This was a highly advanced, state-of-the-art American drone shot down over Karbala! It was an upgraded MQ-9 model that the company Shift5 had worked on. The drone was upgraded at enormous expense and packed with numerous autonomous systems. Independently, it could not only counter electronic warfare jamming and GPS disruption, but it was also capable of intelligently relaying target coordinates to missile systems so they could instantly engage identified targets in real time. In fact, Iran has downed one of the very few remaining drones of this model, one that had also received a heavy, extensive upgrade. On its own, this drone was more valuable and significant than a fourth-generation fighter jet, and its loss is a major blow to the United States. Yet the central question remains: how was this drone brought down, and what system managed to target it at this range?

Anduril 3 月 13 日拿到美國陸軍一份 10 年期企業合約，最高價值 200 億美元，把陸軍過去替 Anduril 開的 120 多個獨立採購案整合成單一框架。合作夥伴包括 Palantir、Microsoft、Govini、Shift5 和 Rune。 200 億是合約天花板，但這只是 Anduril 近期拿到的合約之一。 去年 2 月 Microsoft 主動把 220 億美元的 IVAS 軍用頭盔計畫轉交 Anduril。IVAS 是擴增實境頭盔，設計用來提升士兵戰場態勢感知，但 Microsoft 做了好幾年，士兵回報頭暈噁心，產品無法部署，陸軍去年 4 月批准合約移轉。 去年 7 月，陸軍次世代指揮控制系統 NGC2 競標，Anduril 拿到 9960 萬美元原型開發合約，Lockheed Martin 拿到 2600 萬。同一場競標，近四倍差距。 今年 3 月 12 日，海軍選中 Anduril 的 Dive-XL 超大型自主水下載具，全電動推進，可以潛航超過 2000 海里不浮出水面。 太空方面，Anduril 3 月 11 日收購太空監視公司 ExoAnalytic Solutions，營運超過 400 座地面望遠鏡追蹤衛星和飛彈軌跡，太空部門人數從 120 翻倍到 250 人。Anduril 已經拿到川普的 Golden Dome 飛彈防禦計畫中太空攔截器的早期開發合約，今年計畫自費發射 3 顆衛星。 數字攤開來看，光是陸軍企業合約和 IVAS 兩份天花板加起來就超過 420 億美元，再加上 NGC2、海軍自主潛艇、Golden Dome 太空佈局，Anduril 同時在陸地、海洋、太空都拿到重大合約。這家公司 2017 年成立，不到 9 年。目前正在募資，a16z 和 Thrive Capital 領投，目標估值 600 億美元，去年 6 月是 305 億，不到一年翻了將近一倍。 --- 📱 Threads / Facebook / 電子報「狐說八道」 #Anduril @PalmerLuckey #國防科技 #GoldenDome #IVAS #美國陸軍

Shift5’s Toby Magsig joined fellow defense tech CEOs for roundtables with Members of the House and Senate Armed Services Committees. The warfighter can’t wait. Industry can move fast - but only when policy and procurement keep pace. These conversations exist to close that gap. As new technologies continue to mature and threats evolve, maintaining open dialogue between industry and the committees that shape defense policy is crucial. Shift5 is proud to be at the table, pushing for the speed the warfighter needs.

タイセイボーグ (ヴィヤダーナの23) ノーザンテースト≒ Night Shift５×３の相似クロス＋Mr. Prospector５×３の直接クロスが明確。間接的な効果が弱くなった点は配合全体としてマイナス材料。長所は堅実性のある馬主孝行タイプ。芝ダート兼用、短〜中距離重賞級。 個人的血統配合評価★★★★★☆

Today’s #SOTD goes to @linear_non for "Shift 5". awwwards.com/sites/shift-5 Shift5 provides operational intelligence for every fleet, vehicle, and mission. Congratulations! 🏆 #business #3D #animation

ICYMI, Shift5 joined @anduriltech' Next Generation Command and Control (NGC2) effort, supporting the US Army's 4th Infantry Division at Fort Carson. @tectonicdefense's @barratt_dewey covered the news, noting that for a program focused on integrating data, "having near real-time insights on the Army's vehicle health and telemetry is pretty important, and that's where Shift5 shines." As our President and Interim CEO Toby Magsig told Tectonic, this effort is about exposing "the data pulsing through our nation's warfighting systems" - and getting it to the right hands, fast. Our vehicle-agnostic platform collects, translates, and analyzes telemetry from onboard systems, feeding data through Anduril's Lattice Mesh so commanders have near real-time visibility into fleet readiness and sustainment - put to the test during Ivy Sting 4. We're honored to be on the team supporting the Army and the 4th ID. Read the full story here: tectonicdefense.com/shift5-j…

🚨 Shift5, 안두릴 Lattice Mesh와 통합 안두릴이 주도하는 미 육군 차세대 지휘통제(NGC2) 프로그램에 차량 운용 인텔리전스 기업 Shift5가 핵심 파트너로 합류했다. Shift5의 플랫폼은 차량 유형, 통신 프로토콜에 구애받지 않고 차량 상태 데이터를 수집 및 변환하여 안두릴의 Lattice Mesh로 전달, 지휘관에게 근실시간 전투준비태세 가시성을 제공한다. @shift5co

