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 168 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
Chubuk: Periodic Labs is not prioritizing full wet-lab automation
“You know, we, we're not really prioritizing full automation anyway, so if we get better results with humans doing part of it, that's great.”
Insurers require 6 to 12 months operating proof before covering clean tech
“What we want to see is proof of operation at commercial scale, typically six to 12 months before we provide coverage.”
Dell: Base Power's next-gen residential system offers 40 to 80 kWh
“Our next generation product, which we can talk about, is a 40 kilowatt hour system that we also will install in parallel, getting you to 80 kilowatt hours.”
Dell: Base Power partners with regulated utilities as technology provider
“There's a second business, which is we are a technology provider to the utilities, and, you know, two-thirds of the country, as you know, is a regulated market where there are incumbent utilities that have kind of service territories and monopolies, and we are…”
Dell: Base Power is designing and manufacturing its own batteries
“On the hardware side, we're designing and manufacturing our own batteries.”
Pierpoint: Converting to all-electric HVAC doubled home utility costs over gas
“I definitely converted to all electric HVAC in my house, and now I pay almost twice as much as what we paid before on a gas-based system.”
Proprietary power electronics allow Redwood Materials to use any battery chemistry
“We're totally agnostic to chemistry type. So because of the power electronics that we've developed, we can really easily integrate low capacity, high capacity, high nickel, LFP new, old, low voltage, high voltage packs, whatever it is we're ready to plug it in…”
GM targets early 2028 to launch vehicles with LMR batteries
“So we've got a real clear target beginning of twenty-twenty-eight is when we're going to start introducing vehicles with LMR.”
Stark: AtmosZero trades operational efficiency to massively reduce CapEx
“We're essentially looking at decreasing our overall efficiency, but ideally to be able to massively decrease capex.”
Digital Realty is building a gigawatt-scale data center by Dulles Airport
“When we say we're going to need a gigawatt, like with what we're building right now, right next to the Dulles Airport, that they have an understanding of that power requirement”
LG is investing around $25 billion in U.S. supply chains
“LG's got sort of twenty-five billion investing in the U.S. Supply chains 1.4 billion on that ESS factory.”
Doherty: LG Vertech builds all software in US or Korea with full enclosure visibility
“The fact that we build all of our software, either in the US or in Korea, the fact that we have a hundred percent visibility over every piece of every single controller in, in our enclosure I think puts us in, in a stronger stance, I think from a safety and cy…”
Terawatt plans freight EV charging corridor from Long Beach to El Paso
“We call it kind of a corridor, but it would start in the port of Long Beach and go all the way to El Paso, Texas. And so allowing somebody in an EV truck to travel that Confidently, knowing that they had charging along the way that would accommodate the range …”
TeraWatt optimized Rancho Dominguez site for pull-through charging stalls
“We landed kind of on a compromise but we wanted to optimize the site for the pull through. So we got as many pull throughs on the site as possible. And then when we had more power and space left, we added in some bobtail charging.”
Google deal directly funds Elemental Power's upfront nuclear project development costs
“They made investment, you know, mostly in the technology, but increasingly as this deal we're doing now with Google is in the upfront development, which is really the key part that needs to be re-risked.”
Octopus: 50% of EV customers enrolled in managed charging within 18 months
“We at Octopus, we 50% of our customers that have EVs have signed up to allow us to manage when we charge their EV in the last 18 months. That's 253 100,000 EVs, because it doesn't cost them anything.”
Gariman: Automaker outreach to Cyclic Materials spiked massively amid supply chain panic
“And in fact, I will tell you in past three weeks, we have spoken to more car companies and others than we have spoken. We had spoken in past one and a half year or so.”
Friedmann: Zero announced gas CCS data centers, but hyperscalers are circling
“Are there announced projects? No. But we are getting a lot of inbound on this exact topic, and we are talking to, if not all of the hyperscalers, almost all of the hyperscalers.”
Constellation uses Microsoft product to enable hourly green electricity matching
“Another customer where we have a tight partnership is Constellation. And with Constellation, we have a project called 24 Seven Matching, which is actually not a project, it's a product. And with that Constellation is able to tag its green electricity hourly, w…”
Kimber: Intersect Power has two multi-gigawatt data center sites in Texas Panhandle
“We've got two multi gigawatt scale data center sites in the panhandle of Texas. One of them's three gigawatts, one of them's over a gigawatt single sites and they're capable of being fully off grid if you want them to. They're on gas, they have you know, multi…”
Fernandez: Breakthrough Energy Catalyst backed a project canceled over integration sizing
“One of the things that we see on, on one of the projects that we committed to that, that was canceled was, you know, the balance of plant. The integration of four systems where the price was very well known in those four different systems, but the integration …”
Lambert: 60% of Quilt customers replace central ducted systems with ductless
“We actually just pulled the stat, it's about 60% of our customers are coming from a central ducted system. So it's over half of all our customers are abandoning, ah, a central heating and cooling system.”
Lambert: Quilt will vertically integrate in major metros and partner elsewhere
“So, we will continue to do the vertical integrated thing. And we're going to do that in probably a lot of major metros in the US, but I want everybody to be able to get a quality pump. We want to accelerate the energy transition. We want to bring a great quali…”
Lockmiller: Crusoe is developing compute at an upstate New York Alcoa site
“You know, other markets like upstate New York you know, we're working on a former Alcoa factory that's you know, powered by a large hydro dam that's, you know, being currently massively underutilized.”
