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 6 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
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.”