Podcasts about rtx

Tonight's questions:- Should Xbox scrap any plans for exclusives?- Did GTA 6 delay God of War: Laufey?- Is the Coalition a better steward than 343?- Can Marvel Tokon replace Street Fighter in the FGC?- How does one make physical PC games?- Will the government crack down harder on piracy sites?- Is ShiftUp wrong to use AI to promote Stellar Blade?- Will GTA 6 cause servers to fail?- Will anyone check out the Mortal Shell 2 beta?- Why did people put batteries in freezers?- Are there other handheld homebrew games?- Was I wrong to purchase a Marathon-themed controller?- How expensive will the RTX 6090 be compared to consoles?- What actions can game publishers do to restore your faith in them?- Which of the Big Three has suffered the most damage this gen?Thanks as always to Shawn Daley for our intro and outro music. Follow him on SoundCloud: https://soundcloud.com/shawndaleyWhere to find Throwdown Show:Website: https://audioboom.com/channels/5030659Twitch: https://www.twitch.tv/throwdownshowX: https://x.com/ThrowdownShowYouTube: https://www.youtube.com/throwdownshowDiscord: https://discord.gg/fdBXWHTTwitter list: https://twitter.com/i/lists/1027719155800317953

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street and rising energy prices in the wake of wider conflict in the Middle East; higher Treasury yields in the wake of Federal Reserve Chairman Kevin Warsh's communication stumble on explaining Fed's decision to keep interest rates steady; President Trump call to suspend further Iran strikes pending a quick deal to end the war; despite an uncertain budget future, the Pentagon awarded Lockheed Martin a $58 billion contract for PAC 3 missiles that will also flow to companies like RTX and General Dynamics and HII $76.6 billion in contracts for nine Virginia-class attack subs and four Columbia-class ballistic missile subs; Washington and Tokyo worked together to prop up the yen, with Treasury Secretary Scott Bessent asking the New York Federal Reserve Bank to sell euros to buy yen; Britain's Burnham government will release its budget on Oct. 28 that will include a $32 billion buffer as British bond yields near their post-2008 high after Washington and Jerusalem started their war on Iran; EasyJet says it's got a 5.7 billion pound or $7.7 billion offer from Apollo Global Management; and Airbus, AerCap, Boeing, Bombardier, General Dynamics, Hexcel, HII, Leonardo and Leonardo DRS, Melrose, Safran, and Textron report earnings.

Repasamos lo más destacado de la actualidad tecnológica y gamer en un formato ágil y directo: desde el insólito hallazgo de un prototipo de Surface en plena carretera, las subidas de precio en las gráficas RTX y el SUV camper de Xiaomi, hasta las novedades de la IA con los robots de Google, las meteduras de pata de los modelos de Claude en redes reales y el nuevo etiquetado obligatorio en Europa. Cerramos analizando las copias gratuitas de Xbox y Ubisoft, la polémica «edición física» sin disco de GTA VI, el tijeretazo al 4K de Disney+ por un lío de patentes y el pulso entre Sony y Anonymous por la muerte del formato físico. Para mas información: www.frikismopuro.com Link de Amazon: https://amzn.to/35q5ixk Link de Patreon: https://www.patreon.com/FrikismoPuro Link de comentarios en Telegram: https://t.me/FrikismoPuro_Comentarios Feed sin publicidad: https://frikismopuro.github.io/fp/feed.xml

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Thursday, July 30, 2026. #1 – From ACCESS APPALACHIA – A new sport finds a home in West Virginia Retirement didn't slow down Jonathan Bellingham. It launched his next idea. A third-generation leader at Capon Springs and Farms Resort in Hampshire County, Bellingham created the nation's first FlingGolf physical education curriculum and licensed it into middle and high schools across West Virginia. A hybrid of golf and lacrosse, FlingGolf uses one stick on the same course, playing the same holes and par as traditional golf. Designed to be easy to learn and affordable to play, the sport helps more people experience the game while encouraging outdoor recreation and family participation. Read more: https://www.accessappalachia.com/article/he-was-supposed-to-be-retiring-instead-he-created-a-sport-licensed-it-into-wv-schools-and-played-the-old-course-at-st-andrews/ #2 – From INVESTING NEWS – Bridgeport helps power pilot training North Central West Virginia continues to play an important role in the aerospace industry. RTX's Pratt & Whitney Canada has received a $1 billion contract to sustain the engines that power the U.S. Air Force's T-6A Texan II training aircraft through 2034. Engine assembly and support work are performed at the company's Bridgeport facility, reinforcing West Virginia's growing reputation for advanced manufacturing and aerospace production. Read more: https://investingnews.com/rtx-s-pratt-whitney-canada-awarded-1-billion-jpats-sustainment-contract/ #3 – From WORKFORCE WV – Virtual job fairs connect talent and opportunity Whether you're starting a new career or looking for your next opportunity, WorkForce West Virginia makes it easier to connect with employers across the state. The agency's monthly Statewide Virtual Job Fairs allow job seekers to apply for openings, chat with recruiters and even participate in virtual interviews from anywhere in West Virginia. Employers can also use the events to recruit qualified candidates for positions in every region of the state. The next job fair is set for Wednesday, Aug. 5. Register now! Learn more: https://workforcewv.org/statewide-virtual-job-fairs/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.

P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that's building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ's Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we're used to. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Derm on RheumNow podcast is a review of recent citations and content curated for dermatologists – addressing Psoriasis, PsA, CLE, vasculitis, HS, CTD skin disorders. dermatology drugs, biologics, andJAK inhibitors - their use, efficacy and side effects. Features Dr. Jack Cush, Editor at RheumNow.com. Show Notes: - 20 yr. Tx trends in 6583 #SSc pts. 2005 to 2025 endothelin receptor antagonists & prostanoids/prostacyclins from 3% to 28%. CCB & PDE-5 inh stable. CTX shifted to mycophenolate, RTX, & nintedanib. Steriods decr from 50% to 18% https://t.co/nrm1Ov285f https://t.co/ftLn3bGH72 Systemic sclerosis metanalysis of 31 studies (32,134 pts) shows malignancy risk signif increased (SIR 1.66; CI 1.32 - 2.08). Highest: esophageal, liver, cervical, lung, & Heme (SIR 3.35 - 13.95). 7.4 yr mean from SSc to CA dx. https://t.co/IhxvfkMqkf RZV (Shingrix) response in 76 immunosuppressed SSc & 304 controls (CG) recv two RZV doses. High seroconversion seen in SSc but signif lower than CG (92.6% vs 99.7%, P 0.001), w/ lower concentration but comparable CMI, lower AE (74% vs 86%) https://t.co/ALlnVEZIAt https://t.co/kYYy2JIo2J Raynauds: Using the Clinical Practice Research Datalink Aurum (PCP) database (1998 - 2023) the prevalence of Raynaud's 894/100 000, or 158449 cases in 2023. More in elderly & females, less in blacks. Incidence rate 46/100K https://buff.ly/TLjMy21 Guidelines to Spot Cancer in High Risk Dermatomyositis Psoriatic Arthritis: EULAR 2026

Falha de 9 anos no Linux permite acesso total a servidores e sistemas corporativos. Microsoft indica que Windows 11 consome muita RAM e planeja otimização. Apple lança aluguel oficial de iPhone, iPad, Watch e Mac; confira preços. Governo federal cria cargo de Especialista em IA e anuncia novas carreiras em TI. Após PlayStation, Xbox sofre queda geral e assusta jogadores com futuro 100% digital. Professor flagra alunos usando IA para colar ao inserir comando 'invisível' em prova e eu sou Amanda Fleure, a companhia de vocês nessa noite no Hoje no TecMundo, seu programa diário de tecnologia que começa depois da vinheta envolvente que o editor vai colocar aí pra gente!

Bonus Episode for July 27. Defense companies Lockheed Martin and RTX report surging backlogs as war increases demand for weapons. Wall Street Journal aerospace and defense reporter Drew FitzGerald discusses how the defense sector is responding to demands from Washington and what to look for as Boeing, General Dynamics and L3Harris report this week. WSJ national security reporter Marcus Weisgerber hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week on Wall Street, what's next for the Iran war and global energy prices as Washington pauses the conflict over concerns that US air defense weapon stocks are dwindling as Tehran strikes nations in the region and its Yemeni Houthi Allie's strike Red Sea shipping to enforce their blockade; Trump administration's use of exiting legislative authorities Including the 1930 Smoot-Hawley Tariff Act; Prime Minister Andy Burnham's new administration; Dassault, Lockheed Martin, Northrop Grumman, RTX and Thales earnings; major defense and commercial aviation story lines at this week's Farnborough International Airshow.

I had a dream that I posted this already - but I was wrong.The Ryzen 5800X3D becomes widely available, it's like the return of the former king.  Memory supply continues to get worse, but no worries, you'll just pay more.  AMD FSR continues to develop, and Windows 11 gets slightly better.  So much more here, check out the notes below!Timestamps:00:00 Intro00:39 There is no German version02:14 Patreon03:58 Food with Josh06:11 The Ryzen 7 5800X3D returns - and at MSRP!09:40 RTX 50 Series hot spot is a hot issue15:14 Microsoft to let Win 11 users disable ads in search?16:29 The horrors of Windows 95 program installation REVEALED21:40 FSR with up to 8x framegen in development23:22 For its 25th anniversary Google gives us more AI25:28 Reflecting on the death of physical media32:26 Windows marketshare falling37:26 SK Hynix says next year will be the worst39:08 (In)Security Corner55:40 Gaming Quick Hits1:01:39 Samsung SSD 990 review1:09:33 Picks of the Week1:21:05 Outro ★ Support this podcast on Patreon ★

A.M. Edition for July 24. Global markets are reckoning with the prospect of prolonged conflict in the Middle East and rising inflation as oil prices roar back – pushing up borrowing costs in the U.S. and Asia. Plus, hotel chain Melia pulls out of Cuba in a blow to the island's vital tourism sector. And WSJ defense reporter Alistair MacDonald explains how Europe is turning to homegrown defense technologies in an effort to counter U.S. dependence. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Schwab's Rachel Dashiell highlights several bullish technical signals emerging across the market, including a potential bullish engulfing pattern in the S&P 500 (SPX) and signs of a bottoming process in market breadth data. She also points to RTX Corp. (RTX) and Thermo Fisher Scientific (TMO) as stocks showing strong reversal patterns that could support further gains.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Jon Quastl, and Lou Whiteman discuss: - Alphabet's first quarter of cash burn as a public company - Tesla's burning through cash even before spending ramps up. - Pet stores dragging down Tractor Supply's earnings. - RTX's monster order numbers - What to Expect: PayPal and AirBnb Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB Host: Tyler Crowe Guests: Jon Quast, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The FDA is investigating a new outbreak of cyclospora adding to three other active flare-ups. And US stock futures are pointing to a lower open after shares in Alphabet and Tesla slipped off-hours. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech earnings delivered mixed results this week as Alphabet (GOOGL) and Tesla (TSLA) weighed on the sector despite Alphabet's revenue and earnings beat, with investors focusing instead on rising capital expenditure plans. Intel (INTC) stood out with stronger than expected earnings driven by growth in its data center and AI client computing businesses. Defense stocks rallied after strong quarterly results from Lockheed Martin (LMT) and RTX Corp. (RTX), sending both shares sharply higher.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Diane King Hall touches on the top earnings moving markets after Thursday's opening bell. RTX Corp. (RTX) and Lockheed Martin (LMT) added muscle to the defense trade while Southwest Airlines (LUV) and American Airlines (AAL) fell following their reports and added fuel pressures. IBM Corp. (IBM) topped earnings estimates but shares still fell. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US stocks closed lower on Thursday amid deteriorating macroeconomic backdrop and renewed doubts over AI spending. The S&P 500 dropped 1.2%, the Nasdaq 100 lost 1.9%, and the Dow Jones shed 507 points. Communication services and consumer discretionary were by far the worst performing sectors while tech was also under pressure. Despite solid earnings, Alphabet fell 6.9% after raising its capital spending forecast, while Tesla tumbled 14.5% as profit declined despite strong electric-vehicle deliveries. Other hyperscalers also weakened, with Nvidia (-1.6%), Microsoft (-2.2%), Meta (-3.4%), Amazon (-4.6%), Broadcom (-1.1%) and Oracle (-4.6%) posting losses. Treasury yields rose as tighter naval blockades in the Middle East raised energy supply concerns and initial jobless claims fell to a 57-year low. Goldman Sachs shed 2.1%, while Visa fell 0.5%. Comcast lost 6.8% after reporting a declined in profits, while RTX added 7.3% after beating expectations.SPI down 50 - Oil up above $100 - Gold down 2%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

For Tuesday's Big 3, Aquiles Larrea, Jr. outlines three stocks he sees outperforming no matter the current economic or stock market environment. He likes Altria's (MO) longstanding durability amid volatility, sees Valero Energy (VLO) benefitting from legacy and new electrical advancements, and expects RTX Corp. (RTX) to benefit from its diverse income streams. Rick Ducat backs Aquiles' analysis by examining key support and resistance trends in the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Valve offers Windows drivers now for the Steam Machine, Intel feels like they need to join to price rising brigades, Micron is fab, MiniPC's with last gen gear, and Nvidia will lend you money on easy terms!  Adobe has another vulnerability and Microsoft has a couple fresh ones too!So much more in the actual show ... especially the live version, which you probably missed.Timestamps:00:00 Intro01:22 Patreon02:53 Food with Josh 05:41 Steam Machine coverage continues (again)08:52 Intel Nova Lake and AVX-51210:04 Intel raises MSRPs on their best processors11:02 Intel restarts 13th and 14th Gen Core production - for China12:23 Lian Li B4 mATX makes another appearance15:01 Micron breaking ground on a new fab expansion16:01 Get ready for Mini PCs with previous-gen Intel CPUs and DDR417:33 Internal sound cards in 2026?20:25 Cover story - RTX 3060 12GB returns in 202623:54 An NVIDIA story about AI cloud26:24 Jeremy leads us into a story about Samsung's obscene profits28:22 Josh's Racing Corner32:38 (In)Security Corner50:07 Gaming Quick Hits57:12 Picks of the Week1:08:22 Outro ★ Support this podcast on Patreon ★

This week on the podcast we go over our reviews of the Cooler Master MasterFrame 360 Panorama Case, Xastra ASTRA LZ360 ARGB BK Liquid CPU Cooler, and the MSI Stealth 16 AI+ B3WF Laptop.  We also discuss the RTX 3060 coming back, a Windows Steam Machine, a Copilot OS, and much more!

