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Germany is so back. Munich drone startup Quantum Systems just raised $1.2 billion at an $8 billion valuation. 14 months ago the company was worth $1 billion. it tripled in November, then more than doubled again this week. the origin story is my favorite part: founder Florian Seibel is...

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Ole Lehmann

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50,920 просмотров • 3 месяцев назад •via X (Twitter)

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Комментарии: 27

Фото профиля Dystopia 💅
Dystopia 💅3 месяцев назад

Geil, Kriegsgerät statt moderne Landwirtschaft Germany is so back! 💀

Фото профиля smartmate
smartmate3 месяцев назад

Germany in war mode, nice :) Haven´t leanred anything from the past

Фото профиля Round Robin
Round Robin3 месяцев назад

Never invest in war weapons Never help to destroy with your money

Фото профиля Winner
Winner3 месяцев назад

Wenn die gesamte Industriebranche zusammenfällt, weil politisch überreguliert, unrentabel und ineffizient, dann bleibt eben noch die Kriegswirtschaft übrig - deren Produkte werden schließlich mit mit Steuergeldern gekauft und dürfen völlig überteuert sein. "Friedensangst"

Фото профиля Jackjack
Jackjack3 месяцев назад

Germany isn't back until it expels the tyrants running its government and stops the invasion replacing its people. Same as every western country.

Фото профиля Growing
Growing3 месяцев назад

So instead of family firms open 100s of years, funded by local banks, with local staff, world leading in obscure industrial niches You war economy based on killing each other, funded by private equity, looking to flip and sell out in 3 years. Is that what you mean by Germany is "back"?

Фото профиля Chat Kontrolleur
Chat Kontrolleur3 месяцев назад

Ja Krieg können die deutschen. Pünktlich den Zug fahren lassen ist schon wieder ein Problem.

Фото профиля Chris Hayes
Chris Hayes3 месяцев назад

germany is falling you retard. its not "so back" because they're militarizing. what a fucking idiot you are.

Фото профиля Ke38/kdmwjwKEET
Ke38/kdmwjwKEET3 месяцев назад

Deutschland wieder richtig Kriegsgeil! Die einzige Wirtschaft (DIE EINZIGE!) die ihr noch habt! Dafür seid ihr auch bereit den 3WK loszutreten!

Фото профиля ruediger drischel
ruediger drischel3 месяцев назад

Meanwhile Germany is fallen to a second grade economy. This country that defied all innovation for 25+ years is not “back” with some low-grade military tech that Ukraine can do better.

Фото профиля Levi
Levi3 месяцев назад

Modern defense is becoming a software problem as much as a hardware problem. The drone is important, but the autonomy and resilience are what create the advantage.

Фото профиля 🔴ichse
🔴ichse3 месяцев назад

Bis auf das der lupenreine Demokrat Peter Thiel mit drin haengt.

Фото профиля 0xPectations
0xPectations3 месяцев назад

Yeah most Germans also thought 1933 we're so back. I'm a German myself and I won't celebrate any warfare technology. If that's the only thing we're capable of, than we completely deserve the show bleeding economy.

Фото профиля Gradient Ascent
Gradient Ascent3 месяцев назад

One of the key success factors is real testing, fast product feedback and massive overall market demand. Together with German engineering, it delivers.

Фото профиля Michael Spencer
Michael Spencer3 месяцев назад

Germany is not back. I'd like to refer you to this tweet in case you didn't realize:

Фото профиля 0xSlyth
0xSlyth3 месяцев назад

Germany just leveled up the drone game hard

Фото профиля Montanyas
Montanyas3 месяцев назад

l'Allemagne est infestée de musulmans, ce n' est pas quelques drones qui vont la sauver.

Фото профиля Norbert Enders
Norbert Enders3 месяцев назад

Germany’s economic future is based on war now? Quite a shift.

