President Trump is expected to sign an executive order to reignite the U.S. nuclear industry. Energy Secretary Chris Wright called this America’s “new Manhattan Project.”  With AI and data centers driving a surge in electricity demand, nuclear energy...

OpenAI just made its biggest bet yet — on hardware! The company acquired Jony Ive’s AI device startup, io, in a $6.5 billion all-stock deal. Ive, the designer behind the iPhone, iMac, and Apple Watch, now leads design at OpenAI. His team, including...

Happy Monday! Fastenal delivered a quarter that speaks volumes about where industrial distribution is going.  The company’s Q2 revenue increased +8.6% YoY, eclipsing $2B.  But the real headline?  Digital transformation. More than 61% of Fastenal’s sales...

Sedona Anticipates Aviation Innovation Happy hump day everyone. Thank you for joining us on our journey. I know the tape is turbulent as of late, but the innovators and early adopters continue to chase their curiosity… Monday, I sat in on my first...

Happy Tuesday! The Dallas – Fort Worth metro area has become a launchpad for innovative logistics. Earlier this month, Serve Robotics initiated operations in partnership with Uber Eats. Last week, Zipline’s drone delivery service made its debut in...

Waymo will deploy its robotaxi fleet to Manhattan next month — first manually with human safety drivers, then autonomously if NYC grants its permit — a major step toward introducing fully driverless ride-hailing in New York City. Here’s the overview:...

✨ Welcome Welcome to The Godspeed Weekly. Today’s publication features Nvidia’s 13F updates, robot makers raising money, Anduril’s strategic partnership, Meta’s subsea connectivity ambitions, EHang’s relative strength and more. Onward… 🛜 Meta Confirms...

Happy Monday everyone — Last week, Jason Krutzky and I had a lively conversation about autonomous driving, semiconductors, memecoins, and more. If you missed it, I highly recommend tuning in. Here’s my biggest takeaway: I want exposure to autonomy. The...

✨ Welcome Thank you for being an early adopter of Godspeed! Our journey will have moments of expansion followed by constructive action. This week, we’re adding structure with, The Godspeed Weekly. The Godspeed Weekly will share noteworthy market charts,...

For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric...