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 3 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 Not checkable as stated
Apley: Very few carbon removal intermediaries can sign offtakes beyond 2030
“A lot of the intermediaries today in the market, they don't have the balance sheet of a Microsoft or JP Morgan. So, so not all of them are really credit worthy of worthy off takers over a period of 1015 years. And many of them come from an environment where th…”
Andreas Apley Oct 3, 2024 ▶ 32:51 DAC’s bumpy road to commercial scale
Insight
Kann: FOAK project finance funds struggle to scale due to high diligence costs
“You have a hard time getting to scale, because the whole point is that this technology is going to graduate from the type of thing you would do to the type of thing that, that JP Morgan would do. And so you, if you're the one focused on just the sort of first …”
Shayle Kann Feb 2, 2023 ▶ 17:07 Mailbag episode! Biotech, layoffs, battery recycling and more
Assertion Supported
Arcadia raises $200M Series E led by J.P. Morgan at $1.4B valuation
“And it's working, at least to the extent that Arcadia just announced a two hundred million dollar Series E financing led by JP Morgan at a reported 1.4 billion dollar valuation.”
Shayle Kann May 26, 2022 ▶ 3:59 Tapping the goldmine of consumer energy data
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