SpaceX Blocked A U.S. And NATO Satellite to Assist a Russian Intercept After Crippling Ukraine's Air Defenses The Math Proves the Reality that Musk doesn't want you to see. On Oct 13-14, SpaceX restricted Starshield/Starlink during a 39-missile Russian attack, cutting Ukrainian drone intercepts by 23% and stranding U.S. personnel in Kyiv. Forty-eight hours later (Oct 15), SpaceX blocked U.S.-licensed NRO, Space Force, and NATO radar satellite ICEYE-X36 in orbit so Russia's COSMOS 2612 weapon could intercept it (99.89%-99.98% posterior) Our Model Demonstrates that the Russian intercept of the US/NATO ICEYE X-36 satellite (contemporaneous with the throttling of Starlink) would not have been possible, and almost certainly not been attempted, without SpaceX resources. At a material opportunity cost, Russia sprinted its COSMOS satellite to intercept ICEYE X36. Based on a previous attempt in June during which X36 maneuvered to evade COSMOS, Russia knew that this would be successful only if X36 could not maneuver. On October 15, SpaceX fixed X36 in place by issuing a collision alert for a sub-kilometer approach with its Starlink 35856 when SpaceX's own data shows that the actual distance was 4.8-5.0x as great. SpaceX issued no warning to COSMOS despite the fact that its sprint was far more threatening than the stable X36 orbit. SpaceX did not maneuver its Starlink 35856 satellite to clear the supposed collision risk. How, absent coordination with SpaceX, could Russia have known that SpaceX would take actions that (a) misrepresented the danger posed by X36, and (b) resulted in the fixing of X36 thereby enabling COSMOS's successful intercept? Thus, SpaceX was directly involved in simultaneously compromising Ukraine’s defensive and offensive capabilities. The conjunction of these two events makes innocent explanations untenable. The Pentagon Capture & Iran Round Two Trap: Pentagon CTO Emil Michael who cashed out $7M–$35M from Musk’s inner-circle SpaceX vehicles (M8/Gigafund 0.1 and M6/Valor M33 II) and KQ Partners / xAI (selling xAIfor $5M–$25M three days before taking over CDAO/OSCand 21 days before SpaceX bought xAI, while keeping M8, M6, M9, M10 & Nomadic open) and Pete Hegseth purged rival Anthropic in two hours, surrendered combat command over US drones used to attack Iran to Starlink’s "Terms of Service," and on October 2 named Musk Co-Director of Project Meridian to design the Pentagon's "Future of Warfighting" just as America enters Iran Round Twowith depleted Patriot/THAAD magazines and Russia feeding U.S. warship/aircraft locations to Tehran. SpaceX’s actions in Ukraine raise serious questions about its alignment with US security interests and its reliability as a cornerstone of US defense. These questions are particularly troubling given the effectively irreplaceable position SpaceX has been granted by the Hegseth/Emil Michael Pentagon. $SPCX $TSLA Our full quantitative analysis below w/ @streetwiseprof

must feel good to be an Anthropic co-founder > help build chatgpt at OAI by training on world's collective knowledge > keep model weights closed to extract max profit from every token you sell > leave and launch a direct competitor > spend years and millions lobbying washington on how dangerous your own models are > get designated a supply chain risk by the pentagon and fail to ban OSS anyway > pay $1.5bn to settle over 500k pirated books (while watching equity value rocket past $2tn) > predict you will soon create a "country of geniuses in a data center", warn that half of entry level white collar jobs will vanish, and sell the dream of curing cancer > have your staff call it presumptuous to expect your company to make money > meanwhile have your company buy back your shares above fair value, then sell again in a second tender and into the IPO > pledge 80% to charity, which your own s1 calls "voluntary, revocable" and "not legally binding" > keep a fixed 50.1% of the votes through one share, even after selling 98% > help pick the trustees who pick the board > park 5% of the company in a "public benefit fund" you co-run > have shareholders cover the private jet for personal use > call it a public benefit corporation anyway

I think the startup world has made fundraising way too much of a full-time job. Founders spend six months pitching 100 VCs, tweaking decks, chasing introductions, and answering the same questions over and over. Then they finally raise $5M, celebrate for a week, and start preparing for the next round. At some point, when do you actually build the company? I’ve seen founders who are incredible at raising money but surprisingly average at running a business. Fundraising is an important skill, but it’s not the business. Your job isn’t to convince investors you’re building something valuable. It’s to actually build something valuable. The best fundraising strategy is having a business investors can’t ignore.

New @ThePeelPod with @orenzeev He manages $2.7B across 11 funds with no team. He has no meetings, doesn't write investment memos, and has never shown an LP a single slide from a deck. We get in to the 30-minute conversation that turned into his first fund, why most partners add negative value, the days his calendar is empty enough to surf on a Tuesday, his fund that had only five companies (and why diversification is a lie), how Navan went from a $90M run rate to zero in a month (and survived), why he does cross-fund investing, refusing DPI when LP's want it, and the 30-year history of Israel's startup economy. Full episode here + links below. Timestamps: 0:00 Running $2.7B with no team or partners 1:58 How one person can beat a team 4:43 Omission beats commission: why committees miss 7:13 What really fills a partnership's day 9:23 The returns business, not the production business 10:58 A week in his nearly empty calendar 16:49 The mistakes new solo GP's make 19:34 Eleven funds, zero slides 22:09 No thesis 24:28 Why diversification doesn't work 27:14 The fund with only five companies 30:44 TripActions insight: everyone hates their travel software 34:59 Paying employees to spend less 37:34 COVID: $90M run rate to zero 39:24 How Navan survived 41:34 A $100M round with no way to price it 44:29 Keeping the team: the real test of leadership 46:04 What Oren looks for in founders 50:39 Cross-fund investing, and "trust me, bro" 53:59 Always his own biggest LP 55:14 The DPI stand that cost him LP's 58:54 Decart, and the Anthropic deal 1:03:54 Inside the 30-year rise of Israel's tech ecosystem 1:07:19 The Yozma program that built an industry 1:11:59 Why Israelis build now instead of selling early 1:14:39 Moving to the Valley in the 2002 nuclear winter 1:17:19 Audible, and why the first home run matters 1:19:29 Leaving Apax, and going solo 1:22:04 Peter Thiel and a fund raised in 30 minutes 1:24:24 The second fund: 48 hours, still no deck 1:25:49 ICON: helping Israeli founders crack the Valley 1:30:29 The leader he admires most: Anwar Sadat

SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.