Prices are getting so high that we may all end up gaming on potatoes soon.  Buy yours from Dell.Steam Machine pricing seems ... like pretty much on target actually.  DDR price fixing?!  No!  The dBrand Companion Cube is no more.  PC shipments are falling, and Sony agrees that you will own nothing and like it very much.   There's so much to be angry about it this episode while we basically shake our heads and laugh it away.  Mostly.  There might have been crying...Timestamps!00:00 Intro00:39 Patreon02:03 What case would you put in a living room?05:56 Food with Josh07:56 Steam Machine coverage continues15:52 RAM makers accused of price fixing18:03 RTX 5050 9GB may be cancelled21:44 PC shipments fell 7 percent in Q123:43 Now Microsoft says 8GB is fine for Win 1128:30 Sony deleting 551 movies from customer accounts29:54 Windows 10 gets updates for another year30:34 Racing with Josh - NLR fiberglass chair32:31 (In)Security Corner40:20 Gaming Quick Hits57:13 Picks of the Week1:01:08 Outro ★ Support this podcast on Patreon ★

Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice. He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert. Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project — 26 names, 22 buys and one sell. WorldWideMarkets is part of JustOneLap.com.

The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Digital Realty buying data centers - Building materials industry consolidation - Keeping track of what assets went where at Honeywell - Recent successes (and failures) with spinoffs - Mailbag: When to covered call index ETFs work? Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr.

The U.S. plans to reduce the number of aircraft for NATO operations, another A-10 lifeline appears, and discussions about restarting C-17 production. Also, owner-produced airplane parts, airport weirdos, a new album from Speed Brake Armed, how the NTSB uses audio spectrograms, lying flat on a broken Polaris seat, and Roman Numerals. Aviation News US Plans Major Cut to Fighter Jets, Warships for NATO Operations in Europe, NYT Reports Citing European officials, the New ​York Times reported that the U.S. plans to reduce the number of ⁠F-16 and ⁠F-15E fighter jets from roughly 150 to 100. Maritime reconnaissance ​aircraft would be cut from 26 to 15, and all eight aerial refueling tankers would be pulled. The ⁠New York ​Times said the U.S. aims to redeploy a missile-launching ​submarine and an aircraft carrier, along with several warships and jets ⁠that join ⁠the carrier's missions. One of two groups of bombers previously assigned for ​Europe's defense may also ⁠be reallocated. NATO spokesperson Allison Hart told Reuters, “Historically, there has been an over-reliance on U.S. forces and capabilities.” The U.S. European Command said in a statement that it would “rightsize” its contributions to the NATO Force Model. Congress Throws A-10 Warthog Another Lifeline The A-10 end of life is scheduled for 2030. Depot-level maintenance has stopped, and the 571st Aircraft Maintenance Squadron at Hill Air Force Base, Utah, has ended. The A-10 Weapons School is scheduled to end this year. However, an amendment to the House Armed Services Committee's version of the National Defense Authorization bill seeks to keep the Warthog alive. The amendment calls for the Air Force to keep supporting A-10 training, testing, experimentation, maintenance, and sustainment efforts. Other requirements include preserving lessons learned and operational expertise and maintaining a formal pilot training unit. A-10 Warthog's New Aerial Refueling Probe Is Now Operational In The Middle East The A-10C is now operating in the Middle East with the new probe-and-drogue refueling capability. First demonstrated in early April, it took only six weeks to become operational. Previously, the A-10 could only refuel from a KC-135. The KC-46 was not yet certified to refuel the Warthog due to the “stiff boom” problem, which could damage the receiving aircraft. Now A-10s can refuel KC-46s with the probe or from HC-130s, MC-130s, Marine Corps KC-130s, and KC-130Js from other operators. A-10 with refueling probe. USAF photo. Boeing “Encouraged” By C-17 Production Restart Discussions Restarting C-17 Globemaster III production would be extremely difficult, extremely expensive, but not impossible. There is interest from various operators and from the U.S. Congress, which has asked the Air Force to prepare a formal briefing on the feasibility of acquiring new C-17s. Driving USAF interest is a succession of crises in recent years that have put serious strain on the aircraft, and questions have been raised about the viability of the current plan to keep them flying through 2075. The C-17 is powered by the F117-PW-100, which is the military variant of the PW2000 family (the same engine that powers the Boeing 757). New engine production for the PW2000 stopped in 2016, and the USAF is currently depending on overhauls of existing engines to keep the fleet flying. So the MRO infrastructure, engineering expertise, and supply chain for supporting this engine remain very much alive. In March 2025, RTX announced agreements with JetZero to integrate the PW2040 engine and APU into its blended-wing-body demonstrator. So P&W is actively working on the PW2040 for a new application, which suggests the engine isn’t entirely dormant in their engineering ecosystem. The decision to restart the engine isn't just a P&W decision. The risk-sharing partners, like MTU Aero Engines, have to be on board. There are 222 C-17s in service with the U.S. Air Force today. The last plane was delivered in 2013, and Boeing shut down the line in 2015. Australia, Canada, India, Kuwait, Qatar, the United Arab Emirates, and the United Kingdom operate the C-17. C-17. USAF photo. Listener Mail Eclipse spare parts Mark writes regarding the discussion about Eclipse parts from Episode 896 and notes that FAR 21.9(a)(5) creates a framework for owner-produced parts. Where a certified part is unavailable, owners of certified aircraft can “produce” their own. And they can do that either by making it themselves or by contracting out its production to a suitably qualified supplier. There are rules about quality and the requirement that owner-produced parts be of equivalent specification to OEM parts, but as long as an aircraft owner can put their hand on their heart and assert that those conditions are met, they can supply parts to their maintainer and tell them to install them. See this AOPA guidance. Airport Weirdo Koeby has developed a crowdsourced gallery of airport weirdos, where travelers submit funny photos of strange things they spot in airports. No account is needed; you can just submit your photo, and it will be added to the gallery. It's called Airport Weirdo. New Album release by Speed Brake Armed Pete Buffington tells us about Speed Brake Armed’s new New Age album “Echoes Above the Infinite Sky.” This album takes the listener on a journey of flight from South America, to Spain, to the Cosmos, and back to ancient Greece. Inspired by over 35 years of real pilot experience. Video: 737 Echoes Above The Infinite Sky | Speed Brake Armed | Full Album | New Age Aviation Music https://youtu.be/slO-4xnVqHg Spectrograms Andy adds his perspective about the conversation on spectrograms in NTSB investigations. While he has absolutely no actual knowledge about NTSB processes or how they actually use spectrograms, he speculates based on his experience as an audio engineer for over 30 years: “Spectrograms have been a tool I use fairly regularly in production. To me, it mostly comes down to being able to recognize things that are hard to pick out. For instance, if there is some kind of unpleasant noise in the background of a recording, sometimes I can identify it and potentially filter it out, purely by ear.  Other times, particularly if it's not very far above the noise floor, it can be very difficult to pick out by ear.  In that case, I'll often look at a spectrogram. It's certainly not always helpful, but sometimes there are things that I can pick out visually that I can't pick out audibly… “So I can imagine that in a cockpit recording with a lot of background noise, examining the spectrogram might allow patterns to be detected that would not be obvious audibly. My guess is that they wouldn't be looking at the speech, but rather for indications in sound of what was happening mechanically. “For instance, if there was sound at a particular frequency, happening at a particular interval regularly, that might be an indication of something. That's the sort of thing that you can often see on a spectrogram even if it is audibly buried in the noise floor.” 14 Hours Lying Flat Patrick thinks maybe United could have done better: 14 Hours Lying Flat: United Polaris Passenger Pays $7,400, Gets Just $350 For Broken Seat. A United Airlines passenger has recounted her experience of flying in a faulty Polaris seat. She was forced to sit in a lie-flat position for the entire journey. After complaining, United offered her only $350. The ticket cost $7,388. DCCCXCIV Rob wrote in to say he enjoyed the value that Erin Applebaum brought to Episode 894. Also, that “with the very welcome return of David, this episode may well be the first podcast ever where the hosts have an odd number of kidneys!!” We also got a refresher on Roman Numerals. Mentioned The Great State of Maine Airshow, Saturday and Sunday, July 11 and 12, 2026, at Brunswick Executive Airport (the former Brunswick Naval Air Station). DARPA Lift Challenge at the National Museum of the Air Force in Dayton, Ohio.  Aug. 5-9. Hosts this Episode Max Flight, our Main(e) Man Micah, Rob Mark, and David Vanderhoof.

Michael Barnum of Raytheon, an RTX business, joins us to talk about what's actually happening in today's cleared job market and how serious job seekers can stand out. Mike shares the cleared roles they're urgently filling and why mission and supporting the warfighter keep people there. He and Bob dig into job seeker frustrations, how volume and timing really affect hiring decisions, and why vague applications and LinkedIn messages get ignored. Mike also covers the spike in recruiter impersonations and job scams, how to spot fake outreach, and how to use LinkedIn and AI without hurting your chances. They wrap with straight talk on salary ranges, early compensation conversations, SkillBridge expectations, and practical interview prep so you can confidently tell your story and make it easy for recruiters to move you forward. Find complete show notes at: https://clearedjobs.net/raytheon-rtx-inside-the-cleared-job-market-competition-myths-and-mistakes-podcast_This show is brought to you by ClearedJobs.Net. Have feedback or questions for us? Email us at ajones@clearedjobs.net.Create a cleared job seeker profile on ClearedJobs.Net.Engage with us on LinkedIn, Facebook, Instagram, X, or YouTube._

The back episodes finally make it online, this is number 1 is a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is great!  So much insecurity, so much Linux and retro, enjoy!Timestamps:0:00 Intro1:04 Patreon1:26 Food with Josh3:10 New Ryzen X3D already?5:16 NVIDIA just made more money than ever11:52 RTX 5090 price increase16:41 EFI partitions and Windows Update19:57 Noctua Home - adding fans to everything in your life22:57 Linux drops more vintage CPU support26:35 Vintage style ROG motherboard30:39 (In)Security Corner44:30 Gaming Quick Hit47:20 Jeremy explores the Lepro OE1 RGB floor lamp52:12 Picks of the Week1:00:29 Outro ★ Support this podcast on Patreon ★

A Computex 2026 trouxe uma série de anúncios importantes para o mercado de tecnologia, mas poucos chamaram tanta atenção quanto o RTX Spark, a nova plataforma da NVIDIA voltada para computação acelerada por IA em dispositivos locais. Neste episódio do Diocast, discutimos o que exatamente é o RTX Spark, quais problemas ele pretende resolver e como ele se posiciona em um mercado que já conta com soluções como Snapdragon X Elite, Ryzen AI e os novos processadores Intel com aceleração dedicada para inteligência artificial.Mais do que simplesmente lançar um novo chip, a NVIDIA parece estar ampliando sua presença para além das placas de vídeo tradicionais. O RTX Spark combina CPU baseada em arquitetura ARM, GPU com tecnologias derivadas do ecossistema RTX e recursos dedicados para cargas de trabalho envolvendo inteligência artificial. Na prática, isso pode abrir espaço para computadores mais eficientes, capazes de executar modelos de IA localmente, reduzindo a dependência de serviços em nuvem e melhorando aspectos como privacidade, latência e disponibilidade.---https://diolinux.com.br/podcast/lancamento-da-nvidia-rtx-spark.html

A Apple acaba de apresentar novidades na WWDC 2026: novas versões dos sistemas operacionais da Apple, com destaque para o iOS 27, iPhone com refinamentos de interface, ajustes de desempenho e até um aplicativo de câmera mais personalizável? Vem ficar por dentro! Jovem transforma teto em mapa de voo ao vivo com projetor e receptor de rádio de R$ 150. Fim do impasse! Apple cede e deve permitir Pix por aproximação no iPhone. Gears E-Day e mais! Veja resumo com trailers e jogos do Xbox Games Showcase. Chrome agora está “mais rápido do que nunca”, diz Google ao explicar melhorias técnicas no navegador. Nvidia deve lançar RTX 5060 SUPER com 12 GB. Uber libera avaliação “6 estrelas” exclusiva para o Brasil.

