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 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Dell: US electricity demand CAGR will jump 5x to 10%
“Over the last 20 years, electricity demand has gone at roughly a two percent compounded annual growth grade, and, you know, we think it'll go to, you know, somewhere on the order of 10%, which is obviously a five hex, which on a base as large as energy is real…”
Dell: Next 50 years of energy defined by solar, batteries, and software
“We think that there's a generational kind of paradigm shift happening in the energy industry, where the last five decades of energy were defined by coal and then Natural gas as the marginal megawatt. And the next five decades will be defined by solar batteries…”
Dell: AI will soon be the world's largest consumer of electricity
“And it's now the fastest growing and soon going to be the largest consumer of electricity in the world. And its name is AI.”
Dell: In year 30 Base Power will almost certainly make cells
“In year 30, it almost certainly will.”
Dell: Grid is massively oversized for peak demand, driving up costs
“The grid is a system by which the transmission distribution happens, and it's built for the peak, so it's massively oversized, which means that you have a bunch of inefficiency, and that it's not being used all the time. It's not being highly utilized, and whe…”
Dell: Base Core battery is custom-designed and manufactured in-house
“It's called the base core, and it is our custom-built battery, and it is the output of the last three years of learning how to install, operate, and manage tens of thousands of distributed home batteries. It's completely designed by us from the ground up. It's…”