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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Ulevitch predicts China will sever U.S. battery supply chain in conflict
“If they all come from China, and we ever get into a real conflict with China, whether it's an economic conflict or an actual kinetic conflict, like, They're going to cut us off.”
Ulevitch: The US will have lights-out factories like China
“I think we're gonna have lights out factories the way they do in China.”
Ulevitch: Radiant Nuclear will activate first new-design fueled reactor next year
“I think Radiant is going to turn on the first fueled nuclear reactor of a new design in like 50 plus years. I think they're going to do it next year.”
Ulevitch: U.S. defense manufacturing relies critically on Chinese raw materials
“China, their ability to build ships is much, much faster than ours. A lot of the raw materials we need for our own shipbuilding comes from China, the steel and many of the metals. A lot of the things we need for batteries, for motors, for a lot of the ingredie…”
Ulevitch: Defense tech startups are ramping revenue faster than historical precedents
“What we're already seeing in the market is, A, these companies are ramping their revenue faster than companies have in these categories ever before.”
Ulevitch: The US has almost no steel smelters left
“We don't have very many steel smelters in this country anymore. We used to have a lot. We have almost none now.”
Ulevitch: a16z likely holds more invested cash in Anduril than any other investor
“I think we, I think, I don't know, but I think we have more cash in Anduril than any other investor.”
Ulevitch: All future autonomous vehicles will be electric
“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”
Ulevitch: Anduril only releases real product footage without CGI renders or special effects
“Palmer has always said things like, we will never ship renders. Like, we will ship, ship actual videos of our products. So when you see an explosion that, like, an Android, like munition, but like explodes in a video. That's a real explosion. They're not doing…”