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The Weapon Russia Didn't Expect From Germany Germany’s HX-2 loitering munition doesn’t need GPS to find its target. Weighing just 12 kilograms, this AI-guided strike drone navigates using machine vision, making Russia’s most advanced jamming systems nearly useless.

Deadly Weapons

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24,360 просмотров • 3 месяцев назад •via X (Twitter)

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🇷🇺🇺🇦FMR DOD OFFICER: RUSSIA IS JAMMING 90% OF UKRAINE’S MISSILES David Pyne claimed Russia’s long-range GPS jammers are so effective they caused “90% of guided missile and drone systems supplied by the U.S to Ukraine to miss their target.” Russia’s electronic warfare systems are the most capable in the world and “are likely proving increasingly effective against U.S supplied Ukrainian air defense systems including Patriot and Hawk missiles enabling Russia to increase its air superiority over Ukraine.” This is believed to be the reason that Ukrainian commanders have reportedly stopped using U.S-supplied precision-guided weapons on the battlefield. Sources: Sputnik, Washington Post

🇷🇺🇺🇦FMR DOD OFFICER: RUSSIA IS JAMMING 90% OF UKRAINE’S MISSILES David Pyne claimed Russia’s long-range GPS jammers are so effective they caused “90% of guided missile and drone systems supplied by the U.S to Ukraine to miss their target.” Russia’s electronic warfare systems are the most capable in the world and “are likely proving increasingly effective against U.S supplied Ukrainian air defense systems including Patriot and Hawk missiles enabling Russia to increase its air superiority over Ukraine.” This is believed to be the reason that Ukrainian commanders have reportedly stopped using U.S-supplied precision-guided weapons on the battlefield. Sources: Sputnik, Washington Post

Mario Nawfal

295,664 просмотров • 2 лет назад

❗️ Russia has struck Ukraine with a Banderol drone-missile for the first time, — RBC-Ukraine. Due to its higher speed, the target is much harder to shoot down, and the range of this weapon is 500 km. The deployment of the new Banderol drone-missile represents a notable upgrade in Russia’s long-range strike capabilities. Its increased speed makes interception significantly more difficult for Ukrainian air defenses. This development underscores the ongoing technological arms race in the conflict and the need for Ukraine to further strengthen its layered air defense systems.

❗️ Russia has struck Ukraine with a Banderol drone-missile for the first time, — RBC-Ukraine. Due to its higher speed, the target is much harder to shoot down, and the range of this weapon is 500 km. The deployment of the new Banderol drone-missile represents a notable upgrade in Russia’s long-range strike capabilities. Its increased speed makes interception significantly more difficult for Ukrainian air defenses. This development underscores the ongoing technological arms race in the conflict and the need for Ukraine to further strengthen its layered air defense systems.

NSTRIKE

53,041 просмотров • 3 месяцев назад

The Kursk Force Grouping (commanded by the 8th Air Assault Corps) has just shared a video of their forces deploying several different systems, including a German-delivered HX-2 loitering munition to destroy a Russian 2S7 Pion howitzer inside Russia. The howitzer has reportedly recently intensified strikes on the city of Sumy and the surrounding region from Russian territory (~48 kilometres away). Apparently, it was so deep covered inside a Russian forest and well protected by not only natural barriers, that multiple bomber drones as well as HX-2 and Hornet loitering munitions were not enough to destroy the artillery piece, so they also had to strike the site several times with an M142 HIMARS MLRS. Regarding the HX-2, the German government has contracted Helsing to manufacture and deliver several thousand of these loitering munition to Ukraine, while unknown to many, Germany has also been invested in the delivery of M142 HIMARS MLRS and munitions for these systems. Germany has financed the delivery of three M142 HIMARS MLRS from US stocks with a double-digit million dollar sum in mid-2024, while new ammunition deliveries are regularly funded through NATO's PURL mechanism.

