라이언

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라이언

라이언

@modelarrr

Build wealth. Live free.

Earth 参加日 Ağustos 2024
368 フォロー中49 フォロワー
라이언
라이언@modelarrr·
@KabraxFX @TrendSpider Ok, lol. I am more familiar with GRAB but Id imagine where their businesses overlap is nurturing the market for delivery (ads, merchant financing, etc..). Maybe I will give them a look, you might find GRAB interesting as well after a deep dive.
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TrendSpider
TrendSpider@TrendSpider·
$GRAB and go
TrendSpider tweet media
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라이언@modelarrr·
@KabraxFX @TrendSpider Grab is building something far larger than just food delivery. The share count is significant, but an interesting company.
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라이언
라이언@modelarrr·
@alojoh @grok @elonmusk Im not saying any of that. Im excited for all AI companies and the advancements they make. My reply was just matching your tone. Grok releasing new product and you are just trying to get Grok to say they are 7 months late compared to Claude. Lol
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AJ Investment Research
I am sure Grok didn't benefit from 2 years of progress and superior compute (latest gen Nvidia) and also didn't benefit from the advancements in AI between 2021-2023, right. I am also quite sure the Grok team started with old technology from 2021 in 2023 and old methods from 2021 in 2023, right? Makes complete sense, doesn't it? Totally apples-to-apples! Yeah, Grok team must be 10x better than the Claude team and thus long surpassed Grok in every benchmark on X. Grok already won. Claude et all can wrap up and go home. Great point @modelarrr and appreciate you made me waste 2 minutes of my life writing this. Cheers
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라이언@modelarrr·
@alojoh @grok @elonmusk Anthopic started developing Claude in February 2021. @elonmusk didnt start to develop Grok until August 2023. Claude may have released pdf capability 7 months before Grok, but are they really ahead of Grok in terms of development speed?
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라이언@modelarrr·
@dwarkesh_sp Great interview. Unfortunately, it made @nvidia sound like they care more about ensuring dollars flow into their company to justify their ever increasing market cap, than allegiance to the west. Sad.
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Dwarkesh Patel
Dwarkesh Patel@dwarkesh_sp·
The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
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amit
amit@amitisinvesting·
$BIRD Allbirds, the footwear brand, is selling all of its assets and raising $50M in convertibles to buy GPUs and begin offering AI infrastructure. Well, that’s one way to pivot a business 😂 I guess bullish Nvidia…
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Trump has set a deadline of within days for European allies to commit concrete military support in the Strait of Hormuz, including warships, Der Spiegel reports. NATO Secretary General Rutte informed European capitals after his White House meeting that political pledges made since the start of the war are no longer sufficient. Multiple European diplomats described the demand as an ultimatum.
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
$ONDS How World View’s Stratollite Changes Missions Like the Iran Rescue 🎈👁️🏔️ On April 3rd, a U.S. F-15E was shot down over Iran and an American warfighter spent days alone in the mountains, hunted by Iranian forces, while U.S. commanders scrambled to track his position and keep enemy search teams away. One of the central problems was not firepower, it was visibility. No platform could watch that mountain without interruption. Reaper drones max out at 24 hours. Satellites pass overhead for minutes before disappearing for hours. Those gaps cost time, and in a rescue mission, time is the only thing that matters. The Stratollite is the foundation of a better answer 🎈 World View's high-altitude balloon sits in the stratosphere and stays fixed over the same area for weeks, delivering a continuous feed of cameras, infrared, and signals intelligence with no rotation and no gaps. What $PLTR does with that feed is where the real capability lives. Rather than sending raw footage to a room full of analysts working under pressure, Palantir's AI fuses every incoming stream into a single operational picture in real time. It identifies which enemy teams are converging and how fast, surfaces the decision, and pushes it directly to rescue assets in the air and on the ground through one unified interface. Every platform sees the same picture. Every commander acts on the same information. The gap between detection and response compresses. That is what Ondas is building: Unbroken coverage from the Stratollite feeding a decisional layer that puts American search and rescue assets on the same page instantly. This capability exists today, and it’s now owned by Ondas.
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Open Source Intel@Osint613

