Welcome everyone. Uh my name is Mason Edgar. I work at Temporal and today we're going to talk about uh events are the wrong abstraction for your AI agents.So uh who here raise of hands recognizes what this diagram is out of curiosity. Okay. So this is a map of our solar system um in a geocentric projection. Uh this is where we have earth as the center of our solar system and this is how celestial objects move around the earth.And this was used to kind of calculate uh celestial trajectories prior to like the ...

RT The Rollup (@therollupco)"I've been very very impressed by the caliber of other ecosystems that I perhaps was not paying enough attention to" - @santiagoroel"I've gone deep into the Avalanche working with them tied to the hip, @inversion_cap will be an @avax L1.""Avalanche is like the closest thing to enterprise grade, the quality of the team, for us it matters a lot." ...

Core Viewpoint - KWESST Micro Systems Inc. intends to change its name to DEFSEC Technologies Inc. to better reflect its focus on defense and public security technology, with the name change expected to take effect around June 30, 2025, subject to regulatory approval [2][3]. Company Developments - The name change coincides with the opening of a new, larger facility in Kanata North, Ottawa, which is more than twice the size of the previous location and aims to accommodate the company's rapid growth [4]. - The company has received its first order for the Battlefield Laser Detection System from a military systems integrator for a North American armored vehicle program [5]. - The company is focusing on strategic, multi-year contracts with the Canadian Department of National Defence worth up to $75 million through 2028, in partnership with Thales and Akkodis [5]. Product Offerings - KWESST's product portfolio includes the ARWEN line of non-lethal products, which has reportedly saved hundreds of lives, and new PARA "Mini" and "Micro" versions currently under customer evaluation [5]. - The company offers real-time situational awareness solutions, including the Team Awareness Kit (TAK), which is being adopted by NATO countries [5]. - The "Lightning" version of the military-grade situational awareness capability is designed for the public security market and operates under a SaaS model, allowing users to access it on smart devices for a monthly subscription fee [5]. Shareholder Information - No action is required from shareholders regarding the name change, and there will be no change in the company's share capital [6]. - The new CUSIP and ISIN numbers for the common shares have been provided, and existing share certificates will not need to be exchanged [6]. Trading Information - The company's common share purchase warrants will also change trading symbols to "DFSC.WT.U" on the TSXV and "DFSCW" on the Nasdaq [7].

You've now been in office for 5 months and 5 days. Why have you not been able to end the Ukraine war. Because it's more difficult than uh people would have any idea.Uh Vladimir Putin has been more difficult. Frankly, I had some problems with Zillinsky. You may have read about him.My question to you is whether or not the US is ready to sell anti-air missile systems Patriot to Ukraine. We know that Russia has been pounding Ukraine really heavily right now. Are you living yourself now in Ukraine.My husband is ...

I remember lying on the narrow bed of my college town. Eyes fixed on the slow the hypnotical spin of the ceiling fan above me. It was a first year.I hadn't written a single line of working code. I didn't have the clear direction and no one around me had any reason to believe I was building towards something meaningful. And that question kept repeating in my head was what if I go home with nothing. What if I fail publicly and completely.That fear didn't visit occasionally. It moved in. I wasn't just about a ...

Environmental Concerns - The talk emphasizes the importance of ocean conservation due to the detrimental impact of plastic pollution on marine life [1] - The speaker's personal diving experiences highlight the disruption and death of marine species caused by plastic [1] - The talk warns of the dire consequences for oceans if current destructive practices continue [1] Call to Action - The message urges immediate action to protect oceans, emphasizing their vital role in sustaining life [1] - The speaker questions why everyone should care about protecting oceans [1] Speaker Background - The speaker is a 13-year-old diver from Lebanon with a passion for ocean conservation [1] - The speaker has witnessed firsthand the negative effects of plastic pollution on marine animals [1]

Core Insights - The company achieved record total revenue of $821 million for FY2025, a 14% increase year-over-year, with Q4 revenue reaching $275 million, up 40% compared to the previous year [4][19][37] - Total bookings for FY2025 amounted to $1.2 billion, indicating strong demand for the company's core offerings [4][15] - The funded backlog at the end of FY2025 was $726 million, an 82% increase from the prior fiscal year [4][15] - The company secured a nearly $1 billion five-year U.S. Army IDIQ sole-source contract, marking the largest contract in its history [4][6] - International revenue accounted for 52% of total revenue in FY2025, with non-Ukraine European customers contributing over 24% [4][20] Financial Performance - Adjusted EBITDA for Q4 FY2025 was $61.6 million, significantly up from $22.2 million in the same quarter last year, and $146.4 million for the full fiscal year, representing 17.8% of revenue [4][22] - GAAP net income for Q4 FY2025 was $16.7 million, an increase of $10.6 million year-over-year, while full-year GAAP net income was $43.6 million, down $16 million due to various impairments and costs [5][28] - Adjusted EPS for Q4 FY2025 was $1.61, compared to $0.43 for the same period in FY2024 [8][28] Segment Performance - Loitering Munitions Systems (LMS) revenue rose 87% to $138 million in Q4 FY2025 and 83% to $352 million for the full fiscal year [4][17] - The UXS segment reported Q4 revenue of $113 million, a nearly 9% increase, while full-year revenue was slightly lower at $382 million [4][17] - McCready Works segment revenue increased 24% to $24 million in Q4 FY2025, with full-year revenue at $87 million, a 14% increase [4][17] Strategic Initiatives - The company closed the acquisition of Blue Halo, enhancing its position in the defense technology sector with a comprehensive portfolio across multiple domains [15][38] - FY2026 revenue guidance is set between $1.9 billion and $2 billion, with adjusted EBITDA expected to be between $300 million and $320 million [8][33] - The company plans to operate under two distinct business segments starting in FY2026: Autonomous Systems and Space Cyber Directed Energy [18][31] Market Outlook - The company anticipates strong organic growth driven by increased demand for its innovative solutions, particularly in the U.S. Department of Defense sector [6][9] - The P550 and Red Dragon products are expected to generate significant revenue in the coming years, with initial orders anticipated soon [9][53] - The company is well-positioned to capitalize on emerging global defense priorities, with a focus on delivering next-generation solutions [18][39]