The Kursk Force Grouping (commanded by the 8th Air Assault Corps) has just shared a video of their forces deploying several different systems, including a German-delivered HX-2 loitering munition to destroy a Russian 2S7 Pion howitzer inside Russia. The howitzer has reportedly recently intensified strikes on the city of Sumy and the surrounding region from Russian territory (~48 kilometres away). Apparently, it was so deep covered inside a Russian forest and well protected by not only natural barriers, that multiple bomber drones as well as HX-2 and Hornet loitering munitions were not enough to destroy the artillery piece, so they also had to strike the site several times with an M142 HIMARS MLRS. Regarding the HX-2, the German government has contracted Helsing to manufacture and deliver several thousand of these loitering munition to Ukraine, while unknown to many, Germany has also been invested in the delivery of M142 HIMARS MLRS and munitions for these systems. Germany has financed the delivery of three M142 HIMARS MLRS from US stocks with a double-digit million dollar sum in mid-2024, while new ammunition deliveries are regularly funded through NATO's PURL mechanism.

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Russia has publicly unveiled the Dan-T air-launched loitering munition at the El Alamein International Airshow in Egypt. Rostec says it has a small jet engine, can reach targets hundreds of kilometres away and is designed as a fire-and-forget weapon that can be launched from aircraft and helicopters. The most interesting feature is its claimed ability to use a flight mode designed to hide from air-defence systems. That makes Dan-T another example of Russia developing relatively small, air-launched weapons for long-range strikes. If the system can remain difficult to detect while approaching its target, it could force air-defence operators to spend valuable interceptors against a much cheaper threat. But its real-world effectiveness and survivability against modern layered air defences remain to be demonstrated independently. #russia #ukraine #russiaukrainewar #drone #dronestrike

Russia has publicly unveiled the Dan-T air-launched loitering munition at the El Alamein International Airshow in Egypt. Rostec says it has a small jet engine, can reach targets hundreds of kilometres away and is designed as a fire-and-forget weapon that can be launched from aircraft and helicopters. The most interesting feature is its claimed ability to use a flight mode designed to hide from air-defence systems. That makes Dan-T another example of Russia developing relatively small, air-launched weapons for long-range strikes. If the system can remain difficult to detect while approaching its target, it could force air-defence operators to spend valuable interceptors against a much cheaper threat. But its real-world effectiveness and survivability against modern layered air defences remain to be demonstrated independently. #russia #ukraine #russiaukrainewar #drone #dronestrike

Srijan Pal Singh

14,994 просмотров • 3 дней назад

🚨🇺🇸🇰🇷 U.S. V‑BAT Drone to Be Armed With South Korean Laser‑Guided Munition Shield AI has confirmed that its V‑BAT VTOL UAV will be integrated with South Korea’s L‑MDM laser‑guided munition, developed in cooperation with LIG Nex1. The integration allows medium class tactical drones to conduct precision strike missions, not just intelligence and surveillance. 🔹 V‑BAT can operate without a runway, launching from ships and remote or infrastructure‑limited areas. 🔹 L‑MDM uses semi‑active laser guidance and is designed to engage fixed and moving ground targets, including in GPS‑denied or contested environments. The move reflects expanding U.S. Republic of Korea cooperation in unmanned systems and highlights the evolving role of tactical UAVs in modern military operations.

🚨🇺🇸🇰🇷 U.S. V‑BAT Drone to Be Armed With South Korean Laser‑Guided Munition Shield AI has confirmed that its V‑BAT VTOL UAV will be integrated with South Korea’s L‑MDM laser‑guided munition, developed in cooperation with LIG Nex1. The integration allows medium class tactical drones to conduct precision strike missions, not just intelligence and surveillance. 🔹 V‑BAT can operate without a runway, launching from ships and remote or infrastructure‑limited areas. 🔹 L‑MDM uses semi‑active laser guidance and is designed to engage fixed and moving ground targets, including in GPS‑denied or contested environments. The move reflects expanding U.S. Republic of Korea cooperation in unmanned systems and highlights the evolving role of tactical UAVs in modern military operations.

