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 168 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
Vahdat: Google trades uptime for capacity in customer co-design
“Without saying too much, it's happening. I would say there's actually the co-design there with our customers at Google has been one of our sources of significant efficiency.”
Modon: Unlimited Industries prohibits change orders in its contracts
“We literally put, like, no change orders in our contracts.”
Garabedian: Electric Hydrogen prices European plants just over $1,000/kW installed
“So, we're pricing in the European market today with a total installed cost just north of a thousand dollars a kilowatt. Inclusive of EPC. That's everything from the substation, the civil works, all of our equipment, the installation and commissioning.”
Redwood repurposes retired EV battery packs without opening them or removing modules
“We do a very brief electrical inspection. Something like five minutes, cell balance impedance check, and we literally wheel it out to the field where we have a spot for it and plug it in. So we are not opening up the packs. We are not removing the modules. We …”
Smit: Ocean Minerals avoids U.S. waters due to weak investor legal protections
“We, as a company, for example, are not inclined to explore in, ah, US territorial waters, ah, because our investors are not given the kind of Assurances and rights that we would get in other areas that would allow us to get a return on an investment if we were…”
Baglino: Tesla excluded nuclear and geothermal from Master Plan due to costs
“It was a little bit of a complexity, and also the, if you took the best known cost of all those technologies and just stuck them into the optimizer wouldn't pick them, is, is really what it comes down to.”
Fury: Carbon credit prices were initially inversely correlated with project quality
“In fact, at the beginning, when we first did our first kind of plot of the market price versus the rating, they were inversely correlated. So it's basically like the better the credit, the cheaper it was.”
Wang: Voya's generator runs indefinitely via continuous aluminum refueling
“And so with this, you can basically continuously refuel the cell as frequently as you need. So if you need to run continuously for a hundred hours or a thousand hours, you could do that with this design because it's a continuously refuelable system.”
Hade: AI workflows cut C&I battery transaction soft costs by nearly 90%
“And so a lot of the projects we're doing today where it used to cost us 200 dollars a kilowatt hour to do that transaction cost bucket, we're currently doing for 25 to 50 dollars a kilowatt hour, and we're not even really that good at this yet.”
Yedvab: Stardust will only operate under strict multilateral government regulation
“We would definitely not participate in any endeavor that won't be conducted under, I would say, Clear and strict regulation and adequate governance by governments.”
Pacific Fusion driver uses 156 container-sized modules delivering over 1 TW each
“For us, that driver consists of a 156 identical modules. Each of those modules produces more than a terawatt of peak power and sits in about the footprint of a shipping container and is made from oil, plastic, metal, and water.”
Humble Robotics adopts a camera-first architecture for autonomous trucks
“Today, for me, at Humble, we flip that, and we do a lot more on vision algorithms. We're camera first, and that's because of just the evolution of this technology.”
Nolan: General Matter's Paducah plant will cover US HALEU demand through 2040
“In, in Paducah, we're producing enough HALU enrichment capacity, we believe, to take us through the middle of the next decade, potentially all the way to twenty-forty to serve U.S. Demand.”
Araque: Quaise is securing a take-or-pay PPA for its first project
“So we're already getting into market. In that location with a real take or pay PPA because we know that we can point to all of the solutions with precedent.”
Baglino: Heron Link eliminates transformers and capacitors from solar diagrams
“What we remove from the single line diagram is we remove the legacy transformer. We remove that six, 90 volt, you know, breaker or fuses protection there. And we also, because we don't have that medium voltage transformer anymore with the inductance of that me…”
Rountree: Earth AI acquired rights and now owns valuable deposits
“Earth AI went out and Bought rights and drilled their own hypotheses, and we now own deposits that we think are very valuable.”
DeepMind uses transformers to model spatial interactions in weather, not time
“We actually use transformers not to model the spatial, the interactions in weather over time, like the sequence of text, but in space.”
Chubuk: GPU compute and training costs drove Periodic Labs' $300M seed
“We are going to train LLMs, we are going to use GPUs to run simulations, so that does end up being a large part of the cost. Yeah, it's funny, like, before, you know, if you asked me this question 10 years ago, I would have thought that the biggest part of the…”
Redwood repurposes 95% of retired EV batteries for grid storage before recycling
“We don't have to choose, right? So we Typically we'll do both. We will send a battery out to a grid scale energy storage site to provide grid services when that is economically sensible, which is 95% of the time, and then we will go on to recover the metals va…”
Kelty convinced Elon Musk to partner with Panasonic for Gigafactory cells
“Starting back in my days at Tesla when Elon wanted to get into cell manufacturing, and I really argued that, no, we shouldn't do that argued with him the second time, we shouldn't do that, because he really wanted to get into cell manufacturing, because no one…”
Kelty: GM does not conduct internal solid-state battery R&D
“We're not doing solid state R&D. Within GM. What we're doing is we're evaluating and leveraging all those startup players that are out there and the major manufacturers like Samsung's a big solid state developer as well.”
Digital Realty operates nearly three gigawatts of diesel generators
“We operate almost three gigawatt of diesel generators today.”
