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 70 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

Assertion Contradicted
Kugelmass: Any NRC administrative assistant can trigger a two-year project shutdown
“Like, any single person, you could be an administrative assistant at the NRC, at any point can raise a safety flag on any project and shut that project down for two years. This could be someone with no technical training whatsoever. If they come across a piece…”
Brett Kugelmass Feb 16, 2023 ▶ 31:17 Strong opinions on SMRs
What-if
Kugelmass: Replicating 1968 nuclear blueprints would cut global energy costs fivefold
“If you, if we just like went into those facilities, like looked at the blueprints and the Built them exactly how they were built. We would decarbonize the entire planet, and every human being would have energy that's, like, five times cheaper than they're payi…”
Brett Kugelmass Feb 16, 2023 ▶ 38:26 Strong opinions on SMRs
Opinion
Chase: Solar glass and Tesla Solar Roof are a waste of time
“Exactly. And they're both a waste of time.”
Jenny Chase Dec 1, 2022 ▶ 20:55 Unpopular solar opinions, 2022 edition
Opinion
Steele: Restricting fossil fuel development in emerging markets is hypocritical
“But I think if we're continuing to develop those resources in industrialized markets, it's kind of hard to say, like, well, don't do it in these markets that are still emerging.”
Kate Steele Oct 27, 2022 ▶ 17:40 Climatetech for developing economies
Opinion
Jacobs: Most 2000s cleantech companies that failed deserved to die
“Back in the late 2000, when the first time we heard the Valley of Death moniker come out, most of the things that died in the Valley of Death deserved to die. They didn't have a good proposition to the customer. They didn't have an economic proposition to the …”
Scott Jacobs Jul 14, 2022 ▶ 39:19 Crossing the valley of death
Prediction Not checkable as stated
Kann: Electric vehicles will never discharge to the grid at scale
“I do not think we'll ever see vehicles discharging into the grid at scale.”
Shayle Kann Jun 23, 2022 ▶ 34:45 Which tech is overhyped, underhyped and just right?
Assertion Supported
Kann: Sulfur injection could cool Earth 0.5°C for $2 billion
“Specifically, you might be able to get about a half a degree Celsius of global cooling out of stratospheric sulfur injection for a couple of billion dollars, which is nothing, basically, comparatively.”
Shayle Kann Jun 16, 2022 ▶ 4:22 Making sense of solar engineering
Opinion
Visioni: Solar geoengineering is probably better than unchecked warming
“It might still, and it probably is still going to be better than not doing than letting the warming just keep unchecked.”
Dan Visioni Jun 16, 2022 ▶ 18:34 Making sense of solar engineering
Opinion
Orbuch: Many low-durability carbon credits represent completely non-existent carbon removals
“Many of the, what we could refer to as low durability, low end credits today, whether it's something like improved forest management or otherwise, it's not that they're low durability, they actually just don't exist. Right? So, like, you have this weird thing …”
Ryan Orbuch May 5, 2022 ▶ 18:53 Growing the Carbon Dioxide Removal (CDR) market
Insight
Bataille: Enhanced oil recovery is the first major use for captured CO2
“The first biggest use if you're going to do CCU is actually enhanced oil recovery in place of other higher emitting oil sources as we climb down from a hundred million barrels a day down to zero sometime mid-century. But, you know, obviously that's a contentio…”
Dr. Chris Bataille Apr 7, 2022 ▶ 16:07 Carbon capture and storage is making a comeback
Opinion
Lipman: Synbio cell engineering as software is mostly marketing
“Many of the sort of publics in bio companies or the leadings in bio companies will talk about their, you know, cell engineering platform as if it's a software platform. We're really not there yet. It's more marketing than anything else in my opinion at the mom…”
Ari Lipman Jan 18, 2022 ▶ 16:14 Microbes, meat and materials: biotech meets climatetech
Prediction Held up
Lipman: Most lab-grown meat startups will fail to reach commercial scale
“I'm anticipating that the vast majority will not be able to reach commercial scale and not be able to reach the market, so we'll either see a bunch of consolidation or a bunch of dead companies in the wake of whatever reckoning may be coming.”