$PLTR Partner @anduriltech x @shift5co 🇺🇸🛡️🦾⬇️ Shift5 Partners with Anduril on Army's Next Generation Command and Control Initiative Feb 23, 2026 Operational Intelligence Platform Integrates with Lattice Mesh to Deliver Near Real-Time Vehicle Health Data for Enhanced Mission Readiness ARLINGTON, Va., Feb. 23, 2026 /PRNewswire/ -- Shift5, the Operational Intelligence platform for America's defense and transportation systems, today announced its role as a key partner in Anduril Industries' Next Generation Command and Control (NGC2) effort for the U.S. Army. Within this initiative, Shift5's platform collects and translates vehicle health metrics from critical systems, operating agnostically across vehicle types and communication protocols. This data flows through Anduril's Lattice Mesh to situational awareness platforms and logistics applications, giving commanders real-time visibility into readiness and sustainment. "NGC2 is redefining how the Army maintains decision advantage over our adversaries, at pace and at scale," said Toby Magsig, President and Interim CEO of Shift5. "Our platform was built to provide unprecedented operational insights into our nation's warfighting systems, and we're honored to work alongside Anduril Industries, other trusted partners, and the 4th Infantry Division in developing and testing this capability for the warfighter." Shift5 integrated its capability into Lattice Mesh in just two months, enabling live demonstration during the Army's Ivy Sting 4 exercise earlier this month. "Shift5 brings deep expertise in vehicle telemetry," said Tom Keane, Senior Vice President at Anduril Industries. "What NGC2 does is make that data usable quickly and at the edge. At Ivy Sting 4, their vehicle health insights flowed through Anduril's Lattice Mesh and informed sustainment decisions in the field. That's exactly what we're building NGC2 to do." NGC2 is the Army's initiative to modernize command and control operations by integrating cutting-edge commercial technologies into a unified ecosystem. Anduril leads one of the NGC2 prototype efforts, partnering with Palantir, Striveworks, Govini, Rune Technologies, Instant Connect Enterprise, Research Innovations, Inc., and Microsoft as part of a $99.6 million Other Transaction Authority agreement. The Anduril-led effort is currently being tested and scaled by the Army's 4th Infantry Division through a series of experimentation events called Ivy Sting. About Shift5 Former military officers who stood up U.S. Army Cyber Command and pioneered modern weapons system cyber assessments founded Shift5 to transform untapped operational technology into actionable insights that enable peak performance and cyber resilience for America's defense and transportation systems. Built for the field and tested in the most demanding environments, Shift5's Operational Intelligence platform equips operations, maintenance, and cybersecurity teams with the infrastructure and analytics to detect threats, anticipate failures, and respond with confidence. Today, military customers and leading transportation companies rely on Shift5 for the safety, security, and reliability of current fleets and next-generation assets. For more information, visit shift5.io. 🇺🇸🌐🛡️🦾🪖🤖🔮🌟 prnewswire.com/news-releases…

Shift5 is proud to partner with @anduriltech on the @USArmy's Next Generation Command and Control (NGC2) effort. At Shift5, we've always believed that operational data - and the insights derived from it - is the foundation for smarter, faster decisions on the battlefield. NGC2 puts that belief into practice. Our Operational Intelligence platform collects and translates critical metrics from military platforms, turning raw operational data into actionable insights. Integrating into Anduril’s Lattice Mesh, this data flows to situational awareness platforms and logistics applications, enabling commanders to make informed decisions about sustainment, readiness, and mission execution in near real time. An initiative of this scope requires rapid integration across partners. Anduril's engineering team and their commitment to speed made it possible to demonstrate live capability ahead of Ivy Sting 4. That kind of collaboration - moving fast without sacrificing quality - is what gives our warfighters the edge they need. The real value of NGC2 is bridging the gap between platform health and decision-making, giving commanders the information they need to keep warfighters mission-ready. shift5.io/insights/shift5-pa…

パソコン買った次の日にする四天王 ・スタートアップを全部無効化 ・Shift5回の簡単操作解除 ・タスクバーの検索・ストア・コパイロットを非表示 ・ゴミ箱を経由せずに削除する設定に変更

We’re teaming up with @shift5co to bring advanced data capture, predictive maintenance analytics, and cybersecurity to aircraft like the KC-46 and C-17. By combining our analytics and platform expertise with Shift5’s hardware and cybersecurity solution, we’re accelerating next generation capabilities to improve readiness, reduce maintenance downtime, and strengthen cyber resilience for our customers. More: bit.ly/3YQxRiN

