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Weekly Deep Dive (with Mayank Kapur) Drone Manufacturing Industry and Ideaforge Ltd. 0:00 - Introduction 0:30 - Drone Industry Analysis 5:40 - Types of Drones 13:37 - Players in this industry 16:01 - Government policies 17:59 - Components of Drone 23:02 - Ideaforge Ltd. 28:00 - Thesis and Anti-Thesis... show more

Vinayak Khosla

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19,138 次观看 • 3 个月前 •via X (Twitter)

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Vinayak Khosla

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This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

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261,054 次观看 • 1 年前

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Penny2x

1,598,196 次观看 • 11 个月前

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Okay, people. Chris Kemp and I got the band back together to talk Wild, Wild Space and Astra's $80m raise and return to the pad. Full episode of the pod here on X Timestamps 0:00:00 Introduction & Guest Chris Kemp 0:01:18 Astra's Journey and Current State 0:08:01 Taking Astra Private 0:10:17 New Leadership and Space Force Collaboration 0:12:18 Rocket Industry Landscape 0:14:22 Shifting to Larger Satellites 0:15:15 DoD Drone Launch Contract 0:21:19 Vision of Global Spaceports 0:24:25 Satellite Constellations and Dual Use 0:26:36 Global Telecom & Space Race 0:30:01 Open Standards & Space Interoperability 0:31:14 Life After Going Private 0:32:17 Lessons from the SPAC Era 0:34:03 Focusing on Rocket 4 0:36:15 Balancing Speed and Reliability 0:40:06 The Cost of Innovation 0:42:21 Fundraising and Customer Commitment 0:44:12 The Satellite Engine Business 0:45:09 Decentralized Constellation Vision 0:50:14 Future Plans and Series B 0:52:21 Why Kemp Keeps Going 0:54:20 What’s Next for Astra 0:56:06 Thoughts on the Competition 0:59:13 Sideways Rocket Explained 1:00:15 Vision for NASA's Future

Ashlee Vance

31,431 次观看 • 1 年前

👀 Earnings season doesn’t have to feel chaotic. At AlphaSense, we’ve built a workflow that transforms the entire process into a streamlined command center, from prep to live calls to post‑earnings insights. See how our step‑by‑step approach brings clarity to every stage, keeping you informed, efficient, and ahead of the market. Dive into the full walkthrough. Introduction: 0:00 - 0:28 Pre-Earnings Prep: 0:28 - 1:02 Live Earnings & Deep Research: 1:02 - 1:35 During Earnings Season: 1:35 - 1:59 Industry-Wide Tracking: 1:59 - 2:10 Post-Earnings Analysis: 2:10 - 2:49 Conclusion: 2:49

👀 Earnings season doesn’t have to feel chaotic. At AlphaSense, we’ve built a workflow that transforms the entire process into a streamlined command center, from prep to live calls to post‑earnings insights. See how our step‑by‑step approach brings clarity to every stage, keeping you informed, efficient, and ahead of the market. Dive into the full walkthrough. Introduction: 0:00 - 0:28 Pre-Earnings Prep: 0:28 - 1:02 Live Earnings & Deep Research: 1:02 - 1:35 During Earnings Season: 1:35 - 1:59 Industry-Wide Tracking: 1:59 - 2:10 Post-Earnings Analysis: 2:10 - 2:49 Conclusion: 2:49

