The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Grimm predicts Russia-Ukraine negotiated settlement within the next year
“My guess is that and it's a complete conjecture here. I have no insider information whatsoever, but my guess is that we see some sort of detente or some sort of negotiated settlement take place probably over the next year would be my guess. And if I had to bet…”
Grimm: The West lacks munitions capacity for a prolonged nation-state war
“The US right now does not have the production capacity, nor does the UK, nor does Australia, kind of the West at large, to make enough munitions to fully equip a prolonged nation on nation conflict.”
Grimm: Lockheed Martin spent 4x more on buybacks than R&D in 2023
“Like last year alone, Lockheed Martin, the twenty-twenty-three numbers, Lockheed Martin spent six billion dollars on stock buybacks. They only spent 1.5 billion dollars on IRAD, which is called internal R&D. Their own at risk funding of research and developmen…”
Grimm: TSMC's Arizona plant yields are slightly outperforming its Taiwan factories
“We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are Slightly outperforming the yields of their Taiwan factories.”
Grimm: Northrop Grumman stock returned over 20% annually for 15 years
“Northrop Grumman over the last 15 years has had a total compounded annual shareholder return of just over 20%. Lockheed and Boeing are just behind them at about 15%. The S&P 500 over the exact same time period has an 11.6% total compounded annual return.”
Grimm: Defense primes are abandoning firm-fixed-price contracts
“And in fact, a few of them have come out in their recent annual reports and quarterly calls and whatnot and said that they're walking away from cost plus, or from firm fixed contracts. They won't do firm fixed contracts anymore. It's too risky for them.”
Grimm: Iranian Shahed attack drones cost approximately $50,000 to manufacture
“This Iranian Shahid missile it's one of the missiles they mostly use goes pretty slow. It's just a drone. They can make it for in the neighborhood of fifty-ish thousand dollars.”
Grimm: Anduril's Sydney Facility Can Build Dozens of Ghost Sharks Annually
“And now they're currently being manufactured in our Sydney manufacturing facility that just opened. It's about 75,000 square feet and is capable of making dozens of these a year.”
Grimm: Anduril Sydney factory can produce dozens of Ghost Sharks yearly
“And now they are currently being manufactured in our Sydney manufacturing facility that just opened. It's about 75,000 square feet and is capable of making dozens of these a year.”
Grimm: Anduril is partnered with Palantir on the Army's Titan program
“We're partnered with Palantir on the Titan program for bringing their software onto our kind of hardware for this joint program with the army.”
Defense procurement takes 15 to 20 years from requirements to full deployment
“So it can be upwards of 15, 20 years to go from first requirements document to full fielding of a system.”
Grimm: Anduril has raised $4B in equity and $5B total including debt
“Short of debt, it would be about four billion. With debt, it'd be about five billion.”
Grimm: Anduril now employs 7,000 people across 35 offices globally
“So we're now just about 7000 employees. Got about 34, 35 offices around the world. Depends how you count a little bit of different buildings on the same campus, but thereabouts and are really off to the races scaling, especially on the production side as we la…”
Grimm: Anduril and Palantir are partnering on the U.S. Army Titan program
“Yeah, and we're partnered with Palantir on the Titan program for bringing their software onto our kind of hardware for this joint program with the Army.”
Grimm: Anduril acquired the IVAS program from a Microsoft spin-out
“So like the whole notion of the IVAS program that we acquired from the Microsoft spin out. It's now called I don't know what they called it now.”
Grimm: Western allies will spend nearly $1.3T on defense in 2024
“In 2024 alone, US is spending about eight hundred and eighty billion on defense. The UK spending about seventy three billion more. The EU member countries are spending almost three hundred billion on top of that. Australia spending forty five billion on top of…”