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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

why aren't all 2 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 Held up

Kimber: AI inference will ultimately draw far more power than training

“I think now what we're seeing is that inference in the aggregate is actually probably a much larger draw than the training in the long run.”

Sheldon Kimber Feb 13, 2025 ▶ 44:04 The case for colocating data centers and generation

Assertion Supported

Kimber: 15-year PPA prices are rising despite low spot electricity prices

“There's kind of an odd thing going on where spot prices remain quite low, but, you know, PPA prices for 15 year deals are kind of floating up.”

Sheldon Kimber Feb 13, 2025 ▶ 13:04 The case for colocating data centers and generation

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The Ledger

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