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Tim Fernholz

@timfernholz.com

journalist, author, internet participant writing and reporting on space, technology, and finance I always want to hear your tips and ideas on signal: tim_fernholz.21 timfernholz.substack.com | www.timfernholz.com Oakland, CA

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Latest posts by Tim Fernholz @timfernholz.com

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The Most Chilling Detail in the U.S. Attack on an Iranian Naval Ship The Iranian warship was taking part in an international exercise with many other countriesβ€”including the United States.

This is a chilling crime. A shame on our country. The Iranian ship was unarmed. The US knew this. The sailors were murdered by our navy, and the survivors were left to die at sea.
newrepublic.com/post/207429/...

06.03.2026 12:29 πŸ‘ 5998 πŸ” 3000 πŸ’¬ 379 πŸ“Œ 483

Happy SpaceX 1 million satellites FCC application comment deadline day to all who celebrate

06.03.2026 13:50 πŸ‘ 8 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0
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Don DeLillo's Funniest Novel Is A 1980 Hockey Sex Romp He Won't Acknowledge | Defector The end of the 1970s seemed to be a moment of uncertainty for Don DeLillo, creatively speaking. The previous decade had seen him become a rather important American author, enough so that he had left h...

Fantastic blog here. defector.com/don-delillo-...

04.03.2026 16:52 πŸ‘ 261 πŸ” 49 πŸ’¬ 7 πŸ“Œ 16

C'est pire qu'un crime, c'est une faute

05.03.2026 17:59 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

meditating on the question of "why didn't they ask ChatGPT to create an ad tech business?" may be instructive

05.03.2026 17:52 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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SpaceX: the final frontier of IPOs Can Elon Musk’s moonshot deliver the mooted $1.75tn valuation?

They're valuing this at $1.75 trillion:
"Last year, SpaceX generated an impressive $8bn in Ebitda on $16bn in revenue. However, …xAI, …despite revenues of only $210mn [had] a cash burn of $9.5bn for the first nine months of 2025.Β "
www.ft.com/content/5bf1...

05.03.2026 16:24 πŸ‘ 12 πŸ” 6 πŸ’¬ 3 πŸ“Œ 4
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U.S. sub sinks Iranian warship off Sri Lanka, killing 87 and expanding war zone A U.S. submarine sank an Iranian warship off the southern coast of Sri Lanka, killing dozens of sailors and dramatically widening Washington's pursuit of the Iranian navy.

A US submarine sinking a lonely, dinky Iranian surface ship an ocean away from the theater of the main conflictβ€”and 9000
miles from North Americaβ€”makes it pretty clear the US is fighting a general war, without the declaration required by the Constitution. www.reuters.com/world/asia-p...

04.03.2026 17:40 πŸ‘ 13471 πŸ” 4964 πŸ’¬ 539 πŸ“Œ 294
NATIONAL MAGAZINE AWARDS 2026 NOMINATIONS ANNOUNCED

You could do much worse than spend your downtime clicking on some of the National Magazine Award-nominated articles on this list.

The magazine business is flailing, but magazine *writing* is still going strong.

04.03.2026 14:33 πŸ‘ 12 πŸ” 3 πŸ’¬ 0 πŸ“Œ 0

This incisive piece of analysis from @jonostrower.com is now free for all readers as a public service, given the evolving and incredibly critical nature of the conflict.

Read more ⬇️

03.03.2026 16:27 πŸ‘ 15 πŸ” 9 πŸ’¬ 1 πŸ“Œ 0
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Spain's PLD Space raises $209 million in latest funding round Aerospace engineering firm PLD Space said on Wednesday it had closed a 180 million euro ($209 million) ​equity funding round, which included Mitsubishi Electric , as β€Œit seeks to boost its capacity to launch rockets into space.

Spain's PLD Space raises $209 million in latest funding round reut.rs/3PeYpsj

04.03.2026 06:10 πŸ‘ 8 πŸ” 2 πŸ’¬ 0 πŸ“Œ 1
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These U.S. soldiers were killed in an Iranian drone strike in Kuwait over the weekend.

