Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

BREAKING: Neros Raises $250M Series C at $2.5 Billion Valuation FULL INTERVIEW "America should have the capability to have factories that can make millions of drones per year because that's what modern conflict demands." Co-Founder & CEO Soren Monroe-Anderson (Soren Monroe-Anderson) takes us inside the new 250K sq ft... Torrance factory. Currently shipping ~1,250 drones a week. Sized for 1 million a year by 2028. Fresh off a $500M Army IDIQ for 100,000s of drones over 5 years This round was led by Shaun Maguire of Sequoia Capital & American Strategic Technology Fund w/ participation from Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, & Mantis With this capital Neros Technologies is now going multi-product with: › Archer AI — Autonomous strike drone › Bandit — Counter-drone interceptor › Marksman — Ruggedized operator handset › Useful Autonomy — Framework for evaluating autonomy claims ICYMI: China builds an estimated tens of millions of drones a year & arms both sides in Ukraine. America is way behind, representing just 1% of the world's small drones. Neros was the first FPV maker to win Blue UAS certification, meaning a fully NDAA-compliant supply chain with no reliance on China. "You can look at our boards, you can look at all of the chips that go onto our boards. Those will not have ever touched China." 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Soren Monroe-Anderson, Co-Founder & CEO at Neros Technologies (01:02) $250M Series C at a $2.5B valuation (03:34) Working with Shawn Maguire (04:25) Inside the Army's $500M drone contract (05:38) How the Ukraine war rewrote modern combat (08:05) The Interceptor drones taking over the battlefield (10:31) How many drones China really makes in a year (12:55) Is it even possible to build a drone without China? (16:09) China is arming both sides of the war (17:08) What actually separates Neros from every other drone company (19:55) The biggest BS claims in defense tech right now (20:51) Why most defense startups never actually deploy? (22:58) Neros’s growth to over 250 employees (24:00) Why defense startups need to screen for spies (25:29) The Talent bottleneck slowing down American manufacturing (26:51) How AI is quietly reshaping engineers (29:43) The biggest myth about re-industrializing America (30:50) Neros's plan to build drones with U.S. allies (32:53) The brutal tradeoff between speed and scale (34:51) Why Neros keeps a permanent office in Ukraine? (35:52) What actually happens on a modern battlefield? (37:41) How Starlink is changing drone warfare (39:14) What happens when a drone loses its signal (40:41) Soren’s learnings from Kelly Johnsonshow more

Molly O’Shea

70,909 subscribers

343,317 görüntüleme • 14 gün önce •via X (Twitter)

Bilim & Teknoloji Haberler & Politika

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

My first interview with Olaf Hichwa (Olaf Hichwa) Co-Founder & CTO of Neros 0:25 China free vs. China limited 5:10 Building FPV drones as kids 7:05 Hundreds of iterations 9:52 How Neros started 12:50 Flying to Ukraine with 30 drones 17:47 China sells drones to both sides of the Ukraine / Russia war 20:54 Scaling Neros to 1 million drones a year 22:29 Arriving in Ukraine as a world champion FPV drone racer 27:22 Ukraine gives soldiers money to choose what equipment to buy 29:29 Building the American drone industrial base 33:29 Longbow & Crossbow 36:14 Scaling from 2,000 to 10,000 drones a month 40:06 Educating American leadership 44:24 Future products 47:06 Getting real world product feedback from Ukraine 55:57 Development timeline obsessed 1:01:45 Staying sane under extreme pressure 1:10:33 Designing the machine that builds the machine 1:15:56 The Algorithm 1:22:45 Finding A+ killers

My first interview with Olaf Hichwa (Olaf Hichwa) Co-Founder & CTO of Neros 0:25 China free vs. China limited 5:10 Building FPV drones as kids 7:05 Hundreds of iterations 9:52 How Neros started 12:50 Flying to Ukraine with 30 drones 17:47 China sells drones to both sides of the Ukraine / Russia war 20:54 Scaling Neros to 1 million drones a year 22:29 Arriving in Ukraine as a world champion FPV drone racer 27:22 Ukraine gives soldiers money to choose what equipment to buy 29:29 Building the American drone industrial base 33:29 Longbow & Crossbow 36:14 Scaling from 2,000 to 10,000 drones a month 40:06 Educating American leadership 44:24 Future products 47:06 Getting real world product feedback from Ukraine 55:57 Development timeline obsessed 1:01:45 Staying sane under extreme pressure 1:10:33 Designing the machine that builds the machine 1:15:56 The Algorithm 1:22:45 Finding A+ killers

Ti Morse

127,295 görüntüleme • 1 yıl önce

China's drone manufacturing capability "I think today China's easily at 100 million drones a year. I mean, they're supplying most of the components to Ukraine and Russia and both sides are gonna use about 7 million FPV's this year. America is in the hundreds of thousands and there is no company that will domestically build 100,000 drones this year. Neros is trying to get close. We'll be over 100,000 run rate by the end of the year. We have to have production capacity in the millions, tens of millions for credible deterrence, but we also want to solve the problems smarter." Soren Monroe-Anderson, CEO of Neros Technologies

China's drone manufacturing capability "I think today China's easily at 100 million drones a year. I mean, they're supplying most of the components to Ukraine and Russia and both sides are gonna use about 7 million FPV's this year. America is in the hundreds of thousands and there is no company that will domestically build 100,000 drones this year. Neros is trying to get close. We'll be over 100,000 run rate by the end of the year. We have to have production capacity in the millions, tens of millions for credible deterrence, but we also want to solve the problems smarter." Soren Monroe-Anderson, CEO of Neros Technologies

Mo Islam

92,153 görüntüleme • 1 ay önce

.Neros Technologies just won a $500M-ceiling US Army contract for its Archer FPV drones. CEO Soren Monroe-Anderson (Soren Monroe-Anderson) on why scaling drone production is the hard part and why very few are doing it well. "I think a lot of drone companies or just a lot of companies in the defense tech space sort of claim that they're ready to produce at scale when they're not, like they haven't proved it... And so a lot of the IP is how we build drones, how we test drones, how we design drones for testing, for reliability, for manufacturability, all of the data we've collected is we've built tens of thousands of drones. These are things that you can't just like drop in and replicate... Like it's really not that hard to put together an FPV drone and go demo it and even get like a contract off of that. It's consistent scale production that's hard."

