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.
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
Naam: App-based software businesses have weaker moats than hard tech
“We used to believe that, or companies like, again, I'll say Uber or WeWork, we thought, oh, they have natural network effects, they're gonna have a gigantic moat but it turns out switching costs for consumers are actually pretty low, and maybe lower, And some …”
Naam: Uber, Lyft, and WeWork burned more capital than cleantech
“If you look at, you know, some real darlings of The tech VC world, companies like Uber, or Lyft, or WeWork, you see companies that have burned through an enormous amount of capital, far more than most cleantech companies ever have or ever will.”
Madaeni: Non-domain engineers miss battery physical constraints just like LLMs do
“Batteries can't charge and discharge at the same time, and it's rather obvious to us, but the same applies if we bring a software engineer out of, as an example, out of Uber, where they've never heard about energy problems, can't distinguish between megawatts …”
Faruqi: Dynamic electricity pricing operates like Uber surge pricing during critical grid shortages
“Dynamic pricing says, well, but on a hundred to 200 hours of the year, the system, the power system has a critical condition. There might be outages because there's a shortage of supply, and therefore in those few hours, 100 to 200 hours, we have to have even …”