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 5 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
Handmer: Solar panel manufacturing costs will fall to four cents a watt
“They could probably see line of sight to, like, another two extra action in cost. So we go from eight cents a watt down to four cents a watt.”
Handmer: Terraform Is Building Machines to Make Natural Gas from Solar
“Terraform is building a machine that connects to Standard quantitized solar array and produces natural gas.”
Handmer: First-time founders mistakenly prioritize coaching over firing underperformers
“One of the mistakes I've seen a lot of first-time founders make is, is they assume that an hour of coaching is as good as an hour of firing.”
Failing in a job because managers won't fire you destroys careers
“Nothing is worse for your career than sitting in a job failing for you because you don't have the guts to quit and your manager won't fire you. And I've just seen this so many times. Cause you, you're not, it's not that you're not growing, it's you're going ba…”
Handmer: Great businesses commoditize complements rather than manufacturing solar modules
“Really good businesses are built by commodifying a complement and the complement be commodified here is, is like as much as possible of the solar Development, which is pretty much reduced to practice and commodified already at this point. And the part that you…”