Lockmiller: Crusoe has 12 gigawatts in its data center pipeline
“I think we have about 12 gigawatts in, in our pipeline of either development or, you know, in advanced commercial discussions.”
Sublime Systems will sell cement environmental attributes to Microsoft
“So we, you know, work with Microsoft. That's one of you know, the announcements that Sublime made recently is an MOU signed with Microsoft and to buy the environmental attributes of some of our cement.”
Climeworks plans a 250,000-ton DAC plant for its first US facility
“And the next one that we'll build is about 250,000 tons. So another sort of seven to eight X scale up that will be our first plant in the US.”
Climeworks: Orca and Mammoth DAC plants are completely sold out
“So Orca and Mammoth are luckily they're already completely sold out. For the life that we expect the plant to operate.”
Apley: Climeworks secured subsidized project debt for Orca DAC facility
“We actually already executed a project debt facility in one of our projects that was for Orca. And that was definitely very hard to get over the line. Also had to be subsidized because Orca isn't profitable at the size where it is.”
Apley: Proprietary technology is under 50% of Climeworks' project CapEx
“Our own tech is less than 50% of the CapEx that we need to deploy.”
Çubuk: DeepMind’s next materials goal is predicting finite temperature stability
“One of our next goals is to predict not just zero Kelvin stability, but finite temperature stability, and this is much harder because at finite temperature, there's entropy effects, and we're interested in, you know, finding not just materials that are stable,…”
Tesla Excluded Long-Duration Energy Storage From Master Plan Due to Data Gaps
“We didn't really include long duration energy storage in this paper at all, because we don't have access to any third party costs, numbers that we can, you know, really depend on, or performance.”
Baglino: Tesla Master Plan Soaks Up Curtailed Power With Hydrogen and EV Charging
“We're doing hydrogen and storing hydrogen in the summer and then using that hydrogen to produce clean fuels on a, on an annualized basis and also using that hydrogen for Ammonia production and steel and other things. And so we are trying to do some things to l…”
DeLuca: Delta Is Pushing for Centralized SAF Blending Hubs in Key Markets
“And so we are really pushing to see blending hubs in some key markets, such as Minnesota. So that we've got just one place where all staff producers are able to blend in their staff, and then all airlines will be able to access.”
Bowe: Energy Impact Partners does not treat AI as a standalone sector
“I think we see it, ah, in a number of ways, but not in its own category, largely. So we see our existing companies leveraging it to make their businesses more efficient. We see new companies who, it's a fundamental of their product, and then, you know, we obvi…”
Jaramillo: Form Energy is building a 1,500-megawatt-hour battery for Georgia Power
“We, we're doing a project with them. It's slated to be about 15 megawatts, so on a power basis, not, not so large, but about 1500 megawatt hours.”
Smith: Google dynamically shifted computing loads based on grid constraints and carbon
“When I was at Google, one of the things we did was we created the ability to basically forecast forward power prices grid constraints, carbon content and then dynamically move our load around to take advantage of that. So if there was a storm and there was goi…”
Stein: Carbon Collective does not identify as an ESG company
“We do not identify as an ESG company, and I think I'll answer your question by maybe taking a step back and giving some definitions of how we see these terms.”
Sachs: Aggregators often install redundant meters even where smart meters exist
“Where I do think it, there's issues is on the data side, right? There's a lot of redundant costs there where we have to often put in our own meter, even when there's a AMI deployed.”
KoBold ranks critical metal exploration priorities: nickel, lithium, cobalt, then copper
“We'd order it as nickel followed by lithium followed by cobalt followed by copper.”
Powell: Sunrun is deploying Ford F-150 Lightning bidirectional charging across 50 states
“I think we are solidly in an amazing partnership with Ford on their F-一-fifty Lightning and bringing it to, again, you know, 50 states with this really amazing bi-directional charger that we worked with them on that will allow customers, again, back to, You kn…”
Shah: DOE Loan Programs Office provides market-rate debt, not subsidies
“I mean, in general, we're a liquidity instrument. We're not, A subsidy instrument, right? So maybe our interest rates are more competitive than commercial debt might be, but that's not intended to be a subsidy. It's intended to be you know, market rate debt”
Ransohoff: Stripe Climate buys expensive frontier carbon removal to accelerate cost curves
“We then, Stripe, aggregate those funds and use it to buy carbon removal from really promising solutions that are expensive today, but that have the potential to be really low cost and high volume in the future. So essentially we're trying to help we're like bu…”
Ransohoff: Stripe prioritizes permanent carbon removal as the biggest climate solution gap
“Our approach is let's look across
The climate sort of ecosystem.
Find what we think the biggest gap is and where we think we are in a somewhat good position to move the needle on it.
And carbon removal where we're pulling CO two out of ambient air or out of…”
Ransohoff: Stripe awards fixed-dollar contracts, back-solving volume for early startups
“For most companies, we are giving them the same dollar value or just buying different number of tons from them. We sort of back solve the number of tons based on the total contract value.”
Ramez Naam: Portfolio company ESS went public before achieving commercial scale
“ESS, you know, my portfolio just went public two weeks ago now when we're recording this, and they've got a commercial product, but they haven't certainly hit commercial scale at this point.”