Cam
@goingfullsuit
🇨🇦 / private markets / energy / politics / wlu ‘23
Viewing Canada’s current position as an opportunity, rather than the end, is the first step in building a strong and truly sovereign economy. Let’s not let the US dictate our future if they won’t negotiate with their neighbours. 🇨🇦
If allies in Japan, Korea and Europe are looking for locations for lower cost manufacturing and data centres, in stable democracies with cheap energy, where the rug won’t be pulled on you every 4 years, and no tariff threats: Canada is starting to get its act together
Any company that takes taxpayer dollars needs to be 100% accountable to taxpayers and their electees, not the other way around.
🚨 BREAKING: Anduril Founder @PalmerLuckey Responds to President Trump’s New Restrictions on Defense Companies “These measures do apply to me. I now cannot pay dividends. I now cannot do stock buybacks, if I’m not investing in new [manufacturing] plants.” “[President Trump]…
Absolutely massive news as the US Department of Energy today announced $2.7 billion to strengthen domestic enrichment services over the next ten years The US is planning to underpin the entire nuclear fuel cycle as they look to strengthen energy security x.com/i/status/20082…
This is huge! @MacroVoices
2026, day 4 I warned 2026 would say to 2025, “Hold my beer.” It’s holding it. Yesterday WAS Vene(zuela), Vidi, Vici, as flagged last year. Maduro & his wife are in a New York City jail, despite the protests of Mayor Mamdani. Indeed, as Trump says he will run Venezuela until…
Every airframe, flight, and crash in this video was paid for by Anduril, not taxpayers. We believe so much in Omen that we spent five years building on our own dime. Thousands of miles of range from a Group 3 VTOL that can carry hundreds of pounds of payload is a game changer.
Omen is not just a concept. Anduril started building Omen in 2019, flew the first Omen demonstrators in 2020, and has logged hundreds of flight hours across 30+ prototypes. Today, Omen is the first tail-sitter airplane with a mass-production contract.
Omen is not just a concept. Anduril started building Omen in 2019, flew the first Omen demonstrators in 2020, and has logged hundreds of flight hours across 30+ prototypes. Today, Omen is the first tail-sitter airplane with a mass-production contract.
It's a bit all over the place, but this comment steals the show: "In a world where labor input cost drops to nominal levels for goods and services, it is worth considering what replaces it. Materials and energy become the bottleneck where value accrues."
Wow, that was fast.
It says something about society that the most controversial thing I have said in recent history is that I wish I would have married my wife sooner. Not that whales might have better oral history than humans, not that America should restart nuclear testing, marrying young!
Incredibly bullish for natural gas in the short term and nuclear in the long term. @timhodgsonmt - Canada should be playing a role in the data center build out.
AWS CEO on CNBC just said they are bringing on ~5GW in 15 months. Excuse me what?! On 67GW global data center capacity at the end of 2024, that's brining on +6% of global supply! -Overall AWS Capacity: Added 3.8 gigawatts in the last 12 months with another gigawatt planned for…
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