.Neros Technologies just won a $500M-ceiling US Army contract for its Archer FPV drones. CEO Soren Monroe-Anderson (Soren Monroe-Anderson) on why scaling drone production is the hard part and why very few are doing it well. "I think a lot of drone companies or just a lot of companies in the defense tech space sort of claim that they're ready to produce at scale when they're not, like they haven't proved it... And so a lot of the IP is how we build drones, how we test drones, how we design drones for testing, for reliability, for manufacturability, all of the data we've collected is we've built tens of thousands of drones. These are things that you can't just like drop in and replicate... Like it's really not that hard to put together an FPV drone and go demo it and even get like a contract off of that. It's consistent scale production that's hard."

Mo Islam

17,606 görüntüleme • 1 ay önce

THIS WEEK: Soren Monroe-Anderson (Soren Monroe-Anderson), CEO of Neros Technologies joined Valley of Depth to talk the future of America's military drone ecosystem. Neros is building the U.S. drone industrial base: designing, manufacturing, and fielding high-performance FPV systems. Chapters 00:00 – Strawberry jam 04:45 – Soren's and Olaf's background 08:54 – The key to Soren's early success 11:39 – The most successful technology in Ukraine 13:45 – The future of warfare 15:09 – Chinese vs. US drone manufacturing capabilities 18:42 – Neros's facility and current production process 22:06 – How Soren thinks about competing in a well-funded market 23:50 – What makes the talent side so challenging 28:12 – Are defense tech companies living up to their promises? 32:12 – $120M raised and future capital needs 34:22 – Where the primes fit in with manufacturing drones 36:30 – How Neros views AI in their products 43:23 – Key players early on in Neros 47:07 – Cultivating company culture 48:46 – Wrestling with building lethal systems 50:21 – Soren's health scare 54:17 – How can the US win the drone production race? 58:05 – Factory of the future 59:31 – What Soren does for fun Full episode 👇

THIS WEEK: Soren Monroe-Anderson (Soren Monroe-Anderson), CEO of Neros Technologies joined Valley of Depth to talk the future of America's military drone ecosystem. Neros is building the U.S. drone industrial base: designing, manufacturing, and fielding high-performance FPV systems. Chapters 00:00 – Strawberry jam 04:45 – Soren's and Olaf's background 08:54 – The key to Soren's early success 11:39 – The most successful technology in Ukraine 13:45 – The future of warfare 15:09 – Chinese vs. US drone manufacturing capabilities 18:42 – Neros's facility and current production process 22:06 – How Soren thinks about competing in a well-funded market 23:50 – What makes the talent side so challenging 28:12 – Are defense tech companies living up to their promises? 32:12 – $120M raised and future capital needs 34:22 – Where the primes fit in with manufacturing drones 36:30 – How Neros views AI in their products 43:23 – Key players early on in Neros 47:07 – Cultivating company culture 48:46 – Wrestling with building lethal systems 50:21 – Soren's health scare 54:17 – How can the US win the drone production race? 58:05 – Factory of the future 59:31 – What Soren does for fun Full episode 👇

Mo Islam

10,500 görüntüleme • 1 ay önce

My second interview with Soren Monroe-Anderson, Co-Founder and CEO of Neros Technologies. Neros just acquired a new 250k square foot factory which will allow them to ramp production to 1M drones a year. 0:50 New 250k square foot factory 5:13 How the Russia Ukraine war has evolved 8:51 Learning from the Starlink production ramp 12:37 Building a military spec drone 15:25 Prototypes vs production product 17:27 Creating a fully China-free drone 20:27 Scaling production capacity 25:53 Production hell vs supply chain hell 29:11 Timelines and urgency 34:08 Flyoff mode and PBAS 37:40 How Soren operates during a sprint 40:54 Shifting from building drones to company building 42:37 Leadership hiring 49:05 Focusing on execution 50:30 Defeating drone jammers 57:55 Oh sh*t moments 1:00:09 Refocusing on health and taking care of yourself 1:05:21 Measuring effectiveness by battle field results 1:13:04 Evolution of their testing process 1:16:05 Archer Fiber 1:17:55 Lifting up the entire drone industrial base 1:21:12 Building region-specific supply chains 1:23:49 How America can win over the coming decades 1:26:55 Are we going fast enough? 1:29:12 Choosing to work on lethal systems 1:32:35 Being pro-America 1:35:37 Future of warfare and autonomous systems

My second interview with Soren Monroe-Anderson, Co-Founder and CEO of Neros Technologies. Neros just acquired a new 250k square foot factory which will allow them to ramp production to 1M drones a year. 0:50 New 250k square foot factory 5:13 How the Russia Ukraine war has evolved 8:51 Learning from the Starlink production ramp 12:37 Building a military spec drone 15:25 Prototypes vs production product 17:27 Creating a fully China-free drone 20:27 Scaling production capacity 25:53 Production hell vs supply chain hell 29:11 Timelines and urgency 34:08 Flyoff mode and PBAS 37:40 How Soren operates during a sprint 40:54 Shifting from building drones to company building 42:37 Leadership hiring 49:05 Focusing on execution 50:30 Defeating drone jammers 57:55 Oh sh*t moments 1:00:09 Refocusing on health and taking care of yourself 1:05:21 Measuring effectiveness by battle field results 1:13:04 Evolution of their testing process 1:16:05 Archer Fiber 1:17:55 Lifting up the entire drone industrial base 1:21:12 Building region-specific supply chains 1:23:49 How America can win over the coming decades 1:26:55 Are we going fast enough? 1:29:12 Choosing to work on lethal systems 1:32:35 Being pro-America 1:35:37 Future of warfare and autonomous systems

