Ryan Duffy

space radar slinger @ArrayLabs // editor @PerAspera__us

[Ryan Duffy @Ryandoofy]

@Tam3ron @claudeai could recognize that gym from anywhere

[Ryan Duffy @Ryandoofy]

🤠📐

[Katelyn Donnelly @krdonnelly]

Long the Texas Triangle

[Ryan Duffy @Ryandoofy]

@FracSlap Yes lol I learned exactly this a year ago in DFW, walked between terminals and was sweating my ass off when I got on the plane

[Ryan Duffy @Ryandoofy]

@bobbyfijan Congrats!

[Ryan Duffy @Ryandoofy]

🐐

got to see Jim speak in person last week, was deeply inspiring. he started by saying something like "all you engineers out there, youve had your way for too long" and then told hardware founders their job is to see, think, and act like manufacturers, not software CEOs. straight from the heart of San Francisco... the heresy!

SCS is awesome - we @ArrayLabs are happy customers, seemingly everyone else on MFG twitter/X is too. my spidey senses (the anecdata) say they have very high NPS. they made something people want!

while becoming the poster child for capital discipline:

> recognize early that MFG-shaped problems are not necessarily a good fit for VC economics/incentives

> embrace pioneering business model (make more than you spend, expand with reinvested profits / equipment financing)

> match capital to shape of your problem — with equity, debt, and cashflow solving different things

> take on minimal dilutive equity financing while scaling to 100M rev in 7 years

> raise $110M at >$1B on your own terms

file this one under 'great news' for a new generation of American industrialists, financiers, and statesmen seeking to build stuff in the real world, and specifically the USA, again!

[Jim Belosic (SendCutSend) @jimbelosic]

https://t.co/Zx23OClRcO

[Filip Kocian @fikocian]

ArrayLabs @ArrayLabs is hiring a role to own and build out the finance function. Sounds like a very fun job.

[Ryan Duffy @Ryandoofy]

@CaitlinCloud9 Yes

[Ryan Duffy @Ryandoofy]

returvn

[Ryan Duffy @Ryandoofy]

🐂 Read PA #051, out today - https://t.co/Qs42o1bM43

And subscribe, or stay private 😱
https://t.co/CsPbfM99C7

[Ryan Duffy @Ryandoofy]

The 🇺🇸 hard tech sector needs more IPOs.

- more small/mid-cap public industrials
- more great co's going through the front door
- more capital paths beyond venture-to-prime

Long live HALO (h/t @Downtown), viva la long tail of the industrial renaissance.

A lot going out recently.... about time! 🤠

[Ryan Duffy @Ryandoofy]

goes hard

[Cowboy Space Corp. @CowboySpaceCorp]

Today marks the beginning of a new era.
Introducing: Cowboy Space Corporation.

We are building orbital infrastructure for the AI era: a fully integrated system of rockets and satellites designed to deliver high-performance compute and optical data transmission directly from Low Earth Orbit.

[Ryan Duffy @Ryandoofy]

@planetsidemarco @ArrayLabs

[Ryan Duffy @Ryandoofy]

@zslayback this is key. bergstrom extremely subscale, doesnt have enough direct routes

[Ryan Duffy @Ryandoofy]

@kwharrison13 Insta ordered. Congrats !

[Ryan Duffy @Ryandoofy]

@szeloof @fab2 🤠

[Ryan Duffy @Ryandoofy]

@sdamico @ImpulseLabs @THORKitchen @DiscoverZephyr Bravissimo 🤌

[Ryan Duffy @Ryandoofy]

Same thing happened to me at the exact same time last night

We were on the 101, was raining decently hard

Out of nowhere Waymo says it has to pull over

Support said it wasn't from the rain but because there was an 'event' (likely something emergency services related) that had restricted the geofence including where we were supposed to drive through

The funniest part was that somehow two Support people were piped into the car, one clearly more senior from a nearby office and then someone from overseas, talking to me and over/at each other at the same time

Was certainly an inconvenience with the rain and my suitcase but was handled well IMO. Did not feel unsafe at any point

Will it change my choice as a consumer in markets where the product is available?

No, I am in one right now

[Mike Schroepfer @schrep]

Had a scary @Waymo ride just now. Said it had to pull off highway suddenly, then stopped short before a major intersection. Started moving erratically so I jumped out of the car while the light was red. It’s still stopped blocking a lane on 84/woodside. Calling support from car didn’t work so wonder if it was a network issue?

[Ryan Duffy @Ryandoofy]

Everything is computer

[Ryan Duffy @Ryandoofy]

@Jack_Raines Congrats man this is sweet!