Defence Index

40,961 просмотров • 8 месяцев назад

🚨🇷🇺 NATO IN PANIC: RUSSIA UNVEILS DAN-T JET-POWERED STRIKE DRONE BUILT TO BYPASS AIR DEFENSES Russia has unveiled the Dan-T, a combat-proven air-launched strike drone capable of hitting targets up to 450 km away while following a dedicated flight profile designed to evade enemy air defenses. Presented publicly for the first time at the El Alamein International Airshow in Egypt, Dan-T is not a showroom prototype. Russia’s state-owned defense conglomerate Rostec says its effectiveness has already been demonstrated through hundreds of successful launches against enemy targets. 🔸 Jet-powered attack: Unlike slower propeller-driven loitering munitions, Dan-T uses a compact turbojet engine to reach higher cruising speeds, reducing the time available for air defenses to detect and intercept it. 🔸 Long-range reach: With a range of up to 450 km, the weapon allows aircraft and helicopters to launch strikes far from the target area while remaining farther from enemy air defenses. 🔸 Multiple launch platforms: Dan-T can be carried by Russian and foreign aircraft and helicopters, allowing the weapon to approach targets from different directions without depending on a single specialized carrier. 🔸 Fire-and-forget: Once released, Dan-T continues toward its target autonomously without requiring constant operator control or an uninterrupted command link. 🔸 Built to evade defenses: Rostec says the weapon has a special flight mode for bypassing air-defense systems, complicating detection and interception on the way to its target. 🔸 Already tested in combat: Hundreds of successful launches have given Russian engineers operational data to refine the weapon long before its international debut. Dan-T combines the reach and speed of a cruise missile with the flexibility and potentially lower cost of a strike drone. Aircraft and helicopters become mobile launch points, while the weapon continues independently after release. The key advantage is mass: Russia can add jet-powered autonomous weapons to mixed strike waves containing drones and cruise missiles, forcing air defenses to track more targets approaching at different speeds and from different directions. Every additional target consumes attention, radar capacity and an interceptor that may cost far more than the weapon it destroys. Could Dan-T give Russia a cheaper way to overwhelm NATO air defenses?

NewRulesGeopolitics

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🇷🇺💪Smarter and harder to stop: Russia's newest, top-notch combat drones Russia continues to expand its UAV models, introducing new platforms alongside upgrades to existing systems. ◾️Geran‑2 Siker / Geran‑4 Siker: Upgraded AI-powered kamikaze drones with better optics, thermal imaging, and self‑homing systems capable of evading enemy air defenses. ◾️Sibiryachok‑5: A quadcopter with visual odometry that returns home even when GPS is jammed. ◾️Geoskan 701: The first serial‑produced fixed‑wing UAV with a fully Russian internal combustion engine. ◾️Knyaz Veshchy Oleg: A fixed-wing reconnaissance drone with a reported 45-km range. The UAV is designed to resemble Ukrainian drones, reducing the likelihood of enemy identification, while enhancing battlefield survivability. ◾️Artemida 10: This FPV (first-person view) drone combines onboard machine vision with launch-from-cart capability, enabling rapid deployment close to the battlefield. ◾️Supercam S180: This super-maneuverable drone is fitted with AI which helps it detect, evade, and outlast hostile drones before they can strike.

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11,101 просмотров • 3 месяцев назад

❗️❗️❗️🇺🇦🇷🇺An analysis by German newspaper Die Zeit reveals that the massive proliferation of drones on the Ukrainian frontlines has expanded the contested "kill zone" to a depth of up to 40 kilometers, fundamentally paralyzing traditional ground maneuvers. According to observers, this highly contested grey zone continues to grow each month, creating an environment where any visible movement is instantly targeted. The scale of this technological shift is defined by several critical factors: Unprecedented Drone Density: There are now at least ten active reconnaissance and strike drones operating over every single square kilometer of the front line, making it virtually impossible for either side to concentrate armor or infantry for a large-scale offensive. Extreme Cost Asymmetry: The financial disproportion of modern battlefield destruction has reached staggering levels. A mass-produced, Ukrainian or Russian FPV kamikaze drone costing as little as €500 is now routinely capable of turning a modern €20-million main battle tank or air defense system into scrap metal. Autonomous Target Interception: Ground control is increasingly aided by artificial intelligence. Once a drone operator identifies and locks onto a target, machine-vision auto-tracking algorithms take over. The drone autonomously navigates the final, most hazardous phase of its flight to hit the target, even if electronic warfare jamming completely severs the pilot's manual connection. Under these conditions of total battlefield transparency, tanks and armored personnel carriers have nearly disappeared from the immediate zero-line, forcing both militaries to adapt to a highly dispersed, static war of attrition.