Ti Morse

186,645 görüntüleme • 5 ay önce

My second interview with Olaf Hichwa, Co-Founder & CTO of Neros Technologies. 0:38 Redesigning a production line from scratch 1:15 Building 1,200 drones per week 1:43 Drones cause 70% of all casualties in Ukraine 3:10 China sells millions of drones to Russia 6:40 Focusing on operators 9:12 Archer AI 11:18 Building for users, not the government 14:13 Creating multiple products in parallel 16:24 Bandit — drone interceptor 20:46 Why it’s important to build weapons systems 23:30 Russia is targeting civilian infrastructure 29:23 Manually shooting down drones 31:43 Learning from operator footage 34:21 Consumer photography drones 36:51 Choosing what to vertically integrate 39:33 Reality forces the Elon algorithm 41:32 The different levels of scale 45:31 Learning from Starlink 46:33 Engineering faster 48:00 Mass production vs prototyping 50:58 Working with the US Government 54:59 Manufacturing 1 million drones a year 56:56 Learning from Chinese drone companies 1:02:58 Taiwan

My second interview with Olaf Hichwa, Co-Founder & CTO of Neros Technologies. 0:38 Redesigning a production line from scratch 1:15 Building 1,200 drones per week 1:43 Drones cause 70% of all casualties in Ukraine 3:10 China sells millions of drones to Russia 6:40 Focusing on operators 9:12 Archer AI 11:18 Building for users, not the government 14:13 Creating multiple products in parallel 16:24 Bandit — drone interceptor 20:46 Why it’s important to build weapons systems 23:30 Russia is targeting civilian infrastructure 29:23 Manually shooting down drones 31:43 Learning from operator footage 34:21 Consumer photography drones 36:51 Choosing what to vertically integrate 39:33 Reality forces the Elon algorithm 41:32 The different levels of scale 45:31 Learning from Starlink 46:33 Engineering faster 48:00 Mass production vs prototyping 50:58 Working with the US Government 54:59 Manufacturing 1 million drones a year 56:56 Learning from Chinese drone companies 1:02:58 Taiwan

Ti Morse

29,946 görüntüleme • 14 gün önce

Today, we announce our Series C Funding of $250M at $2.5B post money valuation to scale our Autonomous and Interceptor drone programs. This round of funding is co-led by Sequoia Capital and American Strategic Technology Fund (ASTF) with participation by Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, and Dylan Field. These funds will accelerate the development and production ramps for new drone programs including Archer AI, an FPV platform augmented with autonomy features including Terminal Guidance and GPS-denied Position Hold, and Bandit, a c-UAS interceptor drone intended to counter Class 2 and 3 drone threats including Shahed-style systems. These platforms are being developed with the hardware and compute required for multi-asset control (often called “swarming”) while retaining the cost efficiency Neros is known for – and that’s essential to achieving true attritable mass. Both Archer AI and Bandit will be deployed for combat by the end of 2026.

Today, we announce our Series C Funding of $250M at $2.5B post money valuation to scale our Autonomous and Interceptor drone programs. This round of funding is co-led by Sequoia Capital and American Strategic Technology Fund (ASTF) with participation by Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, and Dylan Field. These funds will accelerate the development and production ramps for new drone programs including Archer AI, an FPV platform augmented with autonomy features including Terminal Guidance and GPS-denied Position Hold, and Bandit, a c-UAS interceptor drone intended to counter Class 2 and 3 drone threats including Shahed-style systems. These platforms are being developed with the hardware and compute required for multi-asset control (often called “swarming”) while retaining the cost efficiency Neros is known for – and that’s essential to achieving true attritable mass. Both Archer AI and Bandit will be deployed for combat by the end of 2026.

Neros Technologies

259,737 görüntüleme • 14 gün önce

BREAKING: Skydio Raises $110 Million Series F at a $4.4B Valuation "The most significant fact in our Series F is how little we are raising. Despite investor demand to put substantially more into the company.. our capital needs are rapidly decreasing." CEO Adam Bry (Adam Bry) joins Sourcery to share Skydio's funding process, 9 figures in revenue (!!), commercial scale, military + public safety use cases, & their manufacturing edge at Skydio's Hayward factory. Skydio is the largest drone factory in the US at scale production. Skydio by the numbers: - $110M Series F at $4.4B post money - 9 figures in annual revenue, strong unit economics - ~900 employees - 60,000 autonomous flying robots shipped - 3.4M+ customer flights - 3,800+ enterprise customers - 1,200+ public safety agencies (doubled YoY) - 45 of 51 state transportation agencies - Every branch of the US military plus 29 allies - 11M+ Americans live within 2 miles of a Skydio DFR Dock In this conversation, we cover: - Series F and the unit economics behind a $4.4B valuation - $50M, 3,000 drone US Army contract and tripling production in 2026 - R10 indoor drone and F10 fixed wing - Turning down DJI's acquisition offer in 2014 - Getting sanctioned by the Chinese government in 2024 - Drone as First Responder: Public Safety customers in 42/50 states, 42% auto theft reduction in SF - Built a China independent supply chain & US manufacturing at scale - Flying agentic AI & the future of autonomous robotics - Adam's hottest take on the robotics hype cycle If you're interested in reindustrializing America, drones, AI, robotics, & fundraising in hard tech, this one's for you. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Adam Bry, CEO of Skydio (00:54) Inside Skydio Factory (01:31) Series F & Scaling (03:17) Customers And Growth (04:10) Origins & Reliability (08:04) Civilian Missions Focus (09:19) Drones For Public Safety (12:29) Edge Compute & Partners (14:20) Expanding Drone Lineup (17:10) Beating China & DJI (19:34) US Supply Chain Resilience (21:33) Reindustrialization Timeline (22:35) Hiring & Leadership (27:12) AI Agentic Drones (30:08) Metrics & Operating Model (31:49) Hottest Take And Advice

