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#Starlink V3 runs on SpaceX silicon. Not borrowed. Three custom chips.
Massive phased arrays. Laser backhaul. Orbital processing.
10x capacity. Thousands of beams.
SpaceX stopped buying brains. It builds them.
Massive phased arrays. Laser backhaul. Orbital processing.
10x capacity. Thousands of beams.
SpaceX stopped buying brains. It builds them.
🇨🇭 Global One SI - Prompt
Is Jeff Bezos’ Project Prometheus raising $100 billion for AI manufacturing a 4D chess move for Blue Origin to enter Orbital Data Centers with force? The pieces are clearly lining up.
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One of the richest men alive just put a target on every factory worker's job in America.
This is a $100 billion fund built to acquire physical companies and gut them with AI.
Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything.
Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy.
The playbook is simple and brutal.
Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains
Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies.
The investors he is courting are not small players either.
He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth.
Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof.
Bezos already controls the cloud infrastructure that most of the world's businesses run on.
And now he wants to own the physical factories that build everything those businesses sell.
He turned a bookstore into the backbone of global commerce.
He is running the exact same playbook again, just with assembly lines instead of warehouses.
He is not betting on one company winning the AI race.
He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.
This is a $100 billion fund built to acquire physical companies and gut them with AI.
Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything.
Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy.
The playbook is simple and brutal.
Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains
Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies.
The investors he is courting are not small players either.
He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth.
Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof.
Bezos already controls the cloud infrastructure that most of the world's businesses run on.
And now he wants to own the physical factories that build everything those businesses sell.
He turned a bookstore into the backbone of global commerce.
He is running the exact same playbook again, just with assembly lines instead of warehouses.
He is not betting on one company winning the AI race.
He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.
👀1
🇨🇭 Global One SI - Prompt
Uber $UBER and Rivian $RIVN to deploy up to 50,000 R2 robotaxis by 2031. Backed by a $1.25B Uber investment, the L4 autonomous fleet launches in San Francisco and Miami in 2028, expanding to 25 cities across the US, Canada, and Europe.
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Uber just handed a struggling EV startup $1.25 billion and the keys to its entire robotaxi future.
This is Uber's entire autonomous strategy exposed in one deal.
Rivian gets up to $1.25 billion and up to 50,000 robotaxis.
They also get exclusive deployment across 25 cities in the US, Canada, and Europe, all through Uber's app by 2031.
Uber's entire strategy is to partner with everyone and own the distribution layer.
Waymo, May Mobility, Lucid, Nuro, Nvidia and now Rivian.
The list keeps growing.
Uber's CEO said it himself in an old interview, still relevant today.
His plan is simple, whoever wins the AV race, Uber wants to be the platform they have to come through.
There is one company Uber desperately wants that refuses to show up.
Tesla.
Uber's CEO actually called Elon Musk, had the conversation directly and pitched the partnership.
Musk's answer was essentially, we're doing it alone.
This is not surprising to anyone who has watched Elon Musk build companies.
He builds the rockets, the chips, the software, and the app and owns the entire stack every time.
Tesla isn’t just building a robotaxi, it’s building a parallel ride-hailing network that competes directly with Uber on every street in every city.
Uber's CEO admitted it plainly, if Tesla goes direct through the Tesla app, they become a competitor.
While Uber signs check after check and deal after deal, Tesla is quietly building alone, the way Elon always does.
Now Uber just locked in Rivian, a company burning cash, desperately needing a lifeline and gave them a clear survival path tied entirely to Uber's success.
The first 10,000 Rivian robotaxis launch in San Francisco and Miami in 2028 and another 40,000 available starting 2030.
Uber is racing to plant its flag in every major city before Tesla's Cybercab arrives and makes all of these partnerships irrelevant.
But here is question nobody can answer yet, does the company that owns the distribution win or does the company that owns the whole machine win?
Uber is betting it's distribution while Elon is betting it's everything else.
One of them is about to be very, very wrong.
This is Uber's entire autonomous strategy exposed in one deal.
Rivian gets up to $1.25 billion and up to 50,000 robotaxis.
They also get exclusive deployment across 25 cities in the US, Canada, and Europe, all through Uber's app by 2031.
Uber's entire strategy is to partner with everyone and own the distribution layer.
Waymo, May Mobility, Lucid, Nuro, Nvidia and now Rivian.
The list keeps growing.
Uber's CEO said it himself in an old interview, still relevant today.