Фото профиля Hartej Singh Sawhney
Hartej Singh Sawhney3 месяцев назад

Everyone is posting the valuation The number I keep coming back to is 19,000 That is how many missions their systems flew in Ukraine last year Not demos, not range days, actual missions under actual jamming That is what got priced And notice where the money is going, not more production lines, it is going into MOSAIC, the software tying the whole fleet together The airframe stopped being the interesting part a while ago Mission logs are the balance sheet now

Фото профиля Globalize a Intifada
Globalize a Intifada3 месяцев назад

Germans os back. Pretty late.

Фото профиля Marek Mikuliszyn
Marek Mikuliszyn3 месяцев назад

Is this something to be celebrated - war technology? We're so much better than that!

Фото профиля D D
D D3 месяцев назад

Will Germany ever be a good place for small businesses?

Фото профиля Chill1998
Chill19983 месяцев назад

How many systems are Ukrainians buying vs how many are being bought by German tax-payers for Ukraine?

Фото профиля Ferbin
Ferbin3 месяцев назад

8x in 14 months only happens when defense buyers stop treating drones like science projects.

Фото профиля Caspar
Caspar3 месяцев назад

Yes! Great tech and amazing to see! Hope this inspires even more 🙏🏼

Фото профиля Riku
Riku3 месяцев назад

Hey eu, is that a gdpr violation with that camera right there? 😂

Фото профиля Scrooge McDuck
Scrooge McDuck3 месяцев назад

Overengineered crap ... seems the Nazis never learn. Starting with Tigers, V2 and all that other crap.

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Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

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162,581 просмотров • 5 месяцев назад

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🚨🇷🇺 WEST'S WORST NIGHTMARE: Russia Building the War Machine of Tomorrow After four years of fighting in Ukraine, Russia has created a smart, practical way to build new weapons and systems. They focus on what actually works on the battlefield, not fancy stuff. 🔸 Russia plans to train 1 million specialists in drones and unmanned systems by 2030. 🔸 They’re boosting AI experts by more than 400% every year. 🔸 Russian V2U drones can now fly, find targets, and attack completely on their own — even when signals are jammed. 🔸 Russia made over 30 major upgrades to Iranian Shahed drones in under 3 years, developing an entire line of Geran drones. 🔸 New Glaz/Groza software lets them spot a target and hit it with artillery in just minutes instead of hours. 🔸Russia is empowering students, volunteers, and even “garage” inventors. Their own Defense Minister proudly supports this decentralized energy. The scary part? These same Russian-backed drone tactics are already hitting American bases in the Middle East, not just in Ukraine. Do you think the West is capable of keeping up with Russia's pace of innovation?

NewRulesGeopolitics

72,039 просмотров • 5 месяцев назад

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Big Tech's $1 trillion AI moat just got DESTROYED by a free Chinese download. Microsoft, Amazon, Google, and Meta are pouring fortunes into chips and data centers because they have been told that whoever builds the biggest model wins, and that lead becomes a fortress no one can cross. Last week a lab called Zhipu - it trades in Hong Kong as Knowledge Atlas Technology - released a model called GLM-5.2 and destroyed that idea in a single afternoon. It's open weights under an MIT license, which means anyone on earth can download it and build on it for free. On the coding and design benchmarks that actually matter, it went toe to toe with the best models America has - matching even Anthropic's Mythos-class work and beating OpenAI's flagship outright on the coding test everyone watches. And it does the work at roughly one-sixth the price. ONE-SIXTH And barely a year and a half ago a model called DeepSeek did the same thing and wiped the better part of $600 billion off Nvidia in a single session. This was only the first chapter. You cannot dig a moat around something your competitor is happy to give away. If 95% of frontier capability is free, open, and runs at a fraction of the cost, then the hundreds of billions being spent to defend the last 5% is NOT a moat. And now for the irony: The company that just proved the moat is worthless is itself the single most absurd valuation I have seen in a long career of watching absurd valuations. Zhipu did about $105 million in revenue last year and lost more than 4x what it took in. This week the market handed it a value of roughly $128 billion - at the peak, north of a 1,000x sales - on a float so thin that barely 4% of the stock actually trades. THINK about this... A company drowning in losses, doing 9 figures of revenue, priced like it does hundreds of billions, with almost nothing available to sell. So we now have a bubble in China detonating the entire justification for a bubble in America. Two manias pointed straight at each other. This is the lesson I've spent 45 years trying to beat into people. You can ignore valuation for a long time but you cannot ignore it forever. A moat story sold a trillion dollars of spending, a free download just exposed it, and the company that exposed it is priced for a fantasy of its own. When the picks-and-shovels crowd loses its monopoly on the picks, you want to be very careful what you are paying for the shovels. Numbers don't lie. Shoutout to Limitless - they were onto this story before almost anyone on Wall Street. One of the sharpest AI shows out there.

