big tech and life

lifelong learning

[big tech and life @BurryWarren]

More and more people are seeing it.

It takes time before processes become visible. Gradually, they are.

$googl

[NIK @ns123abc]

Marc Andreessen: “So what’s happening right now is openAI is growing up to become Google and Google is reinventing itself to be openAI.”

its so over / we’re so back

[big tech and life @BurryWarren]

@aktien_max https://t.co/HLjmJ9ixZT

[big tech and life @BurryWarren]

https://t.co/At7lKDRcwk

Ja.
$rnmby $rhm 📈

[big tech and life @BurryWarren]

https://t.co/At7lKDRcwk

Ja.
$rnmby $rhm 📈

[big tech and life @BurryWarren]

@Tiefseher Rheinmetall Destinus Strike Systems - Update:

RUTA Block 3 program, developed for a 2,000 km-class long-range precision strike capability - flight-test campaign is 2027❗️

Papperger today reaffirmed RUTA Block 1 and 2 production in Q4 2026 ✅

https://t.co/TVyyNu0gJi

[big tech and life @BurryWarren]

@Tiefseher U.a. wird sich das Rheinmetall Destinus Strike Systems Joint Venture der Sache annehmen.

[big tech and life @BurryWarren]

@lithos_graphein How important are Tessent, Calibre and Solido?

[big tech and life @BurryWarren]

@jukan05 Calibre and Tessent from Siemens are used here, right?

[big tech and life @BurryWarren]

@AndreasSteno This increases the likelihood that the ad is a better fit for you, which in turn increases the likelihood that you'll buy the product -> higher roas
and the product (e.g., Instagram) keeps you in the system even more effectively than before.

[big tech and life @BurryWarren]

@AndreasSteno Regardless of the comparison to the average ad market price.
AI allows you to achieve generally higher advertising prices than before, as the feed is even more precisely tailored to your interests than in the previous deterministic system.

[big tech and life @BurryWarren]

@Para_Capital Regarding the backlog, for example, Rheinmetall currently has a backlog of 65b. By the end of the year, it might be twice as high, according to Papperger and I think DZ Bank.

[big tech and life @BurryWarren]

@Para_Capital I agree. Especially regarding Rheinmetall, as I've studied the company extensively. However, it will take until 2027 for production capacity to ramp up. After that, the fcf yield will be very interesting😎

[big tech and life @BurryWarren]

@Jeff21461 Rheinmetall currently has 150 drones under contract, already (for testing First, i guess).

+NATO countries have shown interest, and if I remember correctly, Brunei and Egypt have as well.

[big tech and life @BurryWarren]

@Para_Capital everywhere and are indispensable as a system integrator in some sectors. Papperger then uses the money earned from the joint ventures to acquire companies, leading to further synergy effects.
Say what you will about Papperger, but he is a good CEO and strategist 📈

[big tech and life @BurryWarren]

@Para_Capital Papperger deserves credit in my opinion. In the past, he tried to position Rheinmetall in many countries-often through joint ventures-since there wasn't much to be gained in Germany. This local approach benefits Rheinmetall in the long run, as they seem to profit almost

[big tech and life @BurryWarren]

@deaidua Danke :)

[big tech and life @BurryWarren]

@ColbyBadhwar Agree, but iam convinced that they will do so when production has increased.

+Countries in the middle east will probably do order in the coming weeks/months after the deregulation by the ministry of economic affairs in march!?

[big tech and life @BurryWarren]

@musikandmylife @Frid45 Rheinmetall has been investing heavily in expanding production and automation capacity for several months/years. This should have a more noticeable impact on revenue from 2027 onwards, i think. The order backlog is expected to continue growing significantly throughout the year!