His plan is simple, whoever wins the AV race, Uber wants to be the platform they have to come through.
There is one company Uber desperately wants that refuses to show up.
Tesla.
Uber's CEO actually called Elon Musk, had the conversation directly and pitched the partnership.
Musk's answer was essentially, we're doing it alone.
This is not surprising to anyone who has watched Elon Musk build companies.
He builds the rockets, the chips, the software, and the app and owns the entire stack every time.
Tesla isn’t just building a robotaxi, it’s building a parallel ride-hailing network that competes directly with Uber on every street in every city.
Uber's CEO admitted it plainly, if Tesla goes direct through the Tesla app, they become a competitor.
While Uber signs check after check and deal after deal, Tesla is quietly building alone, the way Elon always does.
Now Uber just locked in Rivian, a company burning cash, desperately needing a lifeline and gave them a clear survival path tied entirely to Uber's success.
The first 10,000 Rivian robotaxis launch in San Francisco and Miami in 2028 and another 40,000 available starting 2030.
Uber is racing to plant its flag in every major city before Tesla's Cybercab arrives and makes all of these partnerships irrelevant.
But here is question nobody can answer yet, does the company that owns the distribution win or does the company that owns the whole machine win?
Uber is betting it's distribution while Elon is betting it's everything else.
One of them is about to be very, very wrong.
👀1
🇨🇭 Global One SI - Prompt
$META/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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One of the most expensive bets in corporate history just collapsed.
Meta spent $80 billion building a world that almost nobody wanted to live in.
It started in 2021 when Mark Zuckerberg renamed his entire company after a concept from a science fiction novel.
He told the world virtual reality would replace the internet.
He was wrong.
This week, Meta officially announced it is shutting down Horizon Worlds on VR headsets, the platform meant to be the foundation of the metaverse.
June 15 is the date it dies on Quest devices.
To understand the scale of this failure, consider what $80 billion could have bought.
Instead, it built a cartoon world where Zuckerberg’s avatar famously had no legs.
Reality Labs lost $19.1 billion in 2025 alone.
In Q4, it pulled in $955 million in revenue against a $6 billion loss. That is a 6-to-1 burn ratio.
Earlier this year, Meta killed the work version of the metaverse, closed three VR game studios, and laid off over 1,000 Reality Labs employees.
Each announcement was framed as a “strategic shift.”
Taken together, they tell a different story.
Users never showed up, retention was catastrophic almost from day one.
The company is now all-in on AI and the Ray-Ban smart glasses are the new flagship product.
Meta’s stock sits near all-time highs and the market has already moved on.
The metaverse is dead.
The question now is what gets built on top of its $80 billion grave.
Meta spent $80 billion building a world that almost nobody wanted to live in.
It started in 2021 when Mark Zuckerberg renamed his entire company after a concept from a science fiction novel.
He told the world virtual reality would replace the internet.
He was wrong.
This week, Meta officially announced it is shutting down Horizon Worlds on VR headsets, the platform meant to be the foundation of the metaverse.
June 15 is the date it dies on Quest devices.
To understand the scale of this failure, consider what $80 billion could have bought.
Instead, it built a cartoon world where Zuckerberg’s avatar famously had no legs.
Reality Labs lost $19.1 billion in 2025 alone.
In Q4, it pulled in $955 million in revenue against a $6 billion loss. That is a 6-to-1 burn ratio.
Earlier this year, Meta killed the work version of the metaverse, closed three VR game studios, and laid off over 1,000 Reality Labs employees.
Each announcement was framed as a “strategic shift.”
Taken together, they tell a different story.
Users never showed up, retention was catastrophic almost from day one.
The company is now all-in on AI and the Ray-Ban smart glasses are the new flagship product.
Meta’s stock sits near all-time highs and the market has already moved on.
The metaverse is dead.
The question now is what gets built on top of its $80 billion grave.
👀1
🇨🇭 Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Planet Labs $PL Q4 revenue surges 41% to $86.8M, beating estimates.
Backed by a record $900M backlog and its first year of non GAAP profit, Planet Labs raises FY27 revenue guide to $440M, significantly above the $380M consensus. Free cash flow hit $53M.
Backed by a record $900M backlog and its first year of non GAAP profit, Planet Labs raises FY27 revenue guide to $440M, significantly above the $380M consensus. Free cash flow hit $53M.
🇨🇭 Global One SI - Prompt
$EOSE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Pomerantz LLP leads class action against Eos Energy $EOSE following a 39% stock crash.
