@CENTCOM From building boats in Austin to deleting Subs in Bandar Abbas.
Make American Ships Again. 🇺🇸
@Saronic @SenToddYoung
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Isaiah Mears
269 posts
Isaiah Mears
@IsaiahMears
Policy ↔ Industry • Exec Director | @hillvalleyforum | Views are my own
Katılım Ağustos 2017
473 Takip Edilen387 Takipçiler
Yesterday, using multiple one-way attack surface drones, CENTCOM forces successfully struck a submarine and ship maintenance facility in Iran. Three Corsair unmanned surface vessels hit the port at Bandar Abbas Naval Base, marking the first time American forces have employed sea drones in combat operations. Last night’s strikes degraded Iran’s ability to continue attacking commercial shipping.
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Isaiah Mears retweetledi
Thank God Elon is on our team…
Big milestone. But how quickly can they turn this recovery into routine? With cadence.
SpaceX spent years on vertical landing and reuse too - then kicked into ElonTime and scaled.
This is very hypersonic missile surprise to me.
Bloomberg@business
China successfully landed an orbital-class reusable booster at sea for the first time, making it the second nation to achieve the milestone bloomberg.com/news/articles/…
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@HillValleyForum @jacobhelberg @DFC_CEO Building an innovation ecosystem while combatting dommerism. 👏🏻🇺🇸
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"The countries betting on AI are growing at roughly 4% a year. The G7 is growing closer to 1%. In economics, we call that a divergence."
State Department's @jacobhelberg and DFC’s @DFC_CEO on the economic coalition the U.S. has built around AI:
"You have a group of countries growing much faster than a group of others, and that is in no small part thanks to artificial intelligence. In the U.S., it's already contributing to over a third of economic growth."
"The countries that are part of Pax Silica are also the countries that embrace AI much more than others. You can see it directly in their GDP growth."
The Hill & Valley Forum 2026
@HillValleyForum @DFCgov @CGarrett_15 @UnderSecE
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Isaiah Mears retweetledi
every american should be proud today
the greatest experiment in human history
the pinnacle of human achievement
the product of a possibility
not one of envy
a marvel to the world
we are undeniable
we are inevitable
the future belongs to the builders
happy 250 y'all 🇺🇸
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QME
JPMorgan CEO Jamie Dimon on competing with @PalmerLuckey’s Erebor Bank:
"We didn't do Stripe, we didn't do some of the stuff Block did, we didn't do Revolut.”
“We get our asses kicked every now and then."
@HillValleyForum @ChairmanG
Jawwwn@jawwwn_
Erebor Bank just hit $4B in deposits. @PalmerLuckey says Erebor is going to create a “Fort Knox” style physical vault: “We will have a lot of treasure in it.” “A lot of the companies interested in working with us want us to have secure, actual vaulted storage.” “We are not a bank of the ether.” Via @tbpn
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They missed a penalty kick call for Balogun
But call a red card in the open field when the two players are tangled up
Monumental call, he’s out next match
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"The reason Germany and Japan have such highly automated, skilled manufacturing bases is because all of their manufacturing got blown up in World War II. They had to replace it. We won. So we're still running off legacy factories."
Absolute banger 🔥 @2112Power
The Hill & Valley Forum@HillValleyForum
"The reason Germany and Japan have such highly automated, skilled manufacturing bases is because all of their manufacturing got blown up in World War II. They had to replace it. We won. So we're still running off legacy factories." @2112Power on what it takes to out-build China: "On submarines alone, we're about 20 times behind. Look at the whole problem across manufacturing for critical munitions, and it's about half a trillion dollars that sets four to five year plans in motion." "The one thing America has apart from the best software is the best financial base. JPMorgan, Morgan Stanley, and Goldman spinning up massive industrial funds to plow CapEx into the sector is a key part of that." "You need to dump it all in the next one to two years to start catching up, because it takes two to four years for these efforts to kick in." The Hill & Valley Forum 2026 @HillValleyForum @HadrianInc
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@eglyman laid this out at @HillValleyForum earlier this year.
Heavy AI adopters (even traditional businesses like window installers in Utah and construction firms in Florida) are growing 60%+ while non adopters are stuck at 3-5%. Gap is already 6 to 7x….
x.com/hillvalleyforu…
The Hill & Valley Forum@HillValleyForum
"Firms installing windows in Utah grew 60% last year. They're one of the heaviest users of AI. A construction firm in Florida grew 65% over the last year." Ramp CEO Eric Glyman (@eglyman) on why AI is creating a K-shaped economy: "Companies that are not adopting AI whatsoever — growth rates in the range of 3% to 5% per year." "The difference in growth rate is currently about 6x to 7x and it's accelerating." "While people are pontificating about it, there are businesses that are growing at rates never seen before in American history." The Hill & Valley Forum 2026 @HillValleyForum @tryramp
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Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”.
“Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no statistically significant change.”
“Entry-level headcount rises 12% for high-intensity adopters.”
