BREAKING: Only ~1% of Bending Spoons’ AI requests & tokens goes to frontier models. 99% runs on self-hosted open-weight models. CEO Luca Ferrari on the shift to Sovereign AI: “We end up using open-weight models we self-host, so these are basically free. I mean, there is a little bit of cloud cost, but for 99% of the requests and tokens.” “And the frontier models, generally closed weight, through APIs for maybe 1% of the requests, only for the most complex tasks.” “Sometimes we use them automatically to check the work that got done by the slightly less intelligent models, as a more senior engineer would with a more junior engineer.”

Antifund's @jakepaul says the US needs a new Constitution "The 2nd Amendment was made so that if the government was doing ridiculous things to us and controlling us in harmful ways, that the citizens could upthrow them." "As weapons systems get more advanced, a pistol or a shotgun is not going to be able to upthrow the government if we the people decide that the US government is taking advantage of us. We maybe need to be able to bear more advanced weapons systems as citizens." "Drones, EMPs, RPGs, potential anti-helicopter.. I don't know what it is, but if the government can just come in with autonomous robots and take us all out, and we are now powerless, essentially the 2nd Amendment is just a hobby now for people to go and shoot guns."

JUST IN: $IREN CCO Kent Draper says IREN has already "sold out" their 2026 capacity "Demands still far exceed supply. That's great for us as a provider because if we can get compute online, there will be a revenue stream."

Brad Gerstner (@altcap) says it took Trump <5 min to decide he wanted Trump Accounts for all American children: “[@MichaelDell & I] weren't even there 5 min when he said, ‘This is the whole meaning of my presidency. It's the Main Street agenda. We're going to make this happen.’” “He picks up the phone, calls the Speaker of the House, and said, ‘Get it in the bill.’”

NEW: Brad Gerstner (@altcap), Founder of Invest America, on scaling Trump Accounts w/ Michael Dell (@MichaelDell): “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of wealth transfer to kids who would've otherwise had zero, who feel like they're totally out of the game.” Stats: › 70M U.S. kids under 18 is the goal › $6.25B committed by Michael & Susan Dell to fund $250 investment account deposits for 25 million U.S. children aged 10 & under › Up to $100M personally pledged by Brad for children in Indiana › $4T in Trump Accounts within 10 years, Brad forecasts › $1,000 federal seed for eligible newborns 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Putting $150 Into a Trump Account (02:53) How Trump Accounts Work (03:08) Building Invest America (03:25) Scaling From 9M to 70M Accounts (03:43) Brad Gerstner & Michael Dell’s Contributions (04:01) Forecasting $4T in Trump Accounts (05:06) From Idea to Federal Law (05:25) The “IPO” & Scaling to 70M Accounts (06:31) Teaching 750K Kids Financial Literacy (07:12) The Power of Compounding (07:51) The Pushback on Trump Accounts (08:07) Bipartisan Support (08:47) Taking the Idea to President Trump (09:21) “The Giving Pledge 2.0” (10:22) Brad’s AI Safety Take (10:40) Elon, Dario & Jensen on AI Risk (11:14) A New Consensus on AI Safety (11:31) China & AI Peer Review (11:48) Finding the “Commonsensical Middle Way”

TOUR: Inside the $100 Heart CAC scan saving lives Brad Gerstner (@altcap): " Heart attacks are a dumb way to die. Because they are preventable." "Half of the people who have heart attacks every year have cholesterol in the normal zone.. I'm not saying that all doctors are involved in a grand conspiracy by telling us to track our cholesterol. What I'm telling you is the evidence on the street that 800,000 people/year are dying of this, tells you that that's not enough."

