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.

clear all ✕

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

Prediction Didn’t hold up
US domestic battery manufacturing will reach 200 GWh by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Dec 7, 2023 ▶ 32:38 Update: What the new Treasury rules mean for EV supply chains
Prediction Didn’t hold up
Jaffe: Battery industry will nearly double every year for 5–6 years
“The industry is literally increasing by almost doubling every year. And we'll continue to do that for the next five or six years and doubling off of a huge base now.”
Sam Jaffe Jul 21, 2022 ▶ 50:23 Seeking the holy grail of batteries
Prediction Didn’t hold up
US battery manufacturing will reach roughly 200 gigawatt-hours by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Apr 6, 2023 ▶ 17:52 What the new Treasury rules mean for EV supply chains
Assertion Contradicted
Jaffe: Over 60 startup companies are developing silicon anode batteries
“There's over 60 of them... Just silicon anode. Over 60 companies that we track and try to make an analysis of”
Sam Jaffe Jul 21, 2022 ▶ 20:26 Seeking the holy grail of batteries
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