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 12 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
Clark: Atomos technology could get humans to Mars in 30 days
“Realized that the tech for this business could also get humans to Mars in 30 days.”
Kowalski: Atomos projects $1.3B exit valuation by 2025
“So based on what we project with a couple of contracts a year, we would exit about 1.3 billion dollars in 2025.”
Clark: Atomos vehicle will reach $500M annual revenue in mid-2020s
“So our full commercial vehicle will be operational in the early to mid-twententies with five hundred million annual revenue.”
Clark: Atomos requires roughly $160M to build spacecraft
“To develop and build the spacecraft, our total capitalization needs are going to be, you're going to widen your eyes at this, it's going to be around one hundred and sixty million dollars.”
Diamond: Atomos Will Either Go to Zero or Reach $20 Billion
“This is a company that will go to zero or it'll be a 20, twenty billion dollar company.”
Kowalski: Atomos parted ways with its lead investor over disagreements
“We had a month and a half ago now an issue where we had to actually let go of our lead investor over disagreements on various things”
Clark: Atomos space tugs can complete multiple satellite transfers before refueling
“Our spacecraft, which is essentially a space tug, it rendezvous with the rocket upper stage, retrieves the satellite, and transfers it to its final destination, and we can reuse our space tug. So it would then cycle back down to the low orbit, pick up another …”
Clark: DARPA, DOD, and NASA will want Atomos IP in 5-10 years
“So all of the IP that we're developing, all of the license agreements we're securing, technology that DARPA, the DOD, and NASA will want in the next five to 10 years.”
Atomos aims to launch demonstration mission by late 2020/early 2021
“We're looking to launch a demonstration mission in
End of 2020 or early 2021.”
Nadel passes on Atomos citing excessive capital intensity and early stage
“I mean, this is just way, way too early for me and too capital intensive and not a good fit for me. So I wish you all the best, but I'm going to pass on it.”
Atomos: Halfway through $1M pre-seed round
“We are currently in our pre-seed round. We're about 50% of the way through our raise. It's just a one million pre-seed for some of our key business and technical risks.”
Clark: Jillian Manus declined investing in Atomos after the pitch
“Yeah, so unfortunately, I think Gillian got cold feet even before we had a follow-up call, and so really a week later she sent a very lovely email saying that she just couldn't wrap her head around the industry we're in and that she didn't think that she would…”