Chrispy
4.6K posts
Chrispy
@RADHardTech
Retail investor and deep tech nerd. my investments are my own and I share my DD freely. Not Financial Advice, manage your own book.
Entrou em Temmuz 2022
1.2K Seguindo2.6K Seguidores
I think Qatar said thank you.
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: Qatar just signed a 10-year defence co-production agreement with Ukraine. Not an advisory partnership. Not a training exchange. Co-production facilities. Joint defence industry projects. Technological partnerships between companies. Signed by the Chiefs of General Staff of both nations on March 28 per Zelensky’s verified account and Qatar News Agency. Qatar shares the world’s largest natural gas field with Iran. The North Field / South Pars reservoir holds 1,800 trillion cubic feet of gas per the IEA. Two-thirds lies in Qatari waters. Ten days ago, Iran hit Ras Laffan Industrial City, the facility that processes all the gas from Qatar’s side of their shared field per CNN and QatarEnergy. Seventeen percent of Qatar’s LNG capacity is offline for three to five years. Fourteen percent of helium exports are cut. Force majeure declared. Iran bombed the other half of its own shared gas field. And now Qatar is building weapons factories with the country that mastered killing the drone Iran used to do it. The drone is the Shahed-136. Iran designed it. Russia industrialised it. Russia fired it at Ukrainian cities for four years. Ukraine developed the $2,100 Sting interceptor that kills it at a 70 percent rate. Zelensky told The National he can deliver 1,000 interceptors per day. The 10-year deal ensures Qatar will not just buy these weapons. It will manufacture them on Qatari soil with Ukrainian technology. This is the first time in the history of this war that a Gulf state has committed to building the production line, not just purchasing the product. Saudi Arabia signed a defence cooperation agreement on March 27. The UAE agreed to security cooperation on March 28. But Qatar went further. Co-production means factories. Factories mean sovereignty over supply. Qatar will no longer depend on anyone for the weapon that protects the gas field that powers 30 percent of the world’s helium. Zelensky met Amir Sheikh Tamim bin Hamad Al Thani and Prime Minister Sheikh Mohammed bin Abdulrahman Al-Thani. He updated them on Russia’s ongoing attacks and its cooperation with the Iranian regime. He told them air defence remains Ukraine’s absolute priority. Then he asked for what he has asked every Gulf leader this week: Patriot missiles that the Gulf possesses and that Ukraine desperately needs to stop Russian missiles that use the same guidance components from the same Chinese rare earth processing chain. The exchange is now visible across three countries in 48 hours. Ukraine gives cheap interceptors and expertise. Gulf states give expensive missiles and investment. Ukraine gets what it needs for Russia. The Gulf gets what it needs for Iran. And the drone that connects both wars, the Shahed that Iran designed and Russia upgraded, becomes the mechanism through which two separate conflicts merge into a single weapons economy. Trump called Zelensky “the greatest salesman on Earth.” In 48 hours, Zelensky signed three defence agreements across three Gulf capitals, secured a 10-year industrial partnership, deployed over 200 specialists, and positioned Ukraine as the sole provider of the one capability America’s $3.9 million Patriot cannot replicate: cheap, high-volume, battle-proven drone interception at $2,100 per unit. The country America said it did not need just locked in a decade of Gulf defence contracts while America raids Swiss accounts to cover its own interceptor shortfall. Full analysis - open.substack.com/pub/shanakaans…
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These “housewives” cook harder than any of the international defense conglomerates.
Preston Stewart@prestonstew_
“It’s Ukrainian housewives. They have 3-D printers in the kitchen, and they produce parts for drones. This is not innovation.” -Rheinmetall CEO Armin Papperger
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Love it. This is a life goal, and the reason I’ll end up in the real Northern California
Luke Bugbee@bugmango
Calling it now, the committed nature craftsman is the new design aesthetic. Doesn't matter what you are launching, debut it on a wood table being worked on with human hands surrounded by nature and you'll do alright.
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Chrispy retweetou
On fake Anduril SPVs:
"Do some basic homework"
" The first thing we do is we pay a background check company to see, again, using you as an example, does she actually work at SpaceX?
So that's step one. A lot of people don't even do that, right? Ask your friends & clients, how many of them have done run a background check on the person running the, the answer is gonna be no one.
Do some basic homework, if you're gonna do these kinds of things right. Or get someone to do it for you."
