Cosign everything in this post from the Corvex Systems team about the drone motor gap between USA and PRC Somebody should give these guys a billion dollars to scale up

So did Jim Cramer say “Jevons Paradox” on CNBC yet?

Congrats to the Boom Supersonic team! 🛫

college used to be home for the ambitious a place that held the keys to knowledge today, the internet and ai have changed the game today, the ambitious are slowed down by the constraints of a 4 year degree today, we accelerate the ambitious: welcome the inspiration list 🧵

.Anduril Industries took over a $22 BILLION!!!!!! Army contract from Microsoft today. This sort of money switcharoo is, um, rare. And so I wrote about it. corememory.com/p/anduril-take…

Forget HBR, the real case studies live on your tl

Not enough ppl talk about how sick the manta ray program is.

It’ll be interesting to see how this plays out. NEPA impacts everything. It really is time to build 🫡🏗️⚛️

iPhones need a feature where after 500 tabs, the excess tabs are immediately sent to a reading list, rather than lost in the ether.

just totally incredibly crazy that we all claim to care about the climate but the in the last 2 years we started to do basically the worst possible thing to it for no reason. say it with me: ADD THE SULFUR BACK TO THE MARINE FUEL NOW

Strong primer on the ongoing defense/reindustrialization opportunity from COATUE coatue.com/blog/perspecti…

Yesterday, 7 more balloons carrying ~22 pounds of sulfur dioxide were launched, and 6 made it to the stratosphere to cool Earth. This is the cooling equivalent of 476,190 mature trees that last for a year. Thank you to our awesome customers who made it happen.

Too many people take biomedical innovation for granted.

Rockets and snow is such a vibe More launches from Norway please

Why stop here? Hear me out. A single BNPL contract for a burrito is incredibly risky. Anyone willing to pay for a burrito in installments can't be trusted to pay their debt. But what if...we pooled the payments together? The risk would go away.

Came across the unholiest of menu items on DoorDash yesterday.

Wrapping up the week with some exciting updates and my modeling debut for SpaceNews 🚀

This is my favorite type of person

Orbital fuel depots are going to be wild in the future.

Can’t imagine how firms can focus on long-term investments if they’re beholden to a mindset of quarterly reporting.