This is interesting.My Ethos score is being converted into tangible benefits in Monsters.We've seen the Cookie and Kaito infoFi campaigns distribute eye watering rewards back to key voices.On chain reputation systems will prove invaluable, especially as AI proliferates the internet.These credibility scores will act as another metric that projects can use to reward reputation.For instance, it's likely we will see a minimum Ethos score to participate in certain campaigns, similar to minimum YAP requirements f ...

Financial Data and Key Metrics Changes - The company achieved record fiscal year revenue of $821 million, which is 14% higher than the prior year period, and record fourth quarter revenues of $275 million, which is 40% higher than the prior year period [7][38] - The total bookings for fiscal year 2025 reached $1.2 billion, indicating robust demand for the company's solutions [7][39] - The funded backlog at the end of fiscal year 2025 was $726 million, which is 82% higher than the prior fiscal year [7][39] - Adjusted EBITDA for Q4 was $61.6 million, up from $22.2 million in the previous year, driven by higher revenue and gross margins [24] - Full year adjusted EBITDA was $146.4 million, representing 17.8% of revenue, a 15% increase over FY 2024 [24] Business Segment Data and Key Metrics Changes - The Loitering Munition Systems (LMS) segment saw revenues for Q4 rise 87% to $138 million, with full fiscal year revenues of $352 million, an 83% increase [11] - The Uncrewed Systems (UXS) segment posted Q4 revenues of $113 million, a nearly 9% increase year-over-year, while full year revenues were slightly lower at $382 million [12] - The McCready Works segment reported Q4 revenues of $24 million, a 24% increase, with full year revenues of $87 million, which was 14% higher than the prior year [16] Market Data and Key Metrics Changes - 52% of the company's revenues were from international customers, with over 24% coming from non-Ukraine European customers [23] - The company received orders from eight countries for Switchblade products worth nearly $250 million in FY 2025 [23] Company Strategy and Development Direction - The company closed the acquisition of BlueHalo, enhancing its position as a defense tech leader with a comprehensive portfolio across air, land, sea, space, and cyber [7][39] - Starting in fiscal year 2026, the company will operate under two distinct business segments: Autonomous Systems and Space, Cyber, and Directed Energy [18][32] - The company plans to continue investing in R&D, having invested nearly $2 billion over the past decade to develop disruptive solutions [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to meet rising demands from the U.S. Department of Defense and its allies, particularly in loitering munitions and autonomous systems [49][90] - The company anticipates strong organic growth in fiscal year 2026 and beyond, with revenue guidance set between $1.9 billion and $2 billion [7][39] Other Important Information - The company expects adjusted gross margins in the range of 29% to 31% for fiscal year 2026 [34] - The company plans to invest in expanding its manufacturing capacity to meet increased demand for its products [12][63] Q&A Session Summary Question: Discussion on Army's transformation initiative and its impact on Switchblade orders - Management highlighted the strong growth in the Switchblade business and expressed optimism about additional opportunities stemming from the Army's modernization efforts [45][49] Question: Inquiry about write-downs in unfunded backlog related to foreign military sales - Management confirmed there were no write-downs related to the LMS business or foreign military sales in the quarter [52][53] Question: Market opportunity for P550 and Red Dragon - Management indicated strong market potential for both products, with expectations for initial orders and significant future revenue generation [61][64] Question: Clarification on revenue guidance and visibility - Management explained that the guidance reflects a range of potential outcomes based on timing of contracts and funding approvals from the U.S. Department of Defense [74][86] Question: Assessment of NATO's potential 5% GDP spending pledge - Management noted that increased international demand for their systems is expected, particularly in Europe, due to ongoing global security challenges [105]

Environmental Concerns & Importance of Coral Reefs - Oceans provide all life on Earth, nourish with food, produce oxygen, and offer leisure activities [1] - Coral reefs and coral gardens are vital ecosystems, serving as oases in the ocean [2] - Two-thirds of coral reside in deeper, colder waters, including along the European coast [3] - Coral gardens are as crucial as tropical reefs, providing shelter and nurseries for fish [4][5] Threats to Coral Gardens - Coral gardens face threats, including climate change, coral bleaching, and warming waters [6] - Unregulated or illegal fishing poses a significant threat due to the rich biodiversity attracting fishing vessels [6] - Fishing nets entangle and destroy corals, with bycatch often exceeding target fish [7][8] Conservation and Restoration Strategies - Awareness of coral garden existence is crucial for protection [9] - Protecting coral gardens allows for recovery and serves as nurseries for other corals [10] - Coral restoration is necessary when coral gardens are devastated [11] - Fragmenting healthy corals and transplanting them onto degraded reefs is one restoration method [14] - Coral seeding, involving lab-based fertilization and transplantation of baby corals, enhances diversity [19][20] - Combining fragmentation and coral seeding yields the best restoration results [20] Research and Development - Research is being conducted to apply coral seeding techniques to European coral species [21] - Studies focus on coral biology, spawning mechanisms, and optimal conditions for coral larvae [22][23][24] - Transplanting baby corals into nurseries allows for observation and comparison of growth rates [25] Call to Action - The ocean's condition can be overwhelming, but action is possible [26][27] - Collaboration between scientists and individuals with diverse abilities is essential to save coral gardens [27]