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.

clear all ✕

why aren't all 6 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

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?
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?
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
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
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
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
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