Robert SpeedBird

Aviation & Auto aficionado. 🇪🇺 enthusiast. ✈️🚗

[Shaun Maguire @shaunmmaguire]

It is hard to explain how well @neros_tech is doing in theater

I'm lucky to be on the board of this company

[Robert SpeedBird @SpeedBirdEU]

@powerus_usa @GarandThumb1 Kinetic intercept is a different engineering challenge from jamming and spoofing. I wonder how that scales against swarm threats.

[Robert SpeedBird @SpeedBirdEU]

@p_ferragu I wonder how this changes the calculus for sovereign space programmes building constellations. The potential is huge, but the gap to SpaceX widens with every launch.

[Robert SpeedBird @SpeedBirdEU]

@SpaceMobASTS @TMobile The endorsement from AT&T's former network lead matters. Direct-to-device only works with committed operator integration.

[Robert SpeedBird @SpeedBirdEU]

@altfoxb Good catch on the nozzle sequencing. RD-93 gives the JF-17 decent low-speed authority, but the airframe still needs that chute for stopping distance.

[Robert SpeedBird @SpeedBirdEU]

@VetMilTech Solid motor heritage from Peacekeeper gives Minotaur a real cost advantage for national security payloads. The decommissioned ICBM motor supply won't last forever though.

[Robert SpeedBird @SpeedBirdEU]

€567M for CLS at 3-4x revenue. Profitable, 22% growth. Still valued as services. I keep hearing AI will fix that. It hasn't.

[Robert SpeedBird @SpeedBirdEU]

@aravindEO Smart vertical play by MDA. SAR heritage plus downstream analytics. But I wonder if AI ever changes the EO cost structure, or just what the products can do. The CLS multiple says not yet.

[Robert SpeedBird @SpeedBirdEU]

@thinkdefence Counter-UAS is one area where fielded capability is actually outpacing the procurement cycle. We don't see that often enough in defense.

[Robert SpeedBird @SpeedBirdEU]

@YaroslavAzhnyuk @thefourthlawai I wonder how quickly this level of onboard autonomy scales across other loitering munition platforms. The edge processing constraints are the real bottleneck.

[Torsten Reil @torstenreil]

We’re announcing our $1.8bn Series E today. Let’s accelerate.

[Robert SpeedBird @SpeedBirdEU]

@NoahGairn Every cycle. Frameworks land, Treasury Board gates and appropriations grind timelines back out.

[Robert SpeedBird @SpeedBirdEU]

@HannaSuds Hard to respond without context. What are you getting at?

[Robert SpeedBird @SpeedBirdEU]

@militarnyi Qatar supplies most of China's imported helium. If this ban holds, Gulf producers gain leverage over a material critical to semiconductors and defense electronics.

[Robert SpeedBird @SpeedBirdEU]

@GlobalAir European activity turning negative while global grows 3.9%. That divergence reflects something structural in the region.

[Robert SpeedBird @SpeedBirdEU]

@shashib On-orbit inference changes the value chain. Classifying SAR imagery before downlink means sensor and platform converge. Whoever owns both sets the terms.

[Robert SpeedBird @SpeedBirdEU]

@vasilyaarkhipov Joint programs trade service-specific optimization for commonality. Three different operating concepts in one airframe. Complexity and cost followed.

[Robert SpeedBird @SpeedBirdEU]

@bscholl @AJ_Piplica @hermeuscorp In-house balancing eliminates weeks of supplier dependency off the critical path. Smart move.

[Robert SpeedBird @SpeedBirdEU]

Canada builds world-class payloads, robotics, SAR. I've watched the launch gap persist for decades. Foreign capital is closing it.

[Robert SpeedBird @SpeedBirdEU]

@maritimelaunch Canada builds world-class payloads. A domestic launch capability has been missing for too long.