Matthew George

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Matthew George

Matthew George

@NotMattGeorge

$MRLN - Building the next great American aerospace prime.

Boston Katılım Nisan 2013
1.3K Takip Edilen1.8K Takipçiler
Matthew George
Matthew George@NotMattGeorge·
We recently completed what we believe to be the first autonomous landing of a conventional fixed-wing aircraft in @EAA AirVenture history. Really proud of the team that made this happen, and big thanks to the EAA air and ground crews for their help to make this possible. Check out the press release below.
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Ammar 🇨🇦✈️
Ammar 🇨🇦✈️@ammar_h57·
@NotMattGeorge Exciting platform I feel like autonomy on tactical airlift aircraft doesn’t get nearly as much attention as autonomous fighters, despite arguably having a clearer path to immediate / real operational impact. Fleet size, global operators, and long service life 🤷‍♂️ Solid choice
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Matthew George
Matthew George@NotMattGeorge·
@ammar_h57 We're really excited about our work on the C-130J - the most common type of military transport aircraft in the world.
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Ammar 🇨🇦✈️
Ammar 🇨🇦✈️@ammar_h57·
@NotMattGeorge Love seeing the progress on the Caravan. Looking a few years out, which aircraft do you think is the most exciting fit for Merlin Pilot after the C-208?
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Matthew George
Matthew George@NotMattGeorge·
@surfkona I'm heading to Farnborough and unfortunately missing on the cheese curd tacos
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Matthew George
Matthew George@NotMattGeorge·
@Jamesdevo72 We're thinking through ways of doing a retail demo day in Quonset RI - lots of moving pieces, but hope to have something ready to share soon.
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Matthew George retweetledi
Merlin
Merlin@MerlinAero·
The Merlin Pilot is enroute to OSH.
Merlin tweet media
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Joe
Joe@financewithjoe·
Hey @NotMattGeorge, Congrats on the new HQ! Just wondering if you have any updates regarding what us $MRLN investors can expected over the coming months that could act as potential catalysts or key dates to look out for? (I know you can’t give too much away) 😂
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Matthew George
Matthew George@NotMattGeorge·
@packyM "Tweeting about Anduril SPVs is like saying 'Beetlejuice Beetlejuice Beetlejuice" into the mirror but you get Matt Grimm instead of Beetlejuice."
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Packy McCormick
Packy McCormick@packyM·
Book says let sleeping dogs lie here. Don't amplify and it'll blow over. These things have a way of sneaky fucking with your reputation though. First things first, I love Anduril, and I love Matt's ongoing "call out SPV sleazeballs" series, particularly when I'm not the target of it. I had a lot of fun writing that deep dive on Anduril with the company, and have held them up as the Prime example of a Vertical Integrator. Also, [leo clip] i'm not fucking selling. I wouldn't and didn't "sell a slice of my SPV to USVC." USVC told me another fund had offered their LPs liquidity via USVC (directly to LPs, not GP selling a slice), that the company was aware and approved, and asked if they could offer the same thing to mine. I said yes. Should have confirmed that the company was cool with it, but a couple of texts was the extent of it. One (1) LP hit the bid and so USVC replaced them in the SPV. They did the transaction directly. I didn't sell anything - whether Anduril shares, management, or carry. I made $0 on this. Matt said they had no visibility on my fees and carry: 0 and 20, direct investment, not stacked, pretty vanilla. Again, love Anduril, and even love this crusade, but funds letting new investors buy out LPs who want liquidity is super common, don't require the approval of every company in the fund's portfolio, and i'm sure some funds invested in Anduril have let their LPs sell their LP stakes in the fund to new investors. Should Ankur have tweeted about it? God no. Poked the bear, sliced our hand and put it into the water next to Jaws. Tweeting about Anduril SPVs is like saying "Beetlejuice Beetlejuice Beetlejuice" into the mirror but you get Matt Grimm instead of Beetlejuice. Anyway, long Anduril, pry my shares from my cold dead fingers, etc... thank you for your attention to this matter.
Packy McCormick tweet media
Matt Grimm@mttgrmm

What appears to have happened is that @packyM's Not Boring raised an SPV that we brought into a round a couple years ago. We had spent some time with Packy, gotten to know each other a bit, and he wrote a long deep dive about Anduril and our M&A strategy. Knowing what we know now, we clearly should not have taken an investment from Not Boring. Future founders, be careful! Might not want to trust Packy and his Not Boring entities. Packy, for unclear reasons, sold a slice of his SPV to USVC. USVC owns a slice of Packy's entity. We have no visibility or info about Packy's fees or carry, but we do know that entity has not transacted or transferred any of the shares they bought.

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Uzo
Uzo@Uzocapital·
In my first "Pattern Recognition" piece 3 months ago I laid out 10 similarities i saw in $EVC at $3 (+300% since) and $APP at $70 in June 2024 (now $515). In today's write up I lay out the 10 similarities i see today in $MRLN at $5 and $ASTS 3 years ago, at $5 (vs $89 today)
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Matthew George
Matthew George@NotMattGeorge·
@pharmdaz Not weighing in on the argument, but definitely stealing this GIF.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
FAA Prepares Aircraft-Technology Mandate After D.C. Midair Crash, Sources Say FAA Mandate Under Discussion Would Require Nearly All Aircraft in Civilian Airspace to Use ADS-B Systems, Sources Say Administrator Bryan Bedford Has Tasked Staffers to Draft Measure While Safety Legislation Has Stalled In Congress, Sources Say
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Matthew George
Matthew George@NotMattGeorge·
@broblas Getting something from a cleansheet to certified is ~$1B cover charge at the door thus the conviction threshold has always been too high for someone to seriously do it right.
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Nick
Nick@broblas·
There HAS to be a use case for blimps.
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Kush Bavaria
Kush Bavaria@bavaria_kush·
Today, we're announcing our Series Seed funding of $33M led by @a16zcrypto
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