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 6 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

Assertion Supported
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…”
Zach Dell Oct 9, 2025 ▶ 6:10 How Base Power plans to use its fresh $1B
Prediction Not checkable as stated
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.”
Zach Dell Oct 9, 2025 ▶ 39:50 How Base Power plans to use its fresh $1B
Assertion Not checkable as stated
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…”
Zach Dell Oct 9, 2025 ▶ 19:03 How Base Power plans to use its fresh $1B
Assertion Not checkable as stated
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”
Zach Dell Oct 9, 2025 ▶ 28:47 How Base Power plans to use its fresh $1B
Prediction Not checkable as stated
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…”
Zach Dell Oct 9, 2025 ▶ 31:50 How Base Power plans to use its fresh $1B
Assertion Not checkable as stated
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.”
Zach Dell Oct 9, 2025 ▶ 39:45 How Base Power plans to use its fresh $1B
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