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.

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recordings per month · last 12 months

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

Appearances

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The Money Café with Alan Kohler · AI, AGMs, and Overworked Directors · 21 Jul 2026 podcast

Anthropic and OpenAI thought they had about a 12-month lead on the Chinese labs.

Now it looks like that lead is three or four months at best.

So what does that mean?

I think everyone's trying to figure that out at the minute.

Obviously, it's not great for OpenAI and Anthropic who are charging premium prices for what everyone thought were premium AI models.

And now that is going to have to be...

But, of course, there's sort of the strategic imperative between China and the U.S.

You know, could the U.S.

government ban Chinese models, which have become, you know, they've got a 30% market share in the U.S.

at the moment because they're cheaper.

So, you know, is there a political element to all this?

That's yet to be played out.

And, of course, you know, the billions in data centers investment just keeps rolling on.

is that going to earn the returns it needs to if the profit pool from these AI models is reduced?

Because that's the danger here, Stephen.

These AI models basically become a commodity and it's very hard to make money from commodities.

That's right.

I mean, you know, XAI, which is part of SpaceX, it's way behind Anthropic and OpenAI.

But…

I mean, you add these two things together, SpaceX sort of tumbling back to Earth and the release of Kimi K3, that doesn't make it easy for OpenAI and Anthropic to float anytime soon, I wouldn't have thought.

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