BREAKING: Skydio Raises $110 Million Series F at a $4.4B Valuation "The most significant fact in our Series F is how little we are raising. Despite investor demand to put substantially more into the company.. our capital needs are rapidly decreasing." CEO Adam Bry (Adam Bry) joins Sourcery to share Skydio's funding process, 9 figures in revenue (!!), commercial scale, military + public safety use cases, & their manufacturing edge at Skydio's Hayward factory. Skydio is the largest drone factory in the US at scale production. Skydio by the numbers: - $110M Series F at $4.4B post money - 9 figures in annual revenue, strong unit economics - ~900 employees - 60,000 autonomous flying robots shipped - 3.4M+ customer flights - 3,800+ enterprise customers - 1,200+ public safety agencies (doubled YoY) - 45 of 51 state transportation agencies - Every branch of the US military plus 29 allies - 11M+ Americans live within 2 miles of a Skydio DFR Dock In this conversation, we cover: - Series F and the unit economics behind a $4.4B valuation - $50M, 3,000 drone US Army contract and tripling production in 2026 - R10 indoor drone and F10 fixed wing - Turning down DJI's acquisition offer in 2014 - Getting sanctioned by the Chinese government in 2024 - Drone as First Responder: Public Safety customers in 42/50 states, 42% auto theft reduction in SF - Built a China independent supply chain & US manufacturing at scale - Flying agentic AI & the future of autonomous robotics - Adam's hottest take on the robotics hype cycle If you're interested in reindustrializing America, drones, AI, robotics, & fundraising in hard tech, this one's for you. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Adam Bry, CEO of Skydio (00:54) Inside Skydio Factory (01:31) Series F & Scaling (03:17) Customers And Growth (04:10) Origins & Reliability (08:04) Civilian Missions Focus (09:19) Drones For Public Safety (12:29) Edge Compute & Partners (14:20) Expanding Drone Lineup (17:10) Beating China & DJI (19:34) US Supply Chain Resilience (21:33) Reindustrialization Timeline (22:35) Hiring & Leadership (27:12) AI Agentic Drones (30:08) Metrics & Operating Model (31:49) Hottest Take And Advice

Molly O’Shea

82,345 görüntüleme • 4 ay önce

🚨 🇺🇸 🇮🇷 WHY THE U.S. STRATEGY IN IRAN IS DOOMED How did Iran destroy over $1bn in aircraft in Saudi with drones worth tens of thousands of dollars? How are they keeping the Strait of Hormuz closed? Why are they still able to fire missiles and drones DAILY against Israel and the Gulf, with a higher hit rate? Malcolm Nance breaks down why the U.S. is so unprepared for this war, and learned nothing from the Ukraine Russia warfare He highlights a fundamental "asymmetry of tolerance": while the U.S. relies on expensive technology and has little appetite for high casualties, Iran has spent decades preparing for a war of attrition. From the massive inventory of low-cost Shaheed drones to the potential for a grueling ground insurgency, Nance warns that the U.S. lacks the depth to win a fight that will eventually come down to "rifles and knives." He suggests that Iran’s long-term play isn't just military survival, but a strategic realignment to turn Gulf allies against Washington and end American influence in the region for good. Malcolm Nance 01:00 - This war ends in blood, not strategy. 03:00 - Ukraine turned war into a real industry. 05:30 - One cheap drone can destroy billion-dollar assets. 08:30 - The battlefield just became fully automated. 13:00 - Drones vs drones is the new reality. 16:40 - The U.S. is completely unprepared for this war. 20:30 - America is still fighting the last war mindset. 25:30 - Future invasions could turn into total chaos instantly. 30:00 - This war could take years to recover from. 35:00 - Iran has no real reason to negotiate. 40:30 - Destroying infrastructure won’t break them. 45:30 - The world economy is hanging by a thread. 50:30 - This could spiral into something way bigger. 55:30 - Nobody is ready for how bad this can get.

🚨 🇺🇸 🇮🇷 WHY THE U.S. STRATEGY IN IRAN IS DOOMED How did Iran destroy over $1bn in aircraft in Saudi with drones worth tens of thousands of dollars? How are they keeping the Strait of Hormuz closed? Why are they still able to fire missiles and drones DAILY against Israel and the Gulf, with a higher hit rate? Malcolm Nance breaks down why the U.S. is so unprepared for this war, and learned nothing from the Ukraine Russia warfare He highlights a fundamental "asymmetry of tolerance": while the U.S. relies on expensive technology and has little appetite for high casualties, Iran has spent decades preparing for a war of attrition. From the massive inventory of low-cost Shaheed drones to the potential for a grueling ground insurgency, Nance warns that the U.S. lacks the depth to win a fight that will eventually come down to "rifles and knives." He suggests that Iran’s long-term play isn't just military survival, but a strategic realignment to turn Gulf allies against Washington and end American influence in the region for good. Malcolm Nance 01:00 - This war ends in blood, not strategy. 03:00 - Ukraine turned war into a real industry. 05:30 - One cheap drone can destroy billion-dollar assets. 08:30 - The battlefield just became fully automated. 13:00 - Drones vs drones is the new reality. 16:40 - The U.S. is completely unprepared for this war. 20:30 - America is still fighting the last war mindset. 25:30 - Future invasions could turn into total chaos instantly. 30:00 - This war could take years to recover from. 35:00 - Iran has no real reason to negotiate. 40:30 - Destroying infrastructure won’t break them. 45:30 - The world economy is hanging by a thread. 50:30 - This could spiral into something way bigger. 55:30 - Nobody is ready for how bad this can get.