Ryan and I used zero AI to make this list. It's 100% hand-curated — just the companies we would personally recommend. Here it is... who'd we miss? 1x Aalo Atomics Aalyria Abel Aeon Industries Aepnus Technology Aetherflux Agility Robotics Air Space Intelligence Albedo Allen Control Systems Amidon Heavy Industries AMP Robotics Amperon Ample Andrenam Anduril Industries Antares Anthro Energy Anthropic Antora Energy AnySignal Aon3D Apex Space Applied Compute Applied Intuition Apptronik Arbor Energy Arc Boats Argo Space Armada Array Labs Astranis Astro Mechanica AstroForge Astrolab Asylon Robotics Atmo AtmoCooling Atom Computing Atom Limbs Atomic Industries Atomic Machines Atomic Semi Atopile Avalanche Energy Axiom Space Base Power Beacon AI Bedrock Energy Bedrock Materials Bedrock Ocean Biofire Blumen Systems Boom & Bucket Boom Supersonic Boston Metal Breen Energy Bright Machines Brimstone Bronco AI Burro Campus Carbon Castelion Cerebras Systems CHAOS Industries Charge Robotics Chariot Defense Charm Industrial Chef Robotics Climeworks Clone Cognition Cognitive Space Collaborative Robotics Column Commonwealth Fusion Conductor AI Cortical Labs Corvus Robotics Cosmic Robotics Covariant Cover Critical Loop Crusoe Energy CruxOCM Cuby Dandelion Energy Danti Dark David Energy Dawn Aerospace Daylight Decagon Deep Isolation Deep Sentinel DeepNight Determinant Materials Dexterity Diamond Age Diligent Robotics Dimensional Energy Diode Computers Dirac Distributed Spectrum Divvy Homes Durin Dusty Robotics Earth AI EarthGrid Eden Geopower Electric Air Electric Era Electric Sheep ElevenLabs Elroy Air Embodied Epirus Epsilon3 Equilibrium Energy Etched Exowatt Extropic Farm-ng Fervo Energy Fid Labs Field AI Figure Firehawk Aerospace Firestorm Fireworks AI First Resonance Flexport Flock Safety Floodbase Flyby Robotics Form Energy Formation Bio Formic Technologies Formlogic Forterra Framework Computer Freeform Friend Furno Fuse Fuse Energy Galadyne Galvanick Gecko Robotics General Biological General Galactic GenLogs Ghost Robotics Glean Glimpse Gridware Guardian RF Guild H3X Hadrian Harbinger Harmonic Harmonic Bionics Harvey Havoc AI Haxion Hazel Heart Aerospace Hebbia Hedral Helion Energy Heliux HEO Robotics Hermeus Heron Power Hextronics Hgen Holocene ICON Impulse Labs Impulse Space Infinite Machine Inversion Irradiant Technologies Isar Aerospace JetZero Joby Aviation K2 Space Kaizen Labs Kalshi Kayhan Space Knowde KoBold Metals Kula Bio Last Energy Layup Parts LeoLabs Lightcell Lightship RV Lilac Solutions Limelight Steel Liminal Living Carbon Locus Robotics Longshot Space Looking Glass Factory Lumafield Lumen Energy Lunar Outpost Lydian Mach Industries Machina Labs Magrathea Metals Mangrove Lithium Marathon Fusion Mariana Minerals Mark43 Marvel Fusion Mercury Merlin Labs Metalware Meter Method Security MidJourney Mistral AI Mitra Chem Modern Intelligence Molten Industries Monaire Monumental Labs Muon Space Mytra Navier Neros Neuralink NewLimit Nitricity Nominal Normal Computing Northwood Nudge Nuview Odyssey Oklo Olympian Motors Onebrief Open Orion OpenAI OpenEvidence OpenRouter OpenX Orbit Fab Orbital Sidekick Orchard Robotics Ouros Oursky Outpost Space Overland AI Pacific Fusion Palantir Pallet Panthalassa Parallel Systems Peak Energy Peregrine Performance Drone Works PermitFlow Perplexity Phaidra Physical Intelligence Picogrid Pilgrim Labs Pipedream Pivot Bio Polymarket Poseidon Privateer Proteus Space Proxima Fusion Pryzm PsiQuantum Quaise Energy Quilter Quindar Radian Aerospace Radiant Radical AI Rainmaker Ramp Rangeview Rapid Robotics Ravn Realm Alliance Redwood Materials Reflect Orbital Regent Relativity Space Remora Replit Rivan RMFG Roam Robotics Rocket Lab Rondo Energy Rune Technologies Sabanto Safe Superintelligence Safire Saildrone Samsara Sardine Saronic Second Front Systems Senra Systems SESO Seurat Shield AI Shift5 Shinkei Systems Sila Nanotechnologies SirenOpt Skild AI Skydio Skysafe Sol Reader Solestial Solugen SpaceX Spartan Radar Specter Specter Aerospace Sphere Semi Standard Bots StarCloud Starfish Space Starpath Still Bright Stoke Space Stord StratumAI Swarm Aero Swarmbotics AI Swift Solar TerraDepth Terraform Industries Texture Energy The Boring Company The Spaceport Company Theseus Traba True Anomaly TurbineOne Turion Space Tutor Intelligence Twelve Ulysses Umbra Unspun UpSmith Urban Sky Ursa Major Valar Atomics Vannevar Labs Vantage Robotics Varda Space Vast Vatn Systems Venus Aerospace Verne Verse Viam Volund Manufacturing Vosbor Vuecason Vulcan Elements WeaveGrid Whisper Aero WindBorne Systems Wisk Aero Wispr Wonderschool Workrise Wyvern xAI Xcimer Energy Xona Space Systems Zanskar Zap Energy Zenith Aerospace Zeno Power ZeroMark Zipline

NEW POD: Michael Weigand, Founder and CEO of Aventra Defense Systems, breaks down how cheap, scalable deep-strike changes the economics of modern war and deterrence. We cover: • Turning unguided munitions into AI-enabled precision weapons • Stratospheric delivery and why altitude rewrites cost curves • Mass fires vs exquisite systems in future conflicts • Lessons from building Shift5 and raising defense capital • Why durable defense companies outlast hype cycles Up now on YT/Spotify/Apple.

