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 23 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
Wright: Space Data Centers Are Inevitable to Power Lunar and Martian Bases
“This is actually a debate that we have in terms of how soon it's going to happen, but it's definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about and you know, a lot of this is public, but what SpaceX is talk…”
Dan Wright: Global AI will run on either US or Chinese stack within years
“In a few years, what's going to happen is One of two things. Either the world is going to be running on the USAI stack, or it's going to be running on the Chinese AI stack”
Wright: Armada has partnerships with all GPU and CPU providers
“We have partnerships with all the GPU providers. We have partnerships with all the CPU providers. We have partnerships with everybody who provides every component that we have in these galleons.”
Wright: Hyperscale data centers leave 70% of the world without AI access
“Today they cover about 30% of the world. That means 70% of the world does not have access to AI.”
Wright: Developers will build on Armada's stack like Apple's iPhone ecosystem
“And I think it will kind of evolve like the iPhone did with Apple, which is once you start to show what's possible and like the big problems that can be solved now that this infrastructure is at the edge, Suddenly everybody's gonna be popping up. All these dev…”
Wright pitches Armada as the hyperscaler for edge AI
“So Armada is the hyperscaler for the Edge. We are taking the most powerful AI models and we're moving them to the Edge Faster, better, cheaper, and more flexibly than anybody else, and we do that with modular AI factories that can be deployed literally anywher…”
Dan Wright: Next AI shift is deploying models to high-stakes edge operations
“And I think that's the next big shift that we're going to have to see is that these models, which are doing wonders for, you know, consumers and for knowledge workers, they need to be put in the hands of the people who really need them when you have to make sp…”
Wright: Armada partnered with OpenAI to bring models to the edge
“We announced another one with OpenAI, taking their models to the edge for the first time, so partnerships are a key part of our strategy, and it's,”
Armada CEO: Armada deployed first offshore edge computing for US Navy
“So just this week we announced that we did the first offshore edge computing that the Navy's ever done. We did that as part of the unit toss exercise this year, running cutting edge applications like Minotaur, Maven, there was an Azure stack in there, bringing…”
Wright: SpaceX and Starshield Give the US an Unfair Geopolitical Advantage
“I am very grateful that SpaceX is an American company. I feel like it's an unfair advantage that we have with now Star Shield with, you know, that available to, The DOW.”
Wright: Running large AI models in cloud costs twice as much
“It's about twice as expensive to do that running, you know, the latest large AI models in the cloud versus at the edge.”
Wright: IoT camera, sensor, and drone costs fell 10x since 2019
“The second is just the explosion of IOT with the cost of cameras, sensors, drones, and robots going down 10 X in the last five years.”
Wright: Armada's mobile edge data centers are designed to last decades
“If you have power that's available, we can use any power source. We can put them on most every surface. They can move around as needed. You can keep them permanently mobile, mobile if you want, and then they're designed to hold up for decades with very little …”
Wright: Armada refuses to build bespoke edge solutions for single customers
“The products are the same. So that was a really important part of our strategy is we do not want to build Bespoke solutions that only apply to like one customer. We don't do that.”
Armada aims to deliver modular data centers globally within 60 days
“Our goal is to be able to go from order to delivery in 60 days anywhere in the world. That's what we're trying to do.”
Wright: Armada has discussed deploying its edge computing data centers in space
“We have definitely talked about putting galleons in space at some point.”
Armada CEO: Armada deployed first modular data center in Saudi desert
“We were the first modular data center ever to be deployed in the middle of the summer in the desert in Saudi Arabia with Aramco working with Microsoft.”
Armada CEO: Alaska deployment cut drone data processing to real time
“Basically the Arctic with the state of Alaska, the first modular data center ever in Alaska, helping to cut the time to process large amounts of data from drones from 30 hours to real time in order to better respond to avalanches and floods and other types of …”
Wright: Armada assists Alaska with edge computing for avalanche response
“To hurricanes or to avalanches like we are doing with the state of Alaska”
Wright: Customers can buy Starlink terminals and plans directly from Armada
“So you can buy connectivity, you can buy Starlink directly from us, both the terminals and the plans, but you can also buy cameras and sensors and drones, and then different first party and third party software and AI applications that you want to use at the e…”
Armada operates in 50 countries by shadowing Starlink's global expansion
“We're now into a, it's approaching 50 countries but we have, like, a very clear strategy, which is, you know, we're sort of following Starlink's growth, right?”
Wright: Armada provides infrastructure for Halliburton automated drilling in remote sites
“There are especially third-party applications, like for example, the ones that Halliburton builds with its landmark suite of applications for automated drilling, where we're not building it, Halliburton's building it, but we're enabling it through our infrastr…”
Azure cloud customers can spend their Microsoft credits on Armada products
“We have a partnership with them where we're going to market together. You know, Azure customers can use their credits on any of our products, which is really nice for the customers and all of the products kind of work really, really well together.”