Merlin FlightClub

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Merlin FlightClub

Merlin FlightClub

@MRLNFlightClub

Info hub for the autonomous aviation company hiding in plain sight. $MRLN ✈️

Katılım Ekim 2025
9 Takip Edilen938 Takipçiler
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Shawarma Capital
Shawarma Capital@ShawarmaCapital·
$MRLN I wrote 11+ deep-dives on Merlin Labs. Absolutely insane buy here at the core business being valued at basically nothing.
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
$MRLN Who’s ready for next week? $4.30 looks like a near-bottom.
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
Well at least we’re all feeling the pain together 😭 Anyone buying the dip? $MRLN
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Shawarma Capital
Shawarma Capital@ShawarmaCapital·
Everyone is trading a $105M press release. Almost nobody pulled the contracts. I pulled all of them, plus the certificate-transparency logs, the DNS, and the job reqs - $MRLN, with the identifiers so you can check every line. CONTRACTS (FPDS, USAspending) •The “$105M SOCOM C-130J contract” is IDIQ H9240824D0001, “Automated Crew and Workload,” sole-source, period of performance to 2029-04-06. $105M is the ceiling. Obligated: $15.96M, via delivery order H9240824F0010, base $6.74M, modified to $13.08M. That’s roughly $89M of sole-source headroom with three years to order against it. •MDA SHIELD seat, HQ085926DE789, running to 2035-12-28. SHIELD is the $151B multiple-award vehicle behind Golden Dome for America. Merlin is one of 2,440 awardees, drawn $500. A fixed-wing autonomy company now competes for homeland missile-defense task orders in a pool with L3Harris and Blue Origin. •USAF AFWERX OTA FA86492599001, $749,499, signed 2024-10-08. Statement of work, verbatim: “reduced-crew flight operations with NLP-driven real-time dynamic replanning.” CERTIFICATION (certificate-transparency logs) Merlin’s flight-software verification toolchain stood up as private GitHub Pages, each leaving a permanent public certificate. First-seen dates: mfs, the Merlin Flight Software dashboard, on 03-18; then code-prover, bug-finder, and model-hlr-tracing all on 04-10; polyspace-test-coverage on 04-25; mrbt-results-dashboard on 05-05. That is the Polyspace toolchain. Code Prover is formal methods by abstract interpretation, the DO-178C DAL-A path. Add Bug Finder static analysis, MC/DC structural coverage, and high-level-requirements tracing. PDR cleared 03-05, CDR cleared 06-04. The evidence chain was assembled in between, in public. STACK (their own job reqs) C++, Rust, ROS, GPU-trained perception and behaviors. ARP4754A, DO-178C, and DO-254 named for flight-critical work, with Simulink, Jama, Cameo, IADS, and Polyspace. The reqs and the cert logs describe the identical toolchain from two unrelated surfaces. THE LLM (three surfaces) A Human-Machine Teaming req opened 2026-02-24. The AFWERX OTA funds NLP-driven replanning. Their apex DNS carries an anthropic-domain-verification token. A language model is in the planning loop. THE PIVOT (Lever timestamps) GM Maritime opened 2025-12-04: own a maritime P&L selling uncrewed maritime ISR to the Coast Guard, Navy, and DHS on the King Air — the same quarter Merlin took the SHIELD seat. Then on 2026-05-18, in a single day, Merlin posted its entire Washington capture org, VP Government Relations included. It sits on $2.42M of Invariant lobbying, ramped 4x, run by the former staff director of the House Armed Services Committee, filed against the FY2026 defense appropriations bill by number. Net: a $105M ceiling read as revenue, a Golden Dome seat to 2035, an Air Force LLM-autonomy OTA, a maritime ISR line live since December, and a DC capture org built in one day to convert all of it. Long $MRLN.
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
$MRLN STARTING THE WEEK HOT 👀
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
CNBC headline this morning from $MRLN partner Honeywell “Honeywell CEO says Al will 'redefine automation' as labor shortages mount” Great to see the investment thesis playing out. Automation will be crucial to this industry.
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
$MRLN trying to push off support. If it holds this can try to push back up towards $10 in the short term and form a stronger base *NFA
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
GOING FIRST: COMMERCIAL AUTONOMOUS FLIGHT IN NEW ZEALAND IN 2027 $MRLN - @NotMattGeorge |  Founder and CEO, Merlin Labs Today I want to share more about our plan to commercialize autonomy and our path to certification, in New Zealand and the United States. In the history of aviation, no traditionally crewed, fixed-wing aircraft has flown autonomously in commercial revenue service. Our goal is for Merlin to be the first to do it, and we are working to get there in 2027 from our test facility in Kerikeri, New Zealand. By commercial service, I mean real autonomy on real aircraft, flying real routes, in revenue-generating operations. We picked New Zealand as a key part of our test operations because it gives us a unique environment to build autonomy that holds up in the most challenging conditions. Since 2022 we have operated a flight test and development center in the far north of the country. New Zealand's maritime domain is roughly the size of the continental United States. It has some of the most isolated communities in the world, diverse terrain, and rapidly changing weather. Aviation in New Zealand is essential infrastructure that connects people, businesses, and communities. The Civil Aviation Authority of New Zealand has engaged seriously with us and held us to a high standard, and that is the environment we want. To date we have logged hundreds of autonomous test flights using the Merlin Pilot, the same AI-powered autonomy system we are working to certify with the Civil Aviation Authority of New Zealand and on a concurrent validation pathway with the U.S. Federal Aviation Administration. We believe we have passed meaningful markers on the certification path this year and are approaching its final phases. We are designing the system to fly, from takeoff to touchdown, under the same regulatory oversight as any other aircraft in the airspace. As we noted on our most recent earnings call, the Merlin Pilot is designed to become a multi-application, multi-airframe platform. This means that we are pursuing different use cases for the technology simultaneously. In this context, the commercial milestone we are pursuing in New Zealand is an important complement to our defense work. No one has done this, because it is very hard. Building the technology is hard, and getting it certified is even harder. We believe this is what the future of aviation looks like, and we are focused on getting there. We believe that flying real commercial routes with the Merlin Pilot is proof of our thesis: autonomy built from first principles, shaped by certification requirements from day one, and validated in real operational environments can produce a system regulators can certify, operators can deploy, and communities can rely on. merlinlabs.com/news/going-fir…
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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
You can now buy $MRLN for prices below when this major de-risking news came out Who’s loading up?
Shawarma Capital@ShawarmaCapital

