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 7 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
Baglino: Solid-State Transformers Will Replace Passive Ones
“I believe that solid-stage transformers are going to replace passive ones.”
Baglino: Data center rack voltages will reach 800V+ with SST architecture
“Now the backplane voltage of the racks will be 800 volts or even higher. And then you can use a SST based solution to go from medium voltage, 34 KV all the way to 800 volts with no gray space rooms with UPSs and power distribution panels and anything like that…”
Baglino: AI power demand is overhyped by a 'toilet paper' queue run
“I'm not so sure that it is going to be as dramatic as people think, both because I think
there's a little bit of the toilet paper problem going on here... You've got all of these companies that think AI is going to be massive and want AI to be massive, and th…”
Baglino: AI Investment May See Correction Without Real Revenue Inflow
“Until there's applications where there's real money flowing in the other direction, we may see a little bit of a correction as well.”
Baglino: Government will use rail and highway corridors for transmission if pressured
“And if this becomes enough of a hot button issue, I see we will be, I think the government will do that.”
Baglino: Clean energy material recycling will make long-term supply manageable
“These materials, once they're kind of deployed, they will be redeployed in some fashion with not perfect recovery, but to the point where the ongoing resource requirement is just, is not that challenging.”
Baglino: US industrial policies like CHIPS Act will rebuild capital project ecosystems
“Things like the CHIPS Act and other stuff that the U.S. Is Industrial policy that's really driving investment in large capital projects will build that ecosystem back, and then it will be easier to get these things done.”