Walker

born and raised

[Walker @__jarp__]

@E_Bruxxx

[Walker @__jarp__]

Tech under Biden vs. Tech under Trump

[B/R Football @brfootball]

Spurs avoid relegation on the final day of the season with West Ham dropping down to the Championship 😮‍💨

[Walker @__jarp__]

@AustinEGray @johnkonrad 🚢🇺🇸🔥

[Walker @__jarp__]

@MollySOShea Also, autonomous pontoon boats. Chill lake party, anyone?

[James Maddison @Madders10]

After the longest toughest 12 months of my life, the reception you spurs fans gave me yesterday made all the sacrifice & dark days absolutely worth it. Thank you so much. Back where I belong. Thank you to everyone for the support & especially my family & friends for helping me through this journey, wouldn’t have been able to do it without you🤍

[Governor Josh Stein @NC_Governor]

North Carolina’s small businesses are the beating heart of our economy, constantly innovating and creating jobs. This Small Business Week, make a plan to support one of North Carolina’s more than one million small businesses that energize our communities!

[Josh Bergeron @Joshpberg]

Three North Carolina senators filed a bill to make @DaRealPetey's "Raise Up" the state's official hip-hop song. #ncpol

[Fil Aronshtein @FilArons]

Turns out the real agentic workflow was the friends we made along the way

[Walker @__jarp__]

Thank you @Research_USDOT for getting my good side.

[U.S. DOT Research and Technology @Research_USDOT]

Deputy Assistant Secretary Lee White led a discussion on the Golden Age of Transportation during the inaugural Coffee with Ken Summit this week. By reducing regulatory burdens, leveraging AI and digital infrastructure, and prioritizing national security, @USDOT is accelerating progress to build a faster, safer, and more affordable future for all Americans.

[POLITICO @politico]

Congress ends record-shattering DHS shutdown https://t.co/BjcY675n42

[Austin E Gray @AustinEGray]

⚓ 🇺🇸 Amidst the chaos of SECNAV’s ouster and Sea Air Space - you missed the real news in Navy unmanned last week.

PAE RAS and N96 went up to the Hill to testify before Seapower - and faced off with some of the sharpest shipbuilding leaders in Congress.

On the same day - the Navy’s next 5 years of budget dropped.

Here’s what I learned about USV markets from Tuesday’s hearing and budget release. I’ve structured the below points to show the tension between Navy leaders, senior senators, and the cold hard reality of the budget’s numbers.

❌ Small USVs Getting Zero’d Out

- Senators Scott and Wicker both criticized Navy for killing the sUSV budget after a one-time buy "what happened there?"
- The budget agrees ⏩ this budget goes to $0 in 2027 and never comes back.

🚀 MUSV Budget is Hot

- Ms. Gassler (PAE RAS): We’re buying 30 MUSVs with $2B this year
- And we have $6B to spend over five years on 70 MUSVs
- Sen. Scott asked a few questions that seemed focused on long division techniques for $6B, but failed to ask the real question: $6B or $5B?

📊 The Budget’s reality:

- Top line Navy budget points to:
➡️ 36 MUSVs this year, 47 more over the next 5 years
➡️$4.4B over the next 5 years (+$2.1B this year)
- But the J-Books only show $3.1B over the next 5 years (+$2.1B)
➡️ 171+691+682+757+812 = 3,113 or $3.1B

On top of this, RADM Trinque pointed to $1.5B of spend on containerized payloads for MUSV and FF(X) over 5 years.

❤️‍🔥 Everyone Loves Continuous Leadership of Consolidated Portfolios
- Sen. Scott seemed skeptical that 2 years as N96 is long enough - could it be 3 years?
- Ms. Gassler comforted the Senator saying that her tenure of 4-6 years would provide a steady hand at the wheel. Navy is the ONLY service with a RAS-focused PAE

💸 🤖 What is a “Marketplace” for a MUSV and Why Did You Cancel MASC?

- Sen. Kaine asked about the program name and reset
- RADM Trinque: MASC requirements were more focused, MUSV opens it up (https://t.co/Zkmyl09d3w solicitations show MASC had 3 ship requirements while MUSV narrowed it to just 1)
- Ms. Gassler jumped in and focused the cancellation logic on urgency - MASC would have taken 18 months to prototype and the fleet wouldn’t get real capability fielded until 2029
- Sen. Kaine also asked what a “Marketplace” actually means
- Ms. Gassler explained that it’s not like Amazon. Right now we’re going after a specific mission —> “and as we add missions, we will add to that family of vessels as well.”
- This is the first public acknowledgement of more MUSVs and explains RADM Trinque's unfinished thought

➡️ The hearing had more hot takes - from whether MUSVs will count as ships to what will happen with the $55B DAWG budget - but overall it added to the market clarity for our industry.

🇺🇸 As Senator Wicker summarized to Ms. Gassler: “you’ve been presented with a unique opportunity to be a game changer”

[Ryan McEntush @rmcentush]

was curious how midterms were looking, so I built a dashboard to visualize live @Kalshi data

check it out: https://t.co/GaGJFburCb

[Walker @__jarp__]

@Andercot @WhisperAero crushing the ducted fan game right now

[Andrew Côté @Andercot]

I have 22k sq ft for a hardware showcase to kick of SF Deep Tech Week this year, June 21st.

Will get some Live DJs, bar service, set the vibe - people building hard things deserve to go hard.

If you want to flex what you've built come show it off to ~1,200 investors

https://t.co/wyI9XNxE0i

[Walker @__jarp__]

@pronounced_kyle @CJHandmer Or a startup for uniforms…

[Zane Hengsperger @zanehengsperger]

https://t.co/tzcODnNf67

[joshua steinman (🇺🇸,🇺🇸) @JoshuaSteinman]

Really important point here: defense tech has a linguistic barrier to entry.

For example, “color of money.”

You won’t get very far if you don’t learn the lingo, as disappointing as that sounds. So, we do a quick lesson.

Here’s what it means:

[Polymarket Sports @PolymarketSport]

🚨JUST IN: FIFA has banned tailgating before World Cup matches at major U.S. stadiums.

Tailgates are normally free to attend.