Mario Nawfal

690,862 görüntüleme • 4 ay önce

Last month, I interviewed Lieutenant Colonel Vladyslav "Shram" Tovstyi, the commander of the 38th Marine Brigade's (38th Separate Marine Brigade ⚓️🪖🇺🇦) Corsair UAS Battalion for the Ukraine Military Podcast. (00:00) Introduction (03:35) The background of the Corsair Battalion (04:40) What is the current situation and the effect of weather on the battlefield (06:50) Russian tactics (08:25) Assessment of Russia's Rubicon Center (09:35) Effect of Russia scaling its unmanned systems forces (10:45) What was the effect when Russia lost access to Starlink? (11:20) What effect is Ukraine's Middle Strike campaign having on the front line? (13:43) Urban warfare in Myrnohrad vs fighting for tree lines (16:20) Role of fiber optic cable FPVs and what is the ratio of fiber optic to radio signal FPVs from both sides? (19:35) Use of Starlink on FPVs and heavy bomber drones (20:55) Accuracy of fiber optic cable and radio signal FPVs and how many FPVs are used per day (25:15) The role of tall buildings in drone warfare (26:45) UGV and UAS logistics (29:10) How many heavy bomber drones do you lose per week and what are the typical missions? (30:30) How many UGV missions are conducted per day and how many UGVs do you lose? (32:09) Assessment of the E-points system (34:15) What is the structure of your UAS Battalion? (35:00) What lessons should other militaries draw from this war about drone warfare? (37:15) What effect would another Russian mobilization have on the war? (39:40) How many Molniya and FPV do you face per day?

Last month, I interviewed Lieutenant Colonel Vladyslav "Shram" Tovstyi, the commander of the 38th Marine Brigade's (38th Separate Marine Brigade ⚓️🪖🇺🇦) Corsair UAS Battalion for the Ukraine Military Podcast. (00:00) Introduction (03:35) The background of the Corsair Battalion (04:40) What is the current situation and the effect of weather on the battlefield (06:50) Russian tactics (08:25) Assessment of Russia's Rubicon Center (09:35) Effect of Russia scaling its unmanned systems forces (10:45) What was the effect when Russia lost access to Starlink? (11:20) What effect is Ukraine's Middle Strike campaign having on the front line? (13:43) Urban warfare in Myrnohrad vs fighting for tree lines (16:20) Role of fiber optic cable FPVs and what is the ratio of fiber optic to radio signal FPVs from both sides? (19:35) Use of Starlink on FPVs and heavy bomber drones (20:55) Accuracy of fiber optic cable and radio signal FPVs and how many FPVs are used per day (25:15) The role of tall buildings in drone warfare (26:45) UGV and UAS logistics (29:10) How many heavy bomber drones do you lose per week and what are the typical missions? (30:30) How many UGV missions are conducted per day and how many UGVs do you lose? (32:09) Assessment of the E-points system (34:15) What is the structure of your UAS Battalion? (35:00) What lessons should other militaries draw from this war about drone warfare? (37:15) What effect would another Russian mobilization have on the war? (39:40) How many Molniya and FPV do you face per day?

Rob Lee

154,030 görüntüleme • 1 ay önce

Ulysses is coming out of stealth today with: ‣ $1 million in revenue ‣ $2 million raised ‣ 5 hardware generations ...one year after their founding. They're building autonomous underwater drones — first to restore seagrass, and someday to counteract narco-subs. Ulysses co-founder and CEO Akhil Voorakkara met me at my office in San Francisco to talk through the technical details. HD Version at the link in my bio. Timestamps: 00:00 — Introducing Ulysses 02:20 — What is their robot capable of? 04:20 — How are they iterating so quickly through hardware prototypes? 12:57 — Why not buy more off the shelf? 16:15 — What technical requirements drove the hardware design? 21:06 — What other designs inspired this one? 23:28 — Underwater Design 101 30:38 — Why make it autonomous? 32:39 — What is their approach to autonomy? 36:44 — How did Ulysses decide to focus on sea restoration? 44:47 — Who else is building underwater drones? 47:57 — How do their drones differ from the more expensive existing ones? 49:05 — What limits drone working lifetime? 50:35 — How can you make technical progress with <5 employees? 54:51 — What's the next technical milestone to clear?

Ulysses is coming out of stealth today with: ‣ $1 million in revenue ‣ $2 million raised ‣ 5 hardware generations ...one year after their founding. They're building autonomous underwater drones — first to restore seagrass, and someday to counteract narco-subs. Ulysses co-founder and CEO Akhil Voorakkara met me at my office in San Francisco to talk through the technical details. HD Version at the link in my bio. Timestamps: 00:00 — Introducing Ulysses 02:20 — What is their robot capable of? 04:20 — How are they iterating so quickly through hardware prototypes? 12:57 — Why not buy more off the shelf? 16:15 — What technical requirements drove the hardware design? 21:06 — What other designs inspired this one? 23:28 — Underwater Design 101 30:38 — Why make it autonomous? 32:39 — What is their approach to autonomy? 36:44 — How did Ulysses decide to focus on sea restoration? 44:47 — Who else is building underwater drones? 47:57 — How do their drones differ from the more expensive existing ones? 49:05 — What limits drone working lifetime? 50:35 — How can you make technical progress with <5 employees? 54:51 — What's the next technical milestone to clear?

