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.

clear all ✕

why aren't all 5 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

Opinion
Schroeder: Investors Must Treat Lithium-Ion Winning as the Null Hypothesis
“And I think, you know, so as an investor in the space, we always try to disprove this hypothesis, but I think the null hypothesis has to be lithium ion wins. And, you know, then you have to see if you can come up with ways that that's not the case, but you hav…”
Dave Schroeder Mar 17, 2022 ▶ 36:54 When will batteries take over the world?
Opinion
Schroeder: 'Range anxiety' is a product deficiency, not a customer flaw
“So I think it really should be looked at as a product deficiency. And not as a customer deficiency. I don't think that's helpful. I don't think it's helpful to people who want EV adoption to happen.”
Dave Schroeder Mar 17, 2022 ▶ 8:14 When will batteries take over the world?
Opinion
Schroeder: Fast charging infrastructure matters more for long trips than extra range
“I think you have to have you have to have fast charging capability and the infrastructure for that to really enable the, you know, longer trip to go visit family, coast to coast sort of travel. To have those things happen, you need more than just a couple hund…”
Dave Schroeder Mar 17, 2022 ▶ 9:16 When will batteries take over the world?
Opinion
Schroeder: EV industry must achieve megawatt charging capability for long trips
“I think that is where we have to go. We have to get to a point where we have megawatt charging capability.”
Dave Schroeder Mar 17, 2022 ▶ 11:15 When will batteries take over the world?
Opinion
Schroeder: LFP batteries are the logical choice for delivery vehicles
“Lithium iron phosphate based batteries seem to be the logical choice today for those applications, and, you know, there's growing business for that.”
Dave Schroeder Mar 17, 2022 ▶ 25:50 When will batteries take over the world?
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