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

Assertion Not checkable as stated
Hade: Clean long-duration storage is not remotely economically viable today
“So we're looking into things like, you know, iron air batteries, and nickel hydrogen batteries, and you know, hydrogen as a consumable fuel, right? But nothing even, like, comes remotely close to being economically viable right now for us, right? And so maybe …”
Tim Hade Oct 26, 2023 ▶ 31:34 The market for microgrids
Assertion Not checkable as stated
Hade: Economic 24/7 commercial resilience currently requires fossil generation
“I think if you think about an economically viable way to provide commercial and industrial facilities with the type of resilience that most of them are looking for, you're using fossil gas or natural gas or freedom gas plus solar and storage or diesel or propa…”
Tim Hade Oct 26, 2023 ▶ 29:46 The market for microgrids
Assertion Supported
Elder: Stripe and Scale study found 1TW+ off-grid potential in Southwest
“There was this foundational study that came out about two years ago that was co-authored by Stripe and Paces and Scale Microgrids, and they found over a terawatt of opportunity in the American Southwest alone, with high levels of renewable development being ab…”
Jake Elder Mar 12, 2026 ▶ 18:58 AI scaling pathways: on grid, on edge, off grid, off planet
Assertion Supported
Hade: Switchgear lead times surged from 20 to 60-70 weeks post-COVID
“Which is typically, like, 20 week lead times on Switchgear. That was kind of what the market was before COVID. Today, it's more like 60 to 70 weeks.”
Tim Hade Oct 26, 2023 ▶ 12:50 The market for microgrids
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