They are Capt. Cody Khork, 35
Sgt. 1st Class Nicole Amor, 39
Sgt. 1st Class Noah Tietjens, 42
Sgt. Declan Coady, 20

Two others were killed in the same attack; their names have not yet been released.

RIP.

03.03.2026 23:41 πŸ‘ 115 πŸ” 47 πŸ’¬ 9 πŸ“Œ 5
03.03.2026 17:22 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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HERE WE GO! Fabrizio Romano to Saudi Arabia Mouthpieces, deal agreed for undisclosed fee. Subject to medical (on innocent civilians)

03.03.2026 16:20 πŸ‘ 65 πŸ” 20 πŸ’¬ 4 πŸ“Œ 1
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Kash Patel’s latest firings ousted agents with expertise in Iran The FBI director gutted a specialized, global espionage unit of counterintelligence agents, just days before Operation Epic Fury.

When FBI Director Kash Patel fired a dozen FBI agents and staff last week for their role in the classified documents investigation of Donald Trump, he targeted an elite counter espionage unit that investigates threats from foreign adversaries and specializes in Iran www.ms.now/news/kash-pa...

03.03.2026 15:03 πŸ‘ 2308 πŸ” 1012 πŸ’¬ 115 πŸ“Œ 129
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This mural slaps. Literally turned around so I could get a picture.

02.03.2026 19:32 πŸ‘ 2397 πŸ” 366 πŸ’¬ 23 πŸ“Œ 35

one the stupidest things I've ever seen anyone say to a reporter

02.03.2026 16:08 πŸ‘ 4 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

Across social media and the Al industry, people immediately began to challenge Altman's claim.
Why, they asked, would the Pentagon suddenly agree to the red lines that it had said β€” in no uncertain terms β€” that it would never do so?
The answer, sources told The Verge, is that the Pentagon didn't budge. OpenAl agreed to follow laws that have allowed for mass surveillance in the past, while insisting they protect its red lines.
One source familiar with the Pentagon's negotiations with Al companies confirmed that OpenAl's deal is much softer than the one Anthropic was pushing for, thanks largely to three words: "any lawful use." In negotiations, the person said, the Pentagon wouldn't back down on its desire to collect and analyze bulk data on Americans. If you look line-by-line at the OpenAl terms, the source said, every aspect of it boils down to: If it's technically legal, then the US military can use OpenAl's technology to carry it out. And over the past decades, the US government has stretched the definition of
"technically legal" to cover sweeping mass surveillance programs - and more.

Across social media and the Al industry, people immediately began to challenge Altman's claim. Why, they asked, would the Pentagon suddenly agree to the red lines that it had said β€” in no uncertain terms β€” that it would never do so? The answer, sources told The Verge, is that the Pentagon didn't budge. OpenAl agreed to follow laws that have allowed for mass surveillance in the past, while insisting they protect its red lines. One source familiar with the Pentagon's negotiations with Al companies confirmed that OpenAl's deal is much softer than the one Anthropic was pushing for, thanks largely to three words: "any lawful use." In negotiations, the person said, the Pentagon wouldn't back down on its desire to collect and analyze bulk data on Americans. If you look line-by-line at the OpenAl terms, the source said, every aspect of it boils down to: If it's technically legal, then the US military can use OpenAl's technology to carry it out. And over the past decades, the US government has stretched the definition of "technically legal" to cover sweeping mass surveillance programs - and more.

Sam Altman got played and spun it like a win - @haydenfield.bsky.social has the scoop from a weekend’s worth of reporting from inside the Pentagon AI negotiations. www.theverge.com/ai-artificia...

02.03.2026 14:30 πŸ‘ 275 πŸ” 102 πŸ’¬ 16 πŸ“Œ 5
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Elon’s response is even more interesting than the original tweet.