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71,531 просмотров • 3 месяцев назад

What's happening in Ukraine right now is rewriting modern warfare. We need to be paying more attention and learn from our friends in Kyiv. - Over 12,000 drones were operating over a city the size of Hereford in a single day. Yes… one day. - 90% of casualties are caused by drones. Not artillery or rifles. Just drones. - Russia is close to building a million drones a month. Ukraine is trying to match them. - Russia's uncrewed systems force is 80,000 strong. That is bigger than our entire Army. Britain has to catch up and we don't have the luxury of time to do it. We MUST: - Treat drones as ammunition. - Build up always-on drone production here in the UK. - Centralise the data. Use AI to make them smarter. - Stand up an uncrewed systems force now. Not after a review at some point in future… but now. - Cut the rules choking off trial and testing. - Joint ventures between British and Ukrainian industry. They've learnt more in a few years than most countries learn in thirty… - Work with Ukrainian veterans to test how we exercise and operate. Remember: A £4000 drone can take out a £4million tank.
0:35

What's happening in Ukraine right now is rewriting modern warfare. We need to be paying more attention and learn from our friends in Kyiv. - Over 12,000 drones were operating over a city the size of Hereford in a single day. Yes… one day. - 90% of casualties are caused by drones. Not artillery or rifles. Just drones. - Russia is close to building a million drones a month. Ukraine is trying to match them. - Russia's uncrewed systems force is 80,000 strong. That is bigger than our entire Army. Britain has to catch up and we don't have the luxury of time to do it. We MUST: - Treat drones as ammunition. - Build up always-on drone production here in the UK. - Centralise the data. Use AI to make them smarter. - Stand up an uncrewed systems force now. Not after a review at some point in future… but now. - Cut the rules choking off trial and testing. - Joint ventures between British and Ukrainian industry. They've learnt more in a few years than most countries learn in thirty… - Work with Ukrainian veterans to test how we exercise and operate. Remember: A £4000 drone can take out a £4million tank.

Al Carns

107,974 просмотров • 3 месяцев назад

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.
1:52

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.

Ricardo

71,544 просмотров • 2 месяцев назад

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,726 просмотров • 4 месяцев назад

🚨WATCH THIS CAREFULLY… Bookmark for later. You want to see this. An AH-64 Apache just erased another Iranian attack drone from the sky. You can hear the crew calling it out… “Target destroyed.” Seconds later… another one. Destroyed. These aren’t large aircraft. They’re single-prop attack drones… the kind Iran and its proxies have been flooding the region with. Small. Cheap. Hard to detect. But incredibly dangerous. Many of these drones have operational ranges pushing 2,000 kilometers. Think about that for a second. Two thousand kilometers. That means a drone launched from deep inside hostile territory can travel across borders… across seas… and still reach major cities. Which raises a few very serious questions… Where exactly are these drones being launched from? Who is supplying them? Who is coordinating the targeting data? Because a drone doesn’t just magically know where a refinery… port… airport… or city skyline is located. Someone is feeding coordinates. Someone is providing guidance. Someone is directing these strikes. And now American-made AH-64 Apache helicopters are in the air hunting them down one by one. The Apache isn’t just a helicopter… It’s a flying battlefield computer. Longbow radar. Infrared targeting. Night dominance. Hellfire missiles. 30mm cannon. Designed for one purpose… Find the threat. Lock it. Erase it. In this footage you can literally hear the moment the drone disappears from the sky. “Target destroyed.” But the real question remains… Who keeps sending them? Because every drone shot down tells us something important… There is an entire launch network somewhere behind it. Launch sites. Operators. Command signals. Targeting data. And until that network is exposed… The drones will keep coming. Watch the clip closely. This is modern warfare in real time. Cheap drones… versus the most advanced attack helicopter on earth. And right now… the Apache is winning. #ApacheHelicopter #DroneWarfare #SilentMajoritySpeaks #AStoneGroove
0:33

