Matthew George

$MRLN - Building the next great American aerospace prime.

[Matthew George @NotMattGeorge]

@thekelghor @pharmdaz @MerlinAero lol

[Matthew George @NotMattGeorge]

@fancy_financier @pharmdaz @MerlinAero no bueno - looking into it now.

[Matthew George @NotMattGeorge]

@ke0in @pharmdaz @MerlinAero 😬

[Matthew George @NotMattGeorge]

@flying_clipper @thekelghor @MerlinAero Most of what we're (publicly) working on is augmenting crew, meaning a pilot still in the flight deck (just one instead of two). See our C-130J work, etc.

[Jordan Bramble @jordanbramble]

We've been busy. Too busy to show off the Mark-0 reactor. Until now! Check out the 2 month build.

Amazing camaraderie and teamwork throughout.

[Matthew George @NotMattGeorge]

@pmarca Bring back the @firstround new years video and cut the rest of this shit out. FWIW you and @stevesi were mega class acts when we pitched a previous company, stuck with me vis a vis others we were also talking to at the time :-)

[Air-Power | NatSec Ledger @NatSecLedger]

"We have a floor for 466 tankers. We have a number we are supposed to meet this year of 478, which we will do and we are working our way with this [FY27] budget and perhaps future budgets to get to 502. We are on a upslope for the tanker force " General Kenneth S. Wilsbach Chief of Staff of the US Air Force (Apr 30, 2026)

[Matthew George @NotMattGeorge]

@ParikPatelCFA @bscholl This is a once in a life time opportunity to do the funniest thing ever in aerospace.

[Matthew George @NotMattGeorge]

@TheValueTrade Shoot me a dm!

[Matthew George @NotMattGeorge]

@JustChasetob Yeah, for whatever reason Robinhood still thinks it's three folks 🤷

[Matthew George @NotMattGeorge]

The Pentagon is seeking $75B for autonomous systems. Most of the market and conversation is focused on new platforms like drones.

But the Air Force still operates thousands of C-130s, KC-135s, and cargo aircraft that will be flying for decades. The question isn't just about new aircraft, it's how to make the existing fleet safer and more capable.

That's what we're building Merlin Pilot for.

[Bloomberg @business]

The Pentagon’s largest-ever budget request earmarks $75 billion for drones and technologies to counter them, mainly for a massive increase for a little-known office working with US commandos, according to defense officials https://t.co/jzLdzoilg9

[Matthew George @NotMattGeorge]

Mega. Customer selecting out the real from the hype... way to go @jordanbramble, @juliadewahl, and the @AntaresNuclear team!

[Atoms Not Bits @AtomsNotBits]

Breaking: Department of the Air Force and DIU have selected @AntaresNuclear, @RadiantNuclear, and Westinghouse Government Services to potentially build and operate nuclear microreactors on Air Force installation land. Radiant has been paired with Buckley SFB, Colorado; Westinghouse with Malmstrom AFB, Montana; and Antares with Joint Base San Antonio, Texas.

[Matthew George @NotMattGeorge]

I think about this a lot. At the end of the day I think the models all become a commodity (or close). The value then is where there is a real applied moat (like Merlin) with large, sticky installed bases. I wouldn't discount the regulatory moat for businesses, I think that's where there will be some cool things built. Just my $0.02.

[Bloomberg @business]

Antares Nuclear, a startup developing small reactors, won approval from federal regulators to complete its demonstration system — the first company granted such authorization under a US program aimed at accelerating new fission technologies https://t.co/XNU8xsXezx

[Matthew George @NotMattGeorge]

@caitlinbolnick1 @CRV My hot take on this is that the overall percentage of people who have been founders or actually skin in the game operators has dropped precipitously. Too many bros that should have been bankers.

[Matthew George @NotMattGeorge]

Read it here. https://t.co/MT6byxxixq

[Matthew George @NotMattGeorge]

I've been thinking about how to explain what Merlin is building in terms that connect to where the broader AI conversation is going.

Jensen Huang's Physical AI framework is the clearest map I've seen. Merlin Pilot is a precise match for what he describes - and we believe we're further along in deploying it than anyone else in aviation.

First post is up on the @MerlinAero blog. Worth a read if you follow autonomous systems or AI infrastructure.

[Matthew George @NotMattGeorge]

@tbpn @NivDror I know a guy

[Matthew George @NotMattGeorge]

@Erdayastronaut @jasonjoyride I think the simple explanation here is that we’ve been there before and we’ve done it before. We should put all of our efforts to Mars IMO

[Jordan Lyall @JordanLyall]

Andy Weir announced a new novel with "no details yet"

Brother we already know: regular guy gets stuck somewhere impossible, MacGyvers his way out with real science, makes us laugh while we ugly cry, and we all finish it at 3am on a Tuesday.

Take my money.