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.
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Rayford Smith: AES started a robotics company to automate solar panel installation
“We started a robotics company that can automatically lay those down. We have another one that can basically, it folds out like an accordion to basically speed up those sorts of challenges. We, we're an investor in, in one of the leading areas in, in terms of u…”
Zindler: BNEF projects massive solar oversupply with 600 GW silicon capacity
“Our middle range forecast for global installations this year is about 350 gigawatts. There's roughly our best estimate about, I think, about 600, the equivalent of 600 gigawatts worth of silicon manufacturing”
Campbell: Built battery dispatch optimization script in four hours using ChatGPT
“If I had to guess, I'd say all this to like, from prompting to where we are right now, probably like four hours of continuous work, something like that.”
Schneider: Natel Energy is considering hydro upgrade projects exceeding one gigawatt
“Probably the largest project we're contemplating right now would be over a gigawatt, where there's many you know, we're talking, you know, you're talking 10, a lot of these bigger hydro projects have, particularly the run of river ones, where again, you can ha…”
Rogers: Mill is running about a dozen municipal pilot programs
“Actually, we've got about a dozen pilots kind of in work right now, where we're going to be deploying our memberships in partnership with cities to their residents to help them achieve their zero waste goals, or their food diversion goals, or their climate goa…”
Mill's initial marketing will focus on kitchen cleanliness rather than climate impact
“So I think for us going to market, especially these kind of first years, we're really going to be talking a lot about, you know, a better kitchen experience, less gross, stinky trash, no fruit flies, no rats, that kind of thing.”
Rogers: Mill membership will cost about one dollar per day
“So the mill membership is going to cost about a dollar a day which, you know, it's like another kind of Netflix or YouTube subscription.”
Mill appliance produces roughly one shoebox of odorless grounds monthly per home
“And we're not talking about a garbage truck load of food waste. We're talking like about a shoe box per household per month. So it's really not a lot of stuff and it doesn't smell, it doesn't go bad. So it doesn't need to get there urgently.”
Popham: Austin Energy saw zero opt-outs for EV demand response.
“In our pilots, we had zero opt-outs in shifting EV load, and we had the expected number of opt-outs in air conditioning load.”
Kann: EIP closes $485M Frontier Fund for deep decarbonization
“We just announced this week that we at EAP had done the final close on what we call our frontier fund, which is what I've been working on for the past couple of years. It's a four hundred eighty five million dollar venture capital fund. Dedicated to investing …”
Kann: EIP invested in industrial heat pumps and seeks residential deals
“We've already made one investment focused on heat pumps for industrial use, more on that soon, but we're hungry to find more, particularly on the residential side.”
Kann: Energy Impact Partners invests in thermal storage company Rondo Energy
“We are not investors in pumped hydro storage in the moment. We are not investors in compressed air energy storage. We are investors in a company that does thermal storage, storage as heat, albeit not molten salt. So we're investors in a company called Rondo En…”
Kann: Energy Impact Partners led Arcadia's Series A and backed every round
“Well, probably most importantly, my firm, Energy Impact Partners, is an investor in Arcadia. We led the company Series A, and we've invested in every round since then.”
Arcadia maintains database of over 200,000 U.S. utility rate structures
“We have today, at least just in the U.S., a database of over 200,000 different tariff and rate structures.”
Arcadia positioned itself as picks-and-shovels infrastructure for home energy data
“We at Arcadia decided that we just wanted to be the picks and shovels while folks sort of figured this out.”
Bhatraju: SunPower uses Arcadia data for residential solar proposals
“So some power uses our data
Around their solar proposals.”
Arcadia is expanding its platform into commercial buildings
“Part of where we're going as a business, though, is expanding into small commercial and commercial buildings where there's just so many more options and use cases depending on what the business is doing and what they can do to a building.”
Shah: DOE is underwriting ACES hydrogen loan solely to power offtake
“That's exactly right. We're underwriting to the power, and, you know, and the renewed generation facility will be owned by Intermountain Power Agency and so, so that, so, so that is what we're underwriting to.”
Hsu: Singapore and Japan are optimal early target markets for commercial fusion
“In fact, we identified, you know, these types of places exactly. Singapore, Japan, you know, highest electricity prices of today. As a good first market for fusion.”
Ransohoff: Stripe offers $500k first-customer contracts to qualifying carbon removal startups
“And our partnership with Activate and with Deep Science Ventures is essentially saying, you know, we will, for any company that meets our Target criteria. We will give you a 500,000 dollar procurement contract to be your first buyer and help bridge that commer…”
Ransohoff: Stripe was the first customer for seven of ten removal applicants
“So far, the companies that have applied to our RFP are all startups, and we were the first customer for seven of 10. We're not opposed to buying from later stage companies, but we haven't seen them.”
Stripe Climate is splitting carbon procurement into capture and storage tracks
“We are actually evolving our Stripe climate purchase process this year to think about capture and storage separately so that there's going to be a storage track and a capture track, and we can help sort of mix and match those.”
Lambert: Quilt tracks 'dead furnaces' removed as a core board-level KPI
“One of our top company metrics that we literally report every Tuesday and we report to the board is dead furnaces. We have a furnace graveyard, and we are very proud of every time that we pull a fossil system out of out of a home. It's one of our key metrics.”
Lubershain: Heat pump investor admits he heats his own home with oil
“I have oil heat in my home, unfortunately, which I'm really embarrassed to say, but that's, like, due to idiosyncratic reasons about the house, and we only moved in two years ago, and I have this big plan to trick this thing out, like, completely when it comes…”