Well then, Welcome to the Swamp, indeed! Welcome The Hill’s annual list of Top Lobbyists. President Trump’s return to the White House brought a whirlwind of policy changes and political battles to Washington, D.C., creating both obstacles and opportunities for the lobbying world. Over the past year, K Street players have stared down rapidly evolving tariff regimes, sweeping tax changes, military conflicts, deregulation campaigns and upheaval in the federal workforce. Selected from more than 1,800 nominations this year alone, The Hill’s Top Lobbyists have made measurable impacts on the course of policy and politics, whether for corporations, small businesses, local governments, nonprofits, unions or trade associations. The lobbyists on this list represent the industry’s savviest, most influential and well-connected advocates across Capitol Hill. The honorees span veterans and up-and-comers, retired military officials and academics, former lawmakers and staffers, and are intended to reflect the wide ranges of experiences and backgrounds of the city’s most influential K Street forces. Congratulations to the 2025 Top Lobbyists. Corporate Gina Adams and Lance Mangum, FedEx Corp. Mayealie Adams, Danaher Corp. Molly Ahearn Allen, 7-Eleven Kira Alvarez, Ed Hill and Keith Murphy, Paramount Bryan Anderson and Jeanne Wolak, Southern Co. Kevin Avery, ConocoPhillips Jesse Barba, Cengage Andrew Barnhill, IQVIA Jana Barresi, Lowe’s Michael Beckerman, TikTok Laura Berkey-Ames, BASF Corp. Mike Berman, Citadel Karan Bhatia and Anne Wall, Google Lindsay Biscardi and Gabe Terry, CMS Energy Laricke Blanchard, USAA Maria Luisa Boyce, United Parcel Service Mike Boyd and Chuck Clapton, Gilead Sciences Pace Bradshaw, Visa James Brandell, John Hancock Mimi Braniff, ExxonMobil Dan Bryant and Patrick Delaney, Walmart Eric Burgeson, Cherie Wilson and Heather Wingate, Delta Air Lines Dawn Buth, NCAA Sean Callinicos, Sonova USA Kara Calvert, Coinbase Jim Carlisle and Adam Elias, Bank of America Conor Carney, Robinhood Jessica Carter, Ford Motor Co. Khary Cauthen, Cheniere Energy Frank Cavaliere and Fred Humphries, Microsoft Corp. Hassan Christian, Cummins Stephen Ciccone, Toyota Motor Corp. Peter Cleveland, Taiwan Semiconductor Manufacturing Co. Ashley Coneff, Inspire Brands Robert Cusmano and Nicole Collier, Procter & Gamble Tim Daly, Western Union Co. Steve Danon, Restaurant Brands International Priya Dayananda, Scott McLucas and Harold Kim, KPMG Mike Dendas, Zillow John Deoudes, Bristol Myers Squibb Jim Dodrill, Progressive Jeff Dressler, SoftBank Leo Farber, Novartis Terri Fariello, United Airlines Kate Farr, Occidental Petroleum Eric Feldman, Joe Guzzo and Hollyn Schuemann, General Motors Cesar Fernandez and Matt Tremblay, FanDuel Bob Filippone, Merck Robert Fisher, Josh Lynch and Marcela Zamora, Verizon Communications Camille Fleenor, Atlas Air Worldwide Tucker Foote, Rachel Kelly and Amanda Slater, Mastercard Adam Fromm, GE HealthCare Maggie Gage, OneMain Financial Christopher Gahan, Northwestern Mutual Belinda Garza Hartwig, Instacart Kate Geldaker, Alaska Airlines Ed Gillespie and Mike Ferguson, AT&T Joe Hack, Grindr Inc. John Hallmark, EY Rich Haselwood, Cara Moon and Shashrina Thomas, Reynolds American James Hayes and Jill Shapiro, Tenable Kim Hays and Michael Kennedy, Intuit Bridget Hogan and Hilary West, JPMorgan Chase Donald Horton, Labcorp Brian Huseman and Steve Hartell, Amazon.com Matthew Iandoli, Deloitte Olivia Igbokwe-Curry, Amazon Web Services Gene Irisari and Holly Pataki, Samsung Allen Jamerson, Michael Mansour and Matthew Miller, SK Jace Johnson, Adobe Francesca Jordan, Dell Karen Knutson, Chevron Matthew Lavoie, DHL Courtney Lawrence, Cigna Mike Lee, Brian Smith and Meghan Sullivan, Wells Fargo & Co. Keagan Lenihan and Kelly Lungren McCollum, Philip Morris International John Lepore, Moderna Kevin MacMillan, U.S. Bank Julian Malasi, Amneal Pharmaceuticals= Jessica Marventano, iHeartMedia Jerrica Mathis and Rebecca McGrath, Cardinal Health Greg Maurer, Meta Waldo McMillan, Cisco Laura McPherson and Paula Timmons, T-Mobile Jose Mercado, DoorDash Adam Minehardt, Chainlink Labs Beth Mitchell and Shelly Mui-Lipnik, Cencora Chandler Morse, Workday Ed Mortimer, NextNav Phil Musser, NextEra Energy Stephen Neuman, American Airlines Michael O’Brien, PwC Shawn O’Neail, Eli Lilly and Co. Diana Oo and Clete Willems, Netflix Jeff Pannozzo, QVC Group Mike Parrish, Bayer Duanne Pearson and Devon Seibert-Bailey, Strategic Health Care Matthew Perin, Kroger Greg Portner, Amgen Tim Powderly, Apple Louis Renjel, Duke Energy Corp. Crystal Riley, AbbVie Nathan Robinson, Fluor Robert Rose, MetLife Amy Rosenbaum and Melissa Schulman, CVS Health Bahar Sahajwalla, MoneyGram International Ibn Salaam, Waste Management Allison Schwartz, D-Wave Quantum Samantha Segall, Shift5 Jeff Shockey, Boeing Jacqueline Siebens, Helion Gabrielle D’Adamo Singer, Accenture James Slotnick, Sun Life Matt Stanton, Constellation Brands Shelly O’Neill Stoneman, Lockheed Martin Sam Tatevosyan, McDonald’s Al Thompson, Intel Corp. Michael Thompson, Goldman Sachs Group Tyler Threadgill, LKQ Corp. Nate Tibbits, Qualcomm Pete Wallace, Viatris Dan Walsh, DirecTV Jennifer Walton, Pfizer Emily Pfeiffer Weems, Capital One Molly Wilkinson, Onebrief Brendan Williams, PBF Energy Eriade Williams, News Corp. Candida Wolff, Citigroup Andy York, Tyson Foods Associations Evan Armstrong and Austen Jensen, Retail Industry Leaders Association Adrian Arnakis, Association of American Railroads Todd Askew, American Medical Association Joel Bacon and Brad Van Dam, American