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 11 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
Zach Dell: Solar and Storage Will Dominate Energy for 50 Years Due to Cost
“And the way I would describe the paradigm shift very simply is the last five decades of energy have been defined by coal and then natural gas. And the next five decades of energy will be defined by solar and battery storage. And by the way, it has nothing to d…”
Dell: Base Power will deploy 100 megawatts monthly within a year
“We'll deploy on the order of 20 megawatts this month. You know, we'll do on the order of, you know, a hundred megawatts a month you know, roughly this time next year”
Dell: Base Power will soon have the largest shared battery aggregation in the US
“And, you know, very soon here we'll have the largest aggregation
by a wide margin.
and you know, we'll, we'll continue to grow quickly and we'll be the largest aggregation of shared batteries in the country.”
Dell: Base Power grows customers 30% MoM with millions in monthly revenue
“We're adding customers on the order of 30% month for a month, doing millions of dollars a month in revenue. We've got a more demand than we can serve. We've got thousands of customers on our waitlist and a multi-month backlog.”
Dell: Base Power's Leadership Team Is Company's First Five Hires
“If you look at our leadership team, so to speak it's basically the first five people at the company. And so these were the only ICs, right? They weren't like hired managers to go build teams to do the work. Like these people did the work, right?”
Dell: US electricity costs increased 2.5x over the past 20 years
“The cost of electricity in, in, in the country has gone up roughly two and a half X for the last 20 years.”
Dell: Adding 100 megawatts of grid batteries takes 2 to 5 years
“If you want to put a hundred megawatts of batteries on the grid today, depending on the state, it's going to take you anywhere from two to five years.”
Dell: Homebuilder Lennar has invested in Base Power since seed round
“Lennar has been an investor. They're obviously one of the largest single family home builders in the country. They've been an investor since our seed round.”
Dell: Valor sent staff to Base Power to scale deployment factories
“Valor had a team of people down in our office for a couple of months, helping us work on some of our deployment factory scaling problems in the early days, and they were extremely helpful.”