Matthew George retweetledi
We've been busy. Too busy to show off the Mark-0 reactor. Until now! Check out the 2 month build.
Amazing camaraderie and teamwork throughout.
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Matthew George
4.8K posts
Matthew George
@NotMattGeorge
$MRLN - Building the next great American aerospace prime.
Boston Katılım Nisan 2013
1.3K Takip Edilen1.4K Takipçiler
@pmarca Bring back the @firstround new years video and cut the rest of this shit out. FWIW you and @stevesi were mega class acts when we pitched a previous company, stuck with me vis a vis others we were also talking to at the time :-)
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“We’ll either fund your startup, or make a literal TV commercial about how stupid you are.”
General Catalyst@generalcatalyst
Meet GC
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Matthew George retweetledi
"We have a floor for 466 tankers. We have a number we are supposed to meet this year of 478, which we will do and we are working our way with this [FY27] budget and perhaps future budgets to get to 502. We are on a upslope for the tanker force " General Kenneth S. Wilsbach Chief of Staff of the US Air Force (Apr 30, 2026)
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@ParikPatelCFA @bscholl This is a once in a life time opportunity to do the funniest thing ever in aerospace.
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🚨 Spirit Airlines has decided to turn its planes into AI datacenters in a last minute effort to avoid bankruptcy
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$MRLN
Hopefully Matthew and I can arrange a call soon!
Matthew George@NotMattGeorge
The Pentagon is seeking $75B for autonomous systems. Most of the market and conversation is focused on new platforms like drones. But the Air Force still operates thousands of C-130s, KC-135s, and cargo aircraft that will be flying for decades. The question isn't just about new aircraft, it's how to make the existing fleet safer and more capable. That's what we're building Merlin Pilot for.
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@JustChasetob Yeah, for whatever reason Robinhood still thinks it's three folks 🤷
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Anyone know anything about $MRLN other than its 88% short float and 76.25% borrow rate?
Description of company looks like small RDT&E Defense (err…umm…war now 🤷♂️..) contractor with 3 employees.
10 years ago a CAC got you into whatever Defense Marketplace. Not so easy nowadays
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The Pentagon is seeking $75B for autonomous systems. Most of the market and conversation is focused on new platforms like drones.
But the Air Force still operates thousands of C-130s, KC-135s, and cargo aircraft that will be flying for decades. The question isn't just about new aircraft, it's how to make the existing fleet safer and more capable.
That's what we're building Merlin Pilot for.
Bloomberg@business
The Pentagon’s largest-ever budget request earmarks $75 billion for drones and technologies to counter them, mainly for a massive increase for a little-known office working with US commandos, according to defense officials bloomberg.com/news/articles/…
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Mega. Customer selecting out the real from the hype... way to go @jordanbramble, @juliadewahl, and the @AntaresNuclear team!
Atoms Not Bits@AtomsNotBits
Breaking: Department of the Air Force and DIU have selected @AntaresNuclear, @RadiantNuclear, and Westinghouse Government Services to potentially build and operate nuclear microreactors on Air Force installation land. Radiant has been paired with Buckley SFB, Colorado; Westinghouse with Malmstrom AFB, Montana; and Antares with Joint Base San Antonio, Texas.
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I think about this a lot. At the end of the day I think the models all become a commodity (or close). The value then is where there is a real applied moat (like Merlin) with large, sticky installed bases. I wouldn't discount the regulatory moat for businesses, I think that's where there will be some cool things built. Just my $0.02.
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@pharmdaz Regulatory moat alone is not good enough for me to go long on a position.
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This is why I’m hesitant to take long positions in bespoke AI control systems like $MRLN or $AUR.
How far will general purpose models evolve? If they become sufficiently powerful and adaptable, it’s unclear whether niche players can maintain an edge, even with proprietary datasets.
I can see the short term growth, sure, but I’m not convinced enough to hold them long term.
The Humanoid Hub@TheHumanoidHub
Skild showed something similar last year but with quadrupeds. Skild brain, trained on 100,000 diverse simulated robot types enabled remarkable real-time adaptability. In-context adaptation allows the brain to discern the robot form and adapt to extreme changes in its body.
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Matthew George retweetledi
Antares Nuclear, a startup developing small reactors, won approval from federal regulators to complete its demonstration system — the first company granted such authorization under a US program aimed at accelerating new fission technologies bloomberg.com/news/articles/…
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@caitlinbolnick1 @CRV My hot take on this is that the overall percentage of people who have been founders or actually skin in the game operators has dropped precipitously. Too many bros that should have been bankers.
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I’m sure I’ll get dunked on this bc job is inherently transactional, but one of most surprising (and disheartening) realizations over time has been that so many VCs are highly transactional/have no EQ (specifically w/ other VCs). We've all been on these TERRIBLE intro calls. So rare to meet a real one. You gotta hold em close.
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I've been thinking about how to explain what Merlin is building in terms that connect to where the broader AI conversation is going.
Jensen Huang's Physical AI framework is the clearest map I've seen. Merlin Pilot is a precise match for what he describes - and we believe we're further along in deploying it than anyone else in aviation.
First post is up on the @MerlinAero blog. Worth a read if you follow autonomous systems or AI infrastructure.
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In Japan, some cities hold competitive, high-endurance office chair races.
Borrowing from professional motorsports like F1, teams of three compete in grueling 2-hour races. The top prize is often 90 kg of rice, but in some locations it can include local specialties like 5 kg of tuna.
One veteran Japanese office chair athlete said about a notorious turn called Devil's Hairpin in his local race: "The corner once controlled me. Now I control it."
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@Erdayastronaut @jasonjoyride I think the simple explanation here is that we’ve been there before and we’ve done it before. We should put all of our efforts to Mars IMO
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I'm honestly SHOCKED at how the general public has NO IDEA Artemis II is taking humans out to the moon and will be the furthest humans have ever flown. Every non-space nerd I've talked to has no idea. WE GOTTA GET PEOPLE STOKED!!!! THESE FOUR HUMANS ARE FLYING TO THE MOON!!!
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Matthew George retweetledi
Andy Weir announced a new novel with "no details yet"
Brother we already know: regular guy gets stuck somewhere impossible, MacGyvers his way out with real science, makes us laugh while we ugly cry, and we all finish it at 3am on a Tuesday.
Take my money.
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Matthew George retweetledi
Today is Drone Dominance Industry Day. As vendors gather to hear lessons learned from Gauntlet I, let's take a look back at the vignettes from the first Gauntlet.
Stay tuned for much more on Gauntlet II, coming soon.
Video by @usnda_org.
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Matthew George retweetledi
One (!) controller was handling ground, tower, as well as coordinating with the ramp at one of the busiest airports in the world. The FAA needs to solve the staffing problem, but NACTA, ALPA, and the FAA need to immediately embrace modern tooling like AI to give the controllers the help they need, and the safety that the traveling public must have. This will happen again. There will be more deaths. We need action.
youtube.com/watch?v=Pbm-QJ…
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