AlphaSense

22,714 次观看 • 8 个月前

⚡️Hezbollah: On June 14, 2026, we carried out 28 military operations as follows: 00:30, we targeted gatherings of Israeli army vehicles and soldiers on the southwestern outskirts of Majdal Zoun with successive rocket barrages. 00:50, we targeted an Israeli army position in Houla with two drones. 02:00, we targeted a gathering of Israeli army vehicles and soldiers on the outskirts of Yahmar al-Shaqif with a drone. 02:00, we targeted a newly established Israeli army artillery position in Sarda Farm, southern Lebanon, with a drone. 02:15, we targeted a newly established Israeli army artillery position in Adaisseh with a heavy rocket. 03:30, we targeted a gathering of Israeli army vehicles and soldiers on the outskirts of Yahmar al-Shaqif with rocket barrages and artillery shells. 08:50, we targeted a gathering of Israeli army vehicles and soldiers at Al-Salha Hill in Qantara with a rocket barrage. 11:30, we targeted a newly established Israeli army artillery position in Adaisseh with a rocket barrage. 11:45, we targeted a gathering of Israeli army vehicles and soldiers in the square of Taybeh, southern Lebanon, with a rocket barrage. 12:00, we targeted a gathering of Israeli army vehicles and soldiers in Naqoura, southern Lebanon, with a swarm of drones. 12:00, we targeted a Merkava tank in Majdal Zoun, southern Lebanon, with an Ababil drone, achieving a confirmed hit. 12:00, we targeted an Israeli force positioned inside a building in the town of Chamaa, southern Lebanon, with a drone. 13:45, we targeted an Israeli army excavator in Majdal Zoun with an Ababil drone and observed it burning. 14:00, we targeted an engineering robot on the outskirts of Yahmar al-Shaqif with an Ababil drone, achieving a confirmed hit. 14:00, we targeted an Israeli army tank ammunition depot on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. 14:20, we targeted a gathering of Israeli army soldiers in Qantara with a drone. 14:20, we targeted a Merkava tank on the outskirts of Yahmar al-Shaqif with an Ababil drone, achieving a confirmed hit. 14:30, we targeted an Israeli army Namer APC in Majdal Zoun with an Ababil drone, achieving a confirmed hit. 14:40, we targeted a second Merkava tank on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. 15:00, we engaged an Israeli Hermes 450 “Zik” drone over the Sidon area with a surface-to-air missile and forced it to retreat. 15:20, we engaged an Israeli Hermes 450 “Zik” drone over the Iqlim al-Tuffah area with a surface-to-air missile and forced it to retreat. 15:40, we targeted a newly established Israeli army position in Maroun al-Ras with a rocket barrage. 16:10, we engaged an Israeli Hermes 450 “Zik” drone over the Iqlim al-Tuffah area with a surface-to-air missile and forced it to retreat. 17:05, we targeted a gathering of Israeli army vehicles and soldiers in Rshaf with a rocket barrage. 25. From 02:00 until 18:00, we targeted Israeli army gatherings on the southern outskirts of Majdal Zoun, in Khiam Prison, in Tayr Harfa, and in the vicinity of the historic Beaufort Castle with precision rockets. 26. From 02:00 until 18:00, we targeted the Ras al-Bayyada position and the newly established Israeli artillery position in Adaisseh with precision rockets. 19:00, we targeted a gathering of Israeli army vehicles and soldiers on Saf al-Hawa Road in the city of Bint Jbeil with a rocket barrage. 19:45, we targeted a gathering of Israeli army soldiers on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. Video: In the past 24 hours, Hezbollah released the following footage.

⚡️Hezbollah: On June 14, 2026, we carried out 28 military operations as follows: 00:30, we targeted gatherings of Israeli army vehicles and soldiers on the southwestern outskirts of Majdal Zoun with successive rocket barrages. 00:50, we targeted an Israeli army position in Houla with two drones. 02:00, we targeted a gathering of Israeli army vehicles and soldiers on the outskirts of Yahmar al-Shaqif with a drone. 02:00, we targeted a newly established Israeli army artillery position in Sarda Farm, southern Lebanon, with a drone. 02:15, we targeted a newly established Israeli army artillery position in Adaisseh with a heavy rocket. 03:30, we targeted a gathering of Israeli army vehicles and soldiers on the outskirts of Yahmar al-Shaqif with rocket barrages and artillery shells. 08:50, we targeted a gathering of Israeli army vehicles and soldiers at Al-Salha Hill in Qantara with a rocket barrage. 11:30, we targeted a newly established Israeli army artillery position in Adaisseh with a rocket barrage. 11:45, we targeted a gathering of Israeli army vehicles and soldiers in the square of Taybeh, southern Lebanon, with a rocket barrage. 12:00, we targeted a gathering of Israeli army vehicles and soldiers in Naqoura, southern Lebanon, with a swarm of drones. 12:00, we targeted a Merkava tank in Majdal Zoun, southern Lebanon, with an Ababil drone, achieving a confirmed hit. 12:00, we targeted an Israeli force positioned inside a building in the town of Chamaa, southern Lebanon, with a drone. 13:45, we targeted an Israeli army excavator in Majdal Zoun with an Ababil drone and observed it burning. 14:00, we targeted an engineering robot on the outskirts of Yahmar al-Shaqif with an Ababil drone, achieving a confirmed hit. 14:00, we targeted an Israeli army tank ammunition depot on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. 14:20, we targeted a gathering of Israeli army soldiers in Qantara with a drone. 14:20, we targeted a Merkava tank on the outskirts of Yahmar al-Shaqif with an Ababil drone, achieving a confirmed hit. 14:30, we targeted an Israeli army Namer APC in Majdal Zoun with an Ababil drone, achieving a confirmed hit. 14:40, we targeted a second Merkava tank on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. 15:00, we engaged an Israeli Hermes 450 “Zik” drone over the Sidon area with a surface-to-air missile and forced it to retreat. 15:20, we engaged an Israeli Hermes 450 “Zik” drone over the Iqlim al-Tuffah area with a surface-to-air missile and forced it to retreat. 15:40, we targeted a newly established Israeli army position in Maroun al-Ras with a rocket barrage. 16:10, we engaged an Israeli Hermes 450 “Zik” drone over the Iqlim al-Tuffah area with a surface-to-air missile and forced it to retreat. 17:05, we targeted a gathering of Israeli army vehicles and soldiers in Rshaf with a rocket barrage. 25. From 02:00 until 18:00, we targeted Israeli army gatherings on the southern outskirts of Majdal Zoun, in Khiam Prison, in Tayr Harfa, and in the vicinity of the historic Beaufort Castle with precision rockets. 26. From 02:00 until 18:00, we targeted the Ras al-Bayyada position and the newly established Israeli artillery position in Adaisseh with precision rockets. 19:00, we targeted a gathering of Israeli army vehicles and soldiers on Saf al-Hawa Road in the city of Bint Jbeil with a rocket barrage. 19:45, we targeted a gathering of Israeli army soldiers on the southwestern outskirts of Majdal Zoun with an Ababil drone, achieving a confirmed hit. Video: In the past 24 hours, Hezbollah released the following footage.

