when they started building on the open protocol - TCP/IP. The 'World Wide Web', as we call it today. A highly closed, centrally controlled Internet would have created serious risks - particularly as to 'who' controlled how information moved. The internet was the 'age of information'. And now we've moved to the 'age of intelligence'. And the consequences of centrally controlled intelligence if far far greater than centrally controlled information - internet.

Captured this drone footage yesterday. Alot of activity at the newly acquired 444 acres SpaceX site along Hwy 4 near Starbase.

🇺🇸🇮🇷🇨🇳 A Chinese satellite that may have helped Iran kill U.S. soldiers just mysteriously broke apart in orbit, and nobody is explaining why... China supplied Iran with high-res satellite imagery of a U.S. military base in Jordan before an Iranian attack in July, according to the Wall Street Journal. That attack killed 3 American service members... They called it the clearest evidence yet that Chinese support for Iran had LETHAL consequences for U.S. forces. 6 weeks later, China's Yaogan-50 military reconnaissance satellite, the type used to gather imagery of military bases, ships, and troop movements, broke apart in orbit creating 43+ debris fragments. Cause: officially unknown. China's embassy DENIES the imagery claims. U.S. officials stopped short of alleging direct Chinese government involvement. But the sequence is difficult to ignore: Chinese satellite data helps kill American soldiers, and a Chinese military reconnaissance satellite silently disintegrates weeks later with no explanation... Did the U.S. take it out? Nobody is saying that. Nobody is saying they didn't. Source: WSJ, Space News / Writer: Michael

Former OpenAI researcher Jacob Coxon, who just quit Anthropic, is warning the public that AI is "possibly the most dangerous technology that humanity has ever created." I find this entire situation extremely odd for a few reasons: 1) Yesterday, Jacob made 7 posts in a thread at exactly 8:04pm. You cannot schedule thread posts, you must write or copy paste each one. Assuming he started posting at exactly 8:04:01 and copy pasted them all, that's one post every 8 seconds. 2) Despite Jacob having no prior X posts, somehow his original post got 124 million views. 3) Less than 24 hours later, Jacob is scheduled on every major media station warning the public that AI is more dangerous than nuclear weapons. If you're a 3 letter agency preparing the narrative for a potential cyber-attack, it would look very similar to this. These psychological operations are called predictive programming; where you expose the public to plausible narratives, so when they happen the public accepts the new reality as fact, without question. Very suspicious, no? 🤔