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BIG | 🇩🇪🇷🇺‼️‼️ Germany is emerging as the central European target of Russia’s expanding hybrid campaign, with The Express reporting that Moscow is preparing a new wave of sabotage operations and assassination attempts across Europe, with Germany currently considered the primary focus. According to The Express, Vladimir Putin’s security apparatus is preparing additional covert operations designed to destabilize European states, intimidate governments and raise the cost of confronting Moscow. The warning comes as Germany is already dealing with an escalating series of suspected sabotage incidents and drone activity around critical infrastructure. Berlin has formally blamed Russia for the attempted drone attack at Leipzig/Halle Airport, while German authorities are now developing a broader counter-sabotage shield covering airports, energy infrastructure and other sensitive facilities. Germany’s growing exposure is hardly accidental. Berlin has become one of Ukraine’s most important European military supporters while simultaneously possessing infrastructure, industrial facilities and transport networks vital to NATO’s ability to reinforce its eastern flank. Russia’s strategy increasingly appears designed to impose costs below the threshold of conventional war, using sabotage, cyber operations and covert action to test whether Europe will retaliate or merely absorb each new incident. Germany and its allies now need to treat repeated Russian operations as part of a sustained hostile campaign and respond with stronger counterintelligence, infrastructure protection and political consequences for Moscow. See the latest updates with us: Visioner

BIG | 🇩🇪🇷🇺‼️‼️ Germany is emerging as the central European target of Russia’s expanding hybrid campaign, with The Express reporting that Moscow is preparing a new wave of sabotage operations and assassination attempts across Europe, with Germany currently considered the primary focus. According to The Express, Vladimir Putin’s security apparatus is preparing additional covert operations designed to destabilize European states, intimidate governments and raise the cost of confronting Moscow. The warning comes as Germany is already dealing with an escalating series of suspected sabotage incidents and drone activity around critical infrastructure. Berlin has formally blamed Russia for the attempted drone attack at Leipzig/Halle Airport, while German authorities are now developing a broader counter-sabotage shield covering airports, energy infrastructure and other sensitive facilities. Germany’s growing exposure is hardly accidental. Berlin has become one of Ukraine’s most important European military supporters while simultaneously possessing infrastructure, industrial facilities and transport networks vital to NATO’s ability to reinforce its eastern flank. Russia’s strategy increasingly appears designed to impose costs below the threshold of conventional war, using sabotage, cyber operations and covert action to test whether Europe will retaliate or merely absorb each new incident. Germany and its allies now need to treat repeated Russian operations as part of a sustained hostile campaign and respond with stronger counterintelligence, infrastructure protection and political consequences for Moscow. See the latest updates with us: Visioner

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𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇷🇸🇮🇪

