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 122 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
McCormick: Fuse aims to become the SpaceX of the NNSA
“His whole thing is they want to be the NNSA, the National Nuclear Safety Administration's I think that's the right acronym. They want to be the NNSA's SpaceX essentially, like you know, like SpaceX was to NASA, they want to be to the NNSA.”
SpaceX and Anduril alumni are staying in Los Angeles to build companies
“The space X network, like those people aren't just leaving Los Angeles and moving to the barrier to start the next company. Same with Andrew roller.”
Weisburd: Founders Fund invests up to 25% of a fund in single positions
“He puts in every fund founders fund, I think puts up to 25%. Somebody could correct me, but up to 25%, a single position, they've done that with SpaceX, Airbnb, all these, you know, iconic companies.”
Beck: Electron is the world's second most launched rocket behind Falcon 9
“It's the second most frequently launched rocket in the world, ah, behind the Falcon nine.”
Black: Ken Venner built the operating systems that scaled SpaceX and Broadcom
“Ken built the operating system that helped scale SpaceX from hundreds of people to thousands of people and did the same thing at Broadcom in like the eighties.”
Black: SpaceX's Warp Drive software powered its entire manufacturing ecosystem
“Similar to the software system that SpaceX had, Warp Drive, that, like, powered the entire ecosystem of manufacturing. Like, we essentially are doing the same thing of how do you build this, like, custom-made manufacturing system for a very bespoke and unscala…”
Randle: First Kleiner Perkins deal was SpaceX at $100B+ valuation
“So my first investment when I was at Kleiner Perkins was SpaceX. And it was at an over a hundred billion dollar valuation.”
SpaceX fixed the Falcon 1 by simply adding a stage separation delay
“That was the one where the second stage had hit the first stage, and so, you know, it wasn't fully successful, and I remember, I think I was standing next to Gwen or something, and she, you know, I was like, oh, you know, what, so how are you guys gonna fix th…”
Fishner-Wolfson praises Gwynne Shotwell's calm problem-solving under extreme stress
“Gwen really just doesn't, like, there's like no problem that you just can't work, right? It's just like, no matter how stressed everyone is, it's like, if you can be the calm person in the middle who can just help people Get to the right answer. That's incredi…”
Fishner-Wolfson: Founders Fund was SpaceX's first outside institutional investor
“Back at Founders Fund, we did the deal in, in, in, in that was sort of the beginning because at that point, Elon had mostly funded it himself. And we were really the first outside institutional capital.”
Fishner-Wolfson: SpaceX ran employee liquidity tender offers up to twice yearly
“SpaceX always sort of allowed liquidity for their employees and they were running tenders, you know, once a year probably back then. And then that kind of sped up to twice a year. And so like these were always company organized programs.”
Impulse Space's Helios vehicle can boost Mars payload capacity 5x
“This can take a large satellite, like a four ton satellite from low earth orbit at a couple hundred miles up to geosynchronous orbit at 22,000 miles. That's so basically escaping most of the gravity well over very high energy transfer. It can take, you know, f…”
Mueller met Elon Musk through amateur rocketry projects in his garage
“In fact, that's how I met Elon was through the amateur rocket stuff that I was doing.”
Romo: 137 Ventures holds over 1% of SpaceX
“That's a real big endorsement coming from somebody who runs more than one percent of SpaceX.”
Romo: Falcon Heavy costs $70M to $80M more than Falcon 9
“When you look at, like, the difference between a Falcon nine and a Falcon Heavy, it's like 70, eighty million dollars, something like that historically.”
Romo: Tom Mueller was employee 001 in SpaceX's payroll system
“Tom, Tom was officially in the payroll system the first. Employee zero zero one.”
O'Shea: Sequoia has invested billions into SpaceX and Elon Musk companies
“I talked to Sean McGuire of Sequoia, who they've invested billions into SpaceX and Elon companies.”
Morton: One Character Error in Rocket Control Code Can Destroy Launchpads
“I'm about to have tens of thousands of lines of code execute, one character wrong in one of these lines of code. Is the difference between, like, total success and then, like, maybe no more launch site.”
Morton: SpaceX Had to Build Control Infrastructure From Scratch
“At SpaceX, we ended up actually having to build all the infrastructure from scratch to actually have something that was modern and that and that also really helped us be more successful.”
Clark: Thrive Capital led the seed round for Mesh Optical
“Mesh is a pair of founders from SpaceX named Travis and Cameron, who I actually knew back from college and then went to work on the Starlink photonics team. So the team that uses lasers in space to pass data from one satellite to another to give us internet. A…”
Garrett: SpaceX and Anduril are among 137 Ventures' largest positions
“Obviously I'm still going to be extremely bullish for just the opportunity within aerospace and defense for, you know some of our largest positions like SpaceX and Andrew.”
Slattery: SpaceX has invested millions into custom internal software toolchains
“Going to SpaceX, they've invested millions in their tool chain, everything from ERP to fleet management. To data analysis, obviously.”
Slattery: Hardware acceleration depends on rapidly proving safety of minor improvements
“Where you got this acceleration, if you're a SpaceX or an Andrel, is how fast can I identify an improvement I want to make and then convince my customers That that is a safe improvement, and that I can deploy that into the field, whether it's new software or a…”
Altimeter's investment in SpaceX informed its bet on K2 Space
“Obviously our investment, you know, in SpaceX helped inform our investment in K-II.”
Bernauer began researching nuclear power while designing SpaceX Mars systems
“But I also worked on Hyperloop and on the boring company, kind of ideas that came from that while I was there and on Mars systems, which is how I started to look at nuclear.”
Bernauer spent 12 years at SpaceX after consecutive launch failures
“Yeah, I spent 12 years at SpaceX had joined when they had failed two rockets in a row but I thought it was just a big and beautiful mission to lower the cost of launch, to make life multi-planetary and that's why I did that for 12 years, but I worked on all so…”