Association of Airport Executives James Balda, Argentum Chip Bartlett, Amanda Eversole and Tiffany Haas, Financial Services Forum Kenneth Bentsen Jr., Securities Industry and Financial Markets Association Rhonda Bentz and Sarah Gallo, Consumer Brands Association Laura Lee Blake, Asian American Hotel Owners Association Anna Ready Blom, National Association of Convenience Stores Joshua Bolten, Matt Miller and Matthew Spikes, Business Roundtable Manuel Bonilla, American Society of Anesthesiologists Diane Boyle, National Association of Insurance and Financial Advisors John Bozzella and Megan Ekstrom, Alliance for Automotive Innovation Jeff Brabant and Josh McLeod, National Federation of Independent Business Anne Bradbury, American Exploration & Production Council Neil Bradley, Suzanne Clark and Rodney Davis, U.S. Chamber of Commerce Danielle Brown, Bruce Miller and Jessica Salmoiraghi, BSA | The Software Alliance Elizabeth Brown and Aimee Ossman, Children’s Hospital Association Greg Brown, National Apartment Association Kevin Burke and Annie Russo, Airports Council International – North America Steve Caldeira and Michael Gruber, Household & Commercial Products Association Naomi Camper, Rob Nichols and Kirsten Sutton, American Bankers Association Brian Caudill, Allison Ealey and George Lowe, American Gas Association Cindy Chetti, National Multifamily Housing Council Wayne Chopus, John Jennings and Paul Richman, Insured Retirement Institute Liz Clark and Mike Goscinski, Health & Fitness Association Kelly Cole, CTIA Alexa Combelic, American Soybean Association Jim Coon, Aircraft Owners and Pilots Association Geoff Cooper, Renewable Fuels Association Bryan Corbett and Jillien Flores, Managed Funds Association Kathleen Coulombe, Paul Kangas and Jill Kozeny, American Council of Life Insurers Lake Coulson, National Association of Home Builders Brian Crawford, Beer Institute Greg Crist, AdvaMed Mary Kate Cunningham, American Society of Association Executives Chris Cylke and Bill Miller, American Gaming Association Linda Bauer Darr and Steve Hall, American Council of Engineering Companies Chip Davis and Patrick Kelly, Healthcare Distribution Alliance Franklin Davis and Kevin Keane, American Beverage Association Jeffrey DeBoer, The Real Estate Roundtable Shawn Donilon, Curtis LeGeyt and Charlyn Stanberry, National Association of Broadcasters Tim Donovan, Competitive Carriers Association John Downs and Brian McKeon, National Confectioners Association Kip Eideberg, Association of Equipment Manufacturers Ross Eisenberg, Ryan Jackson and Chris Jahn, American Chemistry Council Nile Elam, National Asphalt Pavement Association Dan Fabricant and Kyle Turk, Natural Products Association Eric Fanning, Aerospace Industries Association Paul Feldman, General Aviation Manufacturers Association Wes Fisher, INDA | Association of the Nonwoven Fabrics Industry Troy Flanagan and Chirag Shah, American Hotel & Lodging Association Mike Flynn, Information Technology Industry Council Missy Foxman and Stanley Pierre-Louis, Entertainment Software Association David French, National Retail Federation James Gelfand, The ERISA Industry Committee Marco Giamberardino, National Electrical Contractors Association Anders Gilberg, Medical Group Management Association Tommy Goodwin, Exhibitions & Conferences Alliance Jimi Grande, National Association of Mutual Insurance Companies Eric Grey, Drew Maloney and Kiel Weaver, Edison Electric Institute Aron Griffin, America’s Health Insurance Plans Joshua Habursky, Premium Cigar Association Natalie Hales, American Dental Association Matthew Haller, Jeff Hanscom, Michael Layman and Haider Murtaza, International Franchise Association Dain Hansen, International Association of Plumbing and Mechanical Officials Erik Hansen, U.S. Travel Association Ruth Hazdovac, Ralph Kohl and Matt Willette, American Optometric Association Daniel Heady, Iowa Farm Bureau Jonathan Heafitz, Lucia Lebens and JC Scott, Pharmaceutical Care Management Association Dawson Hobbs, Wine & Spirits Wholesalers of America Abigail Ross Hopper, Solar Energy Industries Association Stacey Hughes and Richard Pollack, American Hospital Association Richard Hunt, Electronic Payments Coalition Micaela Isler, National Association of Business Political Action Committees Chip Kahn and Charlene MacDonald, Federation of American Hospitals Sean Kennedy, Dan Roehl and Matt Walker, National Restaurant Association Laurie Knight and Craig Purser, National Beer Wholesalers Association Stan Kolbe, Sheet Metal & Air Conditioning Contractors’ National Association Maria Korsnick, Nuclear Energy Institute Ronny Lau, National Education Association Linda Lipsen, American Association for Justice Richard Lukas and Tiffany Waddell, National Governors Association Gail MacKinnon, Motion Picture Association Shannon McGahn, National Association of Realtors Denzel McGuire, Distilled Spirits Council of the United States Katherine McGuire and Kenneth Polishchuk, American Psychological Association David Merritt, Blue Cross Blue Shield Association Summer Mersinger, Blockchain Association Paul Merski and Rebeca Romero Rainey, Independent Community Bankers of America Greg Mesack, Scott Simpson and Brad Thaler, America’s Credit Unions Erik Milito, National Ocean Industries Association Mallori Miller and Ryan Ullman, Independent Petroleum Association of America Marissa Mitrovich, Fiber Broadband Association Chris Morton and Emily Tryon, American Land Title Association Rich Nolan and Richard Russell, National Mining Association Annika Olson, Americans for Responsible Innovation Eric Pan