Ayan Jain retweeted
OpenAI, Helical and $NBIS are bringing drug-discovery models into Codex.
Helical’s 27 Oct announcement lets researchers describe an experiment in plain English, run biological models and adapt them to their own data.
Nebius already supplied the compute to train Helical’s 500M-parameter Helix-mRNA model: 16 GPUs for 10 days, with specialist versions taking another 36 hours each.
Now they’re opening these tools beyond Helical’s existing pharma deployments, including compute credits for academic researchers.
Very bullish.
helical.bio/blog/helical-par…
Ayan Jain retweeted
A Simple Rocket Lab Ballpark Model
Iridium just reported earnings. 98 cents a share and 245M in revenue. Just add that to expectations for RKLB's 3Q announcement: ~260M revenue and -.07 cents a share.
Continued in Comments
Ayan Jain retweeted
$RKLB h/t @trypto_tran
California Governor Gavin Newsom visited Rocket Lab's HQ yesterday.
I think it's smart of Rocket Lab to engage with both sides of the political aisle, whether it's Hegseth or Newsom.
Both parties should recognise the tremendous value Rocket Lab brings to America.
Rocket Lab is great for America. Period.
Ayan Jain retweeted
$RKLB
I'm still not too worried 🤷♂️
Ayan Jain retweeted
Indians have made a major contribution to America's technological prowess. Yet, a big part of America no longer wants us.
Indians who are on a visa in the US face the painful prospect of uprooting the life you have built with hard work.
Let this be the birth pains of a bold new future.
Come back, let's build India 🙏
Ayan Jain retweeted
$RKLB / $IRDM / $ASTS: Iridium is opposing Ligado’s plan to put L-band payloads on AST SpaceMobile satellites.
fcc.gov/ecfs/search/search-f…
Ayan Jain retweeted
$NBIS
Avride is now averaging ~6,000 deliveries per day, according to the company’s CEO.
Here’s a timelapse of one of its robots completing 28 orders in a single day at OSU.
Ayan Jain retweeted
What a launch.
Rocket Lab’s HASTE mission “Bubbles” lifted off successfully at 9:36 PM ET after several holds.
Absolutely incredible to watch.
Just got home and will be going through all the footage, but for now here’s a quick raw iPhone clip mounted on top of my camera. Windy conditions and you’ll hear “some” camera clicks in the audio — but still worth it.
@NASASpaceflight
July 2020 post from Peter Beck. This is the type of leader you want to hire for launch.
This CEO cares profoundly about his customers. And if $RKLB fails, he lets his customers down.
Very different vibe from Blue Origin today.
Ayan Jain retweeted
Global EP problem solved!
Meet Gauss: Our new in-house designed and built electric propulsion system.
Electric propulsion satellite thrusters have historically proven extremely difficult to produce in high volumes, causing supply chain fragility for national security and commercial constellation operators alike. We’ve already established the Gauss production line, designed to produce more than 200 thrusters per year, ensuring we can supply thrusters on demand in large quantities.
Rocket Lab $RKLB Warkworth NZ Friday April 10 NZ time.
Neutron stage 2 separation testing.
Getting the Genie back in the bottle is hard - just about as hard as getting good video out of a cheap Android phone hand held and open source video editing software.
Ayan Jain retweeted
I have been tracking $LATENTVIEW (Latent View Analytics) for a while now and the company has delivered its 12th consecutive quarter of sequential growth
Data Engineering & "Agentic AI" are the next great investment themes. Here's why 👇
#StockMarketIndia #StocksInFocus #Q3Results
Ayan Jain retweeted
The US just bombed #Iran ‘s nuclear airbase.
Yemen’s rebels are threatening US ships.
Markets are rattled. Oil’s shooting up.
But while the world feels out of control,
your money doesn’t have to be! #IranIsraelConflict
I made a video on how to prepare!!
youtube.com/shorts/4DIz4_RVE…
























