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 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Pacific Fusion on track to achieve net facility gain by 2030
“And a number of companies are saying they'll do that in the next couple years. We're on track to do that by 2030.”
Von Munch: Nothing prevents fusion from being as cheap as any energy source
“If you look at the capital cost of the driver, if you look at the capital cost of balance of plan equipment if you look at the fusion game that you need to believe in, there's nothing preventing fusion from being as cheap as anything else out there”
Pacific Fusion driver uses 156 container-sized modules delivering over 1 TW each
“For us, that driver consists of a 156 identical modules. Each of those modules produces more than a terawatt of peak power and sits in about the footprint of a shipping container and is made from oil, plastic, metal, and water.”
Von Munch: Inertial fusion plants can improve without building new capital infrastructure
“The interesting thing about inertial technologies, and our technology in particular, is that you can improve the performance and reduce the effective cost of existing facilities just by adding new improved fusion targets. So those fusion targets are going to c…”
Von Munch: Pacific Fusion CTO doubled pulsed-power system efficiency and density
“And our CTO inventing technology that more than doubles the efficiency and power density of systems like Z.”
Von Munch: Milestone-gated financing requires clear terminal value but unpriced intermediate steps
“I think the, there are two things that kind of have to be true for a structure like this to make sense. I think one of them is that you have to have Very high conviction in how the market will value this big end thing. Or not end thing, but like this big inter…”
Von Munch: Fusion startups will not see exits before reaching net facility gain
“Because I think the thing that's true is that you're not going to see an exit prior to that milestone.”
Von Munch: Practical fusion power plants require 5x net facility gain
“You need to get about five X more out of the machine than was stored in the system to have a practical basis for a power plant.”
Von Munch: Pacific Fusion avoids laser energy losses via direct pulsed current
“So instead of using a capacitor bank to charge a laser and a laser to drive a target, we use a capacitor bank to make a large electrical current. That electric current squishes the target, and that's a whole lot more efficient because you don't have this lossy…”
Von Munch: Best steady-state fusion result remains a 1990s tokamak record
“And the closest experimental result for steady state fusion is from a tokamak from the nineties, a factor of a few from the scientific finish line.”