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 5 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

Assertion Supported
Eliahu-Ontiveros: Meta modern AI data centers omit backup generator sets
“Another interesting thing they've done, for example, is more at the data center level than at the energy level, but no backup. You look at any one of the modern meta data, so they don't have any gensets, or they have, you know, like, 10 megawatts for a hundred…”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 10:15 Inside the AI power wars
Assertion Supported
Bullard: DeepSeek V3 matched Meta Llama 3.1 using under 2.8M GPU hours
“And the sort of benchmark to compare it to would be the Lama 3.1 model from meta, which had four and five billion parameters and just under thirty one million training hours. And deep seek is getting similar results of V three with six hundred and seventy one …”
Nat Bullard Feb 6, 2025 ▶ 22:54 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Assertion Supported
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”
Sean McAvoy Mar 30, 2026 ▶ 26:54 Battery booms and the rise of flexibility [partner content]
Assertion Supported
Meta study: AI energy costs split evenly across pre-processing, training, and inference
“There was a study we did when I was a visiting research scientist at Meta where we Found that energy costs for AI were roughly broken into three categories. There's a data pre-processing aspect as well, and that's about a third. The training is another third, …”
Dr. Ben Lee Dec 18, 2025 ▶ 11:52 Will inference move to the edge?
Assertion Supported
Meta's new Louisiana data center project will build natural gas generation
“There's a big meta project in Louisiana that's going to build a bunch of new natural gas.”
Shayle Kann Sep 12, 2025 ▶ 3:24 When to colocate data centers with generation
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