Christian Keil

79,534 görüntüleme • 1 yıl önce

🇺🇸 MEET X-BAT: AMERICA’S NEW AI-POWERED FIGHTER JET WITH NO PILOT Shield AI just unveiled the X-Bat, a next-gen fighter jet that flies itself, takes off like a helicopter, and doesn’t need a runway. It’s powered by Hivemind, their custom AI pilot, and can fly 2,000 miles, reach 50,000 feet, and pack missiles. It’s built for combat, can launch from a ship in the middle of nowhere, and costs just $27 million, compared to the $100M+ F-35. The X-Bat reflects a fast-growing trend in warfare: AI-driven drones taking the lead. In Ukraine, drones have become central to modern combat, shifting the way battles are fought. Drone expert and senior aviation lecturer at UNSW Canberra, Oleksandra Molloy: “What we see from the war in Ukraine and the Middle East, they are tactically, operationally and strategically absolutely important weapons. We have seen a lack of those systems from the U.S., and particularly, we have not really seen the presence of many American companies in the real battlefield.” The U.S. government is now racing to catch up. In June, Trump signed an executive order called Unleashing American Drone Dominance, designed to fast-track drone commercialization and fold AI-powered aircraft into U.S. airspace - with billions from the Big Beautiful Bill fueling unmanned and AI defense tech. Shield AI is aiming to disrupt the defense giants and already landed a $200M Coast Guard deal. Backed by $5.3B in funding and a nudge from Trump’s Drone Dominance order, Shield AI says it’s building the future of war. Source: CNBC

🇺🇸 MEET X-BAT: AMERICA’S NEW AI-POWERED FIGHTER JET WITH NO PILOT Shield AI just unveiled the X-Bat, a next-gen fighter jet that flies itself, takes off like a helicopter, and doesn’t need a runway. It’s powered by Hivemind, their custom AI pilot, and can fly 2,000 miles, reach 50,000 feet, and pack missiles. It’s built for combat, can launch from a ship in the middle of nowhere, and costs just $27 million, compared to the $100M+ F-35. The X-Bat reflects a fast-growing trend in warfare: AI-driven drones taking the lead. In Ukraine, drones have become central to modern combat, shifting the way battles are fought. Drone expert and senior aviation lecturer at UNSW Canberra, Oleksandra Molloy: “What we see from the war in Ukraine and the Middle East, they are tactically, operationally and strategically absolutely important weapons. We have seen a lack of those systems from the U.S., and particularly, we have not really seen the presence of many American companies in the real battlefield.” The U.S. government is now racing to catch up. In June, Trump signed an executive order called Unleashing American Drone Dominance, designed to fast-track drone commercialization and fold AI-powered aircraft into U.S. airspace - with billions from the Big Beautiful Bill fueling unmanned and AI defense tech. Shield AI is aiming to disrupt the defense giants and already landed a $200M Coast Guard deal. Backed by $5.3B in funding and a nudge from Trump’s Drone Dominance order, Shield AI says it’s building the future of war. Source: CNBC

Mario Nawfal

924,438 görüntüleme • 9 ay önce

🇨🇳 358.36 km/h! Three Chinese teens just broke a Guinness World Record with a micro drone. Then someone asked: “Looks impressive, but what can it actually do?” Wrong question. The real “use” isn’t the record. It’s the entire capability chain behind it. And the signal it sends. This isn’t a toy. This is a strategic signal. These kids aren’t “playing with drones.” They’re speaking the engineering mother tongue of a nation. What does it mean when a few 16-year-olds can push a small quadcopter to 358.36 km/h? It means they understand: • Aerodynamics • Materials science • Motor tuning • Control algorithms • Manufacturing workflows • Testing protocols This is not a lucky experiment. It’s a microcosm of system-level engineering ability. And a glimpse into the future. In 10 years, these kids may be building: • Hypersonic AI-powered UAVs • Tactical drone swarms • Anti-missile jammers • High-speed logistics drones • Aerospace modules From racing drones to battlefield units — the path is clear. Fast. Cheap. Swarming. Hard to shoot down. Multi-mission capable: recon, EW, jamming, decoys. The modern battlefield isn’t just tanks and missiles. It’s saturation + speed + scale. And this is the tactical Lego block. What some people call “toys”… Military labs elsewhere call: alpha models. But here’s the most important part: This proves China’s education pipeline is alive. Americans panic at this not because of the drone, But because they’re losing 10,000+ STEM PhDs a year. Meanwhile, China’s prefecture-level high schools are making kids who build these in the wild. This is the real power gap. You see a record. China sees this: “Our talent pool is starting to self-organize.” America is: • Pushing engineers away • Turning schools into churches • Slashing research budgets China is: “Children are building 350 km/h drones in open fields.” So you ask: “What’s the use?” This is the use. This is why the future doesn’t belong to you. It belongs to the people still building it. Not a record. A civilization trajectory.

