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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 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 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 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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