18,801 просмотров • 9 месяцев назад

The German People Need to Demand Accountability I start by saying there's something very suspicious in the German government's relations with the defense industry. A while back, I talked about 30mm and 35mm ammunition costing US$1,000 each and even more. I talked about the 4x4 Caracal costing US$600,000. How is it possible for a 4x4 without armor or any weapons to cost that much? I also talked about artillery ammunition reaching prices in the range of €3,500-€4,000 and even more. All made in Germany. Now comes the serious issue of the HX-2 drones. In 2024, Germany allocated about €300 million for the purchase of 4,000 units of the initial model, the HF-1. It turns out that published reports indicate that Ukrainian military considered the HF-1 expensive and ineffective compared to other solutions available in the field. The drone was built from plywood, which generated criticism about its durability and resistance in real combat environments. About 40% of the delivered units remained in stock unused at the end of 2025, signaling a low adoption rate by combat units due to the reported problems, one of them being the absence of AI. Although marketed as "intelligent," documents indicate that essential AI components for navigation and autonomous attack were missing in the delivered models. This fact alone should have triggered an investigation in Germany, but that's not what happened. The solution was to convert half of that contract to the more advanced model, HX-2. The result was the same or even worse. Although the company claims to have conducted tests in three countries, the results suggest at least fraud. In Ukraine, only about 25% of the drones managed to take off successfully due to mechanical failures in the launch catapult. This has nothing to do with battlefield interferences, but rather with the low quality of the delivered product, and it didn't stop there. Although designed to be immune to interferences, the drones suffered from Russian jamming, which resulted in frequent loss of connection with the operator. And the most serious is that another problem repeated itself, with the delivered HX-2 lacking essential promised Artificial Intelligence components, such as autonomous terminal guidance and visual target acquisition. All this resulted in a hit rate of about 1/3 of the launched drones. The German government still plans a direct contract of approximately €267.7 million to equip its new brigade in Lithuania with drones HX-2. I imagine that, given the current scandal, this will be interrupted. There's something very strange going on in the relations between the German government and the defense industry. I'm talking about many billions invested in a strange way and that people need to demand more transparency.

The German People Need to Demand Accountability I start by saying there's something very suspicious in the German government's relations with the defense industry. A while back, I talked about 30mm and 35mm ammunition costing US$1,000 each and even more. I talked about the 4x4 Caracal costing US$600,000. How is it possible for a 4x4 without armor or any weapons to cost that much? I also talked about artillery ammunition reaching prices in the range of €3,500-€4,000 and even more. All made in Germany. Now comes the serious issue of the HX-2 drones. In 2024, Germany allocated about €300 million for the purchase of 4,000 units of the initial model, the HF-1. It turns out that published reports indicate that Ukrainian military considered the HF-1 expensive and ineffective compared to other solutions available in the field. The drone was built from plywood, which generated criticism about its durability and resistance in real combat environments. About 40% of the delivered units remained in stock unused at the end of 2025, signaling a low adoption rate by combat units due to the reported problems, one of them being the absence of AI. Although marketed as "intelligent," documents indicate that essential AI components for navigation and autonomous attack were missing in the delivered models. This fact alone should have triggered an investigation in Germany, but that's not what happened. The solution was to convert half of that contract to the more advanced model, HX-2. The result was the same or even worse. Although the company claims to have conducted tests in three countries, the results suggest at least fraud. In Ukraine, only about 25% of the drones managed to take off successfully due to mechanical failures in the launch catapult. This has nothing to do with battlefield interferences, but rather with the low quality of the delivered product, and it didn't stop there. Although designed to be immune to interferences, the drones suffered from Russian jamming, which resulted in frequent loss of connection with the operator. And the most serious is that another problem repeated itself, with the delivered HX-2 lacking essential promised Artificial Intelligence components, such as autonomous terminal guidance and visual target acquisition. All this resulted in a hit rate of about 1/3 of the launched drones. The German government still plans a direct contract of approximately €267.7 million to equip its new brigade in Lithuania with drones HX-2. I imagine that, given the current scandal, this will be interrupted. There's something very strange going on in the relations between the German government and the defense industry. I'm talking about many billions invested in a strange way and that people need to demand more transparency.

