Sequoia’s @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of these great companies - you needed to have the iPhone." "This AI revolution - we're seeing what it can do from the software layer, but it's still limited by hardware." "The hardware we were doing for a long time was all following Moore's Law. It was all branching out of this decision in the mid-1950s to go all in on the silicon supply chain." "That has created magic, and there's still a couple orders of magnitude of juice to squeeze, but we’re hitting fundamental physics limits - Dennard scaling, things like that." "I think this tech tree is branching into humanoid robots, into silicon photonics, into orbital data centers - all of these new hardware areas where there's going to be 20 years of progress." "There's going to be incredible businesses built on the back of this. And a lot of dumpster fires." From his appearance on the show in March.

Why can't the U.S. pump out aircraft like we did in World War II? The answer is simple. We're doing too much, and we over emphasize the importance of integrating every shiny, new technology into the military. That's what I told House Oversight 👇

ICYMI: We flew supersonic, and @Zsshore is in his first week as CEO. He had some feedback. Introducing “Supersonic: Overdrive Edition” 🤘

Thanks to Ethan Klein, U.S. Chief Technology Officer, for stopping by our new LA headquarters. @USCTO47 We gave him a look at our growing R&D operation in LA and the work underway to build fast planes even faster.

DIU recently marked another milestone achievement in its pursuit of affordable and scalable group 5 UAS to deliver combat capability. We successfully completed the first supersonic flight of the Quarterhouse Mk 2.1 multi mach reusable aircraft (MMRA). The supersonic flight demonstrates DIU’s unique ability to work with commercial industry to deliver real-world impact for the DoW at unmatched speed. Hermeus was awarded its first DIU prototype contract in November 2023 after selection under the HyCAT Hypersonics commercial solutions opening. Quarterhorse Mk 2.1 reached supersonic speeds less than three months after its first flight. The MMRA serves primarily as a technology risk reduction for achieving Mach 3  flight and high-speed payload release. Attributes of the MMRA architecture align with the DoW’s priorities for speed, affordability, scale, and lethality, with designs that leverage commercially available components, resilient supply chains, abundant structural materials such as stainless steel, and existing aerospace maintenance ecosystems. Photos courtesy of @hermeuscorp.

This week’s episode of Valley of Depth features @Zsshore, CEO of @hermeuscorp. The US hasn't flown a Mach 3-plus reusable aircraft since the SR-71 was retired in 1990. Hermeus wants to change that and they want to do it faster, cheaper, and w/ a fraction of the capital. We sit down with Zach at the moment where the company's bet is clearly starting to pay off.

U.S. Air Force F-16CM Viper Shows How Single Combat Sortie Can Support Multiple Missions Across the Middle East

Supersonic. Mach 1.21. Quarterhorse Mk 2.1 is now the world’s first privately developed, unmanned supersonic jet and the fastest unmanned aircraft flying today. This flight makes Hermeus the fastest company in aviation history to go from founding to supersonic flight - exactly 364 days after the maiden flight of our first aircraft. Now, we fly faster. A special thanks to @DIU_x, Director @OwenWest91, Maj. Gen. Joe "Solo" Kunkel, and Deputy Director Kyle Norman.

Saab loooves to tout the claim that the Gripen can "operate from dispersed air bases". They do that, because they know no one of you knows what it means. And every time I see someone regurgite "dispersed air bases" (or "road runways" or "short runways") I know I am dealing 1/36

Just shared this note with the team: I’m moving to the Chairman seat and @Zsshore will succeed me as the next CEO of @hermeuscorp I’ve been planning this for a while and as hard as it is as a founder to pass the reigns, I’m legit stoked for the future this move unlocks. Let's go

Wheels up for Quarterhorse. On its latest flight, Mk 2.1 successfully deployed and retracted its landing gear, validating a critical system and helping the aircraft reach higher speeds. We’re not slowing down. Stay tuned.

Today @hermeuscorp is announcing a $350M Series C financing led by @khoslaventures, bringing our valuation to $1B. Everything we do is with one goal in mind: build the fastest unmanned aircraft in the world for the American warfighter. To our investors, thank you for your faith and trust in us. To our team, you continue to amaze me with your ingenuity, commitment, and fire for tackling some of the hardest and most meaningful problems in aerospace. To those who want to build the fastest aircraft in the world - we’re hiring. This is a return to the roots of American innovation. More from me here: hermeus.com/newsroom-content…