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.
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Palantir, Anduril, and SpaceX sued the government for initial major contracts
“And one of the examples I use Palantir and Roland, SpaceX, all had to sue the government for their first big contract, because the primes were sophisticated at selling, sophisticated at protecting their interests.”
Palantir and SpaceX sued the US government for first defense contracts
“Palantir and Roland, SpaceX, all had to sue the government for the first big contract, because the primes were sophisticated at selling, sophisticated protecting their interests.”
Cinnamon: SpaceX Holds Pricing Power and Has Raised Small Satellite Prices Annually
“And in fact, the price has gone up every year since then. So they have the pricing power. Now it's still very affordable, right? Like, if you rewind to 2015 or 20 10 to launch, ah, our, like, small satellite, like Aries, you'd be looking at 10 to twenty millio…”
Blank: SpaceX is the largest satellite manufacturer, surpassing traditional primes
“The largest satellite manufacturer is not Northrop Grumman or Lockheed or Boeing. It's SpaceX, right? Have a factory that makes this at scale at a scale unimaginable”
Cinnamon: Satellite architecture shifted to proliferated constellations around 2019
“Around 2019, the architecture started to shift towards what they call proliferation and attritability.”
Cinnamon: Falcon 9 Reusability Increased Launch Cadence to Weekly by 2020
“In twenty-twenty, that we were at the turning point where they started to reuse the Falcon nine rockets, and we went from being able to launch maybe once a month to about once a week.”