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
Powell: Sunrun has 630,000 customers with about 28,000 battery installs
“We now have, you know, 630,000 customers, and about 28,000 of those have batteries, but it's important to remember a lot of those were in place before really storage became a mainstream product that was being offered in the market.”
Mary Powell Jan 31, 2022 ▶ 21:27 The future of the home solar market
Assertion Supported
Kann: Sunrun is up year-to-date after taking a beating in 2024
“Sunrun, for example, the market leader, is actually up year-to-date in the public markets after taking more of a beating in twenty-twenty-four.”
Shayle Kann Jul 10, 2025 ▶ 2:52 Tumult in residential solar
Assertion Supported
Powell: US residential solar penetration is at 3% of 77M homes
“Like we are at three percent of seventy seven million addressable homes.”
Mary Powell Jan 31, 2022 ▶ 8:38 The future of the home solar market
Assertion Supported
Powell: Sunrun operates 12 virtual power plant projects
“Sunrun does have 12 virtual power plant projects in place.”
Mary Powell Jan 31, 2022 ▶ 27:07 The future of the home solar market
Assertion Supported
Kann: Sunrun became the leading US residential solar company by acquiring Vivint
“Sunrun is far and away the leading residential solar company in the country these days, having surpassed the empty shell formerly known as SolarCity a few years ago, and having acquired its next biggest competitor, Vivint Solar, more recently.”
Shayle Kann Jan 31, 2022 ▶ 3:47 The future of the home solar market
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