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 11 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

Prediction Not checkable as stated
Pfund: Cost Declines for Newer Clean Tech Won't Match Solar's
“I predict that the cost decline in these newer technologies will not be as impressive. That 10 years from now, we will not see .”
Nancy Pfund Oct 16, 2023 ▶ 33:45 Investors riff on the new era for climate investing
Disclosure
Pfund: DBL passed on all hydrogen deals to invest in Tesla
“We didn't do any. We decided to go for batteries in electric vehicles, so we invested in Tesla.”
Nancy Pfund Oct 16, 2023 ▶ 37:45 Investors riff on the new era for climate investing
What-if
Pfund: Tesla Could Not Go Public in Today's Market
“When Tesla went public in, you know, the Model S didn't come out until, I mean, there were no real cars there. That, that wouldn't happen today.”
Nancy Pfund Oct 16, 2023 ▶ 54:09 Investors riff on the new era for climate investing
Assertion Supported
Pfund: Global oil and gas subsidies reached $7T in 2022
“So it does, 3.5 trillion is, is a huge accomplishment, and it We're so grateful for it, but it is dwarfed by the seven, seven trillion dollars in twenty-twenty-two that the oil and gas industry has in subsidies.”
Nancy Pfund Oct 16, 2023 ▶ 7:45 Investors riff on the new era for climate investing
Insight
Pfund: Climate tech is not SaaS and requires policy and advocacy integration
“It, it's not just a technology game. This is not like investing in SaaS or you know, a traditional tech profile. You have to weave your technology into a broader framework that really matters, and that means engaging across policy, technology, investment, and …”
Nancy Pfund Oct 16, 2023 ▶ 14:41 Investors riff on the new era for climate investing
Opinion
Pfund: Electric Hydrogen has not proven itself yet
“Well, I would argue that Electric Hydrogen has not proven itself.”
Nancy Pfund Oct 16, 2023 ▶ 24:24 Investors riff on the new era for climate investing
Opinion
Pfund: Precision spraying cuts pesticide use by 80%, threatening chemical makers
“There's now precision spraying of pesticides so that you use 80% less. I mean, it's really an existential threat for the pesticide industry when these new spraying arms.”
Nancy Pfund Oct 16, 2023 ▶ 43:25 Investors riff on the new era for climate investing
Assertion Supported
Pfund: If wildfires were a country, they'd rank fourth in carbon emissions
“And the fires of twenty-twenty in our state wiped out 15 years of progress, and if wildfires were a country, they'd be ranked number four behind China, U.S., and India in terms of carbon emissions.”
Nancy Pfund Oct 16, 2023 ▶ 47:26 Investors riff on the new era for climate investing
Opinion
Pfund: Public Markets Will No Longer List Unprofitable Climate Tech
“You don't have public markets now that will take a company public that doesn't have earnings. I mean, and a lot of these companies did not have earnings when they went public.”
Nancy Pfund Oct 16, 2023 ▶ 34:18 Investors riff on the new era for climate investing
Assertion Supported
Pfund: Reaching Wildfires 15 Minutes Earlier Saves Hundreds of Billions
“The Moore Foundation in San Mateo County, where you used to live, which experienced A very major fire a few years ago. They did a study showing that for every 15 minutes that you get to a fire, 15 minutes earlier, you save billions of dollars, hundreds of bill…”
Nancy Pfund Oct 16, 2023 ▶ 48:15 Investors riff on the new era for climate investing
Assertion Not publicly verifiable
Pfund: ADM paid $8M to low-carbon farmers in six-month FBN pilot
“ADM is the largest grain buyer on the planet. And they are, in the last six months with FBN, they paid eight million dollars to farmers who grew their crops with less carbon, and it was just a pilot”
Nancy Pfund Oct 16, 2023 ▶ 43:54 Investors riff on the new era for climate investing
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