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 13 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
Dell: Base Power lands grid storage faster and cheaper than utility-scale developers
“Our view is that we can land a megawatt, gigawatt of storage on the grid faster and more cost-effectively than the centralized utility scale developers. And for what it's worth, faster and more cost-effectively than a gas plant or a coal plant.”
Dell: Base Power offers 25 kWh home battery backup for $19 monthly
“When you sign up with base, you get a 25 or 50, if you offer two kilowatt hour system on your home, that is all yours to use when the grid goes out for 19 dollars a month for the 25 kilowatt hour system and 29 dollars a month for the 50 kilowatt hour system. S…”
Dell: Base Power will deploy 100 megawatts monthly by late 2026
“We think by this time next year we'll be deploying on the order of a hundred megawatts a month.”
Dell: Incumbent home batteries are not engineered for grid market participation
“And the home batteries on the market today, they're not designed to do that, right? The engineers that are designing these products to be paired with, you know, home solar and sold at a upfront gross margin, they don't really care about, you know, participatio…”
Dell: Decoupling mounting from electrical work cuts battery installs to two hours
“You can break apart the insulation. You can have a truck driver show up, do the racking, stacking, and mounting mount a box to the wall where the hot work happens, and then an electrician shows up the next day and does the hot work in, you know, 30 minutes. An…”
Dell: Sunrun and Tesla struggle with volatile demand due to $20,000 systems
“I think the horror stories you hear about the solar coaster and, you know, the Sunrun and the Tesla stuff, and I've talked to all kinds of people who have worked there previously and now and whatever, like, they faced these kind of supply-demand challenges bec…”
Dell: Base Power deployed to 5,000 homes with only one churned customer
“We've got on the order of 5000 of these batteries in the ground actually 5000 homes, and so it's more batteries, because a lot of them have two. We have had, in our direct business, we have had one customer”
Dell: ERCOT power market volatility will eventually rebound due to load growth
“When volatility is high, people want to build a lot of batteries, and a lot of batteries presumably dampen volatility, and when volatility is low, people don't want to build a lot of batteries... Load growth is likely to still march up. Solar additions are lik…”
Dell: Base Power currently deploys 20 megawatts of storage monthly in Texas
“We are deploying megawatts in Texas very quickly like on the order of 20 megawatts a month.”
Dell: Base Power's next-gen residential system offers 40 to 80 kWh
“Our next generation product, which we can talk about, is a 40 kilowatt hour system that we also will install in parallel, getting you to 80 kilowatt hours.”
Dell: Base Power partners with regulated utilities as technology provider
“There's a second business, which is we are a technology provider to the utilities, and, you know, two-thirds of the country, as you know, is a regulated market where there are incumbent utilities that have kind of service territories and monopolies, and we are…”