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[The Kobeissi Letter @KobeissiLetter]

It’s official:

Apple, $AAPL, is now the second company in history to surpass $5 trillion in market cap.

This makes Apple the largest company in the world, now 6% larger than Nvidia.

If you invested $10,000 in Apple in 2003, you would have $15.5 million today.

Truly historic.

[Shield AI @shieldaitech]

Shield AI + Thunder Tiger: Hivemind completes first multi-asset maritime autonomous teaming demonstration in Taiwan

Aboard Thunder Tiger SeaShark 600 and SeaShark 800 USVs, Hivemind autonomously planned mission waypoints, searched a designated maritime area, identified a target vessel, and coordinated the USVs to escort it out of the search zone.

Together, we'll explore future sensor integrations, larger team operations, and open‑ocean use cases.

Full release below.

Autonomy for the world. The greatest victory requires no war.

[Jack Prescott @JackPrescottX]

$ABCL AbCellera Announces Collaboration with Vertex to Discover Multispecific T-Cell Engagers for Autoimmune Diseases and Other Conditions:

“Under the terms of the agreement, AbCellera will leverage its proprietary TCE platform to lead discovery and early development activities. Vertex will fund all research and development costs and will have the right to develop and commercialize therapeutic multispecific antibodies resulting from the collaboration

AbCellera will receive $28 million in total upfront payments and is eligible to receive preclinical, development, regulatory, and commercial milestone payments, along with tiered royalties on net sales. In addition, AbCellera and Vertex may mutually agree to have AbCellera perform cell line development, process development, and clinical manufacturing through Phase 1 for any program under the collaboration.”

No dollar amount listed on what milestone payments might look like. Something to consider is the recent ABCL x Jazz TCE deal. Jazz is a $16B company and structured it as “should Jazz exercise its option for development, AbCellera is eligible to receive up to $792 million per program in option fees and development, regulatory, and commercial sales milestone payments along with tiered royalties on net sales ranging from mid-single digits to low double-digits.”

Vertex is a $124B company. The TCE space is hot right now.

Vertex acknowledges “AbCellera's T-cell engager platform offers sophisticated capabilities for discovering and engineering multispecific antibodies”

I think it’s reasonable to assume the $$ amount for potential preclinical, development, regulatory, and commercial milestone payments could end up being valuable.

[Serenity @aleabitoreddit]

FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters.

To protect American Humanoid/Robotics programs.

Agility Robotics ( $CCXI ) and other US humanoid players should be happy to hear this.

[Elon Musk @elonmusk]

Next month, every line of code touching the 𝕏 system will be open source and third-party audited.

Only total transparency deserves trust.

[LightPath Technologies @lightpathtech]

LightPath has signed a definitive agreement to divest its China operations, completing our transition to a fully Western-aligned manufacturing footprint and reducing geopolitical supply chain risk.

Press Release (https://t.co/BM1doFuQro)
$LPTH

[Palantir @PalantirTech]

Twenty years ago, Palantir was a new entrant.

Today, we stand with some of tech’s biggest and emergent players to reject a future where a select few closed, frontier models rule them all.

Sovereignty and prosperity require American leadership in a strong open-weight AI ecosystem that strengthens competition, keeps customers in control, and drives the benefits of ingenuity across the economy.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Agility @agilityrobotics]

Yesterday, Congress took up the GUARD Act, bipartisan legislation to keep adversary-controlled robots out of American infrastructure.

Our CEO Peggy Johnson wrote about why this hearing matters, in a new op-ed with @PirateWires. 🧵

[Etched @Etched]

We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.

Our mission is to run the world's inference. This round accelerates production of our inference clusters.

We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.

[Kratos @KratosDefense]

A major step forward in protecting America’s critical national security missions.

Kratos has been awarded an approximate $156M sole-source contract by the U.S. Department of @ENERGY's NNSA Office of Secure Transportation for Project Solar Shield, a new mobile Counter‑Unmanned Aircraft System capability designed to safeguard critical national security operations.

This program brings together Kratos’ integrated C‑UAS technologies, mobile platform design, command‑and‑control and resilient power management into a single mission-ready solution built for evolving threats.

Full press release: https://t.co/C373BD0qxd

[Merlin @MerlinAero]

Today we’re announcing our collaboration with @ILAerospaceIAI to bring AI-powered autonomy to commercial cargo aircraft.

Read the press release: https://t.co/VM0OD1Qeqe

[Palantir @PalantirTech]

Palantir is proud to support Ukraine.

A segment from Ukraine’s wartime broadcast on our role in helping defend Ukrainian sovereignty:

“A genuine partner during the hardest times of a war for our very existence.”

[Johan N. @rk8215]

BREAKING: $AMPG RECEIVES FCC & ISED CERTIFICATIONS FOR THE WORLD'S FIRST AI-READY 4T8R O-RAN RADIO. SAYS IT SUBSTANTIALLY EXPANDS THEIR COMMERCIAL OPPORTUNITIES!

Amplitech just commercially released their biggest product ever. Not even $ERIC or $NOK have this product. This is the world's first 4T8R O-RAN radio!

Amplitech expect it to expand their commercial opportunities substantially.

