C.🅰️. L. retweeted
Some companies use your personal data, like browsing history, to serve different prices to different costumers. It’s called surveillance pricing, and we just banned it in New York City.
This tweet will say the same thing in incognito mode, don’t worry.
C.🅰️. L. retweeted
Replying to @VladSaigau
One more important factor: Blacklift will be designed and built for one purpose only which is to launch BlueBirds to LEO. A set payload with a set destination. Blacklift will not be going to the moon, Mars, MEO, GEO, or doing flips in space. Engineering for one purpose simplifies the complexity relative to general purpose launch vehicles.
C.🅰️. L. retweeted
$MRLN Q3 just dropped.
✅ Revenue $3.5M vs ~$2.2M expected, up from $2.2M last quarter
✅ Adj. EBITDA loss narrowed to -$24.1M (from -$27.8M)
✅ $161.6M cash, no debt
✅ Guiding 2027 opex "meaningfully below" 2026, with a plan funded "into 2029, without depending on capital raises"
✅ New $8.9M SOCOM C-130J task order + an AFRICOM CASEVAC win
⚠️ The +$73.8M "net income" is a $103.6M non-cash warrant gain. That's the stock falling, not the business earning.
⚠️ $170.6M of Series A preferred sits ahead of common. That's more than all the cash.
Ops are improving. The cap stack is still the story.
NFA
C.🅰️. L. retweeted
$ASTS | @AST_SpaceMobile | Blacklift Unveiling Event | @AbelAvellan | Transcript | 2
We do everything. 95% of every part that is used on the satellite, we build it ourselves. And this is the location where we take the satellite for final stages, ship it, and take it back to the launch site.
So we can test, vibrate, vacuum test. We can do every step that is required to take these things to space. We can do it out of these buildings.
We have 12 of them. A lot of people ask me, why are you in Midland? Because in Midland, we can build buildings very, very fast. We can do it in two months, when in certain states, you need a couple of years to do anything.
We build these buildings, and then we ask permission later. So that's how we do it. That's why we're in Midland.
I mean, some people ask why we are in the Wild West, and that's the reason. So, again, 12 buildings. Everything to build, integrate, and test.
Our scientists and engineers are not in Midland. They are in D.C., they are in Seattle, they're in Dallas. They're all around the country.
Midland is our integration and test location. That's where we put everything, test it, and then ship it for launch. So, Carolina, can you walk down? Okay, we're going to work.
So this area, we have, well, first of all, we have 14, 15, and 16. It is in the cave, ready to launch. This is satellite 18, ready to launch.
That's what you see there. Stop there, Carolina, if you can. That is this tuna can here.
That's where the phase arrays go. That's 19. You can see that's what it holds, what it deploys in space, which is the phase array.
But that's also what we have, all the systems to control, manage, and operate the satellites. This is satellite 20, also ready to go. You can see it from there.
Those antennas, this little thing here, it will connect down to the ground and allow us to connect to the operators, to AT&T, to Verizon, to a new one hopefully coming very soon. To all the operators in Europe, with a new one also that I think you're going to like. And to our friends from Japan, they just gave us a billion dollars to build more of these.
Arigato, Osana. So that's to our U.S. government. I mean, I think you're going to like what we're doing with them and how we're keeping this nation safer with what we're doing with these satellites.
And so we are on satellite 20. Karina, can you keep moving? Here we have satellite 20 to 28. We're getting completed.
What is in the left is where we prepare the electronics that goes into them. And this is 21 to 28. And this is 28.
So as a reminder, we don't need thousands of satellites. We need hundreds of satellites. With satellite 28, we're in beta service in the United States, Europe, Japan, Saudi Arabia, and Canada.
So that's what it put us into beta. That's from with 25 satellites. So that satellite right there is a milestone.
It's getting to beta in the initial markets. You will ask why those markets without the people that invested with us at the beginning. United States, Europe, Japan, Saudi Arabia, and Canada.
So this thing here is what it takes us to beta service. But we're obviously not stopping there. We're on satellite 51.
Let's move to this thing. It is, by the way, very similar to the tank of a rocket. But this is where we test satellite 51 to 29 are passing through this tool.
We have two of these tools. And this is where we compress the satellite. When you're going up, you have five satellites on top of you.
Then you have four satellites on top of you. Roughly, let's call it five tons per satellite. You have 20 tons.
But now you're going with the acceleration of the rocket at 10 times the G. So that 20 tons become 200 tons. So we need to test. I'm sure you remember how difficult it was for us to be producing this structure at a rate, at a pace.
Well, because this thing is very hard. You need to... 20 tons times 10 is 200 tons. That's the weight of the Statue of Liberty.
C.🅰️. L. retweeted
I think, like everyone, I am on the edge of my seat waiting to see what @BillAckman thinks.
C.🅰️. L. retweeted
Congratulations to the Munich team!
A major milestone years in the making - a successful bidirectional space-to-ground data transfer achieved with our CONDOR terminal. Validation of the technology, vision, perseverance, and expertise of the team at Mynaric. Read more: bit.ly/4sXiqnd
"Make no mistake: the thousands of dollars that come out of your paycheck each year to pay for health insurance is a tax, just one paid to a private insurer rather than the federal government. Medicare for All would actually lower your taxes."
ow.ly/8Zom5105rFA
C.🅰️. L. retweeted
Medicare for All would save $1 trillion per year.
No one ever asks “how will we pay for it?” when Republicans are passing tax bills that let billionaires write off their private jets and yachts.
C.🅰️. L. retweeted
Under Bernie Sanders’ Medicare for All plan, a family of four earning $50K would pay about $844/year in household premiums-replacing taxes.
Today, the avg family pays $6,850 in insurance premiums out of pocket, before deductibles and copays.
Which of these is the larger number?
C.🅰️. L. retweeted
Interested in working for the incoming 120th Congress?
Add your resume to the House resume bank:
house.gov/employment/positio…
C.🅰️. L. retweeted
As a veteran Capitol Hill staffer I mean it when I say this has been the nicest and most normal freshmen class….potentially ever.
The 120th has some quality human beings.
$ASTS: RAST (Rakuten + AST) has been selected as the recipient of the J-LEO award (New issuance decision pdf uploaded)
This one seems final and definitive since the website has changed from "Selection Results". But we'll see when the company decides to PR it.
ciaj.or.jp/ciaj-wp/wp-conten…
One of my go-to lists every year…
Lenny’s gift guide always has a surprisingly high hit rate, with a lot of genuinely great picks across very different price points…
Worth bookmarking before the holiday shopping panic begins
The holidays are fast approaching, so I’m back with my sixth (!!) annual gift guide.
It's got over 100 gift ideas—all things I actually use, love, and recommend.
This started out as a random post idea, but now you’d be surprised how many people ping me asking when the new list will be out.
As always, the collection includes a mix of practical stuff with a lot of fun and delight, from high-end products to very affordable items. There are no affiliate links here, and I’m not benefiting from recommending any of these products.
Pro tip: After reading it, point your favorite AI agent at the post and have it brainstorm gifts for your family, friends, and coworkers.
Here's the guide: lennysnewsletter.com/p/lenny…
C.🅰️. L. retweeted
Rewards for Justice is offering a reward of up to $20 million and possible relocation for information about Iran’s nuclear program, including its facilities, equipment, and associated personnel, such as those in the scientific community, or the movement of any of the above.
Submit a tip: rewardsforjustice.net/reward…



































