Alex Frangos
speaker
457 appearances
23 recordings
1 series
first heard Feb 2025
last heard 6d ago
Alex Frangos’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Aug 2026 with 3.
Appearances
The main shipping channel is still, there are concerns about there being mines there.
So authorities are trying to get ships through much narrower channels.
And so there just there isn't the capacity to get the, you know, 100 ships a day that we're going in and out of there.
We're still in the tens of ships.
So that that also will mean that it'll take longer for the global oil markets to fully adjust and get back to, you know, where they were before the war.
Companies like Google and Microsoft have been using their internal profits to reinvest in AI.
They've been raising debt, which they have to pay back.
And so this is the next leg.
We're going to go to our shareholders and ask for more money, which is a commitment.
It's a huge deal.
I mean, it's one of the biggest equity issuances of a company ever.
And Google has huge spending needs.
Like, everyone in this race to dominate AI needs billions and billions, tens of billions of dollars.
Google has an advantage over a lot of other companies.
Its stock price has done really well.
It's worth $4.5 trillion.
So issuing stock to raise 80 billion is just skimming the cream off the top of its value.
It's 1.7% of its outstanding shares that it's gonna issue.
So it's not gonna have a huge effect on existing shareholders, but allows them to raise a huge amount of money.
And it's a shot across the bow at everyone else to show like, hey, Google can raise money super easily.
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