Microsoft y Nvidia anunciaron un nuevo chip RTX con 128 GB de memoria unificada al estilo Apple Silicon, optimizado para correr IA local en el nuevo Surface Laptop Ultra. Microsoft también lanza sus propios modelos de IA (MAI-Thinking-1, Code-1 Flash) y nuevos agentes. Llega el Dell XPS 13 nuevo. Y Guillermo está probando el Oura Ring 5 para reemplazar su Apple Watch.

On this edition of the Sams Report, Windows has Build, Xbox might get Exclusives back, and RTX is the new hero. Check out Clairvoyance! - https://www.clairvoyanceai.com/ I work on Clairvoyance...so disclosure. Chapters: Intro: 00:00-00:53 Tech News: 00:53-9:47 Gaming News: 9:47-13:45 Questions: 13:45-19:45 Outro: 19:45-20:13

Anduril Industries raised $5 billion at a reported $61billion valuation—putting a nine-year-old defense tech company in the same conversation as legacy primes that have been building weapons for generations.How did they do it, what is their strategy, and does the math make sense?In this episode, Mike and Matthew take a deep dive inside Anduril's products, revenue, contracts, and business strategy. They break down the Series H raise, the company's rapid valuation climb, the difference between contract ceilings and booked revenue, and why visible federal obligations onlytell part of the story.They also examine Anduril's expanding product portfolio, anddebate the core question behind the company's $61B price tag: Is Anduril the future of defense industrial production, or is the market pricing in near-flawless execution?Topics include:- Anduril's $5B Series H and $61B valuation- The gap between reported revenue and visible federalobligations- Why Special Operations and the Border Patrol matter morethan most people realize- The $20B Army enterprise vehicle—and why it is a rail, not acheck- Barracuda, Fury, Arsenal-1, and hyperscale defensemanufacturing- How Anduril compares to Lockheed, Northrop, GeneralDynamics, RTX, and Palantir- The bull and bear case for Anduril's long-term strategy- What to watch next: IPO timing, task orders, deliveries, andrevenue growth- The real bet: for Anduril to justify today's valuation, ithas to grow from a $2B revenue company into a $20B+ revenue company very quickly.SUBSCRIBE FOR FREE to get more intel on defense tech, news, and happenings. Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠! ----Follow us on...• LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ----00:0000:34 intro01:20 Premium newsletter!02:10 Anduril intro02:26 Matthrew intro04:32 Anduril 10106:52 Anduril's fundraising07:25 the next 24 months07:38 revenue breakdown08:23 happenings between the raises14:10 last 5 years of sales15:47 counter-UAS18:22 Steve vs Steve approach19:14 C-UAS durability?21:04 Altius21:52 comparing valuations23:21 sources of new revenue23:33 Barracuda24:08 CCA program27:28 Lattice28:20 Eagle Eye31:18 Golden Dome35:08 Anduril's strategy38:53 next acquisition?41:25 wrap-up

Nvidias neues Spark-SoC stiehlt auf der Computex 2026 allen die Show! Der revolutionäre Chip verbindet erstmals eine starke Arm-CPU mit Blackwell-Grafik und bricht mit alten PC-Standards. Da geraten AMDs neue RX 9070 GRE und die fünf frischen Handhelds fast zur Nebensache. Im GameStar-Talk klären die Experten, ob das die Zukunft des Gaming-PCs ist. Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast

On this week's episode LevelCap and Matimi0 https://www.twitch.tv/matimi0 discuss the Call of Duty MW4 reveal trailer, Nvidia's new RTX hardware, Hell Let Loose Vietnam, and much more! Support us on Patreon for bonus content! https://www.patreon.com/LevelWithMePodcast Join Our Discord and make suggestions for our next episode topics https://discord.gg/nxBQZ6eh8H

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。

Learn more about GCAD here: https://gabelli.com/ticker/gcad/ Global defense budgets are rising at a pace not seen since the Cold War. With a record $1.5 trillion U.S. defense budget request on the table, NATO allies accelerating procurement to 3.5% of GDP, and ongoing conflict demanding urgent replenishment, the investment case for aerospace & defense has rarely been more compelling. Join us for an expert conversation with the portfolio manager of The Gabelli Commercial Aerospace and Defense ETF, GCAD, Lieutenant Colonel G. Anthony Bancroft, USMCR, a decorated F/A-18 fighter pilot who brings rare operational perspective to defense investing. Moderated by Daniel Gleim, Gabelli Aerospace & Defense Research Analyst based in Zurich. This webinar was recorded live on May 20th, 2026 at 11am ET. Topics Covered: • Why defense spending remains historically low relative to GDP and history • The Iran conflict and its impact on air defense demand and drone economics • Missile production surge: LMT, RTX, LHX, and the supplier ecosystem • How GCAD differs from passive defense ETFs and broad market indexes • Record industry backlogs and what they signal for multi-year revenue visibility • NATO allies' accelerating budgets: a $400B+ incremental spending opportunity • Defense sector correlation to markets and role in portfolio construction 0:00 Tony Bancroft's Background 2:20 GCAD ETF Overview 4:30 Aerospace Industry 12:27 Defense Industry 19:40 Current Conflicts 26:44 How to invest in Aerospace & Defense: GCAD ETF 29:38 Albany International (AIN) - Stock Idea 34:35 RENK - Euro Stock Idea 36:27 Audience Q&A 43:47 Contact Us 44:33 Important Disclosures To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554).