$MRLN just cleared it with USSOCOM for the C-130J. Here is exactly what this means and how dramatically it de-risks the thesis. In military procurement, CDR is the dividing line between a "science project" and a viable product. It means the DoD has rigorously audited Merlin's final design-down to the exact system architecture, software fail-safes, and integration plans-and officially signed off. From a risk perspective, this is a massive shift: Technical Risk is Substantially Retired: USSOCOM has formally validated that the Merlin Pilot meets their strict airworthiness and operational standards. The question of "can they engineer a solution that the military accepts?" has been answered with a yes. The Phase Shift: MRLN is officially off the whiteboard. The mandate is now pure execution: physical hardware integration into the airframe and ground/flight testing. Revenue Visibility: Clearing this specific hurdle protects and unlocks the next phases of their $105M IDIQ contract. We aren't talking about SaaS or AI wrappers here. This is hard-tech integration into the most relied-upon transport aircraft in the US military. Passing CDR proves the baseline technology is sound. If the architecture is cleared for the Super Hercules, it creates a scalable, pre-validated blueprint for every other heavy-lift platform in the fleet. The engineering is validated. The risk profile just fundamentally changed.

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Merlin FlightClub
Merlin FlightClub@MRLNFlightClub·
Looks like $MRLN is stacking up use cases: “Autonomous systems could take on some of the dullest, dirtiest, and most dangerous missions that pilots, including U.S. warfighters, face every day. Agricultural dusting, wildfire suppression, aerial refueling, combat search and rescue, and Intelligence, Surveillance, and Reconnaissance (ISR) are just a few of the mission sets where autonomous systems could play a critical role.”
Merlin@MerlinAero

What if the greatest opportunity in aviation isn't a new airframe but a smarter cockpit? Merlin CTO Tim Burns explores that question in @FortuneMagazine. Tim makes the case that autonomy isn't about replacing pilots. It's about giving them a new kind of crew member: one embedded within the aircraft itself that doesn't get tired, can't have a bad day, and can absorb the repetitive, cognitively demanding tasks that pull crews away from what matters most. The opportunity extends beyond efficiency. As adversaries rapidly scale autonomous systems of their own, integrating trusted autonomy into defense operations is becoming a national security imperative. Read the full piece in Fortune here. fortune.com/2026/06/09/aut…

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