Ari Lipman Jan 18, 2022 ▶ 38:14 Microbes, meat and materials: biotech meets climatetech
Opinion
Shah: Every energy hard tech success required massive government support
“I don't think there's a single success story in hard tech not one in the energy space that didn't involve massive government involvement, right? Not one.”
Jigar Shah Jan 10, 2022 ▶ 36:52 Inside the Energy Department's loan deal to back hydrogen
Opinion
Rutherford: Boeing passes the buck on aircraft decarbonization compared to Airbus
“There are real merits to those fuels, but if you're a manufacturer to say, you know, we're going to build, we're going to continue to build our planes as they are today, and someone else is going to produce the fuel to make them zero carbon, it's a little bit …”
Dan Rutherford Dec 2, 2021 ▶ 25:28 A bumpy ride toward decarbonizing aviation
Opinion
Tillis claims Barack Obama created modern-day populism alongside social media's rise
“I think what we've seen with Obama kind of really creating modern-day populism at the same time that social media was coming about, the way we get our news, podcasts, all that stuff,”
Tom Tillis Aug 11, 2026 ▶ 4:15 Critical Capital: Senator Tillis' case for "all-of-the-above" energy
Insight
Tillis: Lawmakers ignorant of power purchase agreements are unqualified to direct energy policy
“If you're taking a definitive stand on power policy, and you don't understand something as basic as the power purchase agreements that drive it, then you're not qualified to have that discussion, respectfully.”
Tom Tillis Aug 11, 2026 ▶ 12:07 Critical Capital: Senator Tillis' case for "all-of-the-above" energy
Assertion Contradicted
Black: Fission, fusion, and fracking were all invented in New Mexico
“Fission, fusion, and fracking were all invented in New Mexico.”
Rob Black Nov 18, 2025 ▶ 6:00 New Mexico proves America can still build [partner content]
Opinion
Lubershane: Gen-III+ nuclear reactors are all the industry needs
“So-called Gen-III technology or, you Gen three plus technology, which is very much an incremental improvement over the light water reactor designs that have come before, is really, in my opinion, all we need.”
Andy Lubershane Sep 12, 2024 ▶ 26:49 The better mousetrap fallacy
Opinion
Orbuch: Legacy carbon markets lied to buyers about scientific uncertainty
“Buyers have been Implicitly comfortable with uncertainty for decades because we'd lied to them that the uncertainty didn't exist.”
Ryan Orbuch Jan 4, 2024 ▶ 47:08 Fixing the messy voluntary carbon market
Insight
Hertz-Shargel: Grid power resale by Bitcoin miners creates no public good
“But really, the way to view this is, this was a generation that was sitting there that they were otherwise consuming. They are just refraining from consuming it at these, during these periods. So you can't credit them for, Again, for a good, you can only credi…”
Ben Hertz-Shargel May 11, 2023 ▶ 30:34 The great Bitcoin energy debate
Insight
Make Sunsets founder compares his startup to test monkeys, not astronauts
“When the rubber meets the road, they need someone like me to actually, that's it. The scientists that create the Saturn B rocket didn't go into space. It was some monkey first, right? We're the monkey, we're not an astronaut.”
Andrew Song Apr 27, 2023 ▶ 23:24 The Carbon Copy: A rogue geoengineering startup sparks worry
Opinion
Chay: Ton-year accounting fails to reflect the physical reality of temporary storage
“There are different methods, but I would lead by saying, I really don't think we should do it. I don't think tenure accounting represents the physicality of temporary carbon storage in a meaningful way.”
Freya Chay (Freya Che) Aug 25, 2022 ▶ 38:07 The dirt on soil carbon credits
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