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 24 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 24 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
Eliahu-Ontiveros: Anthropic aims to add over 8 GW of power by 2027
“Anthropic, you know, one and a half gigs of capacity end of 20, 25. By 27, they won over 10 gigs, right? So they're going to build basically more than eight gigawatts in two years. That's the size of Google today.”
Wang: Voya achieves direct fully delivered cost parity with diesel
“With U.S. Scrap, you're already at diesel parity when it comes to fuel costs. Which is a critical thing for us. We're not commanding a green premium or any other sort of premium. Direct cost parity with diesel for fully delivered cost, including all the proces…”
Yedvab: Stardust lab tests show its particle is highly chemically inert
“Lab tests that we've done show that our particle is, I'd say, at a very high level of inertness, but definitely better than any other alternative that it was provided so far.”
Yedvab: Stardust developed tagging technology to track particle batches globally
“We have developed a unique tagging technology which enables us to track in real time each batch of particles as they move across the globe.”
Baglino: Solid-state transformers can match traditional transformer costs while adding grid functions
“An SST can have a cost similar to a traditional oil-filled transformer but at the same time provide functions that would be That would be provided by popcorn components around the transformer. Functions like overcurrent protection, fault isolation, what an aut…”
Lubershain: Grid equipment and gas plant costs have doubled or tripled
“Conductor is, like, twice as expensive. So, like, basic aluminum, steel-reinforced conductor. Transformers are two-plus times more expensive. Switchgear is two times more expensive. Gas power plants are two to three times more expensive.”
Wang: Voya cuts front-line fuel shipping volume by roughly 70%
“And then in terms of fuel logistics, especially for the military use cases where they're using the fuel so inefficiently, we have a substantial energy density benefit, about 20 to 30% Less mass and about 70% less volume shipped to the front lines for a typical…”
China has 15 to 20 million units of idle car manufacturing capacity
“So to put some numbers to it, this year, China has capacity to build about fifty five million cars. Their domestic demand is twenty five million. They'll export another ten million. That leaves 15 to twenty million in excess capacity idle, looking for new mark…”
Kelty: LMR cathode achieves intermediate range at LFP battery cost
“So that, that's the advantage, is that you get something in between there, in terms of your driving range, but you're able to do it at the cost of the LFP.”
Kurt Kelty: LMR batteries use GM's existing Ultium high-nickel manufacturing lines
“So this is one of the beauties of LMR is that it really piggybacks off all the work that we've done with high nickel. So it's the same manufacturing process. So we'll use the same Ultium factories. The it's the same electrode manufacturing process. The packagi…”
Kimber: Co-located renewables can power Texas data centers carbon-free 75%–80% of the year
“75 to 80% of the hours of the year, we can run fully carbon free with, you know, wind, solar, and batteries all on the same site. And then, you know, 20%, maybe a little over 20% of the time, we need to have some gas or we need to use the grid.”
Loo: Ammonia output must reach 600 to 700 million tons by 2050
“The projection is we need, we will see about six to seven hundred million tons of ammonia by 20 50. Today, it's only about two hundred million tons that's being produced, right?”
BYD has no plans to enter the US passenger vehicle market
“I know this from personal connection that BYD just isn't coming to America in the PV market at all.”
Shah: Full VPP software integration costs roughly $35 million per utility
“Our estimates is that this would cost roughly thirty-five million dollars per utility to put all the software layers in place from the venture-backed companies that have created them to be able to, you know, actually fully integrate this whole suite, right?”
Groarke: Half of the utility workforce will retire in 10 years
“50% of the workforce is going to retire in the next 10 years. You can see that happening right now. So you have this kind of field technicians are leaving, right?”
Ellis: Sublime's cement matches the embodied energy of Portland cement
“Sublime's process has, produces a cement that has the same embodied energy as Portland cement today.”
Atkinson: Distribution utilities operate with customer-level grid data delayed by hours or days
“And so it's really normal for distribution utilities today to have a view of their grid that's at least two hours old and often
You know, more than a day old at least as regards to what's happening at the individual customer level.”
Lubershain: Large data centers add 10% to 30%+ to mid-sized utility loads
“For a mid-sized utility, most of the kind of, Hundreds of megawatt scale data centers we're seeing today would add 10%, 20%, 30%, or more if we're getting up to gigascale data centers to the utility's total load.”
Wang: Voya starts instantly unlike diesel's 5-10 second cold start
“Basically instant cold start, just like a battery, whereas a diesel generator often will take five to 10 seconds to get to Full power from a cold start”
Sheldon-Coulson: Panthalassa satellite connection adds 100 milliseconds of latency
“The additional latency that we have is only like a hundred milliseconds. That, Vanishes into the, even the latency of time to first token on most pre-fill certainly on the interactive latency of a human waiting for an output”
AI training data centers are beginning to abandon backup generators
“I think with some of the AI training sites, we've seen it's more of a move away from backup generators.”
Matthew: Amazon added 3.8 GW and Microsoft added 2 GW over 12 months
“Like Amazon brought on 3.8 gigawatts in the last 12 months. So they're going to double their footprint in the next two years. Microsoft said they're going to double as well. And they brought on two gigawatts in the last 12 months.”