Smushy 🏴☠️
16.7K posts

Smushy 🏴☠️
@Smushy0
They don't think it be like it is, but it do. Opinions are my own and probably sarcastic

I almost passed on Perseus Defense because they had zero ARR. That would have been the worst mistake of my career. Applying SaaS metrics to defense hardware is like judging a nuclear submarine by its app store rating. Perseus was founded by an engineer who led NASA's Titan Dragonfly program and another who built autonomous systems for Boeing and USV swarms for the Navy. The Ukraine conflict proved that $500 drones can destroy $100M military assets. Perseus was solving that problem at speed - a functional micro-UAS prototype in one week, two guided missile versions a month later. The DoD at the table is the early customer. That's not a pipeline. That's a market validation no ARR dashboard can replicate. Stop asking hardware founders about recurring revenue. Start asking whether the problem they're solving can afford to wait.






If you want more doctors doing house calls, not selling their practices and going to work for the big HC conglomerates, make public med school free. A little gov intervention, so that rather than having 100s of thousands in debt guiding their decisions , they can do primary care or be a family physician and spend as much time with patients as they want. They can take cash. They can take chickens. If you had 250k after almost a decade of school, do you think that would impact your decisions ? And if you own a big HC conglomerate, does knowing they are drowning in debt impact your decision and how you compete and contract with them ? Fuck yeah it does. You pressure them till they have to sell out to you in an acquihire. They can’t afford to survive on their own and every huge HC company takes advantage of them About 32k students enter med school and DO school a year. 75k for a grant each. Thats 2.4b annually for each class. That’s it. You want better healthcare for everyone. That’s the place to start.








Elon and SpaceX are turning Science Fiction into Science Nonfiction right before our eyes. An incredible time to be alive.





"This framework agreement will have us building 1000 rounds a year for the next three years... This administration, credit goes to them. They're actually putting their money where their mouth is... They're funding these kinds of capabilities to get them to the warfighter faster." - Chris Brose (@cdbrose), Anduril President and Chief Strategy Officer on @FoxBusiness @Varneyco


Entering Day 8 of the livestream: 167 consecutive hours and 209,000 packages sorted autonomously x.com/i/broadcasts/1…












