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 7 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
Clayton: Open energy systems drive more innovation than Tesla's model
“Well, open because it drives more innovation, and I think that's, you know, in direct contrast to Tesla's value proposition. It gives customers choice with interoperability of technologies.”
Clayton: Hitting 1.5C target requires electrifying 500,000 homes monthly for 25 years
“We really need to electrify 500,000 homes every month for the next 25 years, and that's what it's really gonna take for us to hit our objectives, not only around one and a half degrees, but Really around, ah, how we use energy in the country.”
Groarke: Grid AI market is worth billions across 50-plus use cases
“It's worth billions. There's fifty-plus use cases depending on how you define a use case. There's hundreds of vendors in this space, from startups to conglomerates, the existing grid giants, Siemens, Schneider Electric, GE, etc.”
Clayton: Rewiring America data shows 42% of emissions stem from household decisions
“One of the things that people probably don't realize is that rewiring America says 42% of the emissions emanate from these decisions that are happening around the kitchen table. You know, how you fuel your cars, how you heat your home, and where this electrici…”
Clayton: EV launches will double next year and dominate highways by 2030
“I think, 60 this year, it'll double next year and be a significant part of what's on the highways here. By 2030.”
Clayton: Digitization and Efficiency Often Cut C&I Energy Usage by 30%
“And oftentimes we can see a 30% reduction in energy usage just through efficiency measures and digitization of energy usage, and that is the negawatt.”
Clayton: IIJA and IRA create tens of billions in Schneider Electric tailwinds
“It's the IIJA as well as the IRA, because the, you know, the IIJA is an infrastructure spend, and of course, that new infrastructure is all going to be more climate-friendly than it has in the past, and for our company, it creates tens of billions of tailwinds…”