The future of war has been evolving before our eyes in Ukraine, yet the west still plans to fight the last war. In this special episode, guest host Noah Smith (@noahpinion) and Brandon Anderson sit down with Yaroslav Azhnyuk (@YaroslavAzhnyuk), a serial tech founder who went from building PetCube to founding The Fourth Law, one of the world's most advanced AI-guided drone companies. Over two hours we cover the technology, tactics, and geopolitics of drone warfare, and why the modern battlefield has already left the West behind:* Yaroslav's personal history and the Ukraine war [00:01:04 – 00:14:01]* The modern drone tech stack: why FPV drones are the new god of war, the future of the rifleman, fiber optic vs. AI, five levels of autonomy, and the eight dimensions of the autonomous battlefield [00:14:01 – 01:05:13]* The geopolitics and economics of drones: China's manufacturing advantage, the drone race, Western defense readiness, countermeasures, and why the gap is widening [01:05:13 – 01:58:57]For those looking for Noah Smith's commentary, it really gets going around the 00:51:31 mark.Yaroslav Azhnyuk / The Fourth Law:* X: https://x.com/YaroslavAzhnyuk* LinkedIn: https://www.linkedin.com/in/yaroslavazhnyuk/* The Fourth Law: https://thefourthlaw.aiNoah Smith:* Substack: Noah Smith * X: https://x.com/noahpinionTimestamps00:00:00 Cold Open: China's 4 Billion Drones and the Cameras-to-Explosives Pipeline00:01:04 Introduction: Brandon, Noah Smith, and Yaroslav Azhnyuk00:05:41 From Tech Entrepreneur to Defense: PetCube, Brave One, and the D3 Fund00:10:42 The Ethics of Building Weapons: Dual-Use Technology and the Wolf at the Door00:14:01 The Tech Stack: Cameras, Autonomy Modules, Interceptors, and a Semiconductor Fab00:18:47 Fiber Optic vs. AI: The Radio Horizon Problem and $32/km Cable00:25:32 FPV Drones: The New God of War — 70–80% of Frontline Casualties00:28:28 The Five Levels of Drone Autonomy: From Terminal Guidance to Full Autonomy00:41:37 The Eight Dimensions of the Autonomous Battlefield00:45:32 AI Safety and the Morality of Autonomous Weapons00:51:31 The End of the Rifleman? Noah's 2013 Prediction vs. Battlefield Reality01:05:13 China's Manufacturing Advantage and Western Vulnerabilities01:24:21 Policy Advice for Western Defense: Defense Valley and the Widening Gap01:32:54 The Drone Race: Who's Ahead, Category by Category01:41:57 Countermeasures: Shotguns, Jammers, Lasers, and Fishnets01:58:19 The Wedding and Final Takeaway: Be Prepared for WarTranscriptCold Open: China, FPV Drones, and the New Warning SignYaroslav [00:00:00]: Think about this. Last year, Ukraine produced 4 million FPV drones. Ukraine is not the most industrious nation in the world. China can produce 4 billion of these FPV drones.Noah [00:00:10]: Would you say that right now China is now the supreme conventional military power on Earth, given its ability to manufacture and deploy drones in the quantity and quality that you just described?Yaroslav [00:00:20]: I don't think we have all the information to claim that but we cannot count it out, and that alone should be a big warning sign. As I say, at some point in my life I went from making cameras that fling treats to pets to cameras that fling explosives to the occupiers. So that's the short story. And when you think about what your nation, what your patriots are going through, you realize that's the only morally right thing to do is to fight back, and it is immoral not to fight back, and then the choice becomes very clear.Introduction: Yaroslav Azhnyuk, Petcube, and the Last Flight into KyivBrandon [00:01:04]: Welcome to Latent Space. I'm Brandon. I normally do science podcasts, but today we're going to do something a little bit different. I'm joined by Noah Smith of Noahpinion on Substack and Twitter. And he has lots of interesting things to say about drones. And as a guest, we have Yaroslav Azhnyuk, founder of The Fourth Law and several other, drone-related startups. To get started, it is February 23rd, 2022. You are running a pet startup. You're connecting pets with their owners. Let's go in just a little bit of background. How did you get started in tech, and what were you working on before the Ukrainian war started?Yaroslav [00:01:50]: Good to be here. Thank you. On February 23rd, late in the evening, 11:00 PM Kyiv time, my wife and I landed in Kyiv. Actually, then she was a fiance. We came from Lviv, where we were looking at a church, where our wedding should have taken place. And we got into this cab ride from the airport to our home, and the driver was like, “You crazy. Like, everyone's leaving Kyiv. Why do you come?” We're like, “What? Nothing's going to happen. Dude, chill.” And then obviously, eight minutes later, or eight hours later, the bombs fell in the city. It was quite surreal. We probably landed on the last flight that landed in Kyiv, or one of those last flights. My background, I'm a tech guy. Studied applied mathematics in Kyiv Polytechnics, born and raised in Kyiv. My parents are old PhDs from academia, and grandparents too. Like, everything, from linguistics to nuclear physics. And I'm an entrepreneur, so I've built a bunch of companies. Petcube is the one you were referencing. So I lived in San Francisco 2014 to 2020, building Petcube, which is one of the leading, pet device companies in the world, selling lots of pet cameras. And then, yeah, as I say, at some point in my life I went from making cameras that fling treats to pets to cameras that fling explosives to the occupiers. So that's the short story.February 24th: Leaving Kyiv as the Invasion BeginsNoah [00:03:28]: February 24th, I guess a few hours after you, go to check out your wedding chapel, what do you do?Yaroslav [00:03:37]: We had a plan for this situation. So my parents and family live in Kyiv, and we're like, “Okay, this has actually started. The worst has, come true.” And so we basically packed our belongings and got in the car and spent 17 hours driving west. And that was pretty sure most people in our audience watched at least one apocalyptic movie in their life, so that was exactly like that. Like, felt exactly like that. Missiles are falling. Like, there was smoke in Kyiv. Like, my dad and I went, like, to central part of the cities. It's probably, likeYaroslav [00:04:20]: 800 meters from presidential office, to pick some stuff up at his workplace. Because he's, like, the head of an academic institution, so he had to get some of the things with him. And super surreal. Like, the streets are empty. Like, the gas stations are out of gas. Like, we found some gas station. We didn't have, like, spare canisters with us, so we're like, We figured out, like, the car was diesel, so like, we figured out, if it's diesel, you can actually store it in plastic, canisters, and we bought some window wash for the cars. We poured it out of the canisters, and we poured the diesel into that. Yeah, so it was like that. And then, like, helping friends get out, like my friend and his dog. Like, we found Like, my brother was also, like, riding in a separate car. We found a place for my friend who didn't have a car. It was like, yeah, it was like, totally surreal. And we didn't know of course, and you didn't know this will last for so long. You didn't know whether Ukraine will be able to defend Kyiv. And it was like, yeah, very little information and very little insight into future.From Pet Cameras to Defense Tech: Building for Ukraine and the Free WorldNoah [00:05:42]: What are your thoughts with regards to how do you, defend, Ukraine? So you eventually start building drones Like, what is the process to get from there from where you were building, devices that connect owners with pets to building drones, and what other things did you do to help the war effort in the process?Yaroslav [00:06:07]: It's definitely non-trivial, right? Like, I didn't go, to I didn't get any, like, military education when I was a student. Like, normally, in Ukraine, you would, you would go to like, this military school even if you're getting higher education in any other, sphere. I decided to skip that which is like, an unusual way to go. And I never thought that I will be somehow engaged in a war effort. Like, what is war? Of course, wars are over. It's the end of history. So one thing you got to understand about, like, many Ukrainians and like, I guess, it's also true about most of the people I met here in the US, that your who you are in terms of your nationality is a big part of your identity. So when that gets under attack, it's something deeper than just the country you live in gets under attack, right? And I Day one, I figured I'm going to I'm going to fight back with everything I can, right? But I didn't think on day one that I'm actually going to do, weapons. And a bunch of things. We were reaching out to a number of American, congresspeople and senators, and basically advocating for support of Ukraine, for voting for lend lease, which has happened in May 2022, but didn't actually work as expected. We helped start, Brave One, which is now a very important defense innovation cluster, sort of like a DIU here in the US. We helped start, a fund called D3. It's like, it was started or co-started by Eric Schmidt, former CEO of Google. So a bunch of these odd things, but then eventually I was like, “Okay,”by 2023 it was obvious this thing, A is going to last a lot more time, and B, that the whole world is shifting and that there's going to be a new arms race, that the warfare is redefined by drones as platforms. And for the first time in history, you have a platform that is software defined, that can increase your battlefield capabilities, in a in a step change just overnight. So it's like if you were able to push a software update and get all of your Roman legionnaires a new helmet? That has never been possible before. It's the first time in the history of war this is possible. So all of that and many other things like, supply chain fragilization, and the impact that AI is going to have on all of this all these things have become evident to me in 2023, and it's like, “Okay, I should do what I do best, or what I know how to do best, start a tech company, and sort of leverage the global techno capitalist machine, to provide, defensibility to Ukraine and the free world.” So that's literally the mission of the company, increase defensibility of Ukraine and the free world. And then there was some sort of soul-searching and like, asking yourself. It's like, “Okay, am I Actually, I know nothing about weapons. Am I actually, like, ready to make, things that other people use to kill other bad people?”Yaroslav [00:09:36]: When you think about what your nation, what your Compatriots are going through And think about all the terror of places like Bucha, the occupied cities in the east and south, the abducted children, the raped women, all the economic damage that's being done, and the intention to destroy a whole nation, to genocide the people of Ukraine, you realize that's the only morally right thing to do is to fight back, and it is immoral not to fight back. And then the choice becomes very clear. And look, we're just passing the ammunition. We're not doing the actual job. The actual fighters and defenders and heroes are people in the armed forces. We're just support.The Moral Question: Weapons, Responsibility, and Fighting BackNoah [00:10:33]: I have so many questions. Actually, I know you seem to have a question. Do you want to ask anything?Yaroslav [00:10:38]: No, I'm just listening. Go ahead.Noah [00:10:40]: I do want to talk about, some of let's say, the moral issues, like you just said. You endYaroslav [00:10:50]: I think there are no issues there.Yaroslav [00:10:52]: What would an example of a moral question be in this case?Noah [00:10:55]: No, I mean Okay. As you just said, you are creating the tools, but others are using them.Noah [00:11:05]: I was maybe thinking of having this conversation later, but one of the questions is like, is it actually you are going to be building them for your homeland, which you are building it for your homeland, which is I think, very a strong morally defensible position, but this technology is not going to stay with you, right?Noah [00:11:26]: This you will probably be selling these to other people Yeah. So the future is really where the moral issues may come into playYaroslav [00:11:38]: The this question becomes, easier and more complete if we ask this not about a particular technology or particular weapon, if we think that this question actually applies to any kind of technology Right? So -Knife or fire. You can use knife to do surgery and save people's lives, or you can use it as a weapon to take people's lives.Noah [00:12:06]: Cut tomatoes, too.Yaroslav [00:12:08]: Cut tomatoes too.Noah [00:12:09]: Yes, knife.Yaroslav [00:12:09]: That's helpful.Noah [00:12:10]: In Japan, sword and knife, they, call the same word.Yaroslav [00:12:14]: It's like, it's with any technology. Large language models, right? Look at how powerful they are and yet they're available to anyone in North Korea or in Russia.Yaroslav [00:12:29]: That's one side of the argument. The other side is As a maker, what is your responsibility for how the tools you're creating, will be used? There's definitely some responsibility, right? Then How should the decision process look like? Should you, like, try to calculate all the possible scenarios before starting to work on something? Or do you create something that is needed now to save people's lives, and then think about, addressing the unwanted edge cases later? In ideal world where there's like, or okay, it's not ideal world. In a mythical world where there is some one governing party and it gets to decide everything, and there is no other country, that can, decide on their own, you could say, “Well, we need to calculate for all the consequences, and only then, maybe build this building, by replacing this park because, maybe we need this park in the city,”right? So that kind of situation. But when you're in a situation where you're in a forest, in front of a wolf, you first going to deal with the wolf that wants to eat you, and then you're going to go consult Greenpeace. So that's kind of situation that Ukraine is in.The Fourth Law, Odd Systems, and Ukraine's Drone StackNoah [00:13:59]: Enough. Because this is a tech podcast, I did want to spend some time talking about, sort of the tech in that you've developed and what you've been working on. So can you explain, I guess, first of all, like, the problem that you were trying to solve from a technical standpoint? And I think, and then maybe, like, go into some of the solutions and some of the design process that led you from designing, little laser-guided, guiding lasers with a with an iPhone versus Having drones.Yaroslav [00:14:34]: Like, it so happened, that my partners and I, we sort of So I started one company called The Fourth Law, and its goal was and is to Make, massively scalable on-drone autonomy. And then In parallel with that together with my, Petcube co-founders, partners, and friends, we started another company called Odd Systems Which, was focused on making thermal cameras. Cameras, thermal cameras are seeing thermal radiation and are used to see at night. And we're now sort of those companies are getting closer and closer together and we're probably going to merge them. And this group of companies is currently the leading, team in on-drone AI and thermal imaging on the Ukrainian battlefield, and Likely one of the leading, if not the leading in the world. So We have these, like, three sort of business units, which are cameras, drone autonomy, and drones. So the cameras and drone autonomy sell daytime and nighttime cameras and different types of drone autonomous modules to other drone manufacturers, over 200 drone manufacturers in Ukraine. And then the UAV, business unit sells the drones themselves to the armed forces of Ukraine, Ukrainian government. And there are different types of drones. Those are sort of front strike, as we call them, so those are sort of FPV strike drones and the bombers, and then interceptors. And there are different kinds of interceptors. We do Shahed interceptors and we do ISR interceptors. We don't do the deep strike-FPV Drones, Interceptors, and Battery-Powered WarfareNoah [00:16:32]: What's an ISR interceptor?Yaroslav [00:16:33]: ISR is stands for intelligence, surveillance, reconnaissance, and those are basically drones which are which, Russians are using to watch over positions and then communicate where, the targets are coming.Noah [00:16:48]: It's a reconnaissance.Yaroslav [00:16:48]: That's, the ISR is sort of a classical term for a for a reconnaissance drone.Noah [00:16:53]: Are all of these battery-powered drones that you just described? ‘Cause I know that the sort of deep strike drones still have, like Some sort ofYaroslav [00:17:01]: Internal combustion engine?Noah [00:17:02]: Internal combustion engine. Are all the things you're talking about battery-powered?Yaroslav [00:17:06]: What we're working on is all battery-powered, right? We don't do the deep strikes, right? And then in terms of autonomy-Noah [00:17:12]: You can catch a Shahed with a battery-powered thing. It's not Fast to catch.Yaroslav [00:17:17]: No, absolutely. Look, Shahed interceptor, like ours, it's called Zero, it goes up to 326 kilometers per hour.Noah [00:17:26]: For reference, how fast is a Shahed?Yaroslav [00:17:28]: Eight, like, in internal phase it could be 280, but in cruise phase it's, like, 220-ish.Yaroslav [00:17:36]: Yeah. And sorry, I'm not like you can convert that into miles if you're interested.Noah [00:17:41]: No, that's fine.Noah [00:17:41]: Multiply by two thirds or point six or something.Yaroslav [00:17:44]: That's easy. Yeah, I was saying that for autonomy modules, right, we, -We make systems, autonomous systems for frontline, for interceptors and some for deep strikes as well, and then different levels of autonomy. So from terminal guidance, which is like lasts 500 meters, give or take, to autonomous bombing, to autonomous target detection, to autonomous navigation and all of that across day and night, different terrains, different time of the year, different platforms like quadcopters and fixed wing, and maybe some other platforms. So it's quite a wide variety of products. We also have like our own simulation. We have our own training school for the war fighters. And we're about to start construction of two, semiconductor plants to make, sensors for thermal cameras. So that's super exciting for me as a computer science guy is Doing semiconductors. Super cool.Noah [00:18:49]: Like in terms of kind of core drone technologies, you basically are one is an FPV replacement without fiber optics, and the other isYaroslav [00:18:59]: YouNoah [00:18:59]: Signal tracking with interceptorsYaroslav [00:19:00]: With or without fiber optics. Fiber optics Is just like, sort of a communication module.Yaroslav [00:19:05]: You can, you can use classical analog, video link and radio link. Those would be two separate radios. You can do digital, or you can do fiber optic, and then fiber optic Has its own advantages but also adds weight and decreases, the distance and decreases, how fast you can, sort of turn and With a drone. Yeah.Noah [00:19:33]: Do you need AI for fiber optic drones?Yaroslav [00:19:36]: Like you can use AI for fiber optic drones. AI replaces a human, right? Fiber optic is making your communication link more resilient. So those are slightly different goals. Like if you want, you can have, AI controlling hundreds of fiber optic drones instead of having 100 operators for each.Fiber Optics, Radio Horizons, and Terminal GuidanceNoah [00:20:03]: I guess I thought that the key reason that people moved to fiber optic drones was for like electronic, countermeasures. Or I guess to counter those.Yaroslav [00:20:13]: I think that's a correct assessment from sort of a public awareness standpoint. In practice it's somewhat more difficult Because besides electronic countermeasures, you have these issues of a radio horizon For FPV drones, which means that asYaroslav [00:20:36]: I believe Earth is round Some people disagree. But basically if you fly a drone and you have a land station over here and a drone flying over hereYaroslav [00:20:49]: If your drone is flying high, you have good direct radio visibility. If your drone goes low, and usually, Russian infantry and vehicles, they're on the ground and you want to hit them, you need to go low. Lower you go, maybe you'll get behind a hill or behind a forest, and if you're far enough, you'll just get behind the curvature of the earth. You get into what's called a radio shadow. And then That is a real bummer because for the last, be it 60 or 20 meters, you won't be able to see anything and it will be very difficult to hit the target. So to counter that what-- And then the distances that these FPV drones, act on they're, they can be quite large. So for example, here in the US there was this drone dominance program competition, and in drone dominance the furthest distance was about 10 kilometers.Noah [00:21:44]: What was drone dominance? What was that competition?Yaroslav [00:21:47]: Drone, the drone dominance is a is a program started, by the US government, to accelerate the development of drone technology here in the US.Noah [00:21:57]: Got it. And the longest range thing they were using was 10 kilometers.Yaroslav [00:22:00]: Was 10 kilometers, right. In Ukraine, like if your drone doesn't fly at least 20, 25, it just, no one's interested in it, and the usual hits are happening. It was like, okay, many hits are happening between 30 and 40 kilometers, and that's what expected from a regular 10-inch, FPV drone. So at that distance, even at altitudes of like 60 to 100 meters, you might start losing, the link. So some of the earlier AI technology that was fielded in FPV drone was this terminal guidance technology. That was the first product that we ever, launched that helped you as an operator, once you see the target from two, three, 500 meters, you lock onto the target and then, it just, drives the drone towards the target no matter what, even after you lost the visual connection. So optic fiber solves that. However, if you want to go like 20 kilometers with optic fiber, that will add an extra three kilos, of useful weight to your drone. SoNoah [00:23:12]: ‘Cause the cable that you have to unspool as you go weighs.Noah [00:23:15]: It is heavy.Yaroslav [00:23:15]: At first, like the spool is about 800 grams, so a bit less than a kilo, and then, and then think about 10, 10 kilometer optic fiber is another kilo, something like that. That takes away from your useful mass and then now you have like, you need a 15-inch drone and it can only carry maybe one or two kilos of explosives if you want to go, 20 kilometers. If you want to go to 30 or 40, like 30 is probably max. 40 is like very problem problematic on optic fiber. And then the problem with optic fiber is it's actually getting super expensive. So and why? Because of all the data centers for AI. That's literally the same optic fiber-Noah [00:24:01]: We're running out of centersYaroslav [00:24:02]: That's being used there.Yaroslav [00:24:02]: Like when Ukrainians and Russians come to Chinese factories to buy the optic fiber, they're like, “We're out. We sold it out to the Americans.”? That's the craziest thing. So optic fiber went up in price from like, $4 per, kilometer to like, $32 per kilometer in a few months in the beginning of this year. And I'veBrandon [00:24:26]: Claude Code is stopping the Russian drone effort here.Yaroslav [00:24:30]: Ukrainian as well. Yeah.Brandon [00:24:31]: Ukrainian. But I read somewhere that the Russians had grown more dependent on fiber optic drones relative to the Ukrainians, and that's one reason why the Ukrainians have sort of regained the initiative in drones recently.Brandon [00:24:42]: How accurate's that?Yaroslav [00:24:43]: The Russians were the first ones to scale that. I think by as of now, Ukraine has caught up. I think, like, as of maybe three months ago, Ukraine is mostly caught up on fiber optic. Yeah.Brandon [00:24:57]: What percent of damage would you say is in terms of FPV drone damage would you say is now fiber optic versus, like autonomous?FPVs as the New God of War: Tanks, Artillery, and Cost per KillYaroslav [00:25:07]: For our, for our audience, I actually, I cannot answer that question. Like, it's like I know the answer, but I would not disclose that. But for our audience, I think another interesting fact is out of all the casualties on the front line Between 70 and 80% are done by FPV drones.Brandon [00:25:30]: FPV drones are the new weapon of universal weapon of warfare.Yaroslav [00:25:34]: It'sBrandon [00:25:35]: Land warfare, anywayYaroslav [00:25:35]: They used to say that artillery is a god of war because artillery used to cause, like 80% of casualties, and now On that ranking-Brandon [00:25:46]: FPVYaroslav [00:25:47]: FPV drones rule.Brandon [00:25:48]: FPV drones are the god of war.Yaroslav [00:25:51]: Sort of. Dethroned artillery. But it's not to say that artillery is not useful, is not needed. Like, all of these systems are needed. Maybe except cavalry, although Russians still use it. I know, have you seen the videos of Russians using mules and horses?Brandon [00:26:09]: What is the usefulness-Yaroslav [00:26:10]: It'Brandon [00:26:10]: Of a tank in the in the modern-Yaroslav [00:26:11]: That's where we need Greenpeace to say a word, but they're silent. Yeah.Brandon [00:26:15]: What's the use of a tank on the modern battlefield?Yaroslav [00:26:21]: It's diminishing.Brandon [00:26:22]: Diminishing.Yaroslav [00:26:22]: However, I think there might be technologies which will, revive the tank. Look, tank still provides you armor, and armor is important. Like, you still need to armor and firepower, right? Like, you can be an armor personal carrier that provides you, armor. The challenge that currently exists is armor is not very well protected against incoming drones. However, there are ways to do to protect it. We were previously talking about this before the podcast. The CEO of Rheinmetall, recently sort of ridiculed, Ukrainian drone industry, saying that like, there is nothing interesting there, no real innovation, no to stand Compared to like, Rheinmetall or Boeing, and it's all made by housewives. There was like, obviously a ton of memes about this people ridiculing the CEO of Rheinmetall. And one of the best quotes, I heard on this topic is from my friend, Alexey Babenko, who's, the head of and founder of VIARI Drone, which is one of the largest manufacturers of FPV drones. They're our partner. They're using our autonomy. So he said that the drones we manufacture in one day will be more than enough to destroy all the tanks Rheinmetall manufactures in a year.Yaroslav [00:27:52]: Then, yeah, cost-wise, of course, a drone is like, $500 and a Rheinmetall tank is what, probably 5 million-ish or maybe more.Brandon [00:28:00]: Don't mess with those housewives.Yaroslav [00:28:03]: Drone wives.Brandon [00:28:04]: Drone wives.Yaroslav [00:28:06]: That's it.Noah [00:28:06]: There's a classic saying that everyone always fights the last war.Noah [00:28:12]: Yet do How did So from your standpoint, how did we get to the point where tanks became irrelevant in at least for now In a matter of just a few years?Yaroslav [00:28:24]: Look, I think it's the same way, how do we get to the point that calculators become irrelevant?Yaroslav [00:28:31]: Now we have iPhones. Like, why would you need a calculator? Technology progresses and its influence grows non-linearly. It's all exponential. So I can tell you that full autonomy, when you put it on a drone Look, so if you, if you think about a tank and a like, it's not a direct comparison, but even, like, a drone and a artillery shell or like, sort of cost per kill, an artillery shell for 155 caliber, which is a standard NATO caliber Currently market price is about $4,000 per piece. So compare that to say, $400 per drone. That's 10 times more expensive. Account for the amortization of the artillery gun and for how vulnerable it is and what is the sort of tactical, capabilities it gives you as compared to a drone. You'll figure out that an FPV drone is maybe three orders of magnitude, more versatile, more useful, more capable than artillery and many of than a classic artillery. Many of Because there are different types of artillery. Not just, like, one 155. You have mortars, you have all that. But give or take, roughly three orders of magnitude maybe. Again, it doesn't have that firepower. It's not one-to-one comparison still.Yaroslav [00:29:53]: Now, take that FPV drone. When you put full autonomy on that FPV drone, which can be not very expensive, like systems that we're, producing are like, in hundreds of dollars of pure bombFull Autonomy: From Human Pilots to Smartphone-Directed Drone MissionsNoah [00:30:06]: Just interrupt. You said full autonomy Just a second ago you were saying that the autonomy here is guidance, right? It's not decision-making.Yaroslav [00:30:14]: No, I was I was saying that's the f-First and sort of easiest pieces of autonomy that was fielded by us. But if you, if you add full autonomy to a droneBrandon [00:30:24]: He, I think he's asking what does it can you, for the listeners, can you explain What the term full autonomy means?Yaroslav [00:30:29]: Basically, I think a good way to think about an FPV drone is like an iPhone of warfare. It's, like, very inexpensive, very mass producible, very versatile. You don't need a bunch of other things when you have a iPhone in your pocket. You don't have, need an MP3 player, you don't need a calculator, don't need other things. All right? So FPV drone is an iPhone. Or like, okay, Apple please don't sue me, is a smartphone. And then, when you add autonomy to it sort of becomes like Uber or ride sharing. Okay? So what it means is instead of actually being a trained pilot who has this complex remote controller device which requires a couple months of training to actually pilot the drone, and then having to pilot it for 30 minutes, flying towards the target, et cetera, et cetera, now you basically, you have your smartphone, you have a drone, you pick your smartphone, you say, “We are here. The bad guys are here. Go and get them.” And the drone goes up, flies in a given direction, localizes itself on the map, finds the dedicated area where they, the bad guys are supposed to be sees the bad guys, bombs them, return, like, watches, so does a damage assessment, returns back, sits down, and then you can pick it up and watch the video if you didn't have the radio link, right?Noah [00:31:59]: That's a bomber drone.Yaroslav [00:32:00]: That's full autonomy for a bomber drone, right?Noah [00:32:03]: You're saying that no human decision is made in this entire process?Brandon [00:32:06]: That's not, that's not what he's saying.Yaroslav [00:32:07]: A human decision was made at the beginning of the process-Noah [00:32:09]: I get it. I get itYaroslav [00:32:09]: The same way as you would fire an artillery.Yaroslav [00:32:12]: When you fire an artillery, you don't stop at like, 500 meters away from a target and ask it whether, you want to strike or not. That's exactly, a human decision is always made at some point. So when you do that's full autonomy, and such full autonomy is happening as we speak. And such full autonomy increases the capabilities of an FPV drone, which is already, like, three orders more powerful than an artillery shell. Full autonomy increases its capabilities by four orders of magnitude because now you can have 100 times as many people who can use it, because you don't need to train those people, and this is important. You can have 10 times, mission success rate, and you can have 10 times utility per drone because now instead of being one-way kamikaze, it's, it can be a bomber.Brandon [00:33:05]: Now wait, let's, you said 10 times mission success rate, which means that fully autonomous bomber drones succeed in their missions 10 times more often than human piloted bomber drones do. That's an important thing to know.Noah [00:33:17]: Maybe, to push back onBrandon [00:33:19]: They're super, they're superhuman. They're, they' 10X superhuman.Yaroslav [00:33:22]: They're not vulnerable to electronic warfare. They don't care about the radio horizon. They don't lose track during navigation. They are not susceptible to human error when, an artillery shell or