🚨WATCH THIS CAREFULLY… Bookmark for later. You want to see this. An AH-64 Apache just erased another Iranian attack drone from the sky. You can hear the crew calling it out… “Target destroyed.” Seconds later… another one. Destroyed. These aren’t large aircraft. They’re single-prop attack drones… the kind Iran and its proxies have been flooding the region with. Small. Cheap. Hard to detect. But incredibly dangerous. Many of these drones have operational ranges pushing 2,000 kilometers. Think about that for a second. Two thousand kilometers. That means a drone launched from deep inside hostile territory can travel across borders… across seas… and still reach major cities. Which raises a few very serious questions… Where exactly are these drones being launched from? Who is supplying them? Who is coordinating the targeting data? Because a drone doesn’t just magically know where a refinery… port… airport… or city skyline is located. Someone is feeding coordinates. Someone is providing guidance. Someone is directing these strikes. And now American-made AH-64 Apache helicopters are in the air hunting them down one by one. The Apache isn’t just a helicopter… It’s a flying battlefield computer. Longbow radar. Infrared targeting. Night dominance. Hellfire missiles. 30mm cannon. Designed for one purpose… Find the threat. Lock it. Erase it. In this footage you can literally hear the moment the drone disappears from the sky. “Target destroyed.” But the real question remains… Who keeps sending them? Because every drone shot down tells us something important… There is an entire launch network somewhere behind it. Launch sites. Operators. Command signals. Targeting data. And until that network is exposed… The drones will keep coming. Watch the clip closely. This is modern warfare in real time. Cheap drones… versus the most advanced attack helicopter on earth. And right now… the Apache is winning. #ApacheHelicopter #DroneWarfare #SilentMajoritySpeaks #AStoneGroove

A Gene Robinson

64,174 просмотров • 7 месяцев назад

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.
0:27

Dario Amodei just told software engineers exactly how long they have. Six to twelve months. Amodei: “I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it, I do the things around it.” The people building the most powerful AI in history have already stopped writing code. That is not a forecast. That is the current working condition inside the lab closest to the frontier. Amodei: “We might be six to 12 months away from when the model is doing most, maybe all, of what SWEs do end-to-end.” The tech industry spent a decade making software engineers its highest-paid, most protected class. That era has a last day now. When a model can execute an entire software build end-to-end, the ability to write syntax stops being a skill. It becomes a credential for a job that no longer exists. Amodei: “And then it’s a question of how fast does that loop close.” That is the sentence everyone skipped. The code was never the hard part. The hard part was everything around it. The model just learned everything around it. Writing the code is already nearly gone. Testing is next. Deployment is next. When all three collapse into a single autonomous execution loop, the machine no longer needs a human in the chain at all. The corporation or sovereign state that closes that loop first does not gain a competitive advantage. It gains a category of speed that biological engineers cannot match, track, or reverse. That is not disruption. That is replacement at a systems level. Amodei is not describing a future disruption. He is describing the current state of his own building. The loop is already closing. The only question is whether you are inside it or outside it when it seals.