and Tom Quaadman, Investment Company Institute Clifton Porter, American Health Care Association and National Center for Assisted Living Morgan Reed, ACT | The App Association Kristine Rufener, Association for Clinical Oncology Erik Rust, Bank Policy Institute Jennifer Safavian, Autos Drive America Josh Saltzman, Airlines for America JC Sandberg, American Clean Power Association Gary Shapiro, Consumer Technology Association Emily Skor, Growth Energy Andrew Smith, Association of Dental Support Organizations Mike Sommers, American Petroleum Institute Jonathan Spalter, USTelecom Michele Stanley, National Stone, Sand & Gravel Association Eric Storey, American Bar Association Kristen Swearingen and Vance Walter, Associated Builders and Contractors Charles Symington, Independent Insurance Agents & Brokers of America Scott Talbott, Electronic Transactions Association Tim Tarpley, Energy Workforce & Technology Council Matt Thackston, American Association of Nurse Anesthesiology Chet Thompson, American Fuel & Petrochemical Manufacturers Jay Timmons, National Association of Manufacturers Stephen Ubl, Pharmaceutical Research and Manufacturers of America Ryan Weston, Florida Sugar Cane League Hired Guns Anna Abram, Hunter Bates, Scott Parven, Brian Pomper and Geoff Verhoff, Akin Gump Strauss Hauer & Feld Dean Aguillen, OGR Saat Alety and Cliff Roberti, Federal Hall Policy Advisors Julie Scott Allen, Michael Barnett and Peggy Tighe, Powers Pyles Sutter & Verville Lucia Alonzo, Tami Jackson Buckner and Sarah Helton, Michael Best Strategies Kai Anderson, Jordan Bernstein and Barry Rhoads, Cassidy and Associates Tommy Andrews, Jack Kingston and Caren Street, Squire Patton Boggs Cristina Antelo, Debra Dixon and Mark Williams, Ferox Strategies Madison Arcangeli, Forza DC John Ariale, Blair Hancock and Chris McCannell, GrayRobinson Lauren Aronson, Stephen Cote, Sage Eastman and Alex Perkins,, Mehlman Consulting Lindsay Austin, Tom Tilton and Jason Zanetti, Troutman Strategies Bobby Babcock, AxAdvocacy Brian Ballard and Dan McFaul, Ballard Partners Ken Barbic, Lindley Kratovil Sherer and Amy Swonger, Invariant Rontel Batie, Batie & Associates Leslie Belcher, Rowan Bost and Elizabeth Burks, Steptoe LLP Ryan Bernstein and G. K. Butterfield, McGuireWoods Consulting Seth Bloom, Bloom Strategic Counsel Andy Blunt, Rocky Fox, Eric Lausten and Stacy McBride, HB Strategies Denise Bode and Patrick Firth, Constitution Partners Jon Boehmer, Andy Garfinkel and Thomas Keller, Keller Partners & Co. Michael Bopp, Gibson, Dunn & Crutcher Michael Borden, Sidley Austin Dan Boston, Health Policy Source Paul Brathwaite, Federal Street Strategies Matt Bravo, Jose Ceballos, Ashley Davis, Mike Ference and John Scofield, S-3 Group John Breaux, Trent Lott and Ivelisse Porroa-García, Crossroads Strategies David Bridges, Shannon Finley, John Martin, George Sifakis and Warren Tryon, Capitol Counsel Kelli Briggs, Matt Johnson, Izzy Klein and Ian Rayder, Klein/Johnson Group Chris Brown, Langston Emerson and Charlie Schreiber, Mindset Andrew Buczek and Mary Beth McGowan, Dykema Gossett James Callan, James Callan Associates Alexandra Campau, Towner French and Patrick Martin, Cozen O’Connor Public Strategies George Caram, Jessica Mandel and Jeff Miller, Miller Strategies Dennis Cardoza, Katie Schoettler, John Strom and Jennifer Walsh, Foley & Lardner Julie Hershey Carr, Lori Denham and Lisa Kountoupes, KDCR Partners Norm Coleman, Aaron Cutler and Ivan Zapien, Hogan Lovells Travis Cone, Alex Renjel, Scott Riplinger, Ja’Ron Smith and John Tanner, CGCN Group Darrell Conner, Dan Crowley and Mike Doyle, K&L Gates Charles Cooper, Brumidi Group Mark Copeland, James O’Keeffe and Heideh Shahmoradi, OS Strategies Sarah Corcoran, Corcoran Strategies Group Lowry Crook, Best Best & Krieger William Crozer, Matt Hoffmann, Dan Murphy, Maya Seiden and David Urban, BGR Group Chris Cushing, Nelson Mullins Matthew Cutts and Chris Fetzer, Dentons Justin Daly, Daly Consulting Group Christopher DeLacy, Rich Gold, Joel Roberson, Paul Stimers and Beth Viola, Holland & Knight Erin Delaney, Frank McCarthy and Paul Milotte, McCarthy Advanced Consulting Kelly Delmore and Monica Massaro, Lundy & Bookman Gloria Dittus, Story Partners Brianne Doura-Schawohl, Doura-Schawohl Consulting Quardricos Driskell, LobbyIt.com Krista Drobac, Sirona Strategies Martin Edwards and Graham Hill, Taft Advisors Missy Edwards, Missy Edwards Strategies Kimberly Ellis, Ashley Hoy and Lilia McFarland Horder, Monument Advocacy Ansley Erdel, Jerry Leverich and Jared Weaver, Salt Point Strategies Daniel Faraci, Grassroots Political Consulting Holly Fechner, Stephen Rademaker and Bill Wichterman, Covington & Burling Alison Feighan, The Feighan Team Dwight Fettig, Lendell Porterfield and Dawn Sears, Porterfield, Fettig & Sears Brian Finch, Greg Laughlin, Elizabeth Vella Moeller, Craig Saperstein, and John Thomas, Pillsbury Winthrop Shaw Pittman Jeff Forbes, Jeff Strunk and Dan Tate Jr., Forbes Tate Partners Omar Franco and Clarence Williams, Becker & Poliakoff Nicole Frazier, Justin McCarthy, John Russell and Gregory Walden, DGA Group Kimberley Fritts, Cogent Strategies Gary Gallant, Gallant Government & Law Group Noe Garcia, Forward Global Marc Gerson, Miller & Chevalier Melissa Gierach, Karina Lynch, Steven Phillips and Tony Samp, DLA Piper Larry Gonzalez, Raben Michael Goo and Henry Waxman, Waxman Strategies David Goodfriend, Brian Hess and Brian Young, I Street Advocates Cedric Grant, Avoq Jeff Green, J.A. Green & Co. J.T. Griffin, Griffin Strategies Marla Grossman, ACG Advocacy Tim Hannegan, Daniella