The tier-1 catalogs jump straight from 4T4R to 8T8R with nothing in between

This explains why Amplitech said in FCC filing:

"The development of this product represents a significant investment and a strategic competitive differentiator for our company."

THIS IS GAME CHANGING PRODUCT!

In my initial analysis, I expected them to release 4T4R O-RAN radio, but they have invented 4T8R O-RAN radio.

The test report showed 4T4R per band because FCC certification only tests transmitters; receive chains are invisible to it.

The PR says:

Amplitech today announced that its newly released product, an Outdoor Macro Cell 4T8R Open RAN Radio Unit (AMP-4T8R-MPRU) has successfully received both Federal Communications Commission (FCC) certification for the United States and Innovation, Science and Economic Development (ISED) certification for Canada.

The newly certified platform supports 3GPP Band n7 and Band n30, incorporates O-RAN 7.2 CAT-A fronthaul, supports LTE and 5G NR operation, and features a rugged IP65-rated outdoor design engineered for demanding macro-cell deployments.

These certifications represent a significant milestone in the commercialization of the Company’s next-generation Open RAN portfolio, authorizing deployment of the Company’s 4T8R radio platform throughout the United States and Canada while substantially expanding commercial opportunities across public mobile operators, private 5G deployments, enterprise wireless networks, and government communications infrastructure.

Why the 4T8R Architecture Matters

For many years, mobile operators have primarily deployed either conventional 4T4R radios or larger 8T8R systems.

AmpliTech’s innovative 4T8R architecture bridges this gap by delivering enhanced uplink capability, improved receive diversity, advanced beamforming support, and higher spectral efficiency while maintaining a deployment profile that is significantly more economical than conventional higher-order radio systems.

This enables operators to improve network quality and user experience while reducing the infrastructure investment typically required to achieve similar performance improvements, providing an attractive balance of performance, efficiency, and deployment flexibility.

Fawad Maqbool, CEO of AmpliTech Group, said:

“Receiving FCC and ISED certifications represents a major milestone in the commercialization of our expanding Open RAN product portfolio.

Our innovative 4T8R architecture was developed to address the evolving needs of mobile operators by delivering enhanced uplink performance, improved spectral efficiency, and AI-ready capabilities while maintaining a more cost-effective deployment profile than traditional higher-order radio systems.

As the industry accelerates adoption of AI-RAN, Open RAN, and Private 5G technologies, we believe our differentiated radio platform is well positioned to help customers build more intelligent, efficient, and future-ready wireless networks.”

https://t.co/lSYOCfJwIP

[Archer @flyarcher]

Anduril Thunder for defense. Archer Halo for commercial.

Same clean-sheet autonomous, hybrid-electric VTOL platform, built with @anduriltech to serve two different domains. 

Halo is designed for an array of uncrewed commercial missions across search & rescue, logistics, offshore energy, humanitarian & medical cargo, maritime operations and more.

Marubeni Aerospace Corporation is one of our first strategic launch partners for Halo eyeing cargo and logistics use cases, as well as search & rescue. More partners expected to be announced this year.

https://t.co/Fcovh8X01I

[Eric Brock @CeoOndas]

Good stuff.

ALOT MORE TO DO, OF COURSE 👊🏼

[Ondas Inc. @OndasHoldings]

Ondas secured $70 million in new orders over the past four weeks across ground, border, C-UAS, ISR and precision-strike systems.

Broad-based demand across multiple mission areas reflects the breadth of the Ondas platform and continued execution of its strategic growth plan. $ONDS

https://t.co/43vpVzPya0

[Nikhil Goel @ngoel]

Big day at Farnborough. @flyarcher and @anduriltech unveiled the autonomous, hybrid-electric VTOL platform we developed together to serve both commercial and defense missions.

Today, Anduril showcased Thunder, the defense variant, built to fly loyal wingman missions at scale alongside attack helicopters, without putting pilots in danger.

@adamgoldstein13 told the origin story well: Palmer brought us an idea two years ago based on his conversations with allied forces, and the combined team turned it into a real aircraft program. That pace is rare in aviation. It comes from combining Archer's eight years of aircraft design and manufacturing experience with Anduril's mission systems and autonomy expertise, two teams that each brought their best.

Proud to call Palmer, Brian, Shane, and the whole Anduril team partners. Congrats to both teams on all the hard work it took to get here.

Later this week: more on the technology inside the platform and our plans on the commercial front.

[Elon Musk @elonmusk]

Grok for Excel is now live

[Johan N. @rk8215]

BREAKING: $AMPG INTRODUCES THEIR FIRST LICENSED-SPECTRUM MACRO RADIO. ALL EVIDENCE POINTS TO $66B TELUS PROGRAM!

On July 16, AmpliTech filed FCC certification for a product that is not yet announced. There has been no press release. The kind of product that $ERIC and $NOK bolt onto cell towers by the hundreds of thousands.

The device is called the RRU4861. It is a dual-band remote radio unit for LTE and 5G networks.

This means that AmpliTech has quietly cleared the regulatory gate on a carrier-grade macro radio for Telus licensed spectrum.

AmpliTech has press-released every prior certification, usually within days, which makes me think that there will be PR very soon.

This gap between PR and the FCC registration is the edge.

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