Stephen Morris

Everything Stephen Morris said on any show that made the record, most notable first. Each card names its show and opens the statement there.

BIG TECHNOLOGY Prediction Open · timeframe Jul 2030

Morris: China Will Power Future AI Data Centers Primarily With Solar

“This for, to a large part, is how China is going to power the future of data centers and AI with solar energy.”

Stephen Morris Jul 28, 2025 ▶ 34:53 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY Prediction Not checkable as stated

Morris: Europe Risks Having No Meaningful AI Industry Due to Delays

“The concern in the other direction is that Europe will just fall so far behind these other countries. It won't have an AI industry that's meaningful in any sense. Which may already be the case.”

Stephen Morris Jul 28, 2025 ▶ 39:50 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY Assertion Partly supported

Morris: OpenAI front-ran Google's Math Olympiad announcement by three days

“And then you have open AI, like using the same system, not officially entering, not subjecting itself to the same type of controls and scrutiny and front running Google's announcement by three days.”

Stephen Morris Jul 28, 2025 ▶ 42:17 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY What-if

Morris: Tesla Would Have Lost Money in Q1 Without Regulatory Credits

“Tesla would have actually made a loss in the first quarter if it had not been for selling regulatory credits.”

Stephen Morris Jul 28, 2025 ▶ 52:10 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY Assertion Partly supported

Morris: Suleyman has 6,000-7,000 Microsoft reports, poached 23 from DeepMind

“I think Mustafa Suleiman now has six or 7000 people reporting to him. And just this week, I reported that they'd poached another 23 from DeepMind.”

Stephen Morris Jul 28, 2025 ▶ 58:46 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY Assertion Supported

Morris: Microsoft Owns 27% of Restructured OpenAI

“Microsoft is going to put a few billion in we here, but you know, not too much more because obviously they already own 27% of the restructured company.”

Stephen Morris Feb 2, 2026 ▶ 15:31 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO

BIG TECHNOLOGY Opinion

Morris: Coding Is AI's Most Tangible and Financially Rewarding Application

“What OpenAI has been feeling, you know, in this competition with Gemini and Anthropix Claude is that it is perceived to a slip behind a little bit on coding. You know, that is the most tangible and financially rewarding real world application of these things s…”

Stephen Morris Jul 28, 2025 ▶ 7:02 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

BIG TECHNOLOGY Opinion

Morris: ChatGPT Is the Undisputed Winner in Consumer Chatbots

“Cause I think GPT is the, you know, undisputed winner of like the consumer chatbot wars so far.”

Stephen Morris Jul 28, 2025 ▶ 10:20 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

The other half of the tape: Stephen Morris's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →

Who brings them up most Alex Kantrowitz 1

Every mention by year

One line per show, most statements first. The link opens Stephen's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
BIG TECHNOLOGYLEDGER	San Francisco Bureau Chief, Financial Times	2	32	85% 11/13	full record on Big Technology →