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 16 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
Slattery: Nominal's early team surpassed engineering groups at SpaceX and Anduril
“Meeting the initial folks at Nominal, it was evident from those conversations that this team was above and beyond even those groups I had worked with at Andrel and at SpaceX, so that was extremely exciting.”
McCord: DoD is compressing hardware development lifecycles to 24 months
“The DoD is like shifting the way that it's thinking about a lot of these larger programs, trying to get away from 10, 12, 20 year program development life cycles. Like let's build the next exquisite, you know, bomber or exquisite plane or submarine. Right. Tho…”
McCord: Every deployed vehicle and drone is fundamentally a test asset
“Every asset, every drone, every plane, every, ah, you know, ground vehicle, every UUV is a test asset. Fundamentally, it's generating, you know, telemetry sensor data logs, just like you would a hardware in the loop, you know, test stand, or a test cell, or a …”
Slattery: SpaceX and Anduril diaspora is standardizing hardware data models
“One of the things that's made nominal possible now, or say three years ago, is that there is this crunch happening across all of these disparate industries in terms of the data types that they are using.
Where, 20 years ago, if we were going in and trying to i…”
Slattery: Custom hardware toolchains rarely generalize to subsequent product lines
“They might have built a tool chain that worked very well for product one, but almost always what we're seeing is that it's typically over tailored to that system in terms of the data types it supports, the analysis workflows, how commoditized it is. And then t…”
Slattery: Maritime, nuclear, and aerospace share identical core telemetry needs
“What we're seeing, you know, maritime, nuclear, aerospace, is that we're not getting bombarded with a million different maritime-specific feature requests. Right. We're seeing a lot of commonality across these industries. Folks want the same answers. They want…”
McCord: Nominal uses the exact same software for commercial and federal customers
“The exact same product serves commercial and federal customers. So there's like zero differentiation with other core connect there.”
McCord: Nominal is the de facto flight testing software for Shield AI's V-BAT
“They nominal is sort of, you know, become kind of a de facto piece of software for experimental flight tests, developmental flight tests how they're going about iterating on, you know, the V bat.”
McCord: Sequoia spoke to 100% of Nominal's customers during Series B diligence
“In our case, like they, I think the Sequoia team spoke to, I think a hundred percent. I think they spoke to every customer of ours which was amazing.”
McCord: Enterprise and dual-use sales require simultaneous bottom-up and executive alignment
“Building the technical alignment in base case with end users is like a thing you always have to do. And then being able to have this sort of like executive level alignment over what values actually being delivered, you know, if something like nominal is adopte…”
McCord: Sequoia and Lightspeed co-led Nominal's Series B, Alfred Lin joined board
“The round series B led by Sequoia specifically Alfred Lynn is a partner there who will be joining nominal board. We're super excited about that. And the round is also co-led by Lightspeed venture partners.”
McCord: Nominal created 10-page investor RFI responses overnight
“We would put together 10 page responses overnight.”
McCord: Nominal reduces engineering data review from 24 hours to under 10 minutes
“Things that used to take 24 hours taking, like, under 10 minutes, right? And so, like, When you stack up those processes in an individual engineering layer, like it used to take me 24 hours to just get to look at this piece of data, and now it's 10 minutes.”
Slattery: Onshoring hardware supply chains demands massive continuous component re-testing
“Once you find that vendor, the next thing that happens is testing. If I'm, you know, previously was buying my brushless motor from China, and now I'm gonna buy it from a US vendor or a Czech vendor, whoever it might be, that is a test campaign that needs to go…”