Working at the nexus of national security & VC. Father to a superhero. Lets live forever and travel the stars โจ Partner @marque_vc & Adjunct @randcorporation
1/ Here is how the abomination that is the AT-ST came about. Spoiler alert, it comes down to compromises & mission creep.
"Initial Requirement: We need a small dropship deliverable armored sentry tower (ST) for forward operating bases with space for 4 sentries"
An early sketch:
Now that Andor has given us a glimpse inside the Empireโs bureaucracy and military industrial complex, I want a โPentagon Warsโ style movie about the development of the AT-ST and the corners that were cut which resulted in it becoming easy prey for a bunch of Ewoks!
#StarWars
IRAN WAR UPDATE & WHY THE PRICE OF OIL KEEPS DROPPING
The media has not been covering this.
According to the U.S. CENTRAL COMMAND, approximately 1,000 commercial vessels have crossed through the Strait of Hormuz in the last two months.
Iran has not been able to do anything about it. And commercial traffic through the Strait is slowly increasing.
Meanwhile, the U.S. blockade on Iran's use Strait of Hormuz is costing the Iran Regime $500 MILLION per day. The Regime's entire annual budget is about $56 BILLION. The Regime can no longer pay its soldiers or security police.
Mass protests against the Regime are now starting up again in cities across Iran, as the people are now sensing the Regime can's do much about this.
U.S. Treasury Secretary Scott Bessent has announced that the $24 BILLION in Iranian assets that we have frozen will be used to reimburse and compensate countries in the region Iran keeps hitting with its missiles and drones.
The damage Iran has done to airports, power grids, buildings, and infrastructure, as well as casualties inflicted by Iran in the region, will be billed to Iran's account.
Iran has been saying any deal Iran strikes with the U.S. hinges on the U.S. unfreezing $24 BILLION in Iran assets.
Welp, so much for that idea. This $24 BILLION will be used to compensate Iran's victims in the region.
There is no reason for the U.S. to negotiate anymore with Iran's Regime.
It's quite cheap for the U.S. Navy to keep patrolling the Strait of Hormuz, escorting ships in and out. Our Navy has to be somewhere. Might as well be there, conducting occasional target practice on whatever is left of Iran's military capabilities.
No one fears the Iran Regime anymore. It's proven itself to be a toothless tiger.
Meanwhile, the rest of the Arab World has joined with the United States and Israel in an alliance against the Iran Regime, which is now completely isolated.
That's pretty amazing. Thanks to President Trump, the rest of the Arab world is now allied with Israel.
Who would have thought that possible?
We should allow Israel to do whatever it wants to do to the Iran Regime. We should also continue arming the Kurds and pro-freedom groups inside Iran.
When Epic Fury started, the prediction was that oil would rise above $200 per barrel.
This has not happened. Oil is around $90 a barrel and will continue to drop.
The reason we have not seen anything close to $200 a barrel is the United States has ramped up its oil production.
Thanks to President Trump, the United States is a net oil and energy exporter.
With Trump's arrest of Venezuela's Communist dictator Nicolas Maduro, the United States also now has an oil production partnership with the new government of Venezuela, which as the world's largest oil reserves.
Oil production by Venezuela will only continue to increase.
Trump has also chased China out of Panama. China is no longer running the Panama Canal. We are.
Meanwhile, Saudi Arabia, the UAE, and Kuwait are increasing their pipeline capacity to bypass the Strait of Hormuz, further rendering Iran irrelevant.
Only about 20% of Iran's people are practicing Muslims. The strange theocratic ideology that has been imposed on the Iranian people for 47 years is an alien minority force.
We can just continue to watch the Iran Regime implode financially under this economic pressure we've imposed.
Eventually, the IRGC leadership and Mullahs will receive the Gaddafi treatment.
Every word of this Sam Harris essay on Israel is obviously true and itโs crazy that we live in an intellectual environment where this is called contrarianism.
๐จ๐บ๐ธ๐ฎ๐ท Washington found its counter to Iran's $24 billion demand: spend the frozen money on the countries Iran keeps hitting
Treasury Secretary Scott Bessent has ordered officials to tally the damage Gulf partners have suffered from Iranian attacks and price out repair and recovery costs, as the administration weighs using frozen Iranian assets to compensate for past and future damage linked to Tehran.
Think through what that does.
Iran says the entire deal hinges on getting its $24 billion back.
Treasury's answer is to start metering that pot out to Kuwait and Bahrain, so every missile Tehran fires at its neighbors now drains its own recoverable fortune.
The airport terminal, the casualties, the repairs, it all gets billed to Iran's account.
Source: Reuters
Plenty of bad VCs, plenty of good ones too. A lot of these stories probably originate with the same handful of bad actors.
Now do PE for villainy on a grand scale
Or LPs for a set of really wild stories of odd personalities and casual disregard.
Lieutenant Lily-Mae Fisher, 31, from Virginia Water, Surrey. Britainโs only serving female Royal Navy Commando.
Killed in training on 3 June 2026 when a Merlin Mk4 from 846 Naval Air Squadron crashed at Sourton Down, Devon.
The career arc was extraordinary. An MSc in Geology from Imperial College London in 2016. Junior international representative for England in lacrosse and pole vault. Two years as a geologist with British Petroleum before commissioning in 2019 into the Royal Navy.
During a break in flying training she completed the 16 week All Arms Commando Course, earning the green beret as one of only seven women in British military history to do so, and becoming the UKโs only serving female Royal Navy Commando.
She was killed on her final assessment of flying training. Her Pilotโs Wings were to be awarded in June 2026. She died alongside Lieutenant Commander Chris Gayson, 42, and Petty Officer Owen Green, 24.
New-
Military startup Shield AI told me last year it had upgraded its VBAT drone after a Navy official had his fingers partially severed.
A few weeks ago, it happened again:
https://t.co/ynxxohUZI1
This guy's chickens kept getting targeted by hawks, so he started feeding local crows. Now he has an army of crows that patrols his property and chases the hawks away.