Dustin

318,750 просмотров • 7 месяцев назад

.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."
3:36

.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

17,729 просмотров • 2 месяцев назад

SPACEX IS REPEATING THE SAME CISCO CRASH FROM 2000! Back then, it was a company hyped like SpaceX and after it went public... It ended up in 90% crash and burst of the huge bubble Now same pattern is playing out and nobody notices this, here is why we're gonna crash soon and how: Back then, Cisco was the backbone of the internet, a real revenue company that became most valuable company on earth Then the bubble burst and it crashed by almost 90% Now look closer, because this is the part nobody talks about: Cisco's revenue barely moved through the entire collapse, ~$19B before and ~$19B after, so the business was completely fine. What died wasn't the company, it was the people who were paying for the story And the stock never saw that high again for 20 years That's what we're repeating, not the chart but the setup SpaceX just went public near $2T as an instant top 6 US company sitting, sold as the backbone of the Space and AI age. The exact same spot Cisco was at the peak Same hype, same valuation, no revenue can justify, losing $4.3B in a single quarter at ~94x revenue with most of the float still locked by insiders. And what's different this time is that it's even more stretched than Cisco ever was. The same premium that vaporized in Cisco is exactly what you're buying in SpaceX today. When more and more ppl start to realize this, the company survives, ofc but the price will go down hard Same as it was with Cisco And chasing SpaceX entry like most do right now is exactly what get ppl trapped I'm here to warn you and show that history is repeating itself It might not fall tomorrow or in a month, but it will happen Like it or not, but I have called many things already and now I am calling this one too. Many people will wish they had followed me after it happens You'll understand why when moment comes.
0:44

SPACEX IS REPEATING THE SAME CISCO CRASH FROM 2000! Back then, it was a company hyped like SpaceX and after it went public... It ended up in 90% crash and burst of the huge bubble Now same pattern is playing out and nobody notices this, here is why we're gonna crash soon and how: Back then, Cisco was the backbone of the internet, a real revenue company that became most valuable company on earth Then the bubble burst and it crashed by almost 90% Now look closer, because this is the part nobody talks about: Cisco's revenue barely moved through the entire collapse, ~$19B before and ~$19B after, so the business was completely fine. What died wasn't the company, it was the people who were paying for the story And the stock never saw that high again for 20 years That's what we're repeating, not the chart but the setup SpaceX just went public near $2T as an instant top 6 US company sitting, sold as the backbone of the Space and AI age. The exact same spot Cisco was at the peak Same hype, same valuation, no revenue can justify, losing $4.3B in a single quarter at ~94x revenue with most of the float still locked by insiders. And what's different this time is that it's even more stretched than Cisco ever was. The same premium that vaporized in Cisco is exactly what you're buying in SpaceX today. When more and more ppl start to realize this, the company survives, ofc but the price will go down hard Same as it was with Cisco And chasing SpaceX entry like most do right now is exactly what get ppl trapped I'm here to warn you and show that history is repeating itself It might not fall tomorrow or in a month, but it will happen Like it or not, but I have called many things already and now I am calling this one too. Many people will wish they had followed me after it happens You'll understand why when moment comes.

𝗖𝗛𝗔𝗜𝗡 𝗠𝗜𝗡𝗗 ⛓🧠

13,527 просмотров • 4 месяцев назад

The current position of Europe is clear: Ukraine will receive support, but only within limits that do not provoke a Russian attack against the countries providing that assistance. Ukrainians understood long ago that NATO would not close our skies. But look: Ukraine had no weapons at the beginning of the full-scale war in 2022, and now, in 2026, Ukrainian drones are striking targets deep in Russia’s Ural, while Putin is afraid to hold a military parade on Red Square in Moscow without extraordinary security measures. Ukraine is now helping strengthen air defense systems in the Middle East through our battlefield experience and technological expertise, and is a strategic partner for countries in that region. Ukraine tries to shoot down every possible Russian drone, including those flying toward neighboring countries such as Romania, Moldova, and Poland. Ukraine is building a modern air defense architecture that will help protect not only Ukraine, but also our neighbors from Russian drones and missiles. It is important to help Ukraine strengthen our air defense and produce interceptor missiles. This will also strengthen Europe’s defense against Russia.
1:15

The current position of Europe is clear: Ukraine will receive support, but only within limits that do not provoke a Russian attack against the countries providing that assistance. Ukrainians understood long ago that NATO would not close our skies. But look: Ukraine had no weapons at the beginning of the full-scale war in 2022, and now, in 2026, Ukrainian drones are striking targets deep in Russia’s Ural, while Putin is afraid to hold a military parade on Red Square in Moscow without extraordinary security measures. Ukraine is now helping strengthen air defense systems in the Middle East through our battlefield experience and technological expertise, and is a strategic partner for countries in that region. Ukraine tries to shoot down every possible Russian drone, including those flying toward neighboring countries such as Romania, Moldova, and Poland. Ukraine is building a modern air defense architecture that will help protect not only Ukraine, but also our neighbors from Russian drones and missiles. It is important to help Ukraine strengthen our air defense and produce interceptor missiles. This will also strengthen Europe’s defense against Russia.

