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.
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Friedberg: Forecasts Project 90% of Global Population in Africa and South Asia by 2100
“There's about 95% of the world's people at the end of the century, based on recent population forecasts, call it 90% of people, that will live in Africa and South Asia, ok? 10% of the people will live elsewhere.”
Friedberg: Latin American farmers make nearly 10x US farmer operating margins
“They make nearly 10 times as much profit in terms of their margin, their operating margin, as a U.S. Farmer.”
Friedberg: Industrial renewables cost under 3¢/kWh vs 10-15¢ for coal and gas
“We're seeing industrial scale renewable energy like solar and wind cost less now than traditional petrochemical driven energy electricity production. You know, As low as under three cents a kilowatt hour. And, you know we're typically looking at about 10 to 15…”
Friedberg: Beef production requires 30 calories of energy per calorie produced
“Today it takes 30 units of energy to make a unit of beef. Ok, so if you measure beef in terms of calories, to make one calorie of beef takes about 30 calories of energy across the whole system.”
Friedberg: Roughly 65% of post-2020 IPO/SPAC companies trade below private capital raised
“65%, roughly, of companies that went public since twenty-twenty, whether that's through SPAC or IPO, 65% are trading below the total cash they raised as a private company, as a tech, as a, by VCs. So they're so low in value in aggregate that they're actually w…”
Friedberg: Beyond Meat and Impossible cost 2x to 4x conventional beef
“So ground beef, you know, three bucks a pound roughly. Beyond Meat, Impossible, or like two to three to four times that price.”
Friedberg: Latin America exports twice as many calories as the US
“And Latin America as a region exports twice as many calories as the U.S.”