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 3 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
McIntosh: SpaceX and Anduril vertically integrate by necessity, not strategy
“In many ways, they're vertically integrating by necessity, not strategy. There just isn't an ecosystem of companies that can scale with them.”
McEntush: Power grid cannot rely solely on one energy source
“So that's why it's so important that, you know, it's not going to be all nuclear, all solar, all wind, or all natural gas, because there are situations where pipes freeze and so it becomes very, very complex and it's not as simple as, you know, just connect as…”
McEntush: The US lost its ability to build power megaprojects
“And so for the last like 20 years effectively the grid has sort of ossified. We forgot how to build new sort of power plants. We forgot how to build new power projects new loads, sort of large data centers, large factories, large mega projects.”