Neal Cheung

BSc Mechanical Engineering Student.
Love Rockets. Love bread.
Stock market investor

$TSLA. $PLTR. $BLK. $SPCX. $ASML. $BTC. $ETH

[Divergent @Divergent3D]

With our manufacturing platform, DAPS™, we design, build, and assemble structures and solutions across critical industries.​

One recent example is our work with @LockheedMartin. Together, we took an autonomous drone from design to hardware in months, using a digital-first approach to compress the path from engineering to production. Divergent supplied an advanced design, additively manufactured and robotically assembled airframe.​

Now with our new 430,000 sq. ft. factory, and the Monolith One, our in-house, industrial, metal 3D printers, we are ramping up our manufacturing operations to deliver an 8X increase in annual production output for our customer programs across the defense and commercial sectors.​

Read more here: https://t.co/A7f4PBWEJH

[Palantir @PalantirTech]

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:

“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”

"Who owns the data? Are the prompts secure? Is this being transferred to you?"

"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

[Palantir @PalantirTech]

Full Technical Operational Capability achieved.

Accredited to operate on @NATO's classified network.

Proud to deliver a critical capability to the warfighter in service of a stronger Alliance.

https://t.co/9rMVZ4l0F8

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[DutchKafir 🇳🇱 @DutchKafir]

Marokkaanse supporters roepen “lekker naar huis” naar Nederlandse politieagenten en scanderen “Dima Maghreb”, oftewel: Marokko voor altijd.

Als Nederland niets voor je betekent, maar Marokko alles, wanneer ga je dan zelf naar huis?

[Trung Phan @TrungTPhan]

> Japan lost
> Germany lost
> Italy didn't show up
> Europe doesn’t have Air Conditioning

Welcome to 1945.

[Gokarp @PLTRs_Palantir]

Pili Powered Tomahawks?

Divergent Technologies will begin 3D printing a key portion of the Tomahawk cruise missile next year, as it stands up a new production facility in Long Beach, Calif., the company’s chief executive told Breaking Defense on Tuesday.

Once up and running, the new 430,000-square-foot “Factory 2” will be able to deliver upward of 30,000 missile airframes or 60,000 warhead casings per year, depending on the needs of the Pentagon, the company said in a news release announcing the new factory. The added capacity will allow Divergent to increase annual production eightfold for defense and commercial customers, the release stated.

Divergent’s recent contract with RTX’s Raytheon to come onboard as a second source of the Tomahawk’s midbody structure is a key part of its planned ramp up, Divergent CEO Lukas Czinger said during an interview on the sidelines of the Reindustrialize Summit.

[Radioactive Red @radioactivered]

A neat little Defense Intelligence Reference Document (DIRD) about inertial electrostatic confinement (IEC) fusion systems and other stuff like neutron generation, propulsion, etc.

A lot of these are public now because of the “freedom of information” requests as part of the Advanced Aerospace Weapon System Applications Program (AAWSAP).

They’re just neat to flip through, IMO.😊

Source ☢️: https://t.co/d8wv48GuED

[OSINTdefender @sentdefender]

High resolution imagery of Venezuela has been made available by @vantortech shows the magnitude of devastation with high rise buildings completely collapsed.

This imagery of La Guaira shows damage to each of the high rise buildings with one completely collapsed.

[Vantor @vantortech]

Vantor has activated its Open Data Program for Venezuela in response to yesterday's powerful earthquakes, providing frontline organizations and the open source mapping community with free access to our high-resolution imagery to help accelerate response and recovery efforts.

Access before and after imagery directly here  👉 s3://vantor-opendata

You can also access it via other open source tools, examples here:

🔗 https://t.co/FaIYlnlVg0

🔗https://t.co/PoM6xCXcOw

We will be continuously uploading new high-resolution satellite imagery to this site in the coming hours and days as soon as it becomes available. All imagery is provided under a non-commercial Creative Commons 4.0 license (CC BY-NC 4.0).

This imagery can be used to identify damaged infrastructure, map changes on the ground and prioritize the areas most in need of support, helping ensure resources are allocated quickly and effectively.

[Northrop Grumman @northropgrumman]

Some things stay off the radar.

America’s 250th isn’t one of them. 👀

[Neal Cheung @itsnighthawk338]

@akmetax Nice. 16 oz (~450 grams) of ribeye is a good choice and very yummy

[Tyler Rogoway @Aviation_Intel]

USAF Wants Air-To-Air Missile With A Whopping 1,000-Mile Range

The USAF wants to leapfrog its own latest and greatest air-to-air missile capabilities with a true 'kill web' weapon.

https://t.co/N0X0yRf5iR

[Keith Fitz-Gerald @fitz_keith]

Think $PLTR is just military?

Quite possibly one of the most misunderstood and undervalued AI investments in the market today, and the commercial story is getting hard to ignore.

- Walgreens: Staffing, inventory & store optimization
- Wendy’s QSCC: Supply chain visibility & allocation
- Airbus: Aviation operations & production optimization
- United Airlines: Airline operations & maintenance optimization
- General Mills: AI supply chain decision automation
- Lowe’s: Logistics & retail supply chain optimization
- Heineken USA: Supply chain planning & optimization
- AT&T: Enterprise AI & data transformation
- Stellantis: Manufacturing & supply chain optimization

[Lockheed Martin News @LMNews]

.@LockheedMartin announced the Next Generation Glide Body (NxGB), a hypersonic capability designed for survivability, scalability and deterrence. Built to provide an affordable, operationally relevant long-range strike option. Click for more:

[Shay Boloor @StockSavvyShay]

The U.S. Army selected $PLTR Foundry as the cloud data layer baseline for NGC2 which is its highest-priority command-and-control modernization program.

Foundry will support future AI-enabled battlefield applications with Anduril Lattice as the tactical data layer.

[Palantir @PalantirTech]

Palantir is proud to support the @USArmy's next generation of command and control.

https://t.co/xvcVQp35zK

[Neal Cheung @itsnighthawk338]

@Cryptotea Happy Birthday!