“Gains emerge gradually and are broad across roles, including engineering, sales, administration, and customer service.”
“The results counter predictions that AI adoption will lead to broad job loss.”
The study is based on observed AI spending from Ramp card and bill pay data linked to Revelio Labs workforce records.
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Isaiah Mears retweetledi
Still in awe at the incredible execution and effort behind pulling off such an amazing Pax Silica summit. Thank you @UnderSecE and the @USDOS for putting it together. Was privileged to be able to represent the 🇦🇪 and @G42ai in a session focused on AI Infrastructure security.
MoFA وزارة الخارجية@mofauae
الإمارات العربية المتحدة والولايات المتحدة تعززان شراكتهما في مجال الذكاء الاصطناعي والتكنولوجيا خلال قمة Pax Silica mofa.gov.ae/ar-ae/mediahub…
United Arab Emirates 🇦🇪 English
@TalalAlKaissi @jacobhelberg @CelsiusOfficial Many, many were consumed for the Pax Summit let me tell you!
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@IsaiahMears and I trying to get @jacobhelberg to tell us where he's hiding the @CelsiusOfficial at the State Department 🤣🤣🤣🤣🤣
Pax Silica 💯
United Arab Emirates 🇦🇪 English
The U.S. @StateDept is partnering with @Stanford to create Foundry School: a world-class seminar series featuring the luminaries of advanced manufacturing, paired with a first-of-its-kind curriculum. The last decade belonged to those who could write software. The next will likely belong to those who can harness AI to transform the physical world.
The future belongs to those who build.
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“A nation is not digitally sovereign because it can reproduce yesterday’s breakthroughs… It is digitally sovereign because it can contribute to tomorrow’s.”
Privileged to be at the Pax Silica Summit today watching @jacobhelberg’s vision play out in real time.
40+ international partners. Real supply chains. Real economic partnerships. An ecosystem where entrepreneurial dynamism can actually take root.
@UnderSecE
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America has roughly 12M manufacturing workers.
China has 100M+.
Yet the U.S. produces vastly more value per worker. We build more valuable, more sophisticated products with a far more productive workforce.
That’s always been our edge.
Talent is the real bottleneck. Factories don’t scale without people who know how to build.
The old gov. or institutional grant model (train a few thousand over years, hope for placement) is too slow.
People like @codyaims and the Skill Factory team are building the right playbook: scalable, project-based, direct placement into high-leverage roles. WITH SPEED. Real throughput.
We should go even bigger. We have elite pipelines for technologists at places like Stanford - why not a dedicated program for the next generation of industrialists and builders who turn ideas into physical reality at scale?
Cody James 🇺🇸@codyaims
Skill Factory is Trade School 2.0 built by industrialists for America’s next generation of builders
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anti-datacenter is just de-growth by another name
instead of refusing to enable humans with more capabilities, we can figure out how to make more energy, mitigate electricity cost, and get to zero climate impact
orbital datacenters becoming a legitimate part of the discussion right now is existence proof. we would be pulling power out of the sky. more short term, the needs of datacenters are a catalyst for building industrial capacity (including power generation) we should have built in America long ago.
technology (and regulatory reform, redistribution) is the answer to abundance
degrowth is an inhumane fantasy of folks who do not understand either poverty or economics
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@RnaudBertrand The good news, Arnaud (if you are even a real person), no one gives a shit what you think. :)
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It's over, Europe has officially given up on its digital sovereignty: they just signed up to Pax Silica, the US initiative to lock other countries in its AI stack.
In case you think I'm exaggerating, Jacob Helberg, the US Under-Secretary of State who architected Pax Silica, LITERALLY says so in the article (see screenshot 👇): he himself explicitly positions Pax Silica as designed to counter "digital sovereignty" - a concept he opposes because it would mean countries building their own tech stacks.
I wrote a long article 2 weeks ago titled "The Pax Silica Con," warning Europe that it was a "cage" to keep them "dependent on American tech and unable to build their own": open.substack.com/pub/arnaudbert…
The cage door was wide open and clearly labeled. They walked in anyway.
Financial Times@FT
EU allies join US pact to break reliance on Chinese AI supply chains ft.trib.al/sd5rJkA
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Isaiah Mears retweetledi
This is incredible to watch play out on X
@valaratomics went critical last week
Now they’re generating sustained thermal power
Next step… electricity generation 🇺🇸
Isaiah Taylor - making nuclear reactors@isaiah_p_taylor
Good morning. Last night at 8:51pm Mountain Time, the Valar Atomics Nuclear Operations team brought Ward 250 to 10kW thermal output. We held this power level throughout the night. This is another historic milestone from the Valar team, marking first nuclear power by a startup.
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Isaiah Mears retweetledi
Short the university, long the Skill Factory
Cody James 🇺🇸@codyaims
Skill Factory is Trade School 2.0 built by industrialists for America’s next generation of builders
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“The amount of metal required to build out our grid is beyond your wildest imagination.”
-@robert_ivanhoe of @IvanhoeMines_
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