Agent Manager. Your control panel for parallel work.

Open multiple Kilo tabs, give each one a role, monitor everything from one place. Create git worktrees so agents work on isolated branches without stepping on each other's code. Merge, apply, commit, or open a PR when they're done.

kilo.ai

Inline code review. Leave line-level comments directly on agent diffs. Same workflow as reviewing a PR.

Click a line, type feedback, hit "Send all to chat." Every comment goes to the agent with file path, line number, and the relevant code as structured context.

Multi-model comparisons. Run the same prompt with Agent Manager through different models side by side. Claude Opus 4.6 vs GPT-5.4 on the same refactor. Pick the one that got closest.

kilo.ai

TRUMP PROPOSES DEEP 2027 BUDGET CUTS ACROSS KEY AGENCIES

🔸NASA: $18.8B requested, down $5.6B (-23%) from 2026
🔸EPA: $4.2B requested, down $4.6B (-52%)
🔸HHS: $111.1B requested, down $15.8B (-12.5%)
🔸NIH: $5B funding reduction proposed
🔸USDA: $20.8B requested, down $4.9B (-19%)

SpaceX will IPO at $2 Trillion this year.

This 2003 lecture proves Elon had the entire blueprint two decades ago.

Save and study this vision.

How do you actually evaluate a defense tech company?

The sector is exploding right now.

Autonomous systems.
Drone warfare.
Counter-UAS.
AI-driven ISR.

But defense tech is not like normal tech investing.

Contracts matter more than hype.
Backlog matters more than revenue.
Production capacity matters more than prototypes.

At we look at six core factors:

• market tailwinds
• technological advantage
• contracts and backlog
• production capacity
• ecosystem positioning
• management execution

Understanding these dynamics is essential for anyone allocating capital into the defense technology sector.

The Defense Tech Investor Playbook breaks down the framework we use.

> Massive leak of Claude Mythos project materials.
> The leak occurred due to an erroneously public GitHub repository.
> Hidden models revealed: Fennec and Opus 4.7.
> KAIROS system discovered, featuring "dreaming" and autonomous modes.
> A "computer use" function for direct PC control is planned.
> The leak consists of 512,000 lines of source code.
> The leak confirms this is the most powerful AI, capable of changing the world.

AMAZON DATA CENTER TO BE BUILT NEXT TO NUCLEAR POWER PLANT

$AMZN has proposed up to eight data center buildings adjacent to the Calvert Cliffs Nuclear Power Plant in Lusby, Maryland, working directly with Constellation as the plant’s operator. The site is already zoned for heavy industrial use. No rezoning required.

Calvert Cliffs generates around 40% of Maryland’s total electricity and 80% of its clean power. That is not a coincidence. That is a site selection criterion.

This would be AWS’s second nuclear-adjacent campus on the East Coast, following the $650 million Susquehanna-connected site acquisition in Pennsylvania in 2024.

The energy crisis isn't coming

⚠️It's already moving

And it hits different places at different times.

🔴 Asia In Progress. Right now.

🟠 Middle East & Africa Beginning of April

🟡 Europe Mid-April

🔵 Australia Mid-April

⚪ United States May

Tokyo felt it first.
Frankfurt is next.
Houston thinks it has time.
It doesn't.

The wave doesn't stop.... It just arrives later.

The world keeps saying coal is dying.

The data says otherwise.

8.77 billion tonnes🥇A new record.

Coal is still the world's single largest source of electricity.

87% of global energy still comes from hydrocarbons.

That massive blue block at the bottom?

China alone consumes more coal than the entire rest of the world combined.

China imports 5.2 mb/d of oil through Hormuz.
China imports 20% of its LNG through the same strait.

Both now disrupted and expensive.

So what keeps China's factories running while Hormuz is closed?

Coal.

India is doing the same.

The "energy transition" narrative looks very different when your oil supply just got cut off.

For half the world, coal it's the backup plan.
And the backup plan just got activated.

UBTECH’s Walker S2 Takes on a Human in a Live Tennis Rally

Russia stops ammonium exports for one month

- Ammonium is a key ingredient in synthetic fertilizer
- Russia controls ~40% of global ammonium trade
- ~24% of global supply went through Hormuz

This compounds an already tight fertilizer market

Reminder:

Synthetic fertilizers support ~50% of global food production... meaning any disruption feeds directly into lower yields and reduced food supply

The longer these shortages persist, the higher the risk of regional food crises and famine.

Lockdowns, CBDC and rationing are coming. Are you ready?

"There are no further shipments 'of kerosene' arriving in the UK"

"Is Europe going to go first and collapse? Is Southeast Asia going to go first and collapse? The global economy, it is a certainty"

Europe remains dependent on the US, particularly SpaceX, for most of its launches and is hampered by significantly lower launch cadence and higher costs compared with the US, as well as a low number of spaceports.

The latest IISS–Europe research paper discusses three models available to European allies and institutions to advance military capacity in space.

1 month Iran war vs stock markets

Isreal: 4.5%
Russia: 2.4%
Saudi: 2.2%
US: -5.4%
Qatar: -6.9%
China: -7.4%
England: -9.1%
India: -10.5%
Germany: -11.5%
Japan: -12.4%
South Korea: -13.5%
UAE -14.5%

18 liquid leaders holding above key 10/20/50/200-SMAs

$SATS - Telecom Services
$GEV - Specialty Industrial Machinery
$INTC - Semiconductors
$AMD - Semiconductors
$MRVL - Semiconductors
$ARM - Semiconductors
$COHR - Scientific & Technical Instruments
$SHEL - Oil & Gas Integrated
$BP - Oil & Gas Integrated
$CAT - Farm & Heavy Construction Machinery
$GLW - Electronic Components
$VRT - Electrical Equipment & Parts
$FCX - Copper
$SNDK - Computer Hardware
$STX - Computer Hardware
$WDC - Computer Hardware
$CIEN - Communication Equipment
$LITE - Communication Equipment

Elon Musk: "We'll have a voltage transformer shortage in a year, followed by electricity shortage."

Elon said this two years ago, and we are now seeing it play out as per the Bloomberg article below.

Transformer prices have doubled from 2020 and lead times stretched from weeks to 1-2 years, so grid connection wait times are measured in years now.

As a result, half of the data centers scheduled for 2026 have been canceled or delayed.

So, compute will remain supply constrained for the foreseeable future and prices will remain elevated.

Cloud providers will sell every bit of capacity they can bring online.

Never been this bullish on hyperscalers.

$AMZN $MSFT $ORCL $NBIS $CRWV

Buffett is a market timer.

This is the worst thing you can think of by looking at his investment history, yet this dares to suggest it.

He doesn’t “time” the market; he positions according to valuations.

When valuations rise, he positions more defensively and deploys the cash when valuations become attractive again.

Naturally, crashes happen mostly when valuations reach unsustainable highs. He doesn’t time these exact moments, sometimes he waits in a defensive position for a long time.

He started positioning defensively in 2024, for instance, and he is still waiting for a deep drawdown to deploy cash.

It’s not “market timing” it’s just plain old positioning.