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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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BG2 Assertion Not checkable as stated
Tang: AI monetization per gigawatt rose from $20B to $30B–$40B
“When the monetization per gigawatt is actually increasing from, you know, call it, like, 20, twenty billion in the best, best of cases for, at the beginning of the year, To now, like, 30 to even pushing 40.”
Clark Tang Jun 11, 2026 ▶ 1:09:01 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
BG2 Prediction Not checkable as stated
Tang: AI compute supply will fall far short within three years
“If we continue this curve within like three years, you know, we're just gonna be so short on all the compute.”
Clark Tang Jun 11, 2026 ▶ 1:09:49 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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