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 4 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
Chaset: Data center grid expansion is overhyped due to regulatory bottlenecks
“There's only so much connection capacity in the system and the ability to sort of expand connection capacity is reliant on utilities who are then in turn reliant on the regulatory commissions to give them authority to build new things. And the timescales at wh…”
Chaset: Carbon dioxide removal is overhyped as governments pull back funding
“I think it's overhyped. I think it's overhyped sort of to the conversation we were having about sort of the consumer pull for big investments. Unless you can really drive down costs, such a sort of meaningful point that consumers are sort of comfortable paying…”
Chaset: Load flexibility is massively underhyped because much flexibility is free
“I think load flexibility though is massively under hyped because a lot of the flexibility is free. Managing when you charge an EV is essentially free.”
Chaset: Policy Uncertainty Makes Capital-Intensive Climate Tech Uninvestable Near-Term
“So I would say none of them because they all require Large capital investments that require certainty and we are in a period of massive uncertainty across the board. So I would actually say I'm fairly bearish on all of those in the near term because I actually…”