other drone blows up besides you and you're like, “Hell no,”like, “I'm getting out of here.” Right? That doesn't happen to an autonomous drone. Like, all of those things. Like, we have, like, one of the brigades that's using our drones with just first level autonomy They literally said that their success rates-Brandon [00:33:53]: What's first level autonomy?Yaroslav [00:33:54]: First level autonomy is just the terminal guidance.Yaroslav [00:33:57]: By the way, we have video of that. We can watch that.Brandon [00:33:59]: Terminal guidance means a human gets it nearby and then the AI takes over.Yaroslav [00:34:03]: The human flies it all the way, like 30 kilometers towards the target, and obviously the target was probably given to that human by someone who's flying some ISR drone, some reconnaissance drone, right? So all the way to the target, and once you see the target from a distance of 500 meters, you do target lock, and from there drone flies autonomous. So just that feature alone, it has increased the guy's, his call sign is Grom, so it has increased his, mission success rate, like precision of mission, yeah, mission success rate from 20% to 71%, and it also increased his kill zone from three kilometers to 10 kilometers, which means there's certain area around the front line which is designated kill zone. Whenever enemy goes into that area, it's almost guaranteed to be to be destroyed by a drone. And then obviously the drones are not launched from like, the zero line. They're usually launched from like, minus 10 kilometer-Mission Success, Failure Modes, and the Five Levels of AutonomyBrandon [00:35:03]: What is a zero line?Yaroslav [00:35:05]: Zero line is sort of an imaginary line of control, of two conflicting forces.Brandon [00:35:14]: It's important to explain these things to a lot of the listeners who areYaroslav [00:35:17]: Thank you for askingBrandon [00:35:18]: Familiar with warfare.Noah [00:35:20]: Myself.Noah [00:35:20]: I'm one of those listeners.Brandon [00:35:20]: You said that level one autonomy, in other words just terminal guidance, just, like, human gets it to the finish line and then it goes over the finish line, increases mission success from 20 something percent to 71%, or something like that.Yaroslav [00:35:33]: Increases the kill zoneBrandon [00:35:34]: Increases the kill zoneYaroslav [00:35:34]: Three kilometers to 10 kilometers.Brandon [00:35:36]: Got it.Yaroslav [00:35:36]: On both parameters-Brandon [00:35:37]: What is full autonomy, dude? AndNoah [00:35:38]: Actually on real quick, can we define mission success and like, maybe in a way, what are the failure modes of missions?Brandon [00:35:44]: I have a guess what mission success is.Noah [00:35:46]: But I couldBrandon [00:35:47]: Get ‘em.Yaroslav [00:35:49]: No, but that's a very good question, in fact, because, even if you fly into the target, well, first the target can be damaged or destroyed. Those are two different modes. Then there can be different targets. A sole infantryman is one kind of target. A dugout where supposed there are some, enemies there is another kind of target, and a some mechanical equipment is another type of target. Radio emitting equipment, which, like, often, like, the targets that the military want to get more than anything else is the some enemy radio tower or something like that or some small radio dish that really makes life difficult in that area, in that combat area. So those are different targets, right? It can be destroyed, can be damaged.Then sometimes, the drone hits but doesn't explode. Like, that happens. And then, there are other failure modes. You didn't even reach the target because you were A jammed by electronic warfare; B, you lost the control over drone because of the radio horizon; C, you were jammed by a different type of electronic warfare that happens way before You hit the target area. It's, impacting your, video receiver. So like jamming on video or jamming on control are two different types of jamming. Then something malfunctioned on a drone, just a mechanical malfunction, maybe like a motor broke or like, whatever. So all of those are different failure modes. Yeah, or maybe you got lost, you're navigate navigating to your, to your target. That happens, too.Noah [00:37:41]: The Level one autonomy, basically you manage to point in a direction.Noah [00:37:49]: You go there, and then the last mile The drone taking over.Yaroslav [00:37:52]: We define this like, I define that but it sort of got picked up by the industry. We define five levels of autonomy. So level one is terminal guidance. It's what we just discussed. Level two is bombing. Level three is autonomous target detection and engagement decision. Level four is autonomous navigation. And level five is autonomous takeoff and landing.Noah [00:38:15]: Those are good things to knowYaroslav [00:38:16]: Those are five levels of autonomy. Now, if youNoah [00:38:19]: I have a question for you.Yaroslav [00:38:19]: Sorry. Like, let me finish withNoah [00:38:21]: SorryYaroslav [00:38:21]: Theoretical part.Noah [00:38:23]: What is Tesla running at right now?Yaroslav [00:38:25]: Tesla?Noah [00:38:25]: No, sorry.Yaroslav [00:38:26]: That's very good point. Like, it's exactly, it was inspired by the levels of self-driving autonomy.Noah [00:38:32]: Waymo's level five, right?Noah [00:38:35]: You just tell it where you want to go, it picks you up, and then you go there.Yaroslav [00:38:36]: I think, like, if you, if you look at the classic definitions of self-driving cars, Waymo is still, like, level four because it still requires even remote, but still, like, human control. It's like if Waymo gets in trouble, there is an operator who takes over and resolves this. So that would still be a level four. It doesn't map directly, but it's also five levels.Brandon [00:38:58]: Can I, can I interject a question here? In terms of an FPV drone that's like a suicide drone that'll just blow itself up killing something, how do what it hit? Like, does it, just transmit back, or do you sort of like, lose track of it and hope it hit? Like, what happens to that?Yaroslav [00:39:16]: That's a great question. SoBrandon [00:39:18]: You need another droneYaroslav [00:39:19]: Like, the current battlefield in Ukraine is saturated with different types of drones. So obviously you have all the FPV drones and last year alone, Ukraine manufactured about 4 million of these, and then Russia's maybe, like, 20% less than that. And for this year, the publicly voiced target was 7 million on Ukrainian side. So it's, like, serious numbers. We're getting in serious numbers here. And then besides those, there are different, reconnaissance drones, ISR as we call them, and there are sort of tactical level ISR where we, both Ukrainians and Russians usually use, Mavic, drone by DJI. And then there are a bunch of locally produced drones, which are sort of fixed wing drones that can stay in the air for much longer than Mavic, maybe, like, half an hour. And then, there are drones that can stay for many hours or even up to a day. And those drones have, are more expensive, have more expensive cameras, et cetera, et cetera. We hunt those drones that Russians launch. The Russians hunt our drones, and so on. But ideally, when you, are a group of soldiers operating an FPV, you'll have someone in your, company, or someone in your platoon who has an ISR asset that will do target designation for you. They'll say, “Oh, like, there's a Russian vehicle over there. Go and get him.”and you go there, you get it, and they're like, “Okay, confirmed.”Battlefield Surveillance and the Eight Dimensions of AutonomyBrandon [00:40:57]: Those guys are watching. They have their own drones in the sky.Yaroslav [00:40:59]: Target destroyed. They have, like, a carousel of drones because One Mavic cannot stay more than 30 minutes. ItBrandon [00:41:06]: They're constantly surveilling the battlefield.Yaroslav [00:41:07]: Almost every spot on the battlefield.Yaroslav [00:41:11]: It's not always the case. Sometimes you will not have a surveillance asset, so then you would launch another FPV just to confirm that there was a hit. Then if you see there was a hit and you're not sure if it completely destroyed, you maybe hit again for good measure.Brandon [00:41:26]: You double tap.Yaroslav [00:41:28]: That's how it works. But I was about to give you another sort of piece of taxonomy. So you have five levels of autonomy, right? Then you have sort of eight dimensions of autonomous battlefield. So what is eight dimensions? It's crucial to understand how autonomy evolves in a modern, battlefield environment. So dimension number one is level of autonomy. What are the capabilities that your asset has? Dimension number two is the platform you're operating on. So it can be a quadcopter, a fixed wing drone, different types of maybe, like, a long range drone or short range drone, but it can also be a missile. You can have autonomy even on an artillery shell or a ground vehicle or a sea vehicle. So all of those are different platforms. Level three would be domain. So it's ground to ground or ground to air as an intersection, or ground to sea or sea to air. They're all, like, all the nuances with different domains. Then level four, would be higher levels of autonomy, such as swarming, drone carriers, drone nests, et cetera.Brandon [00:42:39]: Now when you're saying level, you're talking about dimensions, not about-Yaroslav [00:42:42]: Sorry. YeahBrandon [00:42:43]: Autonomy levels. So dimension four.Yaroslav [00:42:43]: The dimension. Yeah, I used to say I was supposed to say dimension. I say dimension because each of them works with another, right? So you might have, like third level autonomy, fixed wing drone operating in land to air, and stuff like that right? And then operating in a swarm or operating from a nest. Right? Then you have, sort of dimension number five is environment. So is it day or night? Is it summer or winter? Is it, humid, cold, dry? What kind of target is it? Is your target hiding in a forest, or is it, behind a hill or within buildings? So all of that is environment. Then you have, dimension number six is command and control. How are you dealing with or like, tens of thousands of those assets around the battlefield? How are you coordinating that on the higher levels of command? How are you collecting data? All that.Yaroslav [00:43:44]: Dimension number seven would be infrastructure, so things like simulation, data collection tools, security, deployment mechanisms, et cetera. So all those systems have to be developed separately and integrate with all the others. And finally, dimension number eight is sort of distribution. Have you deployed 100 of these systems or 100,000 of these systems? Because those are two very different ballgames. So that now gives you a more broad overview of how autonomy propagates across the battle space.Targeting, Human Responsibility, and Rules of EngagementNoah [00:44:23]: As someone who has done machine learning and had gone out of distribution and had things, go horribly wrong, you were talking several of these, kind of axes of thinking about drone warfare seem like they could be very susceptible to some sort of distribution shift if you start making things autonomous.Yaroslav [00:44:41]: Like what?Noah [00:44:41]: I mean Well, first ofYaroslav [00:44:43]: If the I'm very interested Sort of sort of kinds of scenarios that you're thinking about.Noah [00:44:48]: Like the most obvious one is you, if I assume these are computer vision guided systems for at least the last mile, how do you ensure that oh, well, like you now have some fog roll in or something, and you, the drones just attack the wrong thing? Or maybe, it probably will not turn around and fly back and attack you, but youYaroslav [00:45:10]: Same, the same, the same question, how do you ensure that your mortar fire hits the right thing? Well, it's like mortar fire, give or take half a kilometer could be plus or minus. So maybe you fire one, and then you fire another. So drones are actually, much better in being precise in those scenarios. And I think, to your point, I think five to 10 years from now it will be immoral to use weapons without AI.Yaroslav [00:45:44]: ‘Cause weapons without AI will be more likely to cause, collateral damage or unwanted damage. Same way, it will be immoral to drive your own car manually on a public road because it's more likely to cause, unwanted damage.Noah [00:46:02]: Wow, I never considered that mightBrandon [00:46:04]: Really? That's definitely coming.Yaroslav [00:46:07]: Anyway.Brandon [00:46:07]: No, but that' I don't know, it's an obvious, an obvious thought. I agree with you.Brandon [00:46:12]: I, No, they, obviously they're not going to let you drive once most of the cars on the road are autonomous.Noah [00:46:17]: No, that one, don't I believe.Yaroslav [00:46:19]: No, I think you were you were talking about drones, right?Brandon [00:46:21]: The drones, right. Cool.Yaroslav [00:46:22]: The weapons, right?Brandon [00:46:23]: Friendly fire and collateral damage and stuff like that is all minimized with AI.Brandon [00:46:27]: Here's my question. Take all let's go to level six autonomy. Let's take all of the target selection. Let's take all the battlefield data, integrate it into one big AI, and have that big AI basically be in command of the battlefield And agentically do target selection.Yaroslav [00:46:44]: Be the general, right?Brandon [00:46:44]: It's a general. It's, you've cut humans out of the loop except maybe as dexterous robots, repairing drones and fastening things to drones or maybe something like that because you don't have those robots yet. How soon are we there? AI general.Yaroslav [00:46:58]: The most important thing to ask ourselves is who will be faster to that us or our adversaries?Brandon [00:47:07]: I assume us, but how fast will we be to that? I hope us.Yaroslav [00:47:11]: I hope so too.Brandon [00:47:12]: How fast can we Like when are we looking at that in terms of like horizons years?Yaroslav [00:47:18]: Like technically, it could be done now. The question is of course, there's, some engineering work to be done. The bigger challenge is deployment. Right? So okay, technically Like operation in Iran, right? They, the publicly, it was claimed that I think Palantir system was used for target designation, et cetera, et cetera. So it is not exactly as you say, the AI makes all the decisions, but basically AI goes through all the data you have, gives you these 1,027 different targets and says, “You-- To confirm, please press Okay.” And you look at the targets and you're like, “Yeah, sounds right. Press Okay.”so that's, I think that's where we are now already, or we were a couple weeks ago as we're recording this on April 10th. Another question is how massively deployable it is. Is it, like, every decision being made like that or is it, like, just some of the decisions made like that? And then different levels of command and control. There you have, like, the platoon, the company level, the battalion, et cetera, et cetera, et cetera. But the tricky thing here when we get into that territory, the tricky thing is If your enemy is getting advantage of being Thousand times faster than yourself by deploying such systems What do you do?Yaroslav [00:49:10]: You got to-Brandon [00:49:12]: The if the enemy is a thousand times faster than you at deploying those systems?Yaroslav [00:49:16]: Like, if enemy starts deploying level six autonomy, as you call And you have not started doingBrandon [00:49:22]: You're in troubleYaroslav [00:49:23]: Yes, exactly. So you have to catch up. So my point is that it is very important to think about the safety of these systems, but that thinking should not slow you down in developing them because they are critical for your existential, survival, right? And like, one person who doesn't think, doesn't get to think about the ethics of the war is a dead person. That person surely doesn't get to think about that.Brandon [00:49:52]: What would be the safety risk of such a system?Yaroslav [00:49:55]: Of course-Brandon [00:49:56]: Friendly fire?Yaroslav [00:49:56]: Just wrong decisions, right?Brandon [00:49:59]: I see.Yaroslav [00:49:59]: Maybe, these decisions-AI Command Decisions, Dead Zones, and Complex BattlefieldsBrandon [00:50:06]: Skynet AI decides it's going to useYaroslav [00:50:08]: No, these-Brandon [00:50:08]: Drone army to kill usYaroslav [00:50:09]: Decisions will not only be made about drones. They are likely to made about what the humans should do on your side as well. Then obviously some environments are more like Ukrainian-Russian war, where you haveBrandon [00:50:26]: It will have to choose to risk lives. It will have to choose to sacrifice human lives-Yaroslav [00:50:28]: Of courseBrandon [00:50:29]: On your side.Yaroslav [00:50:29]: Of course. And then some environments are just, like, dead, like, dead zones and there are no civilians there, or virtually no civilians close to the front line because, like, super dangerous. Everyone has evacuated from there. But there are other environments which are more like, okay, there's a counterterrorist operation. There's, like, a group of terrorists or a group of civilians. Or like, it's like the recent operations in Iran, I imagine that the US and Israeli forces do not want to harm civilians. They only targeted the military targets there, right? So in those situations, it's a different level of responsibility for that decision-making as well. And then there is just such a big variety of those military missions, and I'm not even, like, well-informed or well-educated in military science to tell you about all those scenarios. We would need to put some general besides me, and maybe a Ukraine general and American general would have told you very different stories about these things.Brandon [00:51:34]: Got it. Can I ask a few more questions? All right. So in 2013, I wrote one of my first, paid articles ever was about how the era of drones will change human society. I was just sitting around bored thinking about things.Yaroslav [00:51:54]: You were way ahead of your time.Brandon [00:51:55]: I said, I said, “The following will happen.”Yaroslav [00:51:57]: It's, this article is real. I've read it.Yaroslav [00:51:58]: It's actually-Brandon [00:51:59]: I said small autonomous, suicide drones, will cleanse the battlefield of human infantry. Human infantry will not be able to stand against swarms of AI-powered, suicide drones. That was I didn't even know about, like, AlexNet at the time, I think.Yaroslav [00:52:19]: You're just an avid sci-fi reader.Brandon [00:52:23]: I'm an avid sci-fi reader, but also, like, it's not Like, there will be a way to do that. It's a it's a nonlinear multidimensional search problem, and you get enough compute, you'll find some search algorithm that will get you there. And soBrandon [00:52:38]: I, yeah, I think that one sentence describes the bitter lesson right there.Brandon [00:52:41]: It's just like it's a multidimensional search space. You search it somehow. I don't know. Figure out some get a grad student-Yaroslav [00:52:47]: Sooner or laterBrandon [00:52:47]: To make a search algorithm.Brandon [00:52:48]: It's not that hard. Anyway, so but then, but I guess the point is The point is that human infantry on the battlefield will be will be gone at the end. I wrote that in 2013. Many people on social media laughed at me for that called me hysterical, said things like, “Electronic warfare will knock all the drones out of the sky.”like, “You need humans to hold ground.”that's something you still hear from a lot of people on social media today. I feel that this article that I've written has never been directionally wrong. It has gotten more and more right steadily over time, and that we're very reading the battlefield reports from Ukraine, where, human infantry are basically guy, like a few guys hiding in dugouts for months, and I'm not sure what they're doing.Yaroslav [00:53:35]: That's on Ukraine's side. On the Russian side, that's just like a zerg rush.Brandon [00:53:38]: The zerg rush, and then they just die. Then, but they have some guys in dugouts too, right? Like hiding in dugouts for months.Yaroslav [00:53:45]: They have. Yeah.Brandon [00:53:45]: Like, but that like, what are those guys doing in the dugouts? Are providing, like, frontline, like, reconnaissance? Like, what are they doing?Yaroslav [00:53:54]: If there is a guy in a dugout with some bullets and automatic weapon, the other guy cannot come and take the that dugout. That'Brandon [00:54:07]: I seeYaroslav [00:54:08]: They are they're establishing control over territory.Brandon [00:54:10]: I see. So that is so there still is a use for human infantry on the battlefield as of today.Yaroslav [00:54:15]: LikeBrandon [00:54:15]: How long will that last?Yaroslav [00:54:17]: I think it will last for a while. This is funny. There's this whole Layer of the modern culture, a modern Ukraine culture built around the war-related stuff. So there is this -Punk rock band, that is called SZC, I guess in English that would be. Which stands short for like a deserter or something like that. So anyhow, this band has a song titled “2030.” It's basically about the year 2030, and the war still goes on as like the whatever, third world war or whatever. And they basically, they, sang about the AI and like cyborgs and everything, but the simple infantry is still needed, and we're still, like, getting cold in those dugouts, and we're still doing our job. That's sort of the theme of the song. And it seems like that's actually what's going to happen. There areGround Robots, Simulation, and the Limits of World ModelsBrandon [00:55:30]: Ground robots will not replace humans in the dugouts soon.Yaroslav [00:55:34]: I'm very much interested in following the whole humanoid robot theme andBrandon [00:55:39]: What about like a dog robot?Noah [00:55:41]: Or just mobile controlled platforms or something.Brandon [00:55:44]: Spider robot, yeah.Brandon [00:55:45]: Everything evolves into a crab.Brandon [00:55:46]: You build a crab robot.Yaroslav [00:55:47]: A humanoid-Noah [00:55:48]: The carcinization of warfare.Yaroslav [00:55:51]: There is a lot of utility in humanoid robots because the world is designed around humanoids. So I would not, like, 100% disqualify the possibility that sometimes 10 years in the future, humanoid robots, will be actually fighting. So that's an actual Terminator kind of scenario.Brandon [00:56:14]: Yeah, in the first Terminator movie, you look at what they've got on the battlefield, they've got flying bomber drones and humanoid robots.Yaroslav [00:56:20]: Look, the cost of large language models of running them is getting so low, you can have basically an inexpensive computer running, what was a state-of-the-art model a year and a half ago, running it locally on a device with an open source model, which also means that the Chinese can have it, the Russians can have it, the North Koreans can have it, et cetera. So that is already possible. And with when we're looking at the acceleration of the neural nets, I would've, if not the acceleration of the large language models, I would've said that I don't think that humanoid robots will be able to be useful in the battlefield earlier than in 10 years. But if you account for the exponential, it might be five years or so. The problem with all of the autonomous systems, and it's like starts with self-driving cars and even with all the AI, like modern day AI agents, to make them really, useful, you have to solve such a long tail of edge cases, that it's really difficult to make them useful. Like we were promised, self-driving cars, what, like 2007, Sebastian Thrun and Google, and even before that all the challenges, everything. And Elon of course told us it's going to be one year from 2014, and now we still don't have self-driving Teslas everywhere. We have Waymos in SF and some other places, but they're still, like, not perfect. So I think, I expect something similar from self-flying drones and fully autonomous drones, and we saw that firsthand as with each level of autonomy that we're adding, there is a very wide distance between a prototype and something that is ready to be scaled to millions of units and something that has been scaled to millions of units. But the race with like AI coding tools is just insane. So things might accelerate very fast, faster than we can imagine.Noah [00:58:46]: I think your point is that with due to this long tail behavior Level one autonomy as you've defined it, is actually very natural. Like you basically are just solving an image recognition and tracking system.Yaroslav [00:59:02]: It's actually interesting that you say it that way, and I thought about this the very same way, and we have this joke that there are like 200 companies in Ukraine which are trying to solve last mile, targeting or terminal guidance. It seems like we're like the only company that actually solved that because even that problem-Noah [00:59:22]: I'm not saying it's, I'm not saying it's trivial, but it's at least something that you imagine given our current state.Yaroslav [00:59:26]: Like us and Eric Schmidt, like Eric Schmidt's companies are pretty good.Yaroslav [00:59:29]: Like, I actually have lots of respect to what they're doing, and they're, they have been practically influential and helpful on the battlefield, and they have good engineering.Noah [00:59:38]: I wasn't, I wasn't saying it's trivial. I'm just saying this is a something naturally adaptive based upon things that we know work, well. But some of the other domains that where you do have to make decisions and you have a long tail become much harder, and you worry about edge cases more.Yaroslav [00:59:57]: Like the more, the more complex behavior you're trying to simulate, the more edge cases there are right? The more ways to do it wrong there are. And then there are different approaches. It's like if you think about, if you read academic papers about robotics, right? You sort of the robot is represented as something that has the sort of sensor input, and then you have three, levels of sort of logics or decision-making, which are perception, planning, and control, and then you have actuators as output.So pre-neural nets, you would do perception output and control all with classic logics, right? Then, with AlexNet and computer vision, you could do perception with neural nets and the rest with logic. You cannot currently do each of those separately with neural nets, each of those separately with logics, or you can just have one huge neural net that just takes lots of sensory data. It's not just pixels. Could be sound, could be accelerometer, could be everything, as input, and just outputs the controls. And some of the self-driving car companies are doing that or like, experimenting between different ways of doing that. So you can also, like, think about that and the way you implement those features, also influences how much degrees of freedom the system would have, right? Like control, you can do it classical algorithmic control with common filters and PAD filter, PAD controllers, et cetera, or you can do a neural net, that was trained in a gym with a reinforcement learning, et cetera. And those would be two different behaviors of a system.Noah [01:01:53]: I-- Maybe my point was just much more high level. It'Yaroslav [01:01:56]: Or you can If you go even like, if you go high level, you can, you can like train to like have whatever, like Feifei Li and folks who are doing like physical, sortBrandon [01:02:08]: World modelsYaroslav [01:02:08]: World models, right, physical intelligence, they're trying to make these big models and sort of understand the world and then supposedly you have such model and you can tell a drone, “Okay, like, go over that hill and like, find the bad guys and then get them,”or “Make me a video, make me a photo of the guy smiling and get back to me.” Right? That's one way. Another way you have like these subsystems, like one is navigation, another is finding the person, another is like getting to them to take a photo. And those are again, very different behaviors. And then it's not that one is necessarily better than the other, and we might have more technological ability to do one or another. But all of those systems will exist. And then again, you should always keep in mind that it's only the not only the good guys that are developing these systems, the bad guys are developing these systems as well.China's Drone Supply Chain and the West's Manufacturing GapNoah [01:03:00]: I guess where I'm going with this back to Noah's original thought with the end of the end of the soldier. And so in order to replace-Brandon [01:03:10]: Or at least the end of the rifleman.Noah [01:03:11]: Or the end of the rifleman, yeah.Yaroslav [01:03:13]: I'm not seeing that very close, and it was like I'm, as much as I'm a lover of sci-fi and all of that and a technologist, the more I try to beYaroslav [01:03:27]: Like the I try to have certain humility about these things, and like the military, domain and there was just so much human history and blood and tears, dedicated to sort of understanding this art of war and perfecting it and so on. There is so much knowledge in there that I don't feel like I even started to comprehend, a lot of that. But one thing that I really understood is that even though drones are now making eighty percent of the casualties, you go to the actual officers, you talk to the actual, like, brigade commanders, corps commanders, and they explain to you, how all of it fits together, how when you're thinking about an operation that involves a couple thousand people to get this piece of land, out of the enemy's hands, deoccu deoccupy it, how it is so complex, it involves, dozens of different types of drones and then land operations and reconnaissance operations, psychological operations and then aviations and tanks and logistics and all kinds of these different assets. So modern warfare is really very complex, and the fact that the drones are the latest, coolest thing, and then the AI is latest, coolest thing, doesn't mean that now it's that and only that right? So yeah. Whoever's looking into that I think should realize that it's not just what the press talks about, that the reality is much more difficult, much more complex.Brandon [01:05:17]: Let's talk about China and China's manufacturing capabilities. So suppose that someone, like suppose the United States went to war with China. AndYaroslav [01:05:26]: I hope not.Brandon [01:05:27]: I hope not as well. And then but suppose that drones were very essential to that war of all the types of drones that we're talking about here, and that suppose that China said, “All right, well, you need X and Y and Z, to make those drones to fight us, and we control the production of X and Y and Z, so we're just going to cut you right off, and now you have no drones.”Brandon [01:05:47]: I know that a number of countries, including Ukraine and Taiwan, have been making moves to China-proof their drone productions that China couldn't do that. Examples of things they might be able to cut off might include rare earths, fiber optic cable that you were talking about before, various other things that where even if they don't control one hundred percent of the production, they control enough of the production that would be extremely expensive to produce it without relying on Chinese sources. Or the market's fragmented enough, et cetera. What do you see as China's key bottlenecks, and how easy are those to overcome in terms of China-proofing drone production in case of a war against China?Yaroslav [01:06:30]: Let me start with a saying that -Although China does not sell directly to Ukraine and it does sell directly to Russia, a lot of Ukrainian supply chains, they start in China, right?Yaroslav [01:06:49]: We're not in a conflict with China, and we would not want to be in a conflict with China. And we'd hope that China stays a neutral power between Ukraine and Russia and the US as well. That said, the scenario that you're describing, everything is much worse.Yaroslav [01:07:11]: Think about this. Last year, Ukraine produced four million FPV drones. Ukraine is not the most industrious nation in the world.Yaroslav [01:07:19]: China can produce four billion of these FPV drones.Yaroslav [01:07:23]: China can make them not drones with propellers, but fixed-wing drones, which go not forty kilometers far, but maybe two to three hundred kilometers inland.

