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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Feldmann: Drill rig manufacturers have half-hearted autonomy efforts
“We tried that with a couple of manufacturers. They were incredibly slow and all the manufacturers, they sort of have their own half-hearted efforts on autonomy. And so they didn't seem particularly eager to partner up to partner with us. And so almost out of n…”
Feldmann: Autonomous drilling rigs will still need on-site personnel for five years
“We're never gonna get to a point where you don't need at least someone on site, at least not over the next five years, because you need a flat surface to drill on.”
Feldmann: Durin operates as a contractor to bypass tech sales friction
“Where I think we come in there's a few other companies with a similar model is as a contractor. So we're just replacing a separate service provider and any sort of innovation that we're creating is done internally. So we are more efficient, safer, And we're co…”
Feldmann: Very few mining companies care about or build cool brands
“There are very few companies in the mining industry that really care about I think I would care about the brand. There are very few that are particularly good about creating a cool brand.”
Feldmann: Abandoning drill steel in a borehole costs at least $10k–$20k
“You lose some steel in the ground. Oh, well, you're out, 10, 20 grand at least.”
Feldmann: Durin aims to build thousands of automated drill rigs by 2031
“We are we're teaching SpaceXers how to drill and drillers how to participate in a high functional, high functioning engineering organization. And so I think you gotta do both. If you're trying to build a large organization and manufacture thousands of these ri…”