Anton Gerashchenko

34,674 просмотров • 4 месяцев назад

Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist
1:22

Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist

Slow Ventures

10,068 просмотров • 3 месяцев назад

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: “This is a $100 billion business, by the way. This is huge business.” That number is not ambition. It is a measurement. A company that size does not create a hundred billion dollars of new value here. It recovers a hundred billion that is already being destroyed, on schedule, in public, by a process everyone has agreed to call normal. The size of the opportunity is the size of the wound. Bezos: “They almost always say yes, they just make you wait a long time.” So the verdict was never in question. Only the delivery date. Which means the months bought nothing. They were storage. Your project sat in a room while the word yes waited its turn to be said. Nobody in there was deciding. Someone was scheduling. And the room bills by the day. Suarez: “The daily carrying cost, one day of interest, 200 to $400,000 per day.” Now find the recipient. There isn’t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someone’s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: “And that doesn’t count the frustration.” Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: “Which is infinite. I have some white hairs as a result of this stuff.” That is the invoice. The money has a rate. The rest gets charged to the man, and he pays it whether the answer comes back yes or no. No one has ever been refunded a year. Every other cost in this economy can be hedged, insured, refinanced, or written off. Waiting is the only one that is final. A man will forgive being told no. He will never get back the time he spent standing there waiting to be told yes. We built a civilization that can move a decision at the speed of light and still schedule it at the speed of a man’s hair turning white. Bezos: “It should give you a yes or a no in 10 seconds. And if the answer is no, it should tell you the 6 things you have to change to get a yes.” For four thousand years the wait was honest. Someone had to hold the entire code in one head and walk it line by line against your drawings. Reading was slow because reading was human. That stopped being true in less time than it takes to approve one building. Bezos: “Maybe with AI it can just read all the plans. And it knows all the codes. Spit it out.” The constraint is gone. The wait stayed. Anything still moving at the old speed after the cost of thinking collapsed is not slow. It is choosing. The queue never protected you from a bad building. It protected a signature from a bad outcome. Nobody gets fired for the wait. They get fired for the answer. An institution has no lifespan, so time costs it nothing. You have one, so time is the only thing it can take. Every queue is a trade between something that dies and something that doesn’t, and only one side is ever charged. That trade held for the whole of recorded history because the mortal side had no leverage. It does now. Somebody is going to build this. A hundred billion does not sit in a waiting room forever. And the day it exists, the wait stops being a fact of the world and becomes a decision with a name attached. The hundred billion was never the prize. It is the receipt for how long we agreed to stand there. We are the first people alive who get to stop signing it.
1:55

