Marshall Frith

Best way to start every morning.

@Commanders Might as well, FSU isn’t repping fear the spear well of recent :-(

Pieces of then and now, tied to one legacy

Insert the A-10C++ to take on the new Cheyenne 🤣 when the tilt rotor runs into trouble and usaf wants to keep the CAS job. That’d be an actual fun thought experiment a STOL, optionally manned, 30mm beast. Does CAS, CSAR, defense against FAC/FIAC, does some cool stuff like Combat Dragon Spear II, 🤔

Breaking: Army Names Its New MV-75 Tiltrotor Cheyenne II First applied to a failed cutting-edge attack helicopter, the Cheyenne name returns for what is perhaps the Army’s most ambitious rotorcraft program yet. twz.com/air/army-names…

@RonDeSantis @Starlink Get @DonnaDeegan to talk with @elonmusk to redo Regency into a giga-Starlink factory and use Tesla Semis to transport down to space coast

.@Starlink is the best internet around. On flights it is miles ahead of anything else. Just a superior service/product.

@unusual_whales Time to liberate Alberta and rename it north Montana.

Majority of Canadians open to joining EU, a new poll suggests, per the Globe and Mail

@GordonJohnson19 @SpaceX I like the analysis, but don’t worry about launch business - highly profitable. Think of it more like an airline. Economy where margins are negligible or thin is Starlink, premium economy is enterprise clients, first class is Starshield + gov business.

So, it seems, that @SpaceX is like a big family that owns two businesses: 🚀 A rocket ship taxi company (the launch business) that takes things to space for people 🛰️ A WiFi business (Starlink) that uses satellites in space to give people internet Now, the rocket taxi is really popular. When other people want to use it, they have to pay a lot of money (i.e., ~$74mn vs. the $28mn @SpaceX charges @Starlink) — like taking an expensive cab. But when the WiFi business needs to send its satellites to space, it uses the family's own taxi — and the family charges itself a much cheaper price ($28mn). Like how your parents might drive you somewhere for free, but a stranger would have to pay for an Uber. This means the WiFi business looks really profitable, because it's not paying full price to get its satellites up there. And the rocket business looks like it's doing a lot of work for cheap — but that's okay because it's still in the family. So, it seems, now that everyone gets to look at the books... the WiFi business (@Starlink) is actually not at all profitable - i.e., to achieve breakeven, analysts assume each @Starlink launch must cost less than $50mn in total (satellites + launch combined); that implies a Falcon 9 launch is charged to @Starlink at under $28mn (less than half the ~$74mn market rate @SpaceX charges external customers). Hey @theinformation/@TMFAssociates... does this sound about right?

Name a movie you've seen more than 7 times with just a GIF

@clashreport @SoarAtlas Tracks

High-resolution satellite imagerry from April 10 show two destroyed U.S. C-130 special operations aircraft and multiple helicopters at a dirt airstrip near Shahreza, Iran. Multiple impact and damage points are visible along the airstrip. Source: @SoarAtlas

@Rory_Johnston Guess that’s good for $CVX etc. when earnings hit on 1 May.

The stock market in my lifetime - you had to call it in with a broker, $7 each way commission with ScottTrade, to Robinhood v1, now basically a casino. How times have changed to super charge ‘investing’

@DarioCpx I hate when people compare silver and gold to oil. Oil has “actual” value (lifeblood of GDPs), unlike gold and silver (that store “fugazzi value’). I agree, it’s crazy.

The spread between WTI May26 and June26 futures is now down to ~2.5$ from ~6$ yesterday and ~16$ right before the ceasefire announcement last week. Either someone discovered the magic formula to turn water into oil or these folks are setting themselves up for a MOASS

Jameis Winston, here’s his classic 80-yard drive to win the Natty 🏆

@bscholl does that mean we get supersonic flights faster?? 👀

@TMZ we need outros like Weiner from years ago (14!?!? Time flies) for Swalwell and Gonzalez. X posts just don’t cut it when the people demand answers - I bet @TheAKGuy would agree. Cc: @Georgesantos

@josh_wingrove @JuliaManch @sidyoutwit @allyversprille @srimtaylor The mega hub of DC. @Dulles_Airport 🤝 @Reagan_Airport. Now the DCA snobs can finally understand what @united “class” is like. Approved merger in my book!!

The CEO of United Airlines is privately pitching some kind of merger with American Airlines, including to members of the Trump administration, sources tell @sidyoutwit, @allyversprille and @srimtaylor: bloomberg.com/news/articles/…

That’s all off the cuff - let me know if those help!

- AI on edge for object detection for unattended sensors for @DHSgov - Redo Parrot Disco like drone with GoPro camera mounts for easy fixed wing flying or partner with @sensefly another APFIT - Low cost PTZ like @WyzeCam with connectivity thru above mentioned methods

@GoPro @OliverWyman Free ideas for your military and aerospace play - doesn’t require a consulting firm. If they have better ideas - I’m interested to hear A thread 🧵