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 8 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
Kelty: GM is the largest North American OEM battery cell producer
“And we're now at a point where we are the largest OEM producer of battery cells in North America with these two factories.”
Kurt Kelty Jun 26, 2025 ▶ 6:03 GM's big new battery tech push
Assertion Supported
Letendre: Ford and GM unlocked V2G via software after V2H rollout
“Both the Ford system and the GM system was originally marketed and sold for V to H, and then through a software upgrade, they were able to unlock the full V to G capability.”
Steve Letendre Jul 23, 2026 ▶ 19:11 The multi-billion dollar promise of vehicle-to-grid integration
Assertion Supported
Kann: GM's 250,000 bidirectional EVs represent 2,500 megawatts of grid capacity
“GM says it alone has more than 250,000 bi-directional capable EVs on our roads. At about 10 kilowatts each, that's 2500 megawatts of nameplate capacity.”
Shayle Kann Jul 23, 2026 ▶ 1:07 The multi-billion dollar promise of vehicle-to-grid integration
Assertion Supported
Letendre: Tesla Cybertruck Uses AC V2G Architecture, While Ford and GM Use DC
“The Tesla Cybertruck V to G product is an AC architecture. So there's an onboard inverter capabilities and the Ford F- one-fifty and the GM suite of EVs that have V to H and increasingly V to G are based on that offboard V to G DC architecture.”
Steve Letendre Jul 23, 2026 ▶ 6:37 The multi-billion dollar promise of vehicle-to-grid integration
Assertion Partly supported
Bullard: GM vehicle sales in China dropped from 4M to under 1M
“GM in in China used to sell, you know, Close to four million vehicles a year. Almost all of them were made locally for the record... And that was 2017. And now it's, you know, like less than a million in 20, 24 through, you know, almost through the end of the …”
Nat Bullard Feb 6, 2025 ▶ 34:46 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Assertion Supported
Cantor: GM issued Blazer EV stop-sale over software issues
“GM also had a bunch of software problems with their Blazers, which was their kind of hyped next big vehicle, and they put a stop sale on the Blazer at the end of twenty-twenty-three.”
Corey Cantor Feb 1, 2024 ▶ 12:22 What’s really happening in the U.S. EV market?
Assertion Supported
Cantor: Chevy Bolt accounted for ~80% of GM's 76,000 EV sales
“GM's sales overall was about 76,000 units, so actually beating out Ford by a little bit, but around 80% of those vehicle sales were the Chevy Bolt.”
Corey Cantor Feb 1, 2024 ▶ 11:49 What’s really happening in the U.S. EV market?
Assertion Supported
Pierpoint: GM recalled nearly 150,000 Chevy Bolts following 13 battery fires
“They've gotten safer in many respects, but we have a way to go there, too, given that just last August, GM recalled all of the nearly 150,000 Chevy Bolts they have ever made due to 13 EV battery fires.”
Lara Pierpoint Mar 17, 2022 ▶ 2:52 When will batteries take over the world?
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