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 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
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.”
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.”
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…”
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.”
McCullough: ChatGPT's Ghibli Style Suggests Training on Millions of Miyazaki Frames
“No, this is dead on, which suggests that they trained it, possibly, on millions of cells and frames of Miyazaki movies.”
McCullough: OpenAI intentionally sparked the Ghibli controversy for viral marketing
“And again, I think that they are, this is not accidental. They are Writing a line here of, they know what can go viral, and they know what will get attention, and even the questions and the controversy about the legality of it, and is this where it's going? Li…”
McCullough: Vertical AI applications like AI for law lack defensibility
“We've kicked the tires on dozens and dozens of these products, you know, AI for architecture, AI for law or whatever, and they don't seem defensible.”
McCullough: Web 2.0 Was Enabled by Cheap Dot-Com Fiber Overbuild
“Web two point O happened because there was so much over build out of K fiber capacity that it was incredibly cheap for someone to create a Facebook and a dorm room.”
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.”
McCullough: Ride Home AI Fund has made only one application-layer investment
“Our thesis has been to go after the productization of stuff. So like what is the Airbnb or the Uber of this paradigm shift? I would say by our definition, we've only made one of those types of investments and all of the other investments right now have sort of…”
McCullough: Meta pushes open source AI to avoid another mobile platform dependency
“Meta does not want to be in a position where the only way they can do that with a high degree of accuracy and efficacy is to have to ping somebody else's APIs. Because again, they'll be in the position that they have been with like the iPhone and Android all t…”
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'…”