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 10 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
Madaeni: AI will shift software engineering toward prompting, code review, and QA
“At the end of the day, we're flying a plane that's, we're souping up the autopilot system, but I think we still need pilots. And, you know, a pilot with an autopilot system is a different kind of a pilot. So it's mostly about, I wouldn't say essay writing, but…”
Madaeni: LLMs are not equipped to build and train neural nets for forecasting
“But it's clear that I don't think that LLMs are equipped with, you know, building a whole neural net from scratch and training them and do some form of supervised, unsupervised learning for Forecasting.”
Madaeni: Equivalent battery optimization code manually takes two engineers one month
“Once you want to like grab, put some software foundation, what Duncan has presented today, I would say you need two engineers, more like a backend software engineer and an optimization engineer. And depending on how well they get along with each other, because…”
Madaeni: Building automated energy trading software is a year-long endeavor
“You can come up with something over the course of 12 hours, but trust me, it's going to leave a lot of money and value on the table, or you can actually systematically procure software or build software Which is a, in my view, a year endeavor.”
Madaeni: Non-domain engineers miss battery physical constraints just like LLMs do
“Batteries can't charge and discharge at the same time, and it's rather obvious to us, but the same applies if we bring a software engineer out of, as an example, out of Uber, where they've never heard about energy problems, can't distinguish between megawatts …”
Madaeni: Full-year vs daily analysis makes no difference for 4-hour battery dispatch
“If the battery had enough, you know, energy to kind of cycle for a couple of days, if we're thinking about long duration storage distinguishing between a full year analysis versus a daily analysis is important, but if your battery has four hours, then it reall…”
Madaeni: Building a production battery dispatch optimizer takes a team one year
“If I think about the initial problem, which takes a year for a souped up team to build and productize, I originally reduced the complexity to 50% by ignoring all of the bidding stuff. And from the 50% that was remaining the insular services are probably like 4…”
Madaeni: AI battery dispatch code is ready for analysts, miles from production
“There's a lot to make a software code production great, and this is far from reality. So I would say, like, we are miles away from using this in production, but if you think about an analyst just trying to make You know, informative decisions as, you know, sou…”
Madaeni: Energy storage market bidding is far harder than thermal generation
“And traditionally bidding in conventional assets like thermal plants has been relatively straightforward, but energy storage creates a whole host of challenges for market bidding, because at the end of the day, energy storage is a use limited asset.”
Madaeni: Engineers with both backend software and optimization expertise are extremely rare
“Software engineers do a lot of the back-end data engineering, post-processing of results, putting it in the architecture. That's why you go and hire optimization engineers, people with OR backgrounds and math models that can write Optimization level software. …”