Ray Clarkston

Conservative with Libertarian leanings trapped in a Progressive alternate universe.

[Ray Clarkston @rclarkston]

@PatriotsCLNS @GregABedard Who really gives a f*ck what the heavyweight “Felger-Lite” wants? He’s way too big a fan of his own, mostly wrong, opinions.

[Ray Clarkston @rclarkston]

@BostonGlobe Do you think you are changing peoples’ mind with this bullshit. The echo chamber into which you narrowcast is quite full and is not receiving any new members.

[Ray Clarkston @rclarkston]

@amuse How many homeless people are enrolled in Obamacare and have no idea that they have health insurance?

[Ray Clarkston @rclarkston]

@scotus_wire She’s treading in the prohibited waters of searching for wrongs to right.

[Ray Clarkston @rclarkston]

Here a question I asked Claude along with the answer:

Q

Imagine Barnea is sitting down twelve months from now to complete his employee performance self-evaluation. What does he list as his most significant accomplishment for the prior twelve months?

A

Almost certainly not a deal. Deals are Brock’s line.

The honest self-evaluation entry would be something like: converted a portfolio into a product.

Twelve months from now Ondas will have absorbed DZYNE, Cyberhawk, World View, Omnisys, Sentrycs, 4M, Rotron, Airobotics, Roboteam, and Mistral. That is ten-plus companies with ten-plus engineering cultures, three or four national regulatory regimes, and no common architecture. Brock’s own Q1 framing conceded the gap — the thesis is sound, the proof is unbuilt, and no customer was yet running SkyWeaver across multiple Ondas platforms. Barnea’s entire stated remit is that gap.

So the flagship accomplishment is probably: one government, running one integrated Ondas kill chain end to end, in production. Not a pilot. A sovereign customer whose sensing, comms, autonomy, and effects all flow through a single Ondas-Palantir architecture, with someone’s national air defense or border security actually depending on it. That’s the thing only he could have driven — because it requires knowing what an operator will accept, not what an integrator can build.

Secondary entries, in rough order of how he’d rank them:

Established Ondas Defense Ltd. as a credible sovereign counterparty. Meaning: regulatory friction with the Israeli establishment reduced. If mPrest cleared, it goes here — but he’d frame it as governance credibility, not as a deal win.

Opened doors that were closed to Brock. Gulf states, India, specific European defense ministries. A former Mossad director gets meetings at a level a Florida-based CEO does not, and those relationships convert to G2G frameworks rather than procurement RFPs.

Imposed a technology roadmap. Deciding what Ondas stops building. Ten acquisitions produce redundant capability; someone has to kill programs. That’s a thankless line item he’d probably understate.

The interesting tell will be what isn’t on the list. If twelve months out his accomplishments read as business development — orders booked, markets entered — the integration didn’t happen and he was used as a door-opener. If they read as architecture and doctrine, he was used for what he actually is, and your platform thesis is materially de-risked.

[Ray Clarkston @rclarkston]

Lack of a Max Speed setting means that FSD is unusable in areas where the mapping system has an incorrect speed limit for the road. For instance - mapping reflects a 60 MPH limit in a local road with. 30 MPH actual limit. If there is no traffic ahead, no speed profile can restrict FSD to a safe speed.

[Ray Clarkston @rclarkston]

@DefenseMargins One has to wonder if the hiring of Barnea will help unlock the stalled acquisition of mPrest.

[Ray Clarkston @rclarkston]

@jerrythornton They nailed their easiest pick in the board and proceeded to blow the next 6.

[Ray Clarkston @rclarkston]

The decision on when to move into the exit lane needs to be context aware.

Rural highways and urban highways are not the same and cannot be treated as such. In a dense area there may be three additional exits and maybe even an interchange prior to the intended exit when moving over to exit the highway two miles in advance.

In even moderate traffic conditions, having to interact with traffic entering from on-ramps is terrible inefficient, and contributes to restricting traffic flow.

FSD should prioritize minimizing the number of on-ramps it must interact with when exiting the highway. FSD should not be driving like a “granny” when exiting the highway.

[Ray Clarkston @rclarkston]

@jeffreytucker “Diary of a Madman”, anyone?

He sounds like someone who has some kind a breakdown and is completely detached from reality. I wonder who he was seeing looking back at him from his mirror?

[Ray Clarkston @rclarkston]

@mikealfred Mike, I subscribed within the first 200 or so and never received a DM. No rush but receiving one to open DMs for me would be greatly appreciated.

[Ray Clarkston @rclarkston]

This, in a nutshell, is the perfect demonstration of the mindset that causes so many to fail so miserably.

No matter how much “information” is freely available, knowledge always has a cost - both financial and time.

Transforming information into knowledge has two primary paths; self-learned over time via the school of hard knocks or by paying for coaching/mentorship from someone with true subject matter expertise (not your typical Internet guru). Successful people understand that the latter path to knowledge has a far lower total cost of ownership than does the former.

[Ray Clarkston @rclarkston]

We were lied to all along. Drivers license for illegals had nothing to do with safety on the roads, insurance rates, and etc and everything to do with abusing the motor-voter law to register illegals to vote.

Why won’t MA allow the state’s voter registration list? Simple - they know what it would show.

[Ray Clarkston @rclarkston]

@SheriffStrategy It will be interesting to see how much, if any, backlog increases exceed the announced orders - possibly meaning revenue from contracts that can’t be disclosed publicly; likely World View classified stuff.

[Ray Clarkston @rclarkston]

@RealAlexBarth Exactly, there’s nothing sexy about running the ball 40 times even when the opponent and the conditions require running the ball 40 times to win.

[Ray Clarkston @rclarkston]

@HansMahncke Treat him the way the left treats their enemies. Let the process be the punishment. If we can’t put Fauci in prison, I’m fine with the government spending any amount of money to keep Fauci tied up in litigation for the rest of his miserable life.

[Ray Clarkston @rclarkston]

@RonDeSantis Since Fauci’s pardon is for Federal crimes, can Florida not find a state statute he can be prosecuted under?

[Ray Clarkston @rclarkston]

@Anc_Aesthetics How about testing a novel legal theory that by invoking his 5th amendment rights, Fauci has rejected and thus nullified his pardon.