Warfare Analysis

13,100 次观看 • 3 个月前

We sat down with Lyron on The Fren Zone for a deep dive on Seismic. Timpestamps: 00:00 Lyron from Seismic 04:59 Lack of Proper Encryption 07:38 Encrypting Protocols 10:32 Building a Competitive Blockchain 17:13 Encrypted Global State and Data Flow 23:30 Seismic's EVM Modifications 26:25 Challenges in Building Seismic 28:06 Early Prototypes and Applications 35:11 Future Roadmap and Developer Testnet 37:21 Engaging Developers and Community 41:11 Naming and Vision of Seismic 🎥 You can watch here, more info in the thread below ⬇️

We sat down with Lyron on The Fren Zone for a deep dive on Seismic. Timpestamps: 00:00 Lyron from Seismic 04:59 Lack of Proper Encryption 07:38 Encrypting Protocols 10:32 Building a Competitive Blockchain 17:13 Encrypted Global State and Data Flow 23:30 Seismic's EVM Modifications 26:25 Challenges in Building Seismic 28:06 Early Prototypes and Applications 35:11 Future Roadmap and Developer Testnet 37:21 Engaging Developers and Community 41:11 Naming and Vision of Seismic 🎥 You can watch here, more info in the thread below ⬇️

Tokensoft

60,527 次观看 • 1 年前

We recently sat down with Brett Adcock at Figure to discuss Helix 02, the future of Humanoids, and Brett's vision for Figure. It's a full blown Humanoid takeover. (w/ NOTDAVID ) (0:00:00) - Neural Nets, Data Moats & The Age of Abundance (0:04:06) - Going All‑In on Neural Nets (0:12:22) - LLMs vs Physics: Why Language Models Can’t Run Robots (0:16:31) - Global Competition & Industry Consolidation (0:24:27) - Helix in Production: Logistics & Long‑Horizon Autonomy (0:30:00) - Scaling Figure 3: Robots Building Robots (0:52:44) - Jarvis‑Style Digital AI (1:02:25) - Healthcare, Surgery & Robots in the Home (1:15:20) - Safety, Privacy & Trusting Robots with Your Family (1:29:37) - Billions of Humanoids & The Global Robot Economy

We recently sat down with Brett Adcock at Figure to discuss Helix 02, the future of Humanoids, and Brett's vision for Figure. It's a full blown Humanoid takeover. (w/ NOTDAVID ) (0:00:00) - Neural Nets, Data Moats & The Age of Abundance (0:04:06) - Going All‑In on Neural Nets (0:12:22) - LLMs vs Physics: Why Language Models Can’t Run Robots (0:16:31) - Global Competition & Industry Consolidation (0:24:27) - Helix in Production: Logistics & Long‑Horizon Autonomy (0:30:00) - Scaling Figure 3: Robots Building Robots (0:52:44) - Jarvis‑Style Digital AI (1:02:25) - Healthcare, Surgery & Robots in the Home (1:15:20) - Safety, Privacy & Trusting Robots with Your Family (1:29:37) - Billions of Humanoids & The Global Robot Economy

