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.

clear all ✕

why aren't all 6 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

Assertion Contradicted
Groarke: Utility operations and maintenance costs are rising 40% annually
“O&M in the utility sector generally going up 40% per year per utility.”
David Groarke Apr 17, 2024 ▶ 20:23 An influx of EVs. Surging peaks. Can AI help?
Assertion Contradicted
Groarke: Google estimates AI drives 15% of its load growth
“Google estimates that 15% of their load growth is going to be AI or is AI right now, right?”
David Groarke Apr 17, 2024 ▶ 19:39 An influx of EVs. Surging peaks. Can AI help?
Assertion Supported
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.”
David Groarke Jun 29, 2023 ▶ 11:41 Will poor data hold back the potential of AI on the grid?
Assertion Supported
Groarke: Smart meter deployment in the US has reached 75%
“We're at 75% AMI deployment now in, in the US.”
David Groarke Apr 17, 2024 ▶ 21:58 An influx of EVs. Surging peaks. Can AI help?
Assertion Supported
Groarke: Utility R&D fell 75% following 1990s restructuring
“Since restructuring in the mid nineties R&D expenditure fell by about 75%.”
David Groarke Apr 17, 2024 ▶ 32:36 An influx of EVs. Surging peaks. Can AI help?
Assertion Supported
Groarke: Goldman Sachs study estimated AI's global GDP boost at 1% to 5%
“Goldman Sachs had a study a couple of years ago and the, it, the global impact in GDP is trillions and it's in the low percentages, one to five potentially, depending on the time frame.”
David Groarke Apr 17, 2024 ▶ 10:41 An influx of EVs. Surging peaks. Can AI help?
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