James Thomson

speaker

2,279 appearances 7 recordings 2 series first heard Apr 2026 last heard 12 Jun

James Thomson’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 — 7 in all, peaking in May 2026 with 4.

Appearances

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The Money Café with Alan Kohler · Feeding the Machine · 9 Jun 2026 podcast

The Korean market's up 90% year-to-date, which is an incredible run, but it's had a couple of very bad days.

On Monday, while we were all off for the king's birthday, the Korean market opened more than 8% down and had to be shut for, you know, it's called...

hitting its limits and had to be shut temporarily while they restored order, still finished 8.3% lower.

You know, Wall Street hung on okay on Monday night and Korea will probably bounce on Tuesday.

But, yeah, it's, you know, there's a lot of AI jitters, I think, around the world at the minute.

Well, I think that's one of the things.

I think the other thing, though, Alan, is obviously we've been hearing a lot about the SpaceX float and IPO.

I think my other thing is that AI could sort of –

eat itself to a certain extent.

These companies are out there raising so much money.

$75 billion is being raised in the SpaceX float.

We saw Google last week raising $80 billion US.

Anthropic's going to come to the market.

I don't know.

Does it raise somewhere between $100 billion and US $80 billion?

So, you know, how much money in the world is around for these raisings, particularly when, you know, a lot of them, SpaceX is a perfect example, is mainly hot air.

And this is a deeply loss-making company with prospects that, you know, might be great over 5, 10, 15, 20, 25 years.

This is a great test of how willing we are to bet on this AI story.

And I think we might see some doubts.

Yeah, that's right.

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