🇨🇳 358.36 km/h! Three Chinese teens just broke a Guinness World Record with a micro drone. Then someone asked: “Looks impressive, but what can it actually do?” Wrong question. The real “use” isn’t the record. It’s the entire capability chain behind it. And the signal it sends. This isn’t a toy. This is a strategic signal. These kids aren’t “playing with drones.” They’re speaking the engineering mother tongue of a nation. What does it mean when a few 16-year-olds can push a small quadcopter to 358.36 km/h? It means they understand: • Aerodynamics • Materials science • Motor tuning • Control algorithms • Manufacturing workflows • Testing protocols This is not a lucky experiment. It’s a microcosm of system-level engineering ability. And a glimpse into the future. In 10 years, these kids may be building: • Hypersonic AI-powered UAVs • Tactical drone swarms • Anti-missile jammers • High-speed logistics drones • Aerospace modules From racing drones to battlefield units — the path is clear. Fast. Cheap. Swarming. Hard to shoot down. Multi-mission capable: recon, EW, jamming, decoys. The modern battlefield isn’t just tanks and missiles. It’s saturation + speed + scale. And this is the tactical Lego block. What some people call “toys”… Military labs elsewhere call: alpha models. But here’s the most important part: This proves China’s education pipeline is alive. Americans panic at this not because of the drone, But because they’re losing 10,000+ STEM PhDs a year. Meanwhile, China’s prefecture-level high schools are making kids who build these in the wild. This is the real power gap. You see a record. China sees this: “Our talent pool is starting to self-organize.” America is: • Pushing engineers away • Turning schools into churches • Slashing research budgets China is: “Children are building 350 km/h drones in open fields.” So you ask: “What’s the use?” This is the use. This is why the future doesn’t belong to you. It belongs to the people still building it. Not a record. A civilization trajectory.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

51,877 görüntüleme • 7 ay önce

BREAKING: deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (Alex Bouaziz) & CRO Shuo Wang (Shuo Wang), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (Ribbit Capital) as a new investor, alongside long-time partners Andreessen Horowitz (a16z) & Coatue Management (COATUE). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

BREAKING: deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (Alex Bouaziz) & CRO Shuo Wang (Shuo Wang), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (Ribbit Capital) as a new investor, alongside long-time partners Andreessen Horowitz (a16z) & Coatue Management (COATUE). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

Molly O’Shea

284,721 görüntüleme • 5 ay önce

🚨🇺🇦 UKRAINE IS TURNING AI INTO THE UPPER HAND: DRONES, SNIPER TECH, AND ALGORITHMIC WARFARE In the rolling fields of eastern Ukraine, a soldier peers through the scope of a rifle pointed at a target 2 and a half miles away. At that distance, even the Earth’s curve starts to matter. In older wars, this kind of shot would have been impossible - mythical even. But when the trigger is pulled, the impossible happens: a bullet arcs through the air and finds its mark. A new world record. The secret wasn’t just the shooter’s steady hand. It was an alliance of man, machine, and math - AI-powered optics calculating wind, humidity, and drop, while a drone overhead fed real-time telemetry into the rifle’s brain. That single shot is the metaphor for Ukraine’s entire war. Russia has the size - tanks, jets, bodies to burn. Ukraine has the brains - algorithms, drones, precision. Ukraine’s Unmanned Systems Forces isn’t a sideshow. It’s a whole new branch of the military, running swarms of drones that hit tens of thousands of Russian targets every month. Some drones distract, others jam, and the killers dive last. AI makes this possible. Drones fly beyond line-of-sight, reroute around jammers, and finish missions even when cut off from human pilots. That’s how Ukrainian drones just lit up Russia’s Saratov oil refinery, slicing into Moscow’s fuel supply lines. Earlier this month, AI-guided strikes crippled Ryazan and Novokuibyshevsk refineries - knocking them offline for weeks and cutting Russia’s war machine at the knees. Behind the frontline is Brave1, Ukraine’s innovation engine. It takes battlefield requests - “make a drone that can dodge jammers” - and spits out prototypes in months, not years. Think Silicon Valley, but instead of apps, the product is software-guided kamikaze drones that can fly 600 km deep into Russia. Even NATO defense startups are plugging into this ecosystem, testing autonomous drones in Ukraine’s skies like it’s the world’s deadliest beta test. Every mission trains the algorithms, making the next strike smarter and sharper. Russia wanted a war of numbers. Ukraine made it a war of code. And in that fight, Moscow’s massive army looks like a dinosaur charging headfirst into a digital age. Sources: Reuters, BBC, Kyiv Independent, Politico

🚨🇺🇦 UKRAINE IS TURNING AI INTO THE UPPER HAND: DRONES, SNIPER TECH, AND ALGORITHMIC WARFARE In the rolling fields of eastern Ukraine, a soldier peers through the scope of a rifle pointed at a target 2 and a half miles away. At that distance, even the Earth’s curve starts to matter. In older wars, this kind of shot would have been impossible - mythical even. But when the trigger is pulled, the impossible happens: a bullet arcs through the air and finds its mark. A new world record. The secret wasn’t just the shooter’s steady hand. It was an alliance of man, machine, and math - AI-powered optics calculating wind, humidity, and drop, while a drone overhead fed real-time telemetry into the rifle’s brain. That single shot is the metaphor for Ukraine’s entire war. Russia has the size - tanks, jets, bodies to burn. Ukraine has the brains - algorithms, drones, precision. Ukraine’s Unmanned Systems Forces isn’t a sideshow. It’s a whole new branch of the military, running swarms of drones that hit tens of thousands of Russian targets every month. Some drones distract, others jam, and the killers dive last. AI makes this possible. Drones fly beyond line-of-sight, reroute around jammers, and finish missions even when cut off from human pilots. That’s how Ukrainian drones just lit up Russia’s Saratov oil refinery, slicing into Moscow’s fuel supply lines. Earlier this month, AI-guided strikes crippled Ryazan and Novokuibyshevsk refineries - knocking them offline for weeks and cutting Russia’s war machine at the knees. Behind the frontline is Brave1, Ukraine’s innovation engine. It takes battlefield requests - “make a drone that can dodge jammers” - and spits out prototypes in months, not years. Think Silicon Valley, but instead of apps, the product is software-guided kamikaze drones that can fly 600 km deep into Russia. Even NATO defense startups are plugging into this ecosystem, testing autonomous drones in Ukraine’s skies like it’s the world’s deadliest beta test. Every mission trains the algorithms, making the next strike smarter and sharper. Russia wanted a war of numbers. Ukraine made it a war of code. And in that fight, Moscow’s massive army looks like a dinosaur charging headfirst into a digital age. Sources: Reuters, BBC, Kyiv Independent, Politico

