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 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

Opinion
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.”
Zach Dell Oct 9, 2025 ▶ 6:42 How Base Power plans to use its fresh $1B
Opinion
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…”
Zach Dell Oct 9, 2025 ▶ 26:05 How Base Power plans to use its fresh $1B
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