The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”
Grimm: Anduril will absolutely not hire to meet demographic quotas
“No, absolutely not. And anybody who tells you that they are, I think, like, I think is misguided.”
Stephens: Anduril Could Reach $100B With a Fraction of Lockheed's Revenue
“Andrew operates at higher margins, much faster growth rates. I think we could be worth Over a hundred billion dollars with a tiny fraction of Lockheed's revenue.”
Steckman: Anduril is a couple of years away from an IPO
“Still a couple of years out, but we're close. We're in the window.”
Matt Grimm: Anduril will go public and likely be his final company
“I think probably. I mean, we're all in this for the long haul. I think probably. We're gonna ring the bell one day, and then we're, you know, gonna build a massively successful publicly traded company, and like, yeah, it's probably my last.”