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 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Mumgaard: CFS expects net energy fusion gain by early 2026
“And we'll start to assemble that machine later this year. And turn it on in this sort of, twenty-twenty-five time frame and get to Q greater than one, more power out than N for the first time probably early twenty-twenty-six.”
Mumgaard: Fusion capital requirements are an order of magnitude less than renewables
“Because you're just building capital, and there's no operating cost, there's no fuel, and the capital you're building is an order of magnitude less stuff than, say, renewable.”
Mumgaard: Global energy transition receives only a tenth of required $9T annually
“The energy transition needs somewhere, various estimates put it, about nine trillion dollars a year globally, and we are at a 10th of that.”
Mumgaard: Regulating fusion as particle accelerators cuts overhead from $1B to $10M
“That goes from a billion dollar regulatory overhead to a ten million dollar regulatory overhead.”
Mumgaard: Fusion modeling now equals predictive accuracy of airplane design
“We have predictive capability of these machines the same way that we have predictive capability of, like, how to build a plane, right?”
Mumgaard: Initial tritium supply is sufficient for first 10 fusion systems
“Yeah, yeah, enough to do the first 10 systems, at least.”
Mumgaard: Fusion energy has attracted $6 billion in investment
“About six billion dollars invested in fusion, which means that one of, like, the most invested of the new energy technology companies. So when you think about geothermal or batteries, this is actually next generation batteries, this is actually a similar scale…”