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 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
Elder: Early off-grid data center projects fail to maintain 90% uptime
“When we, we've heard some of the early data from some of the off-grid projects that have been built so far, the ANIC data suggests they're not able to stay above even 90% uptime yet.”
Elder: A 4-square-kilometer orbital data center would sustain hourly debris strikes
“If you scale that up to a single floating thing that's four kilometers, four square kilometers large, you can basically expect to have a piece of space debris hitting that you know, data center every hour.”
Elder: Substantial AI model training will happen in space within 30 years
“In 20 years or 30 years, there's gonna be a lot of AI models being trained in particular in space”
Elder: Interconnecting gigawatt-scale data centers takes 5 to 7 years in many markets
“How, how long can we, how much time will it take to build out the transmission capacity necessary to interconnect these mega sites, gigawatt scale sites to new power supply, ideally, you know, carbon free power supply. And in many markets, right, that's runnin…”
Elder: Stripe and Scale study found 1TW+ off-grid potential in Southwest
“There was this foundational study that came out about two years ago that was co-authored by Stripe and Paces and Scale Microgrids, and they found over a terawatt of opportunity in the American Southwest alone, with high levels of renewable development being ab…”
Elder: Off-grid setups partially bypass generation bottlenecks with modular equipment
“The off-grid option in some ways maybe shortcuts the actual supply chain bottlenecks on the generation equipment side, at least to some extent relative to the other options. But I agree with you, there's still a bunch of other pieces of equipment, transformers…”