Jeb

@tamsa00700 Beta has more flight hours than rest of the industry combined

Eipp에 승인을 받더라도, TIA용 기체가 있는 회사만 고객 운송에 참여할 수 있으니깐.. EIPP에 승인을 여러회사가 받더라도, 조비만 비행이 가능할거라고 생각했었다. archer가 인증 진행율을 투명하기 공개하지 않는 이유는, 해당 규정을 스스로도 알고 있기 때문임. 즉, EIPP 프로그램대로 고객 운송을 하기 위해서는 아쳐는 시간이 더 많이 필요한 상황임. 반면에, 화물운송 시범운행은 TIA용 기체가 없어도 테스트 기체로도 가능한 것으로 지난번 미국 변호사분 사설을 읽었었음. 아마 아쳐, 베타, 위스크는 화물운송 서비스만 EIPP 프로그램 하에 테스트 할 것 같은데, 아직 실제 비행데이타가 많이 없기 때문에 추락에 대한 리스크가 있긴 할 듯... 추락하는 순간 그 회사는 나락으로 갈테니.. 실제 기체를 계속해서 비행하면서 검증한 회사는 Joby가 유일함. 이항은 소형 단거리 기체는 다른 산업이라고 생각해서 언급하지 않음. 점심에 개꿈 꿨는데, 백악관 잔디밭에 S4가 착륙해서 트럼프랑 국토부 장관이 미국 규제를 완화한 결과라며 신성장 사업에 대해서 계속해서 육성하겠다고 천명하는 모습을 꿈에서 봤음. 너무 개꿈인데.. ㅋ 실제로 트럼프 행정부 들어온 뒤에, EIPP도 행정명령으로 시작되었고 인증 과정에서도 가속화가 된 것은 사실이고 그런 점에서 현 미국 행정부의 결단에 감사하는 마음을 갖고 있음. UAM 분야의 인증가속화는 트럼프 행정부의 확실한 성과임. 감사합니다 트럼프.

@PeterDiamandis United Therapeutics, Martine Rothblatt. Wish you would bring her on your podcast!

Moonshot Companies: SpaceX, Anduril, Colossal, Lila... What companies Moonshot companies are you tracking?

@Jason I’m in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added

@iamyesyouareno What bastards

They despise everything you find important and seek to humiliate you.

United Therapeutics meets sp500 qualifications and is on a trajectory to become a very well known company over the next decade. Martine should already be a household name

$chtr names Nick Jefferey COO, now THAT is a full circle moment

@btconometrics 25 odd years you say 🤔

“Satoshi era wallets” reactivating after 25 odd years is actually very auspicious. It genuinely could be a powerful QC carefully picking old exposed public keys.

@taobanker One of the all time greats in how well it’s managed

I'm thinking about it and honestly $TXRH might be one of the greatest business models of all time worthy of a 50x multiple

@ShaleTier7 Off by a country a mile at 45mmBbls/yr. Off by a country mile on $0.80/Bbl (suggests lack of understanding DC water specs). And this is not all you are missing.

@310Value @ShaleTier7 Based on what I have read from @ShaleTier7 he falls into below category. Fails the stupid test. This is super obvious if you read him. Have seen this many times

@310Value @ShaleTier7 It is, in fact, not satire. Also curious as to reason why.

@LeoNelissen Hey, have you quantified what range of outcomes could look like on Bolt deals?

My $LB and $TPL article is now live. --> 100% FREE - I dive into the West Texas data center thesis - I discuss why TPL and LB stand out - I assess some numbers and estimate how profitable 1 GW worth of data center demand could be. - Link in my bio and attached tweet.

@origoinvest What do u think is driving the short interest is there an arb angle or is it something else?

So we got some incremental information allowing us to double confirm the merger maths and $SATS shareholdings, namely: $75.65/ share cash alternative for xAI execs exchange ratio of 0.14333 Based on this the pro-forma share count for the combined entity is 2,374 million Value per share of SpaceX is $527 In its transaction(s) with SpaceX EchoStar received consideration in kind for $11.1B at a share price of $212, i.e. EchoStar holds 52m shares in SpaceX Which works out to 2.8% standalone and 2.2% pro-forma, confirming the initial maths

SpaceX xAI Updated Merger Analysis for $SATS Numbers are coming in better than expected for $SATS holders if the reported figures are accurate (SpaceX $1T xAI / $250B) with an implied merger ratio of 80% and a Pro-forma 2.2% stake for $SATS in the combined entity This compares to our original 1.9-2.1% estimate Updated numbers below with consolidated IPO sensitivities ranging from $1.25T to $2.25T

@origoinvest Thanks

@origoinvest How are you getting to 2.2% pro forma? Thx

@dotkrueger Sir that is socialism

Broke my wrist skiing. Cost of emergency room visit and cast: $80 Cost of 5 medications 2 week supply: $40 No insurance card needed. I am not even French. Our society needs to evolve where this the default.

@cfrischer1 @charles17larosa @sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD Thx

@charles17larosa @jeb_1989 @sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD This is for Anterix, not NN

$ATEX Looks like the FCC Blog implies that ATEX will get their rule and order. Should be great for the company. Now that can look to monetize.

@charles17larosa @cfrischer1 @sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD Thanks

@jeb_1989 @cfrischer1 @sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD I believe 900MHz refers to the 900MHz utilities band which is 896-901 / 935-940 MHz paired which isn’t the same thing as NN’s 902-928MHz PNT band.

@cfrischer1 @sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD Does this blog not imply negative ramifications for NN plans in 900MHz?

@sScCrRaAbBLLeE @9Q1RgmwNQ3SxRYD I like the prospects for March and April meetings.