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 11 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
Groarke: Half of the utility workforce will retire in 10 years
“50% of the workforce is going to retire in the next 10 years. You can see that happening right now. So you have this kind of field technicians are leaving, right?”
Groarke: Power delivery infrastructure cost nearly equals generation cost
“Just the cost of infrastructure needed to deliver power is nearly equal to the cost of generating power itself, right?”
Groarke: Power sector OPEX is increasing about 14% annually
“OPEX costs are up about, you know, 14% a year.”
Groarke: Utility LLM use focuses on enterprise tasks, not grid operations
“We're seeing some application of LLMs across the industry, but usually at the enterprise level around regulatory documents around, you know, generating text or guidance. Less on the actual power sector side of the operation itself itself.”
Groarke: AI predictive maintenance cuts utility equipment downtime by up to 50%
“You can reduce downtime Of some of these critical components by like, 30, 50%.”
Groarke: US smart meter penetration is over 70%
“All of these smart meters were at over 70% smart meters in the US.”
Groarke: PG&E had a $1.3B wildfire rate case in 2022
“PG&E in, in, in 2002 22 had a 1.3 billion dollar rate case, right, for the wildfires that happened that year over a three-year period.”
Groarke: Utilities spend billions annually on vegetation management
“Anything that helps vegetation management, which utilities spend billions a year on collectively is interesting.”
Groarke: Duke and SCE use live AI for customer EV detection
“So that non-intrusive load monitoring, using external data, identifying consumption, and selling new products and services is happening now. And that's live at utilities, right? Just like the wildfire example there's live at Duke and Southern California Edison…”
Groarke: Utility AI startups raised $1.5B across 80 rounds since 2021
“Startups received 1.5 billion, right, from 80 rounds of funding in related to those deployments since twenty-twenty-one.”
Groarke: Grid data lacks the coverage required for real-time automated decisions
“The data right now is, is not available, right, for, let's say, real-time decision-making across the grid, right? Like, what we have is AMI, right, which is minutes to hours. We have SCADA, which is, you know, seconds to minutes, and then we have PMUs, which a…”