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 10 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: Hardware companies must reshore or vertically integrate key component supply chains
“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”
McIntosh: Electro-industrial supply chain ownership will dictate global military and economic power
“And I think as we, you know, look forward 50, a hundred years, owning the supply chains today are going to have a lot of effects of Who controls both the sort of economic and military powers in, in the future.”
McIntosh: US could take decades to match China's industrial supplier ecosystem
“Those are the things that might take years or decades for us to catch up to China. We can do the technology, but everything else needs to grow with it, or else we're just moving the bottleneck.”
McIntosh: Electro-industrial stack will drive next industrial evolution by 2026
“My big idea for twenty-twenty-six is that the electro-industrial stack will move the world. The next industrial evolution won't just happen in factories, but inside the machines that power them.”
McEntush: The next-generation power grid will be highly decentralized
“This sort of next generation of sort of what the grid looks like is going to be in a much more decentralized way.”
McEntush: The electric grid will undergo significant decentralization
“I think one of the big theses we have is that there's going to be a decentralization of the grid.”
Household appliances like stoves will soon incorporate built-in batteries
“Your stove is going to have a battery likely.”
McEntush: Grid batteries will expand from short-burst balancing to daily load-shifting
“Increasingly as batteries enter the grid, which as you've noted from the chart, it's not that significant penetration yet. It will start to be able to cycle over sort of a daily timeframe. So, as I mentioned earlier, taking energy from the middle of the day an…”