Skydio's X10D drone takes L3Harris radios and the Wraith waveform to hold its link under jamming
L3Harris and Skydio have integrated Falcon IV embeddable radios and the Wraith waveform into the X10D drone to protect its command link from jamming. L3Harris says more than 150,000 US and allied tactical radios can host Wraith.
Reality
- Evidence25
- Adoption
- Not scored
- Hype gap+35
- Incentives70
- Confidence55
a16z topped up software growth by 1.59 times the size of its whole new hardware fund
Two closes three days apart put $2.85bn of fresh commitments behind the AI stack. The question for anyone raising is which of a16z's two vehicles turns up, because their mandates now overlap at the growth stage.
Reality
- Evidence34
- Adoption55
- Hype gap+15
- Incentives78
- Confidence42
The Machine Age Fund goes to chips, memory, networking, data centers and robotics rather than models or apps, which is a working judgment that what slows AI products now is rack power and lead times.
Perspective Coverage
3 publishers
- Builder
- Builder 30%
- Operator
- Operator 30%
- Investor
- Investor 40%
Reality
- Evidence40
- Adoption35
- Hype gap+33
- Incentives85
- Confidence62
a16z's $1.1bn hardware fund prices AI roadmaps in kilowatts per rack
The Machine Age Fund's case is a rack going from 5-10kW to 100-250kW and toward a megawatt within three years. That number is what determines where your inference runs and how fast it can answer.
Reality
- Evidence28
- Adoption22
- Hype gap+38
- Incentives82
- Confidence38
Terra's $52M seed is a wager on procurement, and the Accra factory is the settlement date
The Nigerian defence-tech company added $18M and a London office. The load-bearing number is a 34,000 sq ft Ghana plant due in Q4 2026, promising 50,000 units a year by 2028.
Reality
- Evidence28
- Adoption20
- Hype gap+42
- Incentives74
- Confidence33