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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Singerman predicts Founders Fund's $200M Anduril check will turn into $2B
“Enduro is going to be an extremely valuable company. I am, there's, yes, quite sure of that. We are not going to lose that two hundred million dollar check. That two hundred million dollars will turn into, you know, two billion.”
Anduril won major government defense contracts within two years
“I think it took Andrel two years. The speed at which these guys were able to break in to these large government contracts was astounding.”
High startup valuations will drive down VC return multiples
“The valuation inflation is extremely real, and you will make less multiples because of that.”
No other Silicon Valley company was innovating in defense before Anduril
“At the time when we did this, there was no other company in Silicon Valley innovating in defense.”
Singerman: Private startup valuations lag public market corrections
“There's such a huge price mismatch between, let's say a company's last round of financing and what the macro Is that it's really difficult to invest right now simply because private companies lag public markets in terms of pricing by quite a bit.”
Palantir took over 10 years to land its first government contract
“I think it took Palantir a decade plus to get its first real government contract.”
Anduril exclusively sells to the US and its allies
“Yeah, I mean, we only sell to the US and our allies. We don't do anything where it would not be good with the US government to work with. We would not work with any countries that are not, you know, total allies in the United States.”
Y Combinator Demo Days Had Only 20 to 30 Attendees in 2007
“This is about when maybe 20 people would be at a Y Combinator demo day, maybe 30.”
Singerman: Joined Founders Fund after Sean Parker introduction during SpaceX deal evaluation
“And that's when I met Sean Parker and we became friends and he. Said, Hey, why don't you check out what we're doing at Founders Fund? And I came in and that's when we were considering a little investment in a company called SpaceX and, you know, said, this is …”