02.03.2026 01:02 πŸ‘ 195 πŸ” 43 πŸ’¬ 4 πŸ“Œ 12

OpenAI posted the terms of the deal. Reveals that it absolutely does allow for domestic surveillance. EO 12333 is how the NSA hides its domestic surveillance by capturing communications by tapping into lines *outside the US* even if it contains info from/on US persons.

openai.com/index/our-ag...

01.03.2026 05:20 πŸ‘ 2643 πŸ” 1164 πŸ’¬ 31 πŸ“Œ 73
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Ok its a funny meme that if Iran really did have nuclear weapons, they wouldnt be getting bombed right now by the worlds most fearsome air power. Their political and military leadership would not be killed, nor their misslie bases & air defences destroyed, nor their cities bombed.

28.02.2026 14:31 πŸ‘ 143 πŸ” 39 πŸ’¬ 1 πŸ“Œ 4
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just circling back...

28.02.2026 13:05 πŸ‘ 1545 πŸ” 217 πŸ’¬ 19 πŸ“Œ 20
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John Singer Sargent, Glacier Streams

25.02.2026 15:49 πŸ‘ 50 πŸ” 11 πŸ’¬ 0 πŸ“Œ 0
27.02.2026 23:28 πŸ‘ 254 πŸ” 36 πŸ’¬ 3 πŸ“Œ 2

the current position of the US government is that NVIDIA should be allowed to sell chips directly to China but banned from using Claude, because the latter is a larger national security risk. that is the level of absolute insanity coming out of the White House & Pentagon nowadays

27.02.2026 23:03 πŸ‘ 2295 πŸ” 572 πŸ’¬ 31 πŸ“Œ 19
The Fate of the Furious | Havana Street Race
The Fate of the Furious | Havana Street Race YouTube video by The Fast Saga

www.youtube.com/watch?v=icsQ...

27.02.2026 23:10 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

in this case the enemy's wicked ideology is physics, or possibly electrical engineering

27.02.2026 23:03 πŸ‘ 17 πŸ” 5 πŸ’¬ 1 πŸ“Œ 1
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NASA Overhauls Moon Mission in Effort to Cut Risks and Costs NASA is shaking up its Artemis mission to the moon, canceling a multibillion-dollar Boeing Co. upgrade to the centerpiece SLS rocket and slotting in a test flight closer to Earth as the program remain...

NASA announced sweeping changes to its Artemis plan this morning in an effort to accelerate the Space Launch System's flight rate. But after years of the program being mismanaged, behind schedule, and over budget, I'm not sure what makes this time different... www.bloomberg.com/news/article...

27.02.2026 16:10 πŸ‘ 237 πŸ” 60 πŸ’¬ 32 πŸ“Œ 4
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The White House posting a fake AI video of a gold medal athlete would be an insane scandal in the old times. www.nytimes.com/athletic/707...

26.02.2026 21:42 πŸ‘ 821 πŸ” 206 πŸ’¬ 7 πŸ“Œ 73
Under Secretary of War Emil... V @USWREMichael
X.com
It's a shame that @DarioAmodei is a liar and has a God-complex. He wants nothing more than to try to personally control the US Military and is ok putting our nation's safety at risk.
The @DeptofWar will ALWAYS adhere to the law but not bend to whims of any one for-profit tech company.
^ Axios 2 @axios

Under Secretary of War Emil... V @USWREMichael X.com It's a shame that @DarioAmodei is a liar and has a God-complex. He wants nothing more than to try to personally control the US Military and is ok putting our nation's safety at risk. The @DeptofWar will ALWAYS adhere to the law but not bend to whims of any one for-profit tech company. ^ Axios 2 @axios

Ummmmmmm

27.02.2026 03:16 πŸ‘ 1689 πŸ” 258 πŸ’¬ 108 πŸ“Œ 73

The Washington Post's description of the bodycam video of his arrest last year, and the translation of Mr. Shah Alam's comments, is gutting. Remember, he was entirely blind in one eye and could only see three feet in the other, and he spoke virtually no English.

He spent a year in jail for this.

27.02.2026 01:01 πŸ‘ 3967 πŸ” 1777 πŸ’¬ 72 πŸ“Œ 115