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 4 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

Opinion
Rountree: Chaos Industries Has Worse Technology but Superior Commercial Execution
“There's, you know, a much better funded company incubated by ABC called Chaos Industries, which I personally think has worse technology, but they're doing a lot better because they've productized this, they're very good at selling it, they're very good at mark…”
Ian Rountree Jan 8, 2026 ▶ 23:48 The VC case for 'full stack deeptech'
Opinion
Waters: US energy storage success requires partnering with Chinese companies
“The only way we're going to get anywhere in the U.S. Market with storage is by partnering with the Chinese.”
Jeff Waters Apr 23, 2025 ▶ 1:46 What’s next for the battery storage boom? [partner content]
Opinion
Roberts: The commercial nuclear industry is historically corrupt and incompetent
“What I don't want is the sort of generalized hype around SMRs to translate into just yet another round of a large and historically Corrupt and incompetent industry getting another giant round of subsidies dumped on its head for ultimately nothing, which is wha…”
David Roberts Nov 3, 2023 ▶ 36:03 The Volts crossover episode
Opinion
House: Direct air capture to synthetic fuel is a staggering waste of capital
“Absurd, absurd, totally absurd technology that will cost, that is the, that is a staggering waste of human brain cells and capital and resources. And it's, and we should be spending at, we should always be working on the most effective, the best marginal use o…”
Kurt House Apr 21, 2022 ▶ 44:58 The great rush for battery metals
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