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.

clear all ✕

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 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 Supported
Shridhar: US Top 20 Companies Turnover Every Decade, Unlike the EU
“The top 20 most important companies That list changes every 10 years in the US. It's so unlike the EU where practically new companies have rarely come up, come on and displaced existing old, old companies.”
K.R. Shridhar Jun 29, 2026 ▶ 23:03 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Assertion Supported
Shridhar: Natural Gas Is the Cleanest Available Fuel Molecule for Immediate Needs
“America is endowed with unbelievable amounts of natural gas, which is the best available option molecule, even though it has a carbon footprint. It is the cleanest, the smallest carbon footprint molecule available.”
K.R. Shridhar Jun 29, 2026 ▶ 42:02 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Assertion Supported
Bloom Energy's 2001 Kleiner Perkins Pitch Proposed Off-Grid Data Centers
“So if you look at my 2001 PowerPoint presentation, which was the pitch to Kleiner Perkins, who was my first investor, John Doerr, the summary page puts out a data center, it puts out a bloom box, powering the data center, the waste heat providing the cooling f…”
K.R. Shridhar Jun 29, 2026 ▶ 4:26 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Assertion Supported
Shridhar: Greenfield Data Center Construction Takes a Minimum of 12-18 Months
“So it takes 12 to 18 months minimum to build something like that.”
K.R. Shridhar Jun 29, 2026 ▶ 32:32 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Assertion Supported
Bloom Energy Delivered 50+ Megawatts of Power to Oracle in 55 Days
“We signed a contract with them that 90 days from the day we signed the contract, we would do 50 plus megawatts, which is an unbelievable speed. We delivered that in 55 days instead of 90 days.”
K.R. Shridhar Jun 29, 2026 ▶ 47:00 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Assertion Supported
Shridhar Worked on NASA Mars Missions Before Founding Bloom Energy
“Before starting the company, I did the Mars missions.”
K.R. Shridhar Jun 29, 2026 ▶ 1:52 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.