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: “This is a $100 billion business, by the way. This is huge business.” That number is not ambition. It is a measurement. A company that size does not create a hundred billion dollars of new value here. It recovers a hundred billion that is already being destroyed, on schedule, in public, by a process everyone has agreed to call normal. The size of the opportunity is the size of the wound. Bezos: “They almost always say yes, they just make you wait a long time.” So the verdict was never in question. Only the delivery date. Which means the months bought nothing. They were storage. Your project sat in a room while the word yes waited its turn to be said. Nobody in there was deciding. Someone was scheduling. And the room bills by the day. Suarez: “The daily carrying cost, one day of interest, 200 to $400,000 per day.” Now find the recipient. There isn’t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someone’s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: “And that doesn’t count the frustration.” Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: “Which is infinite. I have some white hairs as a result of this stuff.” That is the invoice. The money has a rate. The rest gets charged to the man, and he pays it whether the answer comes back yes or no. No one has ever been refunded a year. Every other cost in this economy can be hedged, insured, refinanced, or written off. Waiting is the only one that is final. A man will forgive being told no. He will never get back the time he spent standing there waiting to be told yes. We built a civilization that can move a decision at the speed of light and still schedule it at the speed of a man’s hair turning white. Bezos: “It should give you a yes or a no in 10 seconds. And if the answer is no, it should tell you the 6 things you have to change to get a yes.” For four thousand years the wait was honest. Someone had to hold the entire code in one head and walk it line by line against your drawings. Reading was slow because reading was human. That stopped being true in less time than it takes to approve one building. Bezos: “Maybe with AI it can just read all the plans. And it knows all the codes. Spit it out.” The constraint is gone. The wait stayed. Anything still moving at the old speed after the cost of thinking collapsed is not slow. It is choosing. The queue never protected you from a bad building. It protected a signature from a bad outcome. Nobody gets fired for the wait. They get fired for the answer. An institution has no lifespan, so time costs it nothing. You have one, so time is the only thing it can take. Every queue is a trade between something that dies and something that doesn’t, and only one side is ever charged. That trade held for the whole of recorded history because the mortal side had no leverage. It does now. Somebody is going to build this. A hundred billion does not sit in a waiting room forever. And the day it exists, the wait stops being a fact of the world and becomes a decision with a name attached. The hundred billion was never the prize. It is the receipt for how long we agreed to stand there. We are the first people alive who get to stop signing it.

Dustin

17,209 просмотров • 2 месяцев назад

QUANTUM COMPUTING COULD UNLEASH THE MOST POWERFUL AI EVER BUILT. BUT WHO REALLY CONTROLS IT? The Pentagon has invested more than $150 million in quantum computing, a technology most Americans have never used, but one that could reshape artificial intelligence, drug discovery, encryption, national security, and surveillance. Quantum computers use qubits instead of ordinary binary bits. Unlike traditional bits, which are either a one or a zero, qubits can represent multiple possibilities at once. That gives quantum systems the potential to solve certain complex calculations beyond the reach of today’s computers. President Trump signed two executive orders this year to accelerate quantum development and prepare U.S. systems for quantum-era cyber threats. IBM is also working toward a machine with at least 1,000 programmable qubits, a major step toward more powerful quantum systems. The potential is enormous. Paired with AI, quantum computing could help researchers model disease, study pollution, test new materials, and examine massive problems faster than ever. But the risks are enormous too. The same technology could expand surveillance, undermine encryption, and give those who control it unprecedented power to predict and influence human behavior. The question is not just what quantum-powered AI can do. It is who controls it, and whether the public will have any protection from it. Austin Steinbart (Austin Steinbart) joins me to break down quantum computing, AI, surveillance, and what this technology could mean for society.
15:48

QUANTUM COMPUTING COULD UNLEASH THE MOST POWERFUL AI EVER BUILT. BUT WHO REALLY CONTROLS IT? The Pentagon has invested more than $150 million in quantum computing, a technology most Americans have never used, but one that could reshape artificial intelligence, drug discovery, encryption, national security, and surveillance. Quantum computers use qubits instead of ordinary binary bits. Unlike traditional bits, which are either a one or a zero, qubits can represent multiple possibilities at once. That gives quantum systems the potential to solve certain complex calculations beyond the reach of today’s computers. President Trump signed two executive orders this year to accelerate quantum development and prepare U.S. systems for quantum-era cyber threats. IBM is also working toward a machine with at least 1,000 programmable qubits, a major step toward more powerful quantum systems. The potential is enormous. Paired with AI, quantum computing could help researchers model disease, study pollution, test new materials, and examine massive problems faster than ever. But the risks are enormous too. The same technology could expand surveillance, undermine encryption, and give those who control it unprecedented power to predict and influence human behavior. The question is not just what quantum-powered AI can do. It is who controls it, and whether the public will have any protection from it. Austin Steinbart (Austin Steinbart) joins me to break down quantum computing, AI, surveillance, and what this technology could mean for society.

Ben Swann

10,547 просмотров • 1 месяц назад