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$UBER · Emil Michael remains bullish Uber shareholder citing durable business model
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$UBER···bullish· high· posemil michael
Emil Michael remains bullish Uber shareholder citing durable business model
Michael holds Uber stock because the business model fundamentally works — solving transportation needs profitably with positive externalities like reduced drunk driving and improv…
DoD's Office of Strategic Capital deploys hundreds of billions in low-cost loans for critical minerals
The Office of Strategic Capital uses low-cost loans to crowd in private venture capital for domestic critical minerals and battery production, addressing supply chain vulnerabilit…
DIU operates multi-billion dollar rapid contracting vehicle from Mountain View
The Defense Innovation Unit, based in Mountain View with a couple billion dollars, bridges commercial prototypes to military adoption through rapid contracting, acting as a front…
$AFWERXbullish· medium· posemil michael
AFWERX provides billion-dollar scaling fund for defense production lines
AFWERX complements DIU by funding new production lines to scale proven prototypes, addressing the manufacturing valley of death for defense tech startups.
Government clashes with Anthropic over policy restrictions beyond law
The Department of Defense wants unrestricted lawful use of Anthropic's models for national security, but Anthropic imposes its own policy preferences (rooted in effective altruism…
$ANDURILbullish· mediumemil michael
Anduril cited as rare defense tech startup breaking prime contractor dominance
Anduril is one of the few new defense entrants successfully penetrating the procurement system, demonstrating that clean-sheet designs can compete with legacy primes.