The analyst team at Rebellionaire attended Backblaze ($BLZE) Investor Day in New York City. What were some of the key takeaways for investors? 1) NVIDIA updated their reference architecture to call for an object storage data layer, which is the exact terminology Backblaze has been using for many years to describe their own business. 2) CoreWeave signed a $300M+ deal with Backblaze, proving their storage is compatible with NVIDIA's stack 3) NeoClouds don't want AWS lock-in or egress fees. They need hyperscaler-agnostic storage as data grows exponentially, which Backblaze can provide. 4) Backblaze is only working with 5 of ~200 NeoClouds. The TAM is barely touched. 5) CoreWeave chose to buy storage from Backblaze rather than build. That's because Backblaze has 20 years of operational expertise that can't be replicated overnight. @nerdalert @HenryInvests @isaacyops

'Rewriting AI Power Policy with Arushi Sharma Frank' AI's biggest bottleneck is electricity. With a massive five-year wait to plug new infrastructure into the Texas ERCOT power grid, data centers face a major roadblock. In this video, @nerdalert sits down with energy policy expert @ArushiSF to discuss the groundbreaking new rule she pioneered: Provisional Controllable Load Resource (PCLR), which is a tech-neutral framework that allows AI data centers to bypass interconnect gridlock, privatize delivery risk, and secure fast, flexible power. Beyond AI power policy, Arushi shares insights from her time as Elon Musk’s policy lead for Tesla Energy.

The U.S. is rebuilding a drone supply chain it never should have outsourced. $UMAC is positioning itself as the picks-and-shovels play behind that shift and Wall Street may be badly underestimating how quickly the opportunity is scaling. Our full thesis: