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

Insight
Jacobs: Capital Markets Cannot Catalyze Underdeveloped Infrastructure Markets
“When you have an underdeveloped market, the capital markets are unlikely to be the catalyst for that market to develop. You really need to see customer demand first and foremost that is solid. You need to have products that have product market fit, as you well…”
Scott Jacobs Jul 14, 2022 ▶ 10:15 Crossing the valley of death
Insight
Jacobs: Even the US lacks human capacity to deploy needed climate capital
“We still lack the human capacity necessary to mobilize the 9.2 trillion dollars a year that McKinsey says is necessary for the net zero transition.”
Scott Jacobs Jul 14, 2022 ▶ 48:20 Crossing the valley of death
Insight
Jacobs: Electric Bus Leasing Lags Because Cities Rely on Federal Grants
“It hasn't scaled because municipalities rely typically on federal dollars and are accustomed to doing so when they make purchases for new vehicles. And so the value proposition of a leased bus is actually very difficult to communicate to the typical buyer of t…”
Scott Jacobs Jul 14, 2022 ▶ 29:44 Crossing the valley of death
Insight
Jacobs: Four criteria determine if novel infrastructure technology is financeable
“Do you have stable customer demand? Do you have a stable ability to produce for those customers? Do you have a solution that has already demonstrated its ability to deliver the output as well as the margins necessary? Do you have resilience in all of the suppl…”
Scott Jacobs Jul 14, 2022 ▶ 45:14 Crossing the valley of death
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