Michel Del Buono (@Michel32356210) Chief Investment Officer of @a16z Perennial
Molly O’Shea@MollySOShea
How to Avoid SPV Scams: "The vast majority of the volume goes through these sort of questionable SPVs. Going directly on the cap table is what you should be trying to do, but that's extremely difficult." "Be really careful when you go into these private entities." "We spend a lot of time when we see these things doing legal diligence, which is expensive. You're gonna pay an attorney $20,000 to review this & make sure it's bulletproof. Do you really want to do that if you're putting $500,000 into it?" Michel Del Buono (@Michel32356210) Chief Investment Officer of @a16z Perennial
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@CitizenYvr @SirAlexthomson Domain driven design, event sourcing, atomic design, modular monolith, service oriented architecture, you’re starting to speak my love language. Good thing you’re far away and we’re both super straight or I’d take you for a date.
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Chrispy retweetou
To add to @RADHardTech's point around semantic ontology, there's a same concept in Domain-Driven Design called "Ubiquitous Language" (UL):
@johnboldt_53034/domain-driven-design-the-ubiquitous-language-4f516a385ca4" target="_blank" rel="nofollow noopener">medium.com/@johnboldt_530…
Powerful concept to establish foundational common ground across business units affected by the use case and project stakeholders.
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@ATaylorFPGA If you want to tinker and build, Voron. If you want it to work and not be Chinese, Prusa. If you don’t care about China, Bambu
Just stick to enclosed printers, you’ll have a better time.
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Thinking of a 3D printer, what does everyone recommend ?
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@ValueInIdeas @webisticsdawg Not too shabby. The new name is “Rad Hard Tech” I plan to buy the font from the creator and find someone to do it properly. Can’t afford top dollar graphic design, but shouldn’t be too expensive if I have all the assets and layout in mind.
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RT @spacanpanman: $PL: Planet just announced the redemption of its public warrants which should raise $96M from exercised. The warrants clo…
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Glad X is starting to catch on to last weeks news. Apparently they can be detected easily enough, but the mitigation is lacking. That’s why real counter drone needs layered defense. Basic jamming failed at Barksdale. Nets to capture for forensics could have been a fall back @OndasHoldings and Fortem provide that capability. $ONDS cyber over RF from @Sentrycs would have been good to see here as well.
Detect isn’t enough. Mitigation is critical, but the crown jewel is forensics and tracking to source. Finding the archer is more important than stopping the arrows. In this case the only capability was reporting the arrows in the air.
Chrispy@RADHardTech
Stay safe out there. abcnews.com/International/…
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Do Payloads Pay?
Space Policy and Civilizational Future 🚀🛰️💫@AstroPolicy
Some thoughts on NASA’s new Lunar Payloads RFI 👇 It's a smart evolution to the interface with international partners. Starting 2027, NASA targets near-monthly CLPS landings (~10 per year). If selected, NASA pays for the full ride including launch, landing, integration, power, comms & thermal. International teams (except China) simply provide the mature payload and handle their own surface ops. This is a big improvement over past programs. SLS/Orion, the ISS, and the now "paused" Gateway suffered from complex interfaces where partner contributions sat on the critical path, leaving little flexibility. The new CLPS approach creates more modular interfaces: NASA buys the ride, keeps U.S. industry strong, and offers regular flight opportunities with NASA leadership. Most Artemis Accords partners have no independent way to reach the Moon so flying their payloads or rovers on NASA-funded CLPS missions is a win-win. For CLPS companies: This supplies the payload volume needed for high cadence and opens private manifests in addition to the NASA pool of payloads $LUNR $FLY @astrobotic @blueorigin @Int_Machines @ispace_inc
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One of the most important suppliers in the US. The FURUs can come and go, $LPTH keeps executing.
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🔒 Vertically integrated. Supply chain secured. From Black Diamond™ glass to finished IR optics, @LightPathTech manufactures in‑house in the U.S. — ensuring consistent performance and reliable supply. ✅ Performance you expect. ✅ Supply you can rely on.
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“How big is the sensor and optics addressable market for defense?”
@BussinBiotech : “How much time do you have?”
$LPTH $OPTX $LASR (and more, but those are my plays)
Bussin Science Investor@BussinBiotech
$LPTH .... Note to self another system going into high volume production that utilizes the WESCAM MX Series EO/IR imaging system. LPTH only provides the lenses for the WESCAM MX but every one of these production wins count when it comes to earnings. x.com/BussinBiotech/…
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