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
Modon: EPCs reject better software because efficiency cuts billable hours
“There's no real incentive structure for an EPC to want better software. It's the same reason your law firm doesn't necessarily want like AI software to help them accelerate, you know, and reduce their billables.”
Modon: High engineering costs force projects into single-pass local optima
“Because again, such a high marginal cost to engineering, what you end up doing is you only really design something one pass through. There's no sort of iteration. There's no optimization of design. And that leads you to a spot where you kind of make early deci…”
Modon: Treating construction projects as one-offs eliminates learning curve benefits
“When we move into projects world, everything's a snowflake. It's like, you know, everything's end of one. Even a project that we're building, you know, we built lots of refineries. That next refinery that we build is still an end of one project. And because it…”
Modon: Small tweaks in EPC design trigger full-scale redesigns
“Every tweak or change that you make effectively reintroduces the entire redesign of the process. And so, yes, there's some stuff that gets lifted, but the overall amount of work that happens is not the kind of delta of the change. It is like a significant reha…”