NEW: Brad Gerstner (@altcap) & Jason Chang (@yoweichang) are trying to turn a $100 CAC heart scan into the “mammogram for the heart.” At the All-In Summit, Brad brought his mobile coronary artery calcium CT scanner to screen attendees & make the case for preventing heart attacks at scale. Heart disease kills ~800,000 Americans annually. Brad believes scaling CAC scans to 40M people a year could save 50,000 lives & $20B in government healthcare costs annually. Rob Goldberg joined us to explain why the mission is deeply personal. His brother Dave Goldberg, married to Sheryl Sandberg, died suddenly at 47 from undiagnosed heart disease, leaving behind their two young children. Just five months earlier, he had passed a running EKG. “My brother had passed a running EKG five months before he dropped dead from heart disease, from undiagnosed heart disease.” Dave’s death became the foundation for Sandberg’s book Option B, co-written with Adam Grant, about grief, resilience & rebuilding life after devastating loss. Now Brad Gerstner, Rob Goldberg, Jason Chang & the rest of the besties, & the team behind the Center for Heart Attack Prevention want to prevent more families from experiencing the same thing, pushing for earlier detection, broader access to CAC scans & changes to the standard of care. We go inside the mobile scanner & discuss: › Why Brad calls CAC scanning the “mammogram for the heart” › The Goldberg family’s experience with undiagnosed heart disease › Why cholesterol & traditional testing can miss cardiovascular risk › What CAC scores actually tell you › Difference between a calcium CT scan & an angiogram › Why Brad bought his own mobile scanner › The “buy one, give one” model for expanding access › Brad’s push to bring CAC screening to 40 million Americans a year › How a roughly $100 scan could potentially prevent thousands of premature deaths › Why Brad believes health data gives people the power to take action 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00 Brad Gerstner & Rob Goldberg 00:10 CAC Scanner Moonshot 01:53 Rob’s Family Tragedy 04:39 Center Missions and Prevention 05:37 Why Cholesterol Became Standard 10:07 Overcoming Fear and Insurance 12:29 CAC vs Angiogram Guidance 14:43 Where the Trailer Goes Next 16:40 Inside the Scanner Demo 20:48 Why Labs Miss Risk 23:27 Final Call to Action

Bending Spoons has ~1,000 potential acquisition targets & plans to do 5–10 deals a year. AOL: $1.45B Vimeo: $1.38B Airtable: $1.285B Tractive: $759M Eventbrite: ~$500M Miro: $1.355B, pending But Head of M&A Francesco Patarnello says they aren’t targeting one specific category: “We've always been very agnostic to the vertical and the category. We try to do things in different worlds and constantly expand the capabilities of the things that we can do.” “We don't want to focus on one specific vertical. We want to keep our scope relatively broad. Within this broad scope, the focus is to look for businesses that have a lot of potential to be unlocked.” The question behind every deal: How much more valuable could this business become on Bending Spoons’ platform?

.@Saronic is partnering with @Castelion to launch a hypersonic missile off the back of an autonomous ship: “We're actually going to launch a hypersonic missile off the back of Marauder, an autonomous ship, before the Navy completes their first test of a hypersonic missile off of a manned vessel.” @hargsb @MavrookasD

BREAKING: Inside Saronic’s HQ Tour in Austin, TX w/ Co-Founder & CEO Dino Mavrookas (@MavrookasD) FACTORY TOUR (Part I) Founded in 2022, @Saronic has grown from testing autonomy on an $800 Amazon raft to building vessels at industrial scale at their 420K sqft facility - home to Corsair & Mirage autonomous vessel production lines. Now, they're expanding into shipbuilding with Port Alpha, a $3B+, 835-acre shipyard in Brownsville, TX. We cover: › Corsair: 2,000-unit annual capacity & a $392M Navy production contract › Mirage: 52 feet, 15X Corsair’s volume, 2,500 nm range & now in sea trials › Port Alpha: $3B+, 835 acres & 1.5X current U.S. shipbuilding capacity › The first autonomous combat search & rescue, recovering 2 downed Apache aircrew off Oman › Corsair’s combat debut at Bandar Abbas Part I of III 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dino Mavrookas, Co-Founder & CEO at Saronic Technologies (00:55) Saronic's $2.6B raise (03:14) 7 Buildings, One mission (06:43) Watching Corsairs get built (09:04) How Saronic finds & trains talent (10:48) Why Saronic's boats are different (14:55) From factory floor to customer (15:48) Using autonomy in real missions (17:39) Building ships with zero room for failure (19:06) The Biggest bottleneck in autonomy testing (19:57) Saronic's newest boat (22:57) The $800 raft that started it all (26:08) From boats to building actual ships (30:43) If not CEO, then what? (31:48) The culture behind long hours

Rocket Lab CEO @Peter_J_Beck is sending the first private mission to Venus to search for life off Earth. "That's one of the biggest questions as a human species that we can answer. Are we the only ones in the universe or not?" Why Venus? He says it's because Venus has a unique cloud layer about 50km in, that in theory, could support some kind of life: "There's been traces of phosphine gas found in there. Phosphine gas only comes from organic symbiosis. So the mission is to go there and actually see if we can detect life."

