why aren't all 13 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
Assertion Partly supported
Grimm: Anduril's Sydney Facility Can Build Dozens of Ghost Sharks Annually
“And now they're currently being manufactured in our Sydney manufacturing facility that just opened. It's about 75,000 square feet and is capable of making dozens of these a year.”
Disclosure
Grimm: Anduril Expanding Submarine Production to Quonset, Rhode Island
“And we'll be expanding production for them to our new facility in Quonset, Rhode Island. Where we'll be making both our dive LDs, our smaller submarines, and these big guys for the US market.”
Insight
Grimm: Colocating engineers with machine shops cuts product delivery time and long-term costs
“Having the engineers in the building there have an idea, walk over here, get feedback from fabricators, Build things and have that cycle move very quick. Ultimately gets us to have products to market faster, and then in the long run, cheaper, even if this mach…”
Assertion Supported
Grimm: Anduril Sydney factory can produce dozens of Ghost Sharks yearly
“And now they are currently being manufactured in our Sydney manufacturing facility that just opened. It's about 75,000 square feet and is capable of making dozens of these a year.”
Assertion Supported
Grimm: Anduril is partnered with Palantir on the Army's Titan program
“We're partnered with Palantir on the Titan program for bringing their software onto our kind of hardware for this joint program with the army.”
Assertion Supported
Grimm: Anduril now employs 7,000 people across 35 offices globally
“So we're now just about 7000 employees. Got about 34, 35 offices around the world. Depends how you count a little bit of different buildings on the same campus, but thereabouts and are really off to the races scaling, especially on the production side as we la…”
Assertion Not checkable as stated
Grimm: Palmer Luckey drives product innovation and serves as Anduril's public persona
“Palmer is our founder, and he is the guy who has really a lot of the, like, innovative drive behind what drives us as a company. So new product ideas, new kind of what is in the business is called ConOps. It means, like, how will they use this product? How doe…”
Assertion Not checkable as stated
Grimm: Trey Stephens leads investor relations, marketing, and design at Anduril
“Trey obviously leads our investor relations, and he brings a tremendous amount of expertise there, and then this doesn't get appreciated in public enough, but he also runs our marketing and our design teams internally, so he has that kind of Drive behind our p…”
Opinion
Grimm: CEO Brian Schimpf drives global defense strategy and final company decisions
“Brian is really our, like, I would call him, like, our strategic genius, so he is the one who is looking at, if Palmer has an idea for a new product, or any of our engineers really have an idea for a new product, he's the one who kind of sees the chessboard th…”
Disclosure
Grimm: Many Anduril Products Feature Jamming and Spoofing Capabilities
“And then a lot of our products get into electronic warfare. So things like jamming and spoofing.”
Insight
Grimm: Casting drone frames is cheaper at scale but costs hundreds of thousands to tool
“Taking a huge brick of metal. Yeah. And then using a mill to, like, cut all of these things out is very expensive, very wasteful, takes a long, long, long time. These machines are expensive, our machinists are expensive, they're very talented, so, like, taking…”
Assertion Supported
Grimm: Anduril and Palantir are partnering on the U.S. Army Titan program
“Yeah, and we're partnered with Palantir on the Titan program for bringing their software onto our kind of hardware for this joint program with the Army.”
Assertion Partly supported
Grimm: Anduril acquired the IVAS program from a Microsoft spin-out
“So like the whole notion of the IVAS program that we acquired from the Microsoft spin out. It's now called I don't know what they called it now.”