F15E SHOOTDOWN AND CSAR OPERATION — FULL VERIFIED BREAKDOWN APRIL 3 — THE SHOOTDOWN F15E from the 494th Fighter Squadron out of RAF Lakenheath is hit over southwestern Iran. Crash site confirmed in Kohgiluyeh and Boyer Ahmad Province near Dehdasht. Wreckage includes ACES II ejection seat and tail section matching the squadron. Cause Iran claims it used a new IRGC air defense system. Exact weapon system remains unconfirmed. HOUR 0 Both crew eject. Pilot activates survival radio and PRD immediately. Contact established with U.S. aircraft overhead. Pilot recovered within hours. WSO lands separately in mountainous terrain. WSO beacon briefly detected by satellites, then goes silent. Reason unknown. HOURS 1 TO 12 WSO begins evasion using SERE training. Maintains intermittent encrypted communication with U.S. forces. IRGC launches large scale search operation. Iranian state TV urges civilians to report or capture the pilot. Rewards up to $60,000 reported. Public messaging includes calls to shoot on sight. HOURS 12 TO 24 WSO moves into high elevation terrain. Climbs to around 7,000 feet. U.S. ISR tracks Iranian movement continuously. MQ9 Reaper drones strike Iranian personnel approaching within roughly 3 km. U.S. aircraft strike IRGC forces moving toward the area. HOURS 24 TO 36 A10 INCIDENT A10 supporting the mission is hit. Pilot exits Iranian airspace, ejects over Kuwait, recovered safely. CSAR AIR OPERATIONS HC130 conducts aerial refueling missions. Black Hawk helicopters take fire during rescue operations. Aircraft return safely with some injuries onboard. CIA DECEPTION OPERATION CIA launches deception campaign inside Iran. False reports spread that the WSO had already been recovered. CIA locates the WSO and passes coordinates to U.S. leadership. President Trump authorizes immediate rescue. HOURS 36 TO 48 — FINAL EXTRACTION Large scale nighttime rescue launched. U.S. special operations forces inserted. WSO located and recovered alive after sustained evasion. EXFIL COMPLICATIONS MC130 aircraft land at remote airstrip inside Iran. At least 2 aircraft become disabled on the ground. Decision made to destroy them. Aircraft blown to prevent capture of sensitive equipment. U.S. assessment Aircraft were self destroyed, not shot down. Reports indicate a light helicopter was also lost at the site. Replacement aircraft deployed. All personnel extracted successfully. Israel pauses airstrikes during the rescue. TRUMP STATEMENT President Trump confirms success. No U.S. personnel killed. Dozens of aircraft involved. FINAL OUTCOME 2 crew from the F15E rescued 1 A10 pilot rescued 3 U.S. airmen All alive No captures Mission completed deep inside Iran under hostile conditions.

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라이언
라이언@modelarrr·
@simplydt @itschrisray @PDW_ai Why are people talking about dilution? Didn't they just invest money and help lead the funding round for other investors as well...
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Chris Ray
Chris Ray@itschrisray·
Must have missed this the other day, but $ONDS just led a $110 million Series B funding round for @PDW_ai. The money will be used to fund future growth initiatives and ramp production of PDW’s multi-mission drones, among other strategic programs. This follows a $35 million strategic investment $ONDS made into PDW in November 2025.
Counter Unmanned Systems@CUAS_NEWS

Series B 🇺🇸 PDW Holdings, Inc. (@PDW_ai) announced new financing over $110 million led by Ondas (@OndasHoldings) and included participation from Hood River, Cedar Pine, Hanwha Asset Management's venture fund, Booz Allen Hamilton, as well as existing and new investors. "Mission-ready small UAS technology is a national security imperative. Our adversaries have proven what’s possible when drone technology is engineered, manufactured and deployed at scale. The United States cannot afford to fall behind or rely on foreign supply chains. We are investing in expanded production capacity and a U.S.-anchored supply chain to ensure resilient, domestically built systems delivered at the highest level." - James Slider CEO at PDW "Their proven technology in real-world environments, growing manufacturing capabilities, and unwavering commitment to mission performance are raising the bar for industry expectations and we’re proud to work alongside them." - Eric Brock (@CeoOndas), Ondas CEO & Chairman Learn more >> tinyurl.com/33m6rpbs