BREAKING: I'm hosting a fireside chat w/ John @collision at *Navigate* on Sept 10 in SF Navigate is @browserbase's conference on what it takes to run AI agents in production. We'll get into: › Stripe's stance on AI › What agents their building › The future of fintech We go on at 4pm!  Sign up:

"We have this saying that we stole from Ernest Rutherford. He said, 'We have no money, so we have to think.'" Rocket Lab CEO @Peter_J_Beck says their first suborbital rocket, Ātea-1, was built using scraps he found in a junkyard: "We had a total capitalization of under NZ$100K, which was like $60K USD." "On that rocket is Swagelok fittings that I’d salvaged from a junkyard. I could only afford the ferrules, not the cost of the fittings. So I would get the fitting from the junkyard and buy the $3.20 ferrules to put in it and recondition it into a fitting." "It was seriously constrained stuff. But from that adversity comes good ideas."

"Even if we lose, we still win. And when we win, we win twice." Rocket Lab's $800M SDA contract turned into over $1B because the two other primes that also won still had to buy Rocket Lab parts: "We'll go head-to-head with a prime for a contract, & if we lose, then the next day there's a whole bunch of purchase orders for reaction wheels, solar, & a whole bunch of stuff." — CEO Sir @Peter_J_Beck

.@Peter_J_Beck hates being called a "number 8 wire" person: "In New Zealand, it means to bodge stuff together. And I'm the opposite of a bodge stuff together kind of guy." "But its subvertable meaning is more 'making do with not much.' Which I think is technically accurate."

Rocket Lab CEO @Peter_J_Beck shares the biggest reason why space companies fail: "People don't build reliable stuff." "It's easy to rush it and throw something on orbit, but the distance between putting something on orbit and putting something on orbit that can last 12 years or go to a planet—that gap is massive."

Torsten Reil (@torstenreil) is the founder of Helsing, Europe’s most valuable defense-tech startup. Previously, he was a computational biologist who taught neural networks to make virtual creatures walk, turned that into a gaming company he sold for $527 million, and then, at the moment defense was the least fashionable thing a European technologist could touch, founded the Al company that would help Europe defend itself. In March 2021, with no product and a pitch deck that predicted a Russian invasion of Ukraine, he and two co-founders raised $8.5 million. Four months later, Daniel Ek invested $100 million of his own money. Eleven months after the deck, Russia invaded Ukraine. Five years later, Helsing is Europe's most valuable defense-tech startup. Helsing is building thousands of strike drones, teaching Al to fly fighter jets, and seeding the deep sea with autonomous gliders capable of subsurface surveillance. Torsten is on a lifelong mission to build Artificial Intelligence that protects democracies. He will never sell Helsing. 0:00 Drones, Tanks & the Future of Warfare 7:08 Why Torsten Founded Helsing 9:27 Founder Conviction & Betting on European Defense 19:19 Helsing's Mission: Protecting Democracies 23:38 Programs of Record & Winning the Eurofighter Contract 28:35 Building a Superhuman AI Fighter Pilot 36:14 Deterrence, Autonomous Weapons & the Morality of Defense 42:11 Mass Manufacturing, Software & the Future of Materiel 48:33 Airbase Vulnerability, Procurement & Scaling Strike Drones 52:46 Talent Density, Hiring & Performance Management 59:44 How Torsten Hires Exceptional People 1:05:27 Helsing's Culture: Whatever It Takes & Truth Is in the Field 1:07:38 Deploying in Ukraine & the Weight of Defense Technology 1:10:50 NaturalMotion, Gaming & Torsten's Path Into AI 1:18:33 Outsiders, First Principles & Ambitious North Stars 1:20:54 Why Commentary Is Worthless & Founders Should Build Includes paid partnerships.