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 9 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
MacDonald: DOD climate procurement will rapidly lower civilian adaptation tech costs
“Like, this is a part of the public sector that's going to rapidly lower the cost of stuff that, like, regular civilians need, and that could extend to stuff like, you know, detection of vector-borne illnesses or other illnesses or biometric sensors that detect…”
MacDonald: Adaptation tech market is severely undercounted due to dual-benefit solutions
“I actually think that if you accounted for all of the incidences of these co-benefit-creating technologies, the numbers in terms of technologies we see today as being adaptation and resilience would be far, far higher than we currently know.”
MacDonald: Only 8 of 150 climate VCs actively invest in resilience
“We looked at a 150 different portfolios within the climate tech VC space. So you could say that's like the large majority of the investors out there. And we found that 19 of those 150 climate tech investors were totally resilience curious. Like they had the wo…”
MacDonald: Only 21% of 6,000+ corporates have climate adaptation plans
“S&P Global did this, like, risky business report on the state of corporate action in this space. They looked at, like, well over 6000 corporates, and out of those 6000 corporates or so, only 21% even had adaptation plans, and within those plans, only 50% were …”
MacDonald: Water tech will remain expensive to scale without stronger buyer demand
“Until we see some really strong signals from buyers that they're willing to fund some of these more advanced systems that move beyond IOT and software and really get into, Large kind of economies of scale type water solutions. You know, I think it's going to b…”
MacDonald: Investors will likely adopt engineering firms' climate adaptation risk calculations
“There are a lot of different engineering firms like RWDI and Arup and others that are stepping in to, like, provide some of those calculations that
I think the broader investment space will probably end up using”
MacDonald: The climate adaptation ecosystem needs a Project Drawdown-style framework
“We need to do here, and we're committed to pushing on this at Tailwind, is, like, we need, like, a project drawdown for resilience, or we need, like, we need, like, a speed and scale for resilience.
That's what we need, honestly, because we need, like, the obj…”