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 2 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

Insight
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.”
Brian McCullough Mar 29, 2025 ▶ 30:03 OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
Insight
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…”
Brian McCullough Oct 25, 2023 ▶ 42:18 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
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