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.

clear all ✕

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 2 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

Prediction Open · timeframe Mar 2031
Steckman: Only one drone startup will ultimately win the market
“There'll be one that wins, right? It's going to be really hard to pick it, I think is the problem. Like, but there will definitely be one winner.”
Matthew Steckman Mar 23, 2026 ▶ 26:02 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Prediction Not checkable as stated
Steckman: Defense startups myopically focused on the Ukraine war will fail
“If those companies are myopically focused on that conflict, they will not have a business coming out the other end.”
Matthew Steckman Mar 23, 2026 ▶ 37:25 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2028
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.”
Matthew Steckman Mar 23, 2026 ▶ 47:03 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Prediction Not checkable as stated
Steckman: Autonomous systems will eventually replace every single military mission
“I believe that that is true in the long run. I also believe that we're not even close to where a lot of people think we are on it. Like I think we're still in the early days on, on tons of this tech. But as time goes to infinity, like absolutely every single m…”
Matthew Steckman Mar 23, 2026 ▶ 52:30 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Prediction Not checkable as stated
Steckman: Anduril intends to target defense space market gap below SpaceX
“It's a huge open hole, I think, in the market that is something we definitely would run at.”
Matthew Steckman Mar 23, 2026 ▶ 43:36 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
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