America has one last chance to build again. Our look at the state of manufacturing in the US and if we're doing enough to thrive. Full episode here - piped.video/watch?v=NpvYyx2O…

I hope that we return to this level of interior and exterior building style. #artdeco #artnouveau

Emil Michael (@emilmichael/@USWREMichael) on scaling production for defense at Reind 3.0

U.S. plants produced 81 million cubic meters of helium in 2025, more than 40% of global output. Exports accounted for 38 million cubic meters, priced at about $12 per cubic meter. Six new operations started up last year, three of them in New Mexico, joining nine plants that strip crude helium from natural gas. MRI magnets use 15% of domestic demand; lifting gas, 17%; and laboratory and analytical work, 22%.

🎯💪🇺🇸

modern keyboard for software developers

This is a positive trend. Let’s build!

This video is a solid current snapshot of the AI space. Caveat: this space is changing by the day.

What a privilege to return to the Colorado School of Mines to present at the Payne Institute for Public Policy’s 2026 Critical Minerals Symposium. Morgan Bazilian and the entire team put together a very important event, highlighting how important these vital metals are to our national security. The students here at the Colorado School of Mines are some of the brightest engineers I’ve ever had the honor of meeting, and they will undoubtedly become the future leaders of our mining industry here in the USA, and all over the world. All of us within the Ivanhoe family are deeply supportive of @MBazilian and the mission of the @coschoolofmines and @payneinstitute to serve industry, benefit society, and create a prosperous future through talent and innovation. We look forward to continuing this open dialogue for many generations to come. @ivanhoeelectric @IvanhoeMines_ @IPulseGroup

EXCLUSIVE VIDEO INTERVIEW: America’s only subterranean defense prime is deploying data centers underground in hours using a truck-mounted boring system. Announced at IMPACT 250 x @armada_ai Sovereign AI Summit, @traysartech Terminus is designed to rapidly deploy critical infrastructure underground, including command posts, communications systems, data centers, and munitions, as surface infrastructure becomes increasingly vulnerable to drones and precision strike. The diesel / electric powered platform can be remotely operated to bore through clay, silt, sand, gravel, mixed ground, and hard rock.

MotorTrend just drove the production Tesla Semi for the first time The best reaction came from a veteran trucker with 1M+ miles of Class 8 experience He drove the Semi carrying ~37,000 lbs of payload and said: “It didn’t feel like I was towing anything at all” Then he stopped on a 7–8% grade, hit the accelerator, and the Semi pulled away like the trailer was barely there Tesla is now moving into customer deliveries from its new Nevada factory, targeting around 1,000 Semis per week at full production A fully loaded Class 8 truck accelerating like this is wild

There’s so much alpha in tech if you are just normal

🚨 Jensen Huang Says Something Seems REALLY Off About the AI Labs’ Doomer Narrative JENSEN: “I really don't believe that they're building something they have no idea how to control. Their whole company is out of control…” ANDERSON: “So why are they saying this?” JENSEN: “You're going to have to ask them.” ANDERSON: “I've talked to Dario Amodei and he says this is what I think.” JENSEN: “It doesn't make any sense to me that he would be racing ahead, building more compute then.”

Man, what an absolute boss Jensen is It’s time to push back on the Doomers Yes, it is fine to have concerns about where things are headed and to advocate for humans as things changes, but alarmism has never achieved any good in the world

BREAKING: The Space Force is building a global missile-warning web in orbit designed to detect ballistic launches, follow maneuvering hypersonic weapons, and maintain their tracks across the planet. That architecture has now cleared two major development milestones. L3Harris ($LHX) completed the preliminary design of 18 new low-Earth-orbit satellites for SDA’s Tranche 3 Tracking Layer. They will join a planned 72-satellite network split among L3Harris, Lockheed Martin, Northrop Grumman and $RKLB, creating near-continuous coverage from LEO beginning in FY2029. Higher above Earth, BAE Systems cleared the critical design review for a separate $1.2 billion system of 10 medium-orbit satellites and its ground command network, allowing the program to advance toward production. The two layers are designed to work together: MEO sensors scan enormous regions of Earth, while the denser LEO network follows threats with greater speed and precision as they move across the globe. This emerging architecture points toward a future in which the United States can detect a missile from space, maintain custody as it maneuvers, and rapidly feed that track into its defensive network.

Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app. We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.

Another billion dollar U.S. manufacturing win! Pirelli, a world leader in tire production, will create 1,000 new jobs as part of a $1.2 billion expansion of its existing facility in Rome, Georgia. Pirelli indicated that this expansion will incorporate the latest-generation of technologies, such as the Cyber Tyre and advanced robotics. georgia.org/press-releases/2…

Excellent!

BREAKING: The U.S. military is now reportedly using high-energy laser weapons in the Strait of Hormuz to shoot down drones and incoming cruise missiles - with some systems operated using modified Xbox-style controllers. The New York Post reports the directed-energy systems are being deployed against Iranian threats at a fraction of the cost of conventional interceptor missiles. The controller technology itself is not new: U.S. laser systems have previously been demonstrated with gamepad-style controls designed to make them easier for soldiers to learn and operate. Defense Secretary Pete Hegseth personally tested one of the systems during a June demonstration at White Sands Missile Range, where directed-energy weapons were used against aerial targets. The lasers are invisible to the naked eye and disable targets by concentrating energy on a small area until critical components overheat or fail. The confirmed deployment highlights the growing link between space and missile defense: U.S. satellites increasingly provide the warning and tracking data that helps terrestrial systems identify and engage incoming threats.