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 14 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
Dell: Cheap solar and storage will make nuclear economics unviable
“My opinion is that the rate of solar deployment will go up so fast as the costs continue to go down that it might just not matter. That we'll have so, it'll be so easy and low cost to deploy solar and storage that the economics of building nuclear reactors jus…”
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”
Dell: Base Power Employees Work a 996 Schedule or More
“It's like, yeah, we do nine nine six. We probably do more than nine nine six, but we don't really talk about it in that way.”
Dell: A $1B fundraise is table stakes in energy technology
“In the game that we're playing, which is to build a global energy technology market leader, a billion dollars is the ante to sit at the poker table, right? We're competing against the biggest and most well capitalized companies on the planet.”
Dell: Solar and storage will define the next 50 years of energy
“And it seems pretty clear now that based on where the cost curves are going, the next five decades of energy are going to be defined by solar and storage.”
Dell: China has lowest global power costs via massive grid buildout
“It's supply and demand. It's because they built out a massive amount of supply, and it's all of the above, right? They built nuclear reactors. They built solar farms. They built wind farms. They built a ton of battery storage. They have, you know, tons of high…”
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”
Dell: 90% of power cost reduction comes from tech, 10% from capital
“Like, 90% of the cost down comes from technology and innovation, and 10% comes from cost of capital.”
Zach Dell: Base Power raised $1.3B in past 18 months
“We've raised you know, 1.3 billion in the last 18 or so months.”
Dell: US grid holds 300 to 400 gigawatts of latent capacity
“The U S grid kind of max peak is somewhere on the order of 700 gigawatts, but average demand across the country is closer to like, 300 gigawatts, right? So we've got another three, 400 gigawatts you know, just up to 700 gigawatts if you believe that, you know,…”
Dell: Batteries move energy through time; poles and wires move it through space
“Batteries move energy through time, right? Poles and wires move energy through space.”
Dell: Electricity remains the only major US industry not broadly deregulated
“If you look at trucking, or airlines, or telecom, you know, all of these industries deregulated over the last 50 years except electricity.”