Patricia Marins

23,210 просмотров • 8 месяцев назад

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 a former Bundeswehr helicopter pilot who spent years selling electric survey drones to farmers and construction companies. boring, profitable, invisible. then Russia invaded Ukraine. suddenly his tech that mapped cornfields was exactly what a modern battlefield needed. their flagship drone is called the Vector: it takes off vertically like a helicopter. at altitude, the rotors physically swivel forward and it becomes a fixed-wing plane. which means one soldier can launch it from a forest clearing or a muddy ditch in under 2 minutes. no runway, no catapult, no launch crew. the software is the actual moat though: > it flies without GPS. Russian jamming kills ordinary drones in seconds. Vector navigates by sight instead, the way a pilot reads the ground > it hears artillery. acoustic sensors catch enemy guns firing and the AI locates the position > one operator runs a whole swarm. the mission-AI keeps coordinating even when individual drones get shot down mid-mission all of it is battle-proven: 19,000+ missions flown in Ukraine last year. they even opened a factory inside Ukraine. the reason why governments are lining up to purchase: most defense companies sell closed systems. locked software, locked data, dependency forever. Quantum Systems keeps everything open. the buyer owns the data and controls the software. and after 2 decades of depending on American defense tech, that's exactly what European capitals want to hear. the business underneath is legit too: ~€115M revenue in 2024 ~€300M projected for 2025, profitable. long Quantum Systems.

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 a former Bundeswehr helicopter pilot who spent years selling electric survey drones to farmers and construction companies. boring, profitable, invisible. then Russia invaded Ukraine. suddenly his tech that mapped cornfields was exactly what a modern battlefield needed. their flagship drone is called the Vector: it takes off vertically like a helicopter. at altitude, the rotors physically swivel forward and it becomes a fixed-wing plane. which means one soldier can launch it from a forest clearing or a muddy ditch in under 2 minutes. no runway, no catapult, no launch crew. the software is the actual moat though: > it flies without GPS. Russian jamming kills ordinary drones in seconds. Vector navigates by sight instead, the way a pilot reads the ground > it hears artillery. acoustic sensors catch enemy guns firing and the AI locates the position > one operator runs a whole swarm. the mission-AI keeps coordinating even when individual drones get shot down mid-mission all of it is battle-proven: 19,000+ missions flown in Ukraine last year. they even opened a factory inside Ukraine. the reason why governments are lining up to purchase: most defense companies sell closed systems. locked software, locked data, dependency forever. Quantum Systems keeps everything open. the buyer owns the data and controls the software. and after 2 decades of depending on American defense tech, that's exactly what European capitals want to hear. the business underneath is legit too: ~€115M revenue in 2024 ~€300M projected for 2025, profitable. long Quantum Systems.

Ole Lehmann

50,920 просмотров • 2 месяцев назад

This week, 15 of our regions have been targeted by Russian strikes. There have been almost daily attacks on Kherson, Zaporizhzhia, Kharkiv, and Sumy. The Russians are using various types of weapons to strike people, ordinary residential buildings, and our civilian infrastructure. Unfortunately, there are casualties from this terror almost every day. And the threat of these Russian attacks remains constant. Over the course of this past week alone, there were around 1,400 attack drones, almost 1,500 guided aerial bombs, and 19 missiles of various types, including ballistic ones. Strengthening air defense – primarily anti-ballistic protection – expanding cooperation within the Drone Deal format, and increasing pressure on the aggressor are key priorities. Sanctions on Russia and its partners over this war must be enforced where they will be felt most. We need strong and rapid steps that will force Russia to move toward ending this war. Everything that strengthens Ukraine helps bring peace closer. I thank everyone who is helping us.

This week, 15 of our regions have been targeted by Russian strikes. There have been almost daily attacks on Kherson, Zaporizhzhia, Kharkiv, and Sumy. The Russians are using various types of weapons to strike people, ordinary residential buildings, and our civilian infrastructure. Unfortunately, there are casualties from this terror almost every day. And the threat of these Russian attacks remains constant. Over the course of this past week alone, there were around 1,400 attack drones, almost 1,500 guided aerial bombs, and 19 missiles of various types, including ballistic ones. Strengthening air defense – primarily anti-ballistic protection – expanding cooperation within the Drone Deal format, and increasing pressure on the aggressor are key priorities. Sanctions on Russia and its partners over this war must be enforced where they will be felt most. We need strong and rapid steps that will force Russia to move toward ending this war. Everything that strengthens Ukraine helps bring peace closer. I thank everyone who is helping us.

Volodymyr Zelenskyy / Володимир Зеленський

271,442 просмотров • 3 месяцев назад

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

ARK Invest

64,826 просмотров • 5 месяцев назад