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라이언
라이언@modelarrr·
@ecarlgo @StockSavvyShay I thought they were Wednesday, too. Nice little Monday surprise, especially given the results. Ha
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Shay Boloor
Shay Boloor@StockSavvyShay·
$ONDS Q4 EARNINGS • Revenue: $30M vs. Est. $28M • EBITDA: ($10M) vs. Est. ($9M) • Gross margin 42% vs. Est. 37% • Backlog: ~$68M • Cash position: ~$1.5B FY26 Guidance • Revenue: $375M (excluding Mistral, BIRD, INDO Earth & Rotron) Ondas expects to reach company-wide profitability by Q1 2028.
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Ben
Ben@_Dyson_Sphere_·
@Rivian @Uber Haha uber just throwing darts all over the place and hoping one hits
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Rivian
Rivian@Rivian·
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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라이언@modelarrr·
@hamids If Im not mistaken Rivian's NPS score is 19. That is far below Tesla as well as industry average in the US.
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Hamid
Hamid@hamids·
For what it's worth, this should be exciting to everyone who loves EVs. For the first time, there are 2 great EV choices in the ~$50-60K category of vehicles. You can't go wrong with either one. Both companies are top of the EV field, following a very similar strategy (full-stack of vehicles, battery, electronics, motors, charging network, software, etc. being built in-house). No other traditional car maker comes close to either $TSLA or $RIVN! If you want an EV in the US, you basically have only 2 choices and for the first time, you have a sub $60K choice from Rivian.
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Hamid
Hamid@hamids·
$TSLA Model Y Performance vs. $RIVN R2 Performance Launch Edition This is waaay better pricing than I expected for launch! R2 Performance launch is basically the same price as a Model Y, but: - R2 gives you serious off-road capabilities. Model Y does not. - R2 gives you a driver's screen with essentials so you don't have to look to the center to see speed/etc. This is a concern for a lot of drivers. - R2 Launch edition includes Autonomy+ for Free, which has a $2,500 price tag and currently gives you hands-off driving. Tesla no longer includes Autopilot without the purchase of FSD, so this is a pretty big deal! It means R2 has more self-driving capabilities included than Model Y. - Tesla has FSD options for an extra $99/month. Rivian currently does not have point-to-point driving. However, it's worth noting that fewer than 20% of Tesla owners choose to buy FSD.
Hamid tweet media
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라이언
라이언@modelarrr·
@united Almost an hour after scheduled takeoff...not one apology from staff...🤣🤣. Maybe silly, I know, but its the thought that counts. 😁
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라이언@modelarrr·
I enjoy @united but I also feel like most flights are delayed and they never apologize. 🙃
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라이언
라이언@modelarrr·
@TiffanyFong You are not alone. He is one of the weird ones. For sure. Lol
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라이언
라이언@modelarrr·
@Rothmus Its all about money. China has paid her a lot of it. She has no values.
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라이언
라이언@modelarrr·
@aincomeinvestor See the places in the world that interest me, experience life, and enjoy time with family...
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BRICK BY BRICK
BRICK BY BRICK@aincomeinvestor·
everyone wants to retire early….and then what? sit and do nothing all day?
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Polymarket
Polymarket@Polymarket·
BREAKING: Elon Musk considers buying Ryan Air and replacing the CEO with someone named Ryan.
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Chips'n'Dips RKLB TSLA 🦛
Chips'n'Dips RKLB TSLA 🦛@BruceTa55302936·
Sold 680 $rklb. This is about $100,000 NZD and will go on my mortgage. Next trim target is maybe $95 see how I feel as we go. I am bullish AF. I'm not look for a dip I am retiring debt. I'm not selling out I'm doing the thing I purchased shares for (life). Still have 4051 shares. Still have $200k NZD mortgage left. Still have about $950k NZD in shares. Some of this mortgage is revolving credit and so is effectively CASH if we see good dips, I may chip.
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라이언
라이언@modelarrr·
@The_Analyst @Osint613 There are some commodities/industries you would prefer to have internal rather than be reliant on others. Again, just pointing to a more reasonable motive of the administration.
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Open Source Intel
Open Source Intel@Osint613·
Rubio briefed lawmakers that Washington’s tough language on Greenland is a negotiating tactic aimed at Denmark rather than a prelude to military action. He said the administration still seeks to buy Greenland, while the White House maintains that all options remain on the table. Source: WSJ Contributed by @ink_conscious.
Open Source Intel tweet media
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