Landau and Jerr Rosenbaum, Penn Avenue Partners Michael Herson, American Defense International Mike Hettinger, Hettinger Strategy Group Chelsey Penrod Hickman and Micheal Merola, Winning Strategies Washington Susan Hirschmann and Matthew Hoekstra, Williams & Jensen Chris Hodgson, Carlos Jackson, Anthony Lazarski, David Planning and Sarah Venuto, Cornerstone Government Affairs Erik Huey, Platinum Advisors Marty Irby, Capitol South Allison Ivie and Katrina Velasquez, Center Road Solutions Ashlee Johnson, The Russell Group Travis Johnson, 1607 Strategies Sean Joyce and Alexis Oberg, Atlas Crossing Greta Joynes, Marc Lampkin, Will Moschella, Al Mottur and Zach Pfister, Brownstein Hyatt Farber Schreck Samir Kapadia, Matt Keelen and Alex Vogel, The Vogel Group Allison Kassir, King & Spalding Jennifer Kaufmann, Actum Chris Lamond and Andy Rosenberg, Thorn Run Partners Jennifer LaTourette, Steve Palmer and Stu Van Scoyoc, Van Scoyoc Associates Ryan Leavitt, Barker Leavitt Scott Leezer, CURA Strategies Rob Lehman and Jonathan Yarowsky, WilmerHale Jane Lucas, Alston & Bird Troy Lyons, Holland & Hart Michael Maitland, McCarter & English Corey Malmgren and Jen Olson, Tiber Creek Group Hazen Marshall and Monica Popp, Marshall & Popp Dee Martin, Scott Segal and Timothy Urban, Bracewell George McElwee and Katie Hazlett, The Reserve Component Heather McHugh, Resolution Public Affairs Lisette Mondello, Mondello Group Kevin O’Neill and Eugenia Pierson, Arnold & Porter Manuel Ortiz, VantageKnight Ozzie Palomo and David Tamasi, Chartwell Strategy Group Charlie Panfil and Tiffani Williams, DB3 Neal Patel, Patel Partners Darren Peters, Peter Damon Group T. J. Petrizzo, The Petrizzo Group Jim Pitts, Navigators Global Tom Quinn, Venable Oscar Ramirez and Dana Thompson, Fulcrum Public Affairs Bob Rapoza, Rapoza Associates Keenan Austin Reed, Alpine Group Stephen Replogle, Capitol Consulting Group Jenny Rosenberg, JTR Strategies Sloane Salzburg, Monument Advocacy Jared Sawyer, Rich Feuer Anderson Julie Shroyer, Wheat Shroyer Government Relations Arshi Siddiqui, Bellwether Government Affairs Stephanie Silverman, Venn Strategies Marsha Simon, Simon&Co. Michaela Sims, Sims Strategies Jonathan Slemrod, Harbinger Strategies Ben Staub and Carl Thorsen, Thorsen French Advocacy Alex Sternhell, The Sternhell Group Mae Stevens, Current Strategies Jon Talisman, Capitol Tax Partners Becky Weber and Paul Weiss, Prime Policy Group Pierre Whatley, FS Vector Kristina Wilcox, Capitol Hill Consulting Group Susan Zook, Mason Street Consulting Grassroots Alexandra Adams, Natural Resources Defense Council Carmiel Arbit and Lauren Wolman, Anti-Defamation League Chelsea Barnes, Appalachian Voices Tori Bateman, Quincy Institute for Responsible Statecraft Carlos A. Becerra, Florida International University Jenell Biggs Smolová, University of Arizona Bob Bissen, National Head Start Association Stacey Brayboy, Andrew Fullerton and KJ Hertz, March of Dimes Kris Brown, Brady: United Against Gun Violence Roxanne Brown, United Steelworkers Carrie Calvert, Feeding America Jared Cassity, International Association of Sheet Metal, Air, Rail and Transportation Workers Julio Cerón and Zack Tatz, Transport Workers Union Sara Chieffo and Tiernan Sittenfeld, League of Conservation Voters Jack Cline, Northeastern University Gentry Collins, American Free Enterprise Chamber of Commerce John Commerford and Gordon Speed, NRA Institute for Legislative Action Rachel Conant and Robert Egge, Alzheimer’s Association Jewelyn Cosgrove, Melwood Evan Davis, International Association of Fire Fighters (IAFF) Sarah Kate Ellis, GLAAD John Feinblatt, Everytown for Gun Safety Susie Feliz, UnidosUS David Ferreira, Center for Responsible Lending Elliot Friedman and Daniel Horowitz, American Federation of Government Employees Coley George, NetJets Association of Shared Aircraft Pilots Lisa Gilbert, Craig Holman and Robert Weissman, Public Citizen Aaron Grau, Invest in the USA Chip Hancock and Derek Tate, Southwest Airlines Pilots Association Dylan Hedtler-Gaudette, Project on Government Oversight Dani Hupper, Evergreen Action Libby Jones, Overdose Prevention Initiative Kristina Keenan, Veterans of Foreign Wars Kori Blalock Keller, National Association of Letter Carriers Brian Kelly, Military Officers Association of America Fred Krupp, Environmental Defense Fund Derrick Kualapai, United Association of Journeymen and Apprentices of the Plumbing and Pipe Fitting Industry Lisa Lacasse, American Cancer Society Cancer Action Network Nancy LeaMond and Bill Sweeney, AARP Sunshine McBride, International Brotherhood of Teamsters Tom McClusky, CatholicVote Brendan Mysliwiec, Appalachian Trail Conservancy Grover Norquist, Americans for Tax Reform Austin O’Boyle, Aristotle International Melinda Pierce, Sierra Club Mike Pierce, Protect Borrowers Tom Rodgers (One Who Rides His Horse East), Carlyle Consulting/Global Indigenous Council Sarah Rubinfield, First Five Years Fund Lee Saunders, American Federation of State, County and Municipal Employees Sally Schaeffer, Uncorked Advocates Rebecca Shelton, Appalachian Citizens’ Law Center Lisa Smith, Catholic Health Association of the United States Matt Sowards, National Treasury Employees Union Lynn Starr, Breakthrough T1D Rosie Torres, Burn Pits 360 Patrice Willoughby, NAACP Pam Yuen, Boys & Girls Clubs of America Add as preferred source on Google Tags Amy Rosenbaum Ed Gillespie Ed Mortimer Matthew Miller Michael Beckerman Mike Ferguson Mike Lee Mike Parrish Nathan Robinson Copyright 2025 Nexstar Media Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

