Federico Jack

@jaimalik @AmcaInc One more if you don’t mind: can I visit your factory/HQ? 🏭 I would love to learn more about what makes Amca unique.

Hey - detailed response below. 1) At HQ, we own the full design, qual, and low volume mfg of new components/subsystems we think the industry needs. We have insourced much of the prototyping and testing infra needed. There are hundreds of parts today we have in our pipeline. 2) Once hardware is fully qualified and ready for scaled production, HQ hands it off to the factories we have acquired and operate across the country. 3) We usually invest in our factories and their workforce to expand capacity for the new components we build. 4) For scaled manufacturing capability that we don't want to acquire, we're standing up our production line to make those components. The label can be whatever you think captures this.

genuine question: Is @AmcaInc essentially a PE roll up but with good marketing and some engineering at headquarters?

@maffeigaston LOL 🤣

Está raro The Onion

@arielsbdar @finitaser @cocoscap Me lo voy a ganar y lo voy a donar

QUERES 100 MILLONES? @cocoscap ???

@sequoia @CameronLMcCord Wow! what a Chad!

Meet @CameronLMcCord. He's done a lot of hard things: paid his way through MIT with ROTC while double-majoring in nuclear engineering and physics. Spent ~5 years on a nuclear submarine for the Navy. He once steered that submarine through a Nordic fjord in a blizzard, in the middle of a clandestine mission, to save a crewmate's life. This photo was taken that day. Between watches, he was teaching himself AI on pre-downloaded Andrew Ng lectures - and noticing the cognitive dissonance of running 1970s software on a Cold War-era submarine. After the Navy, he served as a liaison to the House Armed Services Committee, where his name appears in the footnotes of some of the first government writing on AI. Then he went to @Anduril, watched the best-funded hardware company in the world try to test drones with SQL tools and MATLAB, and got obsessed with the problem nobody was solving: how do you actually know if the hardware works? Today, his company @nominal_io is helping power the hardware renaissance now underway, for everything from rockets and hypersonic planes to medical devices. We're proud to tell Cameron and the Nominal team's story in our new profile. Link below ↓

@fikocian X will eventually have that youtube.com/shorts/ZS17qVK…

planning to launch money product

@LuccasCorsino I am in 🫡

Con el gas de Vaca Muerta se podrían alimentar turbinas de generación eléctrica, por ejemplo la línea heavy-duty de Siemens, para abastecer data centers de gran escala. Neuquén tiene una ventaja natural: mucho gas, frío en invierno, espacio físico e industria energética instalada. Pero para que una región cloud tipo aws_nqn_east_1 sea factible, antes habría que resolver varios temas de infraestructura crítica. 🔹 Generación eléctrica estable: centrales dedicadas, subestaciones, redundancia, contratos de gas de largo plazo, estabilidad del suministro y conexión al sistema eléctrico. 🔹 Conectividad: fibra óptica de alta capacidad, baja latencia hacia Buenos Aires, Chile, Brasil y eventualmente cables submarinos, múltiples carriers, rutas redundantes y cercanía lógica a grandes nodos de intercambio de tráfico. 🔹 Agua y refrigeración: un data center necesita disipar enormes cantidades de calor. Se usan sistemas de aire, chillers, torres evaporativas, free cooling, refrigeración líquida o circuitos cerrados, pero siempre requiere una estrategia respecto al agua, la energía y la eficiencia térmica. AWS está trabajando con el objetivo de ser “water positive” hacia 2030. 🔹 Seguridad jurídica y marco de inversiones: incentivos, permisos ambientales, acuerdos energéticos, disponibilidad física, talento técnico y demanda regional suficiente. El 60% de los pedidos de turbinas de gas de Siemens son para data centers, llegando a acumular 136.000 millones de euros en pedidos pendientes de entrega para Estados Unidos. Virginia tiene 665 data centers (la mayor zona de AWS), Texas 413 y California 321. Son los tres estados con mayor cantidad y capacidad instalada. Se vienen interesantes debates, posturas y decisiones sobre la posible inversión a futuro de data centers.

@MicahMaidenberg LFG 🚀

SpaceX's investor prospectus / S-1 has been posted to the SEC site - sec.gov/Archives/edgar…

Wow 🤯

@danwrightSF Congratulations Dan!

The AI race is the defining race of our time. A little over three years ago, we made a bet that winning this race would require us to bridge the digital divide and deliver modular infrastructure and the latest models, full stack, anywhere in the world. Today, we are announcing the next step in that journey with our $230M Series B funding round and Galleon Forge One. This new facility will enable us to continuously manufacture and deploy our Galleon modular data centers with speed, scale, and sovereignty. Thank you to the Armada – our team, investors, customers, and partners – for helping us build the industrial base to win as we scale in our mission to bridge the digital divide.

@MsMelChen @pabloquirno 👆

Singapore’s Foreign Minister, Dr Balakrishnan casually explaining how he built his own AI agent (a 2nd brain for diplomacy) using Claude & WhatsApp integration etc. on a Raspberry Pi “You cannot govern a technology you have only been briefed on.” 🇸🇬

I am convinced Argentina is living in a simulation 😂

@arielsbdar Nada mal “los chicos de twitter” eh!

Los activos administrados de COCOS FONDOS pasaron de $0 a ≃ 2 billones de pesos (1,3b USD) en solo dos años!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

@DwarkeshPatel x Jensen Huang just leveled up my AI understanding. AI = 5-layer cake: Energy → Chips → Infra → Models → Apps. Every layer matters, but applications will reshape society. Nvidia’s ecosystem play across all five is genius. Future makes sense now. Must-listen.

The next wave of the space economy won’t be built the way the last one was. Strong perspective from @AmirBlachman on what’s missing and what comes next. spacenews.com/spaces-missing…

@yenkel Todo llega, solo hay trabajar más fuerte que el resto. Especialmente cuando nadie cree que es posible.

llegar a Ezeiza y ver esto. algún día…

@zebulgar Wow! Congratulations! From concept to reality in just a few years. Amazing!

Today's Varda news is that we're making space drugs with United Therapeutics ($25b in market cap) First time a public company has dedicated their balance sheet to making a physical product in space Ba-boom

@evilrabbit_ @ArtuGrande @elonmusk Yes. insane because it’s too far away from the equator 😂

@elonmusk what about Patagonia Argentina? That would be insane!

SpaceX is considering several locations domestically and internationally to build the world’s most advanced spaceports!

@fedemolina Peeeero… era “founder led”. Not anymore 🫠

Saquen sus propias conclusiones, la última vez que MELI fue priceado a 80b de market cap, tenia: - 54% menos revenue - 45% menos operating income - 51% menos net income - 31% menos GMV -34% menos TPV - el doble de multiplo de Revenue: 5.5x vs 2.7x - el doble de P/E: 80x vs 41x esta tirada arriba de la mesa

@evilrabbit_ I still remember that day when HR asked me “do we really have someone called Evil Rabbit?” 🤣

Fun fact: the first thing he wanted to talk about was the story behind “Evil Rabbit”.

@nicomindlin @arielsbdar Felicitaciones, esto recién empieza!

Presentamos los resultados de Cocos 2025. Los números muestran algo que hace algunos años parecía imposible: construir en Argentina una compañía financiera de escala, rentable y sin depender de capital externo. Gracias a los más de 2 millones de personas que confían en nosotros todos los días. Recién estamos empezando.