SUMMARY DEL SHOW Futuros en rojo al entrar en una semana cargada. Reportan $NVDA, y también $TGT y $WMT. El tono está presionado por rendimientos al alza y petróleo otra vez arriba de $100. El evento es $NVDA. El mercado se juega si el AI trade sostiene valoraciones con 10Y y 30Y subiendo. El movimiento dependerá de guía y de si el beat justifica el precio. $M sube por participación de $BRK.A y $BRK.B. En defensa, el ciclo de gasto sigue empujando a $LMT, $LHX y $RTX, y mantiene en radar ETFs como $XAR y $PPA.

This is a recap of the top 10 posts on Hacker News on May 14, 2026. This podcast was generated by wondercraft.ai (00:30): Removing the modem and GPS from my 2024 RAV4 hybridOriginal post: https://news.ycombinator.com/item?id=48138136&utm_source=wondercraft_ai(01:59): A message from President Kornbluth about funding and the talent pipelineOriginal post: https://news.ycombinator.com/item?id=48136262&utm_source=wondercraft_ai(03:29): Rewrite Bun in Rust has been mergedOriginal post: https://news.ycombinator.com/item?id=48132488&utm_source=wondercraft_ai(04:58): RTX 5090 and M4 MacBook Air: Can It Game?Original post: https://news.ycombinator.com/item?id=48137145&utm_source=wondercraft_ai(06:28): Claude for Small BusinessOriginal post: https://news.ycombinator.com/item?id=48130950&utm_source=wondercraft_ai(07:57): AI is making me dumbOriginal post: https://news.ycombinator.com/item?id=48139148&utm_source=wondercraft_ai(09:27): New arXiv policy: 1-year ban for hallucinated referencesOriginal post: https://news.ycombinator.com/item?id=48140922&utm_source=wondercraft_ai(10:57): Scorched Earth 2000 – WebOriginal post: https://news.ycombinator.com/item?id=48129694&utm_source=wondercraft_ai(12:26): New Nginx ExploitOriginal post: https://news.ycombinator.com/item?id=48138268&utm_source=wondercraft_ai(13:56): Bitcoin trader recovers wallet with help of ClaudeOriginal post: https://news.ycombinator.com/item?id=48136240&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Episode 103: Some people got upset that we claimed Nvidia didn't deliver on their promised ray tracing future. So we discuss that, the RTX 20 series, how ray tracing was marketed, and whether we think it's lived up to the original hypeCHAPTERS00:00 - Chat About Ray Tracing 55:12 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