フリーズしたPCが復活 フリーズを減らす方法 キーボードが効かない時の最初の確認方法 shift5回連打 Win Ctrl Shift B等 25h2で高速スタートアップ有効になってた ﾁﾈﾁﾈ youtube.com/watch?v=6vZIFD2z…

We’ve joined Anthropic, Intuit, Edgerunner AI, Unstructured, Shift5 & Lilt AI to shape practical policy for AI agents through the Agentic Futures Initiative. @MattBoulos joined @ReedAlbergotti from @semafor to discuss the importance of creating a healthy ecosystem for AI agents.

$BAH earnings: Booz Allen’s Results Hit by Funding Delays, Forcing a Major Guidance Cut Booz Allen reported a challenging quarter, with significant declines in revenue and profit that fell well short of expectations set just three months ago. The results were driven by a persistent slowdown in government funding and a delayed recovery in its Civil business, forcing the company to issue a major reduction to its full-year guidance for revenue, EBITDA, and EPS. The bull case rests on a record $40 billion backlog and a very strong 1.7x quarterly book-to-bill ratio, suggesting underlying demand remains robust, particularly in the National Security segment. Aggressive share repurchases and a large, one-time tax benefit that is cushioning the free cash flow outlook also provide some support. However, the bear case is far more compelling this quarter. The operational deterioration is severe, highlighted by a sharp 9% year-over-year decline in total headcount. This signals the “temporary” disruption management spoke of last quarter is deeper and more prolonged than anticipated. The disconnect between strong bookings and weak revenue conversion is the central issue, and the guidance cut confirms these problems will not be resolved quickly. Themes, Drivers, and Concerns Themes from the Previous Quarter: How They Evolved 🟢 Strong Demand for High-End Technology: This theme continues to hold true. The company achieved a record Q2 backlog of $40B and an impressive 1.7x quarterly book-to-bill ratio. The challenge isn’t winning work; it’s getting that work funded and started. 🔴 Navigating Near-Term Disruption: The disruption proved to be much more severe than anticipated. Last quarter, management expected the full impact in Q2 with a recovery in the second half. This quarter’s results and the subsequent guidance cut show the environment has worsened, pushing out any meaningful recovery. 🟢 Accelerating VoLT & Tech Ecosystem Strategy: The company continues to invest in its technology strategy. The press release highlights demand for cyber, AI, and warfighting technologies, and the investor presentation notes a $3 million strategic investment in Shift5, demonstrating continued execution on this front. 🟢 Enhanced Financial Flexibility & Shareholder Returns: The company is actively using its financial flexibility. It deployed $208 million for share repurchases in the quarter and increased its buyback authorization by another $500 million. New and Evolving Drivers & Concerns 🔴 Deepening Funding Slowdown: This has moved from a concern to the primary driver of negative results. The CEO described a “bifurcated market” and “continued funding slowdown” as the key reasons for the poor performance. The issue is converting the massive backlog into revenue. 🔴 Significant Headcount Reduction: Total headcount fell to 32,500, a steep 9.2% decline from 35,800 a year ago. This is a major red flag, indicating the company is rightsizing for a prolonged period of slower activity and raising concerns about its ability to ramp up quickly when demand returns. 🔴 Delayed Civil Business Recovery: The expected stabilization and recovery in the Civil business has not materialized. The press release explicitly states the segment is “experiencing delayed recovery,” continuing to be a drag on overall performance. 🟢 National Security as a Bright Spot: In a difficult quarter, the National Security portfolio (Defense & Intel) showed resilience, with revenue up 4.8% YoY on an adjusted basis. This confirms the CEO’s “bifurcated market” comment, where mission-critical defense and intelligence spending remains a priority. 🟢 Large Tax Benefit Cushioning Cash Flow: A new and significant driver is a $235 million cash tax benefit expected in fiscal 2026 due to new legislation. This is the main reason the free cash flow guidance was only slightly reduced, masking the severe drop in operational earnings. Main Questions for the Earnings Call The 9% year-over-year headcount decline is substantial. Could you provide more detail on where these reductions occurred and whether further actions are planned? What is your strategy for retaining and re-hiring cleared technical talent when the funding environment improves? Your new guidance implies a significant deterioration in outlook since last quarter. What specific assumptions about the funding environment and the Civil business recovery have changed to warrant such a large reduction? There is a major disconnect between the 1.7x book-to-bill and declining revenue. Can you quantify the current lag between a contract win and revenue recognition and how that compares to historical norms? What visibility do you have on when the funded backlog will start to grow again?

Officers from #Shift5 Longton have located these un-insured vehicles all over Stoke-on-Trent. (Meir, Hanley and Fenton.) All three drivers have been reported to court for traffic offences. 🚔 #OperationLightning

The @NYSE celebrated Shift5's $75M Series C on their trading floor this week. This recognition highlights the importance of securing America's defense and transportation systems - as fleets face unprecedented cybersecurity threats and operational challenges, real-time visibility has become mission-critical. Thank you to the NYSE team for showcasing this milestone.

shift3 인생은 원래 원래 혼자 shift4 너 땜에 남아도는 거 shift5 널 다시 만날 수는 몇 shift66 이거 하려고 내가 이 짓 하는 거야 shift7 까진 갈 수 없으니까