The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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BIG TECHNOLOGY Prediction Not checkable as stated
McCullough: AI will disrupt live-action Hollywood production within 18 months
“Yeah, and by the way, we're talking about animation houses now, but give it six months, 18 months, and we're talking about actual video. We know how fast this is going, so all of Hollywood creativity writ, writ large, really.”
Brian McCullough Mar 29, 2025 ▶ 22:56 OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
BIG TECHNOLOGY Assertion Supported
McCullough: Roughly 80 percent of China's AI data centers sit unused
“And there was an article that I did this week about how in China something like 80% of the build out of their data centers for AI is, is currently unused.”
Brian McCullough Mar 29, 2025 ▶ 25:43 OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
BIG TECHNOLOGY Prediction Not checkable as stated
McCullough: GPU Startups Could Provide Alternatives to AWS and Incumbent Clouds
“There are these new startups that have access to the Nvidia chips that are creating sort of sort of new cloud offerings I've been hearing from a lot of people that, like, this could provide the opening for people to get a wedge against the traditional, because…”
Brian McCullough Oct 25, 2023 ▶ 14:49 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
BIG TECHNOLOGY Prediction Not checkable as stated
McCullough: Meta Is Most Likely to Dethrone OpenAI Within Three Years
“If someone's gonna dethrone, if OpenAI is and also ran within three years, I bet it'll be Meta. I, my money would be on Meta that would dethrone them, and then maybe Google slash Alphabet.”
Brian McCullough Oct 25, 2023 ▶ 44:42 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
a16z Assertion Not checkable as stated
McCullough: High developer complexity prevents VR from reaching mainstream consumer adoption
“The obvious analogy to think of today is like, VR is still, it's not only can you not get mainstream people to adopt it, but it's still relatively difficult, and you have to be super sophisticated to create decent VR experiences.”
Brian McCullough Jan 2, 2019 ▶ 9:25 a16z Podcast | How the Internet Happened
BIG TECHNOLOGY Prediction Not checkable as stated
McCullough: Generative AI will become an everyday conversational reality within five years
“I think that we're underestimating the ability of the true promise of computing to be manifest within our lives, normal people's lives within less than five years.”
Brian McCullough Oct 25, 2023 ▶ 32:10 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
a16z Assertion Not checkable as stated
McCullough: Early internet believers did not think the 1990s web was ready
“I don't think anybody, even the people that eventually became internet true believers, thought that it was good enough.”
Brian McCullough Jan 2, 2019 ▶ 5:58 a16z Podcast | How the Internet Happened
a16z Assertion Not checkable as stated
McCullough: eBay proved self-organized online reputation systems could scale effectively
“They created, or they proved that a non-hierarchical, sort of self-organized reputation system could function online, maybe not perfectly, but well enough to achieve scale to be good enough most of the time.”
Brian McCullough Jan 2, 2019 ▶ 11:48 a16z Podcast | How the Internet Happened
a16z Assertion Not checkable as stated
McCullough: Baby Boomers' peak earnings fueled the 1990s dot-com bubble
“As I point out in the book, like this is, historically, these are the baby boomers reaching their peak earning years, and they're gonna, that money had to go somewhere.”
Brian McCullough Jan 2, 2019 ▶ 23:39 a16z Podcast | How the Internet Happened
a16z Assertion Not checkable as stated
McCullough: Dot-com era on-demand delivery startups failed because they lacked smartphones
“No one knew at the time you needed smartphones to get the on-demand delivery piece of the puzzle to work, but it's not like people hunkered down and waited.”
Brian McCullough Jan 2, 2019 ▶ 25:49 a16z Podcast | How the Internet Happened
a16z Assertion Not checkable as stated
McCullough: Jeff Bezos used books as an experiment to test e-commerce viability
“He did not necessarily believe himself that commerce was better in a virtual environment. But once he proved it, so like run it, starting with books and running Amazon was almost like this test that he was running to himself. And then because we see as soon as…”
Brian McCullough Jan 2, 2019 ▶ 44:04 a16z Podcast | How the Internet Happened
BIG TECHNOLOGY Prediction Held up
McCullough: Apple's 'Scary Fast' Event Will Focus on M3 Chip
“The fact that they're doing a special event at a special time, and it's called Scary Fast, says to me that they are excited to tell us about the M. And they must have something that they think is significant to tell us about how those chips perform. Now, they'…”
Brian McCullough Oct 25, 2023 ▶ 50:30 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
a16z Assertion Not checkable as stated
McCullough: Pre-IPO Google kept its massive profitability secret from the market
“Everyone had been conditioned to think that while the internet was fun, it was probably a niche, and you were never going to be able to build a truly great company on top of it. And then all of a sudden, because they kept it secret for so long, I remember peop…”
Brian McCullough Jan 2, 2019 ▶ 4:42 a16z Podcast | How the Internet Happened
a16z Assertion Supported
McCullough: Google manufactured physical enterprise search appliances until around 2020
“I think they were still manufacturing those as recently as two years ago, by the way.”
Brian McCullough Jan 2, 2019 ▶ 20:59 a16z Podcast | How the Internet Happened
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