Media Feed

Netherlands Ministry of Defence picks Anduril for integrated counter-drone air protection systems. Lattice software ties sensors and effectors into one autonomous network — software-first architecture lets the kit scale and customize as drone threats evolve. Financial terms undisclosed.

Besties dissect the SpaceX-Anthropic Colossus 1 compute deal (220K NVIDIA GPUs, 300 MW), Anthropic as the next monopoly, the proposed "FDA for AI" framework, and how to position portfolios into the AI infrastructure capex cycle. Bears on regulation, bulls on compute.

Two robots run onboard Helix-02 vision-language-action policy and coordinate purely from visual observation — no shared planner, no message passing. They open doors, hang clothes, take out trash, and collaboratively make a bed (a non-rigid manipulation problem). Whole-room locomanipulation milestone with direct read-across to multi-unit warehouse and clinical-supply workflows.

Anthropic locks in all of SpaceX's Colossus 1 capacity in Memphis to fuel reported 80x quarterly growth (~$30B revenue run rate). Deal positions Elon Musk's "EWS" as a compute landlord pre-SpaceX IPO and reframes who controls the AI build-out chokepoint. Heavy discussion across All-In and Moonshots.

Three HASTE missions from Launch Complex 2 in Virginia, fully self-funded by Anduril, to accelerate internal hypersonic program. First flight within 12 months. Confirms Anduril's vertically integrated hypersonics push alongside FURY/Roadrunner/Barracuda/Copperhead.

Pentagon adds $100.3M to Anduril's Space Surveillance Network upgrade contract; total ceiling exceeds $200M with completion targeted Sept 2027. Reinforces Anduril's growing role in space-domain awareness and on-orbit autonomy.

New deployable Sentry Tower brings hardened 5G connectivity to forward operating environments — extends Lattice mesh and edge-AI fusion to expeditionary units. Resilient comms parallels healthcare emergency-management contingency planning for surge/disaster scenarios.

GE Aerospace's Axisymmetric Vectoring Exhaust Nozzle (AVEN) will provide thrust vectoring for vertical flight on Shield AI's runway-free X-BAT. First VTOL flights targeted in 2026; mission-capable status by 2028. Pairs Hivemind autonomy with proven propulsion for contested environments.

Fortune deep dive on CEO Brian Schimpf and the Pentagon's growing reliance on Anduril for drones, missiles, and software. Schimpf and Luckey split D.C. duties along party lines as Silicon Valley reshapes the military-industrial complex.

Karp letter declares results "dwarf essentially every software company in history at this scale." FY26 guidance raised to $7.65–7.66B (+71% Y/Y); US commercial guide raised to +120%. Ship OS for Navy cuts approval cycles from 200 hours to 15 seconds — directly relevant to operations intelligence playbooks.

Diamandis & Blundin unpack the global AI race: Kimi K 2.6 release, GPT 5.5 capabilities, Google's blockbuster Anthropic stake, and what hyperscaler consolidation means for enterprise AI strategy, privacy, and regulation.

Besties cover OpenAI Codex closing on Claude, AI cybersecurity as a breakout market, the Elon vs. Altman suit, big-tech capex explosion, an AI-vibecoding nightmare that wiped a codebase, and retatrutide peptides going mainstream. Chamath argues power & data centers are now AI's real chokepoint.

BotQ factory hits 1 robot/hour (up from 1/day). New System 0 AI model for whole-body control via stereo camera perception. Supply chain automation implications for warehouse/distribution.

Figure CEO outlines near-term consumer rollout — wall-outlet charging, daily laundry/dishes/tidying — at a $39B valuation. Long-term target: 1M units/year. Adcock dissolved the OpenAI partnership citing internal team "running circles" around it.

Near-term age reversal science, updated supplement/protocol recommendations, and timeline for first clinical longevity interventions.

First public footage of the Copperhead-500M AUV — newest entry in Anduril's Copperhead family of autonomous underwater vehicles. Signals continued expansion into undersea autonomy alongside FURY/Roadrunner/Barracuda.

Advanced AI workflow implementation and business transformation. Final day of the 3-day virtual summit.

SpaceX-Cursor partnership, SaaS debt as systemic risk, Apple leadership transition. Science Corner on rising colon cancer in young people.

$1.5B Series G (Advent, JPMorgan SRI) plus $500M Blackstone preferred. Aechelon acquisition deepens simulation stack. Hivemind has piloted 26 vehicle classes; FY26 revenue projected >$540M (+80% Y/Y).

Trae Stephens (Anduril) and Palantir execs on how AI and autonomous systems are reshaping military doctrine, force structures, and contested logistics.