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 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.
Appearances
Certainly not at the trillion-dollar valuations they were hoping for.
So that sort of casts a bit of a pall over all this AI trade as well.
I mean, just sort of think about OpenAI for a second.
They've committed to spend over the next, between now and 2030, about $830 billion US.
If you go across Microsoft, Amazon, Oracle, Alphabet, they've got about $730 billion of OpenAI spending commitments on their books.
And what if it evaporates?
It doesn't stack up.
No, I don't think it stacks up.
But I think, you know, Ed Zitron, who is a really fascinating sort of AI skeptic, he's been… Chief bear, isn't he, Ed?
He is.
Yeah, but look, he writes really well and has lots of evidence, does lots of reporting, you know.
He's very impressive.
His argument is, you know…
OpenAI is the Lehman Brothers.
It's the linchpin that if that linchpin goes, then this bubble goes.
Yeah, I think that is an interesting point.
The only thing I keep thinking about, Stephen, is we've seen moments like this before.
I mentioned DeepSeek.
That passed fairly quickly.
The AI trade got back on track.
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