Story of the Week (DR):Happy (?) May Day MMMay Day 2026: Top CEO pay increased 20 times faster than workers' pay in 2025Rivian Sold 42,247 Cars And Paid Its CEO [RJ Scaringe] $403 Million, Or 15 Jim FarleysComcast Co-CEO Mike Cavanagh Lands $72 Million Pay Package For 2025Google co-founder [Sergey Brin] rips California billionaire tax: 'I fled socialism'ONE-TIME wealth tax: The proposal would impose a 5% tax on net worth above the $1 billion threshold for people who were California residents as of Jan. 1, 2026, with some assets like real estate and certain retirement accounts excluded~$13B, with certain exclusions this figure could drop to $9B (the approximate value of his real estate empire)This is the equivalent of $2,500 if you earn $50,000Ken Griffin slams Mamdani for singling him out as a 'profound lack of judgment,' ripping socialist bentBill Ackman to New York City Mayor Mamdani: Don't scare away the billionaires CEOs got millions after boards ‘neutralized' the impact of tariffs. Some won't say what it was worthRTX CEO Christopher Calio: $27.7 million in compensation last yearAt its January 2025 board meeting, the compensation committee of RTX pre-authorized the removal of tariff impacts on business metrics related to Calio's pay months before President Trump announced a set of sweeping Liberation Day tariffs on April 2, 2025 that upended global supply chains. The RTX comp committee said that the tariff-cost impact “should be neutralized” for determining annual bonus payouts because the tariffs were “externally imposed, unpredictable and unrelated to operational execution.”Calio's annual bonus hit $5.1 million, an 85% increase over the $2.76 million the company paid him the year beforeHow much of that growth was attributable to the tariff exclusion, RTX did not discloseWe spoke to over 30 CEOs and business leaders. Here's what worries them mostA world of constant shocksSupply chains are under strain and getting costlierInflation is testing the consumerAI is an opportunity, but also a threatCyber and trust are keeping CEOs upEnergy security is back at the centerThe leadership playbook is changingThe 'Dirty Secret' Behind AI Layoffs: Forrester Warns Tech Is Often Non-ExistentForrester finds most firms citing AI for job cuts lack the systems to back it up, deepening mistrust over how and why people are being let goExecutives are increasingly blaming artificial intelligence for sweeping layoffs even when the technology is barely in place, Forrester has warned, with analyst J.P. Gownder saying that in 'nine out of 10' such cases the AI capability behind those cuts simply does not existMeta says it doesn't know its ideal size as it prepares to lay off 10% of its staffBed Bath & Beyond CEO: AI will lead to ‘significant reduction in headcount'Sam Altman says he is 'deeply sorry' for failing to alert police ahead of mass shootingSam Altman Issues Grim ApologySam Altman is “the face of evil” for not reporting school shooter, says lawyerSam Altman apologized to the people of Tumbler Ridge, British Columbia, because OpenAI had flagged and banned the suspect's ChatGPT account but did not alert police before the mass shootingApril 28, 2026: Our commitment to community safety“We assume the best of our users, but when we detect that someone is attempting to use our tools to potentially plan or carry out violence, we take action, including revoking access to OpenAI's services.”“We use automated detection systems to identify potentially concerning activity at scale.”“When an account or conversation is flagged, it is assessed in context by trained personnel. These human reviewers are trained on our policies and protocols, and operate within established privacy and security safeguards”“When conversations indicate an imminent and credible risk of harm to others, we notify law enforcement.”Zero mention of the Tumbler Ridge massacre, the apology, the lawsuits, etc.Elon Musk's trial against Sam Altman to reveal the ongoing power struggle for OpenAIMusk is suing Altman, OpenAI, and Microsoft over the claim that OpenAI abandoned its original nonprofit, “benefit humanity” mission and instead became a profit machine, while OpenAI says Musk is really trying to slow a competitor he helped createThe courtroom tone has been described as unusually messy and theatrical, with the judge reportedly telling both sides to stop acting out on social mediaThe judge told Musk to cool it on the “robot apocalypse” and “Terminator” talk.Musk lawyer says OpenAI 'stole a charity,' as trial against AI firm, Sam Altman beginsWorld's Richest Man, Least Generous? Elon Musk Tops Forbes 'Least Philanthropic' ListForbes' analysis concludes that Elon Musk has given around $500 million 'directly to those in need' — a sum that sounds enormous in isolation yet, by the magazine's maths, represents just 0.06 per cent of his reported wealth. In other words, for every $1,000 attached to his name on paper, roughly 60 cents has so far gone, in clear line of sight, to people or causes that can be classed as receiving direct help.Jerome Powell says he will continue to serve as a Fed governor, calls Trump criticism 'unprecedented'Powell says he's staying on as a Fed governor after his chair term ends, which blocks Trump from simply creating an empty seatPowell says the pressure campaign is unprecedented and threatens the Fed's independence.Bessent Says Powell Staying On Is ‘Violation' of All Fed Norms“It's highly unusual for someone who says he's an institutionalist and cares about norms at the Fed. This is a violation of all Federal Reserve norms.”“I think it is an insult to Kevin Warsh, Miki [Michelle] Bowman and Chris Waller to think that these other Republican nominees do not care about the institution of the Fed and that he alone can maintain the integrity of the Fed.”Trump Takes a ‘Wrecking Ball' to Independent Scientific Advisory BoardThe DEI death blow: “We Could See the Largest Drop in Black Representation Since the End of Reconstruction”Much like dual class shares: The erosion of the Voting Rights Act directly dilutes the collective political power of Black communitiesThomas Dartmouth Rice ("The two most popular characters in the world at the present time are [Queen] Victoria and Jim Crow.") received some formal education in his youth, but ceased in his teenage years when he acquired an apprenticeship with a woodcarver named DodgePentagon inks deals with seven AI companies for classified military workOpenAI, Google, Nvidia and others agreed to ‘any lawful use' of their tech. Anthropic, feuding with Pentagon over potential AI misuse, was not includedGoodliest of the Week (MM/DR):DR: France unveils plan to ditch all fossil fuels by 2050a “first of its kind” plan to phase out coal by 2030, oil by 2045 and gas by 2050 during a global conference aimed at breaking reliance on fossil fuelsMM: War on Social Media: Greece to ban anonymity on social media DRI seriously might move to GreeceMeta's threat to quit New Mexico ‘is showing the world how little it cares about child safety,' AG saysAssholiest of the Week (MM):Disney's spineless chair James Gorman DRABC can beat Trump FCC's license threat if owner Disney is willing to fightThe man who was the savior picking the new CEO, when asked what he thinks of the attack on Kimmel and Disney's ABC (again), said, “It's the job of the CEO with their team to figure out the right answer and they'll be guided by the board”, and then declined to say what advice he or the board would give regarding the “Jimmy Kimmel Live!” show.“We have a terrific new CEO, Josh D'Amaro, he's world class so I'm sure he'll rise to the occasion and do what the right thing is.”Here's a glow up of Gorman choosing the new CEO:James P. Gorman, former head of Morgan Stanley, became Disney's chairman a year ago with succession at the top of his to-do list. The 67-year-old Australia native comes with strong opinions and sterling credentials: He helped stabilize, then revitalize the Wall Street bank during his 14 years in the C-suite, retiring in December 2024 after orchestrating a seamless baton pass.“I don't know that there's anyone who could have navigated these kinds of leadership transitions better than James,” Wharton School Dean Erika H. James said in an interview. “He's not afraid to do the hard things.”James was on the board of Morgan Stanley with GormanSo the board abdicates all responsibility? They bow out? Without Ken Doll Bob Iger around they have no part to play anymore?“Even after paying off the president last year, ABC is once again under attack by this administration,” Sen. Adam Schiff (D-Calif.) wrote yesterday. “This should be a lesson to all who capitulate to the president: You cannot buy his favor, you can only rent it.”Even the fucking CATO INSTITUTE weighed in: FCC's Punitive Review of ABC-Disney's Broadcast Licenses Shows Need to Protect Free Expression“Punishing a media organization, no matter what one thinks of their reporting or programming, is an affront to the right of Americans to speak and listen to whatever speech they wish”AI OverloadPopular pasta sauce brand is launching new device to record conversationsPrego owned by Campbells selling a puck that sits on your dinner table, records the conversation, and offers “conversation prompts”When a soup company thinks the answer to AI in soup is a fucking device sitting on your table, listening to you, when we're already surrounded by our tech overlords doing the same thing, we know we've jumped the sharkChip Wilson and the male CEO industrial complexLululemon Founder Takes Aim at New CEO Pick, Escalates Proxy FightChip uses “governance” as his main angle of attack without acknowledging that 50% of the board he hates, including the chair, HE HAND PICKED HIMSELFWall Street sank the shares more than 13% on the announcement of Heidi O'NeillCritiqued her tenure at Nike pushing “direct to consumer” - without acknowledging that Nike is a dual class controlled company with the company founder's nepo baby on the board AND an executive chair (Mark Parker) AND the current CEO (Elliott Hill)Do you think O'Neill made the decision in a vacuum by herself? She's an NEO under not one but THREE leaders - and in 2025 she got a massive stock award (11.4m) to keep her around. She also has a babysitter - she was head of Consumer, Product, & Brand, but there was Craig Williams, Chief Commercial OfficerIs this anything but fucking white dude manbaby sexists anymore?60% female board who just added another woman of color to go above that, +8% gender power gap, 70% female influence - the analytics suggest they are not deferential to the CEO, the only merit director on the board are womenWhile dude analyst Bill Campbell at Paragon Intel said, “she does not look like the obvious architect of the deeper reset this moment demands,” William Blair analyst Sharon Zackfia said, “She brings a significant breadth of knowledge in women's performance apparel and her experience accelerating speed-to-market is particularly welcome at lululemon where lead times have ballooned to about 24 months.”Reading the timeline of interactions, Wilson just sounds like a fucking baby, complaining the board isn't talking to his people enough, they don't respond quickly enough, even as every time he doesn't get his way he publicly says the board sucks but commits to the chair he wants to have “constructive” dialogue. Then the board offers him board seats if he just shuts the fuck up, and he says he won't agree to shut up but they should give him the board seats anyway.Headliniest of the WeekDR: Lululemon's New CEO Is Already in the Hot Seat—and She Hasn't Even StartedMM: 51% of U.S. employees have cried at the office within the last month, according to a new reportWho Won the Week?DR: Only Elon Musk can fire Elon Musk from SpaceX, filing showsMM: Earth - SpaceX ties Musk compensation to Mars colonization goal, which I assume can only mean if Musk himself colonizes Mars he gets paidPredictionsDR: Billionaires start to introduce their own taxes on “normal” people, like: Sidewalk Wear-and-Tear Tax: charged per step, tracked via mandatory Smart Shoes™ and a Public Bench Depreciation Fee: sitting longer than 90 seconds counts as an “asset strain,” tracked via mandatory Smart Boxer Briefs™MM: Because Jamie Dimon says bureaucracy sinks companies and the solution may be getting rid of the ‘jerks' who don't want to solve it, JPMorgan begins firing the 51% of jerks who cried in the office this month.