Mario Nawfal

167,140 görüntüleme • 1 yıl önce

After meeting at the El Segundo Hackathon, it took the Theseus founders: ▸ two weeks to get into YC ▸ four weeks to fly their first GPS-denied drone navigation prototype And now, 7 months later, they've completed long-distance flight tests with American special forces. -- I got to sit down with Ian Laffey (Ian Laffey), Theseus CTO, to ask a bunch of technical questions about how the product works. (And he only had to tell me "sorry, that's a secret" one time.) Timestamps 00:00 — What is Theseus? 00:37 — What role does GPS play in modern conflict? 04:27 — What are the state of the art drones, and where did Theseus start? 07:35 — How did the company get started so quickly? 16:32 — How does GPS-denied drone navigation work? 21:56 — How can you defeat countermeasures & make the product resilient? ("If I say anything, my co-founders will kill me.") 24:11 — Why visual spectrum and not other sensors? 30:20 — Why is hardware so hard? 32:32 — How can you iterate quickly when building hardware? 38:21 — What's it like to build a hardware company as part of Y Combinator? 41:11 — What will Theseus demo before demo day? 42:27 — How do you move fast as a defense company? 47:30 — How well does the current prototype perform? 51:39 — What's next?

After meeting at the El Segundo Hackathon, it took the Theseus founders: ▸ two weeks to get into YC ▸ four weeks to fly their first GPS-denied drone navigation prototype And now, 7 months later, they've completed long-distance flight tests with American special forces. -- I got to sit down with Ian Laffey (Ian Laffey), Theseus CTO, to ask a bunch of technical questions about how the product works. (And he only had to tell me "sorry, that's a secret" one time.) Timestamps 00:00 — What is Theseus? 00:37 — What role does GPS play in modern conflict? 04:27 — What are the state of the art drones, and where did Theseus start? 07:35 — How did the company get started so quickly? 16:32 — How does GPS-denied drone navigation work? 21:56 — How can you defeat countermeasures & make the product resilient? ("If I say anything, my co-founders will kill me.") 24:11 — Why visual spectrum and not other sensors? 30:20 — Why is hardware so hard? 32:32 — How can you iterate quickly when building hardware? 38:21 — What's it like to build a hardware company as part of Y Combinator? 41:11 — What will Theseus demo before demo day? 42:27 — How do you move fast as a defense company? 47:30 — How well does the current prototype perform? 51:39 — What's next?

Christian Keil

57,916 görüntüleme • 1 yıl önce

FULL INTERVIEW: Trae Stephens (Trae Stephens), Co-Founder & Executive Chairman of Anduril (& Partner at Founders Fund) Built when defense tech was still taboo, Anduril Industries's Palantir DNA & Peter Thiel–influenced bet on software, autonomy, manufacturing scale, & just-war ethics is now reshaping modern warfare. We cover: • From pariah to next-gen prime • 007 Story (thank you Jeff Miller for the rec) • Palantir DNA in hardware • "The factory is the weapon" Arsenal-1 • Just War Theory & autonomy • Thiel’s zero-to-one playbook This is Part 3 of 4 of our interview series with Anduril’s Founders, in addition to our compiled video, check them all out! Highlights: (00:00) Trae Stephens, Co-founder & Executive Chairman Anduril (01:03) Rise of defense tech & Secretary of War Pete Hegseth visit (03:58) Origin of Anduril & James Bond dreams (05:18) Anduril’s multi-domain defense strategy (06:42) China’s subsidies & US government investments (08:46) “Factory is the weapon” & re-industrialization (10:30) Arsenal-1 Ohio factory (13:44) What people get wrong about Anduril (17:08) Biggest Lesson from Palantir (19:04) Just War theory & defense ethics (22:16) Cultural shift from AI slop to good quests (23:49) How Anduril is building “Apple for defense” (27:03) Founders Fund investments: Varda, Armada, Cognition, General Matter (29:52) Why is Peter Thiel always right?

FULL INTERVIEW: Trae Stephens (Trae Stephens), Co-Founder & Executive Chairman of Anduril (& Partner at Founders Fund) Built when defense tech was still taboo, Anduril Industries's Palantir DNA & Peter Thiel–influenced bet on software, autonomy, manufacturing scale, & just-war ethics is now reshaping modern warfare. We cover: • From pariah to next-gen prime • 007 Story (thank you Jeff Miller for the rec) • Palantir DNA in hardware • "The factory is the weapon" Arsenal-1 • Just War Theory & autonomy • Thiel’s zero-to-one playbook This is Part 3 of 4 of our interview series with Anduril’s Founders, in addition to our compiled video, check them all out! Highlights: (00:00) Trae Stephens, Co-founder & Executive Chairman Anduril (01:03) Rise of defense tech & Secretary of War Pete Hegseth visit (03:58) Origin of Anduril & James Bond dreams (05:18) Anduril’s multi-domain defense strategy (06:42) China’s subsidies & US government investments (08:46) “Factory is the weapon” & re-industrialization (10:30) Arsenal-1 Ohio factory (13:44) What people get wrong about Anduril (17:08) Biggest Lesson from Palantir (19:04) Just War theory & defense ethics (22:16) Cultural shift from AI slop to good quests (23:49) How Anduril is building “Apple for defense” (27:03) Founders Fund investments: Varda, Armada, Cognition, General Matter (29:52) Why is Peter Thiel always right?

Molly O’Shea

117,225 görüntüleme • 8 ay önce

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 görüntüleme • 7 ay önce

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?

Mario Nawfal

2,567,630 görüntüleme • 9 ay önce