Peter H. Diamandis, MD

174,493 次观看 • 7 个月前

There is exactly one Joel Salitan on Earth, and we have him on DarkHorse. You don’t want to miss this. 00:00:00 One of the Wisest People 00:01:15 Trump Spent His Political Equity 00:03:37 Sponsor: Sundays for Dogs 00:05:26 Sponsor: VanMan 00:07:19 Who Benefits? Bayer, JBS, & Trump 00:11:37 There Are No Global Problems 00:15:24 The Farm You Can Feel 00:19:30 Sponsor: Redmond Relyte 00:24:03 Biological or Mechanical? 00:28:13 Where Hubris Should Be Humility 00:31:32 Dominion Is a Destructive Idea 00:37:55 Petroleum Was Our Chance to Repair 00:39:35 N. America Grew More Food in 1500 00:43:35 All True Stories Must Reconcile 00:48:35 Ice Age or Crispy Critters? 00:55:08 Bret’s Stadium of What He’s Burned 00:57:31 Learn a Skill 01:01:54 Not Wrong to Feel Betrayed 01:03:46 Everything I Want to Do Is Illegal 01:10:23 Who Should Inspect Your Carrot? 01:18:28 All Regulations Are Scale Prejudicial 01:21:04 Food Emancipation

There is exactly one Joel Salitan on Earth, and we have him on DarkHorse. You don’t want to miss this. 00:00:00 One of the Wisest People 00:01:15 Trump Spent His Political Equity 00:03:37 Sponsor: Sundays for Dogs 00:05:26 Sponsor: VanMan 00:07:19 Who Benefits? Bayer, JBS, & Trump 00:11:37 There Are No Global Problems 00:15:24 The Farm You Can Feel 00:19:30 Sponsor: Redmond Relyte 00:24:03 Biological or Mechanical? 00:28:13 Where Hubris Should Be Humility 00:31:32 Dominion Is a Destructive Idea 00:37:55 Petroleum Was Our Chance to Repair 00:39:35 N. America Grew More Food in 1500 00:43:35 All True Stories Must Reconcile 00:48:35 Ice Age or Crispy Critters? 00:55:08 Bret’s Stadium of What He’s Burned 00:57:31 Learn a Skill 01:01:54 Not Wrong to Feel Betrayed 01:03:46 Everything I Want to Do Is Illegal 01:10:23 Who Should Inspect Your Carrot? 01:18:28 All Regulations Are Scale Prejudicial 01:21:04 Food Emancipation

Bret Weinstein

65,886 次观看 • 4 天前

The White Papers EP4: The $15 Trillion Industry XDC Is Targeting 🎯 "This is one of the few use cases that actually work." XDC Network Head of Institutional Travis John explains how XDC is using blockchain infrastructure to modernize the trade finance industry by bringing it onchain. OUTLINE 00:00 - Introduction 00:50 - Understanding Trade Finance 01:25 - Why Blockchain Fits 02:35 - Why Trade Is Still Paper-Based 04:50 - Fraud in TradFi 06:28 - Tokenized Payments 07:34 - Trucking and SMEs 09:29 - Banks Join XDC 12:36 - Stablecoins Unlock Trade 15:17 - The Onchain Future 20:37 - What’s Next for XDC

The White Papers EP4: The $15 Trillion Industry XDC Is Targeting 🎯 "This is one of the few use cases that actually work." XDC Network Head of Institutional Travis John explains how XDC is using blockchain infrastructure to modernize the trade finance industry by bringing it onchain. OUTLINE 00:00 - Introduction 00:50 - Understanding Trade Finance 01:25 - Why Blockchain Fits 02:35 - Why Trade Is Still Paper-Based 04:50 - Fraud in TradFi 06:28 - Tokenized Payments 07:34 - Trucking and SMEs 09:29 - Banks Join XDC 12:36 - Stablecoins Unlock Trade 15:17 - The Onchain Future 20:37 - What’s Next for XDC

The Block

14,362 次观看 • 3 个月前

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 次观看 • 6 个月前

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 次观看 • 3 个月前