Dryden Pence believes Meta Platforms (META) needs to show ways it can maintain a dominant position in the AI race, even if that means raising CapEx once again. He calls the spending an investment that will serve as a catalyst down the road. Its AI growth, paired with a global social media net, are two Dryden sees lifting earnings. He lists Broadcom (AVGO) and RTX Corp. (RTX) as other top stock picks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration's 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the week on Wall Street as investors worried about what's next for the US-Israel war on Iran and higher energy prices on inflation, goods and services; how rising jet fuel prices are impacting airlines and the commercial aviation industrial ecosystem; President Trump's suggestion that the US government use Defense Production Act authorities to acquire Spirit Airlines for $500 million; the Trump administration submits its $1.15 trillion 2027 defense budget request to Congress as key lawmakers push back on a $350 billion reconciliation package to fund programs, $17 billion to for the president's top priority Golden Dome air and missile defense system with only $400 million in funding included in the base budget request; how lingering Iran war costs to repair damaged civilian and energy infrastructure could complicate efforts by Gulf nations to increase defense spending; the Pentagon's reported efforts to punish NATO members for not participating in the US-Israel war on Iran, including suspending Spain's membership in the alliance and backing Argentina's claim to the Falkland Islands as King Charles begins his state visit to the United States; Germany's first-ever security strategy to be Europe's defense leader by 2039; NATO's decision to buy Saab's GlobalEye to replace its aging fleet of Boeing E-3 Sentry Airborne Warning and Control aircraft; and a look at first quarter earnings reported by Boeing, GE Aerospace, Lockheed Martin, Northrop Grumman, RTX, Thales, and Teledyne.

What's better then an episode of the PCPer Podcast?  Two of them at once!The reviews of the 9950X3D2 are in from discerning reviewers.  TL;DR; - it's not for everyone, but it's very much for some.  The return of the 3060 is almost here, wait - DDR pricing has an upside?, D-Link routers take another beating in the security section, XBox mode, and the tipping point is here for IPv6 (I know, I know:  much wow, very excite!)0:00 Intro1:05 Patreon2:59 Fishsticks6:16 Food with Josh8:41 AMD Ryzen 9 9950X3D2 reviewed by a dozen outlets19:44 Alienware first to market with 9950X3D2 PC22:06 Ryzen 7 5800X3D returns, possibly! (Plus CPU show and tell)26:40 NVIDIA pausing the 9GB GPUs for the RTX 3060 12GB return?29:19 SK hynix giving executive bonuses to ALL employees30:46 HUDIMMs are half the speed, but will they be half the cost?32:39 Another retro computer case34:44 Brett shows off his latest PC build38:49 Apple has a new CEO (but it isn't Brett)42:10 Let's talk about video CODECs45:52 IPv6 usage reaches 50 percent49:54 MacOS 27 officially drops support for Intel50:45 (In)Security Corner1:01:10 Gaming Quick Hits1:13:26 Picks of the Week1:23:35 Outro ★ Support this podcast on Patreon ★

W tym odcinku prowadzący rozpoczynają od różnorodnych tematów, omawiając m.in. zawiłości z kablem zasilającym do potężnego RTX 5090, elektryzującą bieżnię, follow-up do Porsche 911 996 Carrera 4S oraz pilota Siri do Apple TV. Następnie płynnie przechodzą do najświeższych newsów ze … Czytaj dalej → The post 584: John Ternus zostaje nowym CEO Apple, Tim Cook prezesem wykonawczym zarządu first appeared on Retro Rocket Network.

Plus: Retail sales jump in March because of higher gasoline prices. And defense contractor RTX is raising its forecast for the year. Anthony Bansie hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Download for Mobile | Podcast Preview | Full Timestamps Older Twitch VODs are now being uploaded to the new channel: https://www.youtube.com/@CastleSuperBeastArchive DLSS-ification How I Swaddled your Mother It's Impossible To Exaggerate The Insane Greed of AAA CEOs The Emperor Protects Go to http://drinkAG1.com/SUPERBEAST to get an AG1 Flavor Sampler and a bottle of Vitamin D3+K2 for FREE in your AG1 Welcome Kit with your first AG1 subscription order! - Go to http://brooklynbedding.com and use promo code SUPERBEAST for 30% off - Head to http://factormeals.com/castle50off to get 50 percent off and free breakfast for a year! - Sign up for your 1$ per month trial today at http://shopify.com/superbeast  Nvidia announces DLSS 5 for 2026 (Demo uses 2 RTX 5090 GPUs + 1200W power supply) Digital Foundry hands on video US Supreme Court declines to hear dispute over copyrights for AI-generated material Saudi Arabia now owns 10% of Capcom Jeff Kaplan Says Complaining About Games You Won't Play Gets You Ignored: 'Shut The F*** Up. No One Cares' The Tekken 8 community is somehow even more on fire Invincible VS open beta coming on April 9 for Xbox and PS5 The Super Mario Galaxy Movie cast: A Story Expansion is now in development for Resident Evil Requiem Judge rules that Krafton must rehire fired Subnautica director Nathan Fillion Says 'Firefly' Animated Series In Development With Co-Stars Set To Reprise Roles; Concept Art Revealed Concept Art For a New Aliens Vs, Predator Beat 'em up Pitch That Didn't Get The Greenlight, By D.SLOOGS