Chris Bradley
speaker
314 appearances
1 recordings
1 series
first heard Mar 2026
last heard 29 Mar
Chris Bradley’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 — 1 in all, peaking in Mar 2026 with 1.
Appearances
But what's shot up the list for us is things like in the physical economy, like robots, modular construction, drones, and things in the electrified economy, like nuclear energy, obviously electric vehicles and batteries, and things that also hit the physical world around the biological space, like we're already seeing this explosion in kind of new health tech.
So even when we look at it, we're seeing this kind of shift towards physicalization.
It's pretty natural to me that the semiconductor layer becomes so powerful, it eventually kind of jumps out of its skin and invades the world.
And we see it happen.
When people say to me, oh, AI is just a thing, I go, did you know that in San Francisco, like Waymo is now the number two way of people getting transport and there's no driver.
And obviously we're going to come on to AI because this is a profound shift.
that in our view is extraordinarily positive and actually necessary.
A world without AI would actually be quite grim because we might also talk about the challenges of demographics.
But certainly building stuff is really going to matter.
And if we track why did the US and Europe slow down their productivity so much coming out of the GFC,
Our analysis is really, really simple.
They lost two points of net investment to GDP.
People just stopped investing.
Why is it now that the US is posting productivity results that feel abnormal to us?
They might have felt normal to someone growing up in the 90s, but feel abnormal to us now, is because there's a huge wave, huge surge of investment.
And we've all seen the numbers.
If you combine the CapEx and R&D of the big seven spenders in AI, it's like $700 billion a year.
And I think next year it might approach a trillion.
That's national level.
That's like two or three Australian CapExes added up together.
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