Practically Perfect

@noodle_saint_7 @Hedgeye 1. Electricity 2. Water 3. Capital 4. Minerals Materials 5. Ribbon cuttings as shown,in hopes of the Chip Act providing capital 6. ASML machines needed for competitive chips are on back order 7. Invest if they will let you in @besemer_amanda and I have bias

@Hedgeye For lack of demand or supply?

BREAKING: Half of planned US data center builds have been delayed or canceled

@Hedgeye @zslayback “Moore’s Law has a breaking point” homage @besemer_amanda who also shared that the chip manufacturing bill was flawed because it spread the big billions out too thinly to too many players. not enough dollars to sustain a build.

Starcloud CEO @PhilipJohnston joins @itsmoislam and I at the NYSE. "In order to make data centers in space work, you really need the BOM costs for a 200 kW satellite to be on the order of 1 million dollars." We chat: - Building low cost sats - 20 yr terrestrial vs. 5 yr space - Merge with a launch company? - Does Starcloud exist if Earth's bottlenecks vanish? - Better leader: Altman or Dario - Building sats cheaper than Starlink - GPU failure rate

BREAKING: Inside The Anduril Thesis Full Interview on the 300 Page Book Covering 100 Years of Military History That Explain Everything About Anduril We Cover: - How the US built 40% of global manufacturing post-WWII - Cold War era when DoD funded 36% of global R&D - Founder + military maverick pattern (Schriver/Eisenhower, Rickover, Kelly Johnson) - Skunk Works, Bell Labs, & the golden age of defense - Anduril's counter-positioned playbook - Fixed-cost contracts & self-funded R&D - Why industrial capacity is the next great unlock - The mission behind the Flame of the West by Kyle Harrison (@kwharrison13), Sachin Maini (@sachinmaini) of @contrary & @contrary_res Timestamps (00:00) Kyle Harrison, GP at Contrary & Co-Author of The Anduril Thesis (01:22) The Anduril Thesis: A 300 Page Deep Dive (04:52) How America lost its military edge (07:33) The book that predicted the mess (10:36) How bureaucracy broke the US military (15:39) The ridiculous economics of modern war (19:25) How Ukraine changed everything (23:34) The Anduril thesis explained (30:18) The pitch that changed defense forever (36:52) Breaking down Anduril's tech stack (45:26) The $10 trillion undersea threat (57:43) Why founders need military mavericks (01:03:53) Inside the new Department of War (01:10:42) Anduril's unfair talent advantage (01:21:20) When defense tech was toxic (01:27:57) Why we must prepare for war (01:39:27) The venture capital trap

Them: Sitting bored in class is an important part of school. Alpha School students: Presenting at SXSW seems like a better use of our time. youtu.be/vRnf6a6EYRQ?si…

Interesting fact about Claude by @DarioAmodei

@SimmonsBart This is really nice, JB. It’s the kind of life I wanted, God had different plans.

Every morning before sunrise, we get up together, brew a fresh pot of coffee, sit and talk, and read our Bibles. As I get ready for work, my wife begins her work with a grateful heart and bakes eight loaves of sourdough bread using a 100-year-old starter. The night before, she stretches and folds the dough by hand. This is our tradition—a simple, faithful rhythm that reminds us every day of God’s faithful provisions. She does it for our thirteen grandchildren, our dear friends, and the customers who count on her bread. Occasionally she makes a batch of buttermilk sourdough biscuits from my grandmother’s old recipe, and every warm bite feels like a blessing straight from the Lord. Some folks will read this and roll their eyes, calling it archaic or chauvinistic, but they don’t know my wife. She’s college-educated with a degree in accounting, a successful business owner, a seasoned bridge player, well-read, and she can still saddle her own horse and ride with the best of them. This is simply who we are—grateful, grounded, and blessed.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ 2SRanch.com

We just signed a lease for the first humanoid store in the USA! The @REK Shop. Coming to San Francisco Nob Hill in ~2 months. Shop during the day, robot fights at night.

@TaylorCSargent That’s some solid swag

Godspeed (n) Definition: used to wish success to someone who is starting on a new journey Felt appropriate for an early-stage fund that backs people trying to build some of the most challenging things that can be built.

@shawnchauhan1 This is like two things we’ve seen before. Ebubble and delays in the IPO markets 2011ish. We have elephants in the room. Not 1, not 2, at least 7. Watch IPO scramblings to push them through. Juice squeezed. Moore’s law has an expiration date (homage @besemer_amanda)

OpenAI raised $122 billion four months ago and already missed its targets. Revenue short. User growth short. The biggest private funding round in Silicon Valley history has a shorter runway than anyone expected. Microsoft just ended exclusivity - OpenAI can now sell on AWS, Google Cloud, Oracle. That is not a partnership evolution. That is a company scrambling to find revenue wherever it can. The moat in AI is not capital. It is not even the model. It is whether your customers stay when a better model drops next quarter. Right now, the answer to that question is still unclear.

🇺🇸

@jlpoober Happy for you, Jen

I made my decision. I accepted the ELD Teacher on Assignment position. I started my career in ELL. I was young and didn't know yet what I didn't know, and the work taught me things I still carry. Then life moved, and I moved with it, and thirty years somehow passed in a classroom full of eighth graders and vocabulary tests and kids knocking on my door at lunch. I don't regret any of it. But I'm ready for what comes next. This role is different. Multiple centers. Travel. A population of students who are learning English and everything else at the same time. No bell schedule telling me where to be. A different kind of work. I didn't expect two offers to come out of that room. I didn't expect them to make a second one up after I left. That part still surprises me. But I thought about what I've been writing about all month — the relationship being the job, the importance of going back to where it broke before you build — and the decision got quiet. This is where I'm supposed to be next.

Bloomberg: The FDA plans to speed up drug testing by checking trial data in real time with AI. This could cut months or years from the usual process. The agency will track high level signals on whether new drugs work and stay safe. It will not collect all patient data. It normally takes 10 to 12 years to develop a drug and 45 percent of that is paperwork time. ---- bloomberg .com/news/articles/2026-04-28/fda-plans-to-speed-up-drug-trials-with-real-time-data-ai

🚨 @USGS has found that the Appalachian region of the U.S. contains enough lithium to replace 328 YEARS of imports! Thanks to world-leading mineral science, permitting reform and renewed investment in domestic mining, @POTUS has reclaimed America's mineral independence.

@LiamFedus @agarwl_ Not what everyone else is doing. Something new. I’ll find a mutual or dm.

@LiamFedus @agarwl_ William, we solved this. Looking for 1 to 3 founding partners to test one bounded test hard Ai reasoning. Flat fees once we officially launch.

As we ramped up our first lab at Periodic, we were surprised by how quickly we became intelligence-bottlenecked. The challenge shifted from conducting more experiments to understanding what we had actually made. @agarwl_’s talk gives a glimpse into the research + infra behind scaling high-compute RL on real experimental data. Early results suggest scientific analysis has nice scaling properties too.

@billysandytodd @zerohedge It’s hysterical! I thought I was the only one who took note

I love that Trump has revolutionary war soldiers for the king. 😆

it’s official.

BREAKING: Eric Romo (@_Eric_Romo), President & COO of Impulse Space (@GoToImpulse) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro @elonmusk Recorded at @NYSE x @payloadspace Space Summit