LG Energy Solution moved Arizona ESS production to Michigan to start faster
“Instead of taking three or four years to build a complete greenfield battery factory in Arizona, we could take six to 12 months, take an existing shell, an existing building that had all the permitting done, and had all the infrastructure and all the utilities…”
Elemental targets 4.2 GW nuclear capacity by 2030, 100 GW by 2040
“Our goal was to have a gigawatt under construction by twenty-thirty, 10 by 35, and a hundred gigawatts by twenty-forty. We're now looking at 4.2 gigawatts by twenty-thirty, so we've already, like, quadrupled that, or halfway there to our twenty-thirty-five goa…”
Schroepfer: Meta's Portal Failed Because Dedicated Video Chat Market Was Too Small
“We built this thing at medical or Facebook at the time called the portal. And it was a video chat device and it was amazing. It was basically center stage before you had it. You could stick it in the corner and video chat with your kids and it would follow you…”
Kimber: Intersect pivoted clean power assets from hydrogen to AI
“We thought maybe hydrogen would be first because of the supply side supports under the IRA. The demand just didn't materialize, and now all of a sudden, AI has just swept up all of the assets that we developed for, you know, behind the meter And co-located loa…”
Apley: Orca runs at 2,500 to 3,000 tons after 2.5 years
“We can reach now a performance of around two and a half thousand to 3000 tons of run rate. And that took us About two and a half years to get there.”
Climeworks has signed direct air capture offtake contracts up to 15 years
“We've worked really hard over the last, I would say, four years to move the market to something that will actually work for project finance. In terms of offtake. So that means long duration contracts, right, over five years plus ideally 10 years or 15 years, l…”
Shopify relies on internal standards rather than existing registry protocols
“So when we started, we began, it was, we didn't trust a credit that came out against an established protocol on a existing registry.
We reviewed everything and went through it and set ourselves a new internal standard for what we would buy.
so no, we do that …”
Last Energy has started development on nearly 20 nuclear deals in Poland
“I mean, we've announced almost 20 deals out there now that we've signed and are starting development activities on.”
O'Donnell: Rondo pairs heat batteries directly with off-grid renewable farms
“A great deal of what we're doing is off-grid generation. We've built our particular heat batteries to manage off-grid wind farms, off-grid solar farms.”
Shah: DOE loan exclusively funds ACES hydrogen storage, not gas plant
“Our money is not being used at all for that. So our money, the project that we're funding is an electrolyzer project using a salt dome as storage, right? So none of our money is going to a new natural gas facility.”
DeWitt: Oklo submitted a 600-page NRC application instead of 10,000+ pages
“Instead of being a 10,000 plus page document, it was, you know, 600 pages. It was, which by the way, mind you, is actually still a higher page per megawatt count than other plants, so it doesn't scale perfectly like that, but still significantly more efficient…”
Powell: Sunrun aims to become one of the largest US energy providers
“The goal is really to be really one of the largest energy providers in the United States, right? So that we're providing energy, we're providing the acceleration around whole home electrification, electrification of transportation, and we're aggregating all of…”
Shah: DOE Loan Programs Office backs misunderstood technologies, not binary risk
“We're not supposed to get involved in stuff that truly has binary risk associated with it. We're supposed to get involved where, you know, things are misunderstood.”
Ransohoff: Stripe requires 1,000-year permanence and a sub-$100 price trajectory
“And what we're looking for is solutions that have more than a thousand years of permanence that have a pathway to sub a hundred dollar a ton removal, even if they're expensive Today, and we've paid more than 2000 dollars per ton from heirloom this last cycle. …”
Ransohoff: Stripe ignores current carbon prices to focus on sub-$100 glide paths
“So we Stripe don't care what the price is today. We are very focused on trying to understand what the glide path for each of these technologies looks like on the way to sub a hundred dollars and more than half a gigaton.”
Janous: Cloverleaf refuses to sign NDAs with government officials
“I mean, for us and for Cloverleaf, we don't sign NDAs with government officials. Like, we don't think that's good practice.”
Panthalassa manufactures its own turbines, generators, and power electronics
“So we have all of that stack in-house. It's a pretty short stack. You know, we make the turbines ourselves, we make the generators ourselves, and we make the power electronics ourselves, and then you have something that you can integrate a payload directly int…”
Panthalassa power supplies use purely analog logic without firmware or liquid capacitors
“It's all, ah, analog logic that runs our power supplies. There's no firmware, ah, no capacitors with liquids inside that can evaporate.”
Von Munch: Pacific Fusion avoids laser energy losses via direct pulsed current
“So instead of using a capacitor bank to charge a laser and a laser to drive a target, we use a capacitor bank to make a large electrical current. That electric current squishes the target, and that's a whole lot more efficient because you don't have this lossy…”
Google uses behind-the-meter power while waiting years for grid transmission
“We like behind the meter if it means that we get the capacity up most quickly, but we're always going to look to invest with the utilities to bring the transmission. Maybe it's a year after. Maybe it's two years after, right?”
Vahdat: Google co-designs TPUs directly with power sources, buildings, and Gemini
“In other words, for us, for let's say our TPUs, we co-design them with a building. We co-design them with the power generation source. We co-design them with the DeepMind team that builds Gemini models. So it's the software above, the models above that, the ch…”
Vahdat: Google does not use blank workloads to smooth training power draw
“We don't do this, but yes, others.”
Baglino: Silicon carbide doubled the power density of Tesla onboard chargers
“And so we really wanted to make the onboard charger smaller, so we used these early silicon carbide devices to make the onboard charger. Yeah, I think we reduced, increased its power density by, like, a factor of two. We dramatically reduced its cost.”
Rountree: Cantos expressly does not invest in nuclear fusion
“There are some very interesting initiatives to bring fusion energy about. It is expressly the type of science that we at Kantos do not invest in.”
DeepMind primarily uses traditional supervised learning for AI weather models
“What we use in our weather forecasting models, and a lot of folks out in the community are using it as, you know, as this field is advancing and this AI-based weather forecasting is developing, we're still mostly using fairly traditional machine learning, supe…”