Suit alleges Eos misled investors on manufacturing scale and revenue, which missed guidance by over $35M. Lead plaintiff deadline is May 5, 2026.
Suit alleges Eos misled investors on manufacturing scale and revenue, which missed guidance by over $35M. Lead plaintiff deadline is May 5, 2026.
Be ready for agentic future!
“In the agent era, AI won’t wait for instructions every time and execution will matter more than answers.”
Recently, Nvidia pushes it further..
$NVDA Nvidia launched Vera, a new AI CPU designed for agentic AI and reinforcement learning.
It offers up to 2× better efficiency and 50% faster performance.
And also powered by a custom 88 core Arm-based architecture, Vera is built to coordinate and run AI-driven systems at scale.
Major tech companies are already preparing to deploy it in next-gen AI data centers.
“In the agent era, AI won’t wait for instructions every time and execution will matter more than answers.”
Recently, Nvidia pushes it further..
$NVDA Nvidia launched Vera, a new AI CPU designed for agentic AI and reinforcement learning.
It offers up to 2× better efficiency and 50% faster performance.
And also powered by a custom 88 core Arm-based architecture, Vera is built to coordinate and run AI-driven systems at scale.
Major tech companies are already preparing to deploy it in next-gen AI data centers.
Golden Dome on track to deliver operational capability by 2028.
A consortium of nine defense firms building the command and control (C2) layer for the Pentagon’s Golden Dome missile defense shield recently conducted a live demonstration, and according to the effort’s czar Gen. Michael Guetlein, proved it’s on target to deliver an operational capability by 2028.
Defense officials have said command and control is key to Golden Dome’s ability to connect sensors across air, land, and space into a common operating picture.
U.S. Northern Command boss Gen. Gregory Guillot reiterated the importance of the C2 layer, noting that no single sensor could provide military leaders with the information they need to track and respond to advanced missile threats throughout the pre-launch and terminal phases.
A consortium of nine defense firms building the command and control (C2) layer for the Pentagon’s Golden Dome missile defense shield recently conducted a live demonstration, and according to the effort’s czar Gen. Michael Guetlein, proved it’s on target to deliver an operational capability by 2028.
Defense officials have said command and control is key to Golden Dome’s ability to connect sensors across air, land, and space into a common operating picture.
U.S. Northern Command boss Gen. Gregory Guillot reiterated the importance of the C2 layer, noting that no single sensor could provide military leaders with the information they need to track and respond to advanced missile threats throughout the pre-launch and terminal phases.
👀1
🇨🇭 Global One SI - Prompt
$LUNR $RDW $VOYG $RKLB $ASTS | Jeff Bezos’ Blue Origin files with the FCC for Project Sunrise, a 51,600 satellite constellation to run AI workloads in orbit. Using solar power and optical links, the project aims to bypass Earth’s energy limits to scale global…
Blue Origin just filed for a 51,600-satellites Orbital Data Center constellation called "Project Sunrise"
🇨🇭 Global One SI - Prompt
$FLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🚨 $FLY achieved record annual revenue growth of 163%, successfully landed Blue Ghost Mission 1 on the Moon, and expanded strategically through the SciTec acquisition and new national security contracts 🚀
By end-2027, Rocket Lab has a 90%+ chance of achieving reusable medium-lift flights (likely by mid-2026), driven by their head start, proven execution, and in-house control.
Firefly/Northrop reaches 75–80% probability, bolstered by Northrop’s legacy but tempered by Firefly’s newer operational track record. The extra year narrows the gap—Firefly could match or exceed Neutron’s cadence by late 2027 if Antares 330 flies on time and Miranda engines scale.
In the event they both get it to work (big if), $RKLB could re-rate to $60B marketcap, and $FLY could re-rate to 40B marketcap, just because of TAM of Space rapidly increasing from national security risks and corporate sector buildout, just might need to wait another year.
Firefly/Northrop reaches 75–80% probability, bolstered by Northrop’s legacy but tempered by Firefly’s newer operational track record. The extra year narrows the gap—Firefly could match or exceed Neutron’s cadence by late 2027 if Antares 330 flies on time and Miranda engines scale.
In the event they both get it to work (big if), $RKLB could re-rate to $60B marketcap, and $FLY could re-rate to 40B marketcap, just because of TAM of Space rapidly increasing from national security risks and corporate sector buildout, just might need to wait another year.
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