Michael Hall
1.8K posts
@DeltaClimbs you are the extension. only thy who can think will make it
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Has someone made an extension yet to identify posts as AI slop to save the time of reading the first sentence or two?
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What Valar Atomics says they want to do of making liquid hydrocarbons from air that undercut market prices might actually be viable if using unfiltered sour natural gas with ultra low-cost turbines rather than capex intensive nuclear.
Who wants to help me undercut the Saudis?
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Startups are just short squeeze plays on whatever your startup produces
You can hedge that short with call options without needing high downside risk of direct exposure
I have mentioned before, warrants (basically call options) are greatly underutilized in venture investing
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@DeltaClimbs makes sense. got to spend lots hours of engineering on a single part, tolerances and testing
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I remember 8 years ago when I made the observation that for certain space applications, our parts were worth more than gold
Had dinner with CEO tonight and asked him if it's still true, and there's actually one part where we surged ahead in cost per pound
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@andrewmccalip @83dollaroring turbines. lots and lots of turbines, vertically integrated with the platforms. Supersonic buisnes jets. supersonic GA jets. I wanna go fast!
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@83dollaroring If you had a billion dollars, what would be your list of unhinged passion projects?
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capitalism gave us all spreadsheet brain and pulled us away from works of passion and towards mass-manufacture- and logistics-hyperoptimized "good enough" mediocrity
∇·(𝜌𝐮𝐮) 🇺🇸@male_leo_xxvi
@83dollaroring Insano drip where did we go wrong
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Palmer is actually underrated for this
But he needs what I have dubbed
"Tensorial Matter Manufacturing"
MADEX@spacebull
@DeltaClimbs am bullish because the founder wants to be iron man, unlike other contractors who are sickly and infected with bureaucracy
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Ok, seriously though, should we make a compact kinetic drone (150-200 mph top speed, electric) with open firmware that can legally be used for civilian defense? 🤔
That is probably the only way to get production volume high enough to actually achieve low costs in America.
Delta, Dirac@DeltaClimbs
Sword Drones with jet engines will fly soon. Checkmate, F-35 😎 Do you prefer light or dark?
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@DeltaClimbs ok wait I have questions…this ain’t easy especially on small turbines. how tf you gonna manufacture an efficient recoup? and at what cost? we gonna a braze 1500 tubes or what?
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@DeltaClimbs wait you’re doing recoup!? I know it’s late but…want money?
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Imagine something like a Tesla Model S, but weighing 1000 lbs less (cascading weight savings when battery shrinks) with a recuperated ceramic composite turbine running off of compressed natural gas you fill up at home using a $1k compressor you setup on your home gas line.
Kumar🇺🇸@datarade
America could have led the world in clean, affordable cars. Instead, bureaucracy buried common sense. Here’s the wild tale of the CNG vehicle betrayal kumarletter.com/posts/the-grea…
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Anyone have any idea what these guys actually do? 🤔
Some people are saying the public tweets were a lie in order to get VC money and they aren't doing the nuclear to hydrocarbons thing. What's the real thing?
Isaiah Taylor - making nuclear reactors@isaiah_p_taylor
Today we're announcing Valar Atomics' $130m Series A, led by Doug Philippone at Snowpoint Ventures and co-lead by Day One and Dream. Also joining Team Valar are Balerion, Contrary, DTX, Alumni, Crosscut, Triplepoint, Palmer Luckey, Shyam Sankar, and more great funds and angels.
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@EricVallieres84 @KennethCassel I want to use 1,000,000+ robots
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