James Thompson

speaker

987 appearances 3 recordings 1 series first heard Jul 2026 last heard 18 Aug

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.

newest first · ▶ plays the moment

The Money Café with Alan Kohler · There's No Place Like Home · 5 Aug 2026 podcast

And yet the stock's been whacked. matched

As you say, down almost 9% in after hours trade. matched

Yeah, I think investors are going to take a fair bit of convincing. matched

This is a 10-year story. matched

Well, I mean, I think that's the point. matched

The backdrop for the market to just eat up Elon's, you know, sort of blue sky talk was fantastic. matched

It couldn't have actually been better. matched

And yet he still hasn't managed to get through. matched

So that says to me there's just a lot of skepticism around SpaceX. matched

You know, this is a 10-year story and Musk makes no secret of that. matched

But the markets aren't great at thinking in 10-year cycles. matched

It's really hard to do. matched

Markets react – well, in some cases, they react in 10-minute cycles to whatever the latest social media post or comment from Trump is. matched

So trying to think 10 years out what's the world look like, it's just very hard to do. matched

So I think that is the challenge for SpaceX. matched

Now, Musk has managed that quite well with Tesla. matched

But he's also got a – you know, the thing produces something tangible. matched

You know, cars roll off the production line. matched

You can see them driving around your cities. matched

At Tesla, the blue sky is sort of balanced off against hard metal. matched

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