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.

Trend

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

Yeah, well, the good thing about that, Alan, is S&P, which has the largest index, they've held the line and they won't let SpaceX in for the first 12 months while it's not profitable.

So I think that's really important.

And so that's a good sign.

But yeah, I think you're right.

I mean, I just...

You know, there's something to AI, and we've got a few questions on this later.

There's definitely something to AI.

Everybody's spending money on it.

Nobody really knows what they're going to get out of it, though.

And everyone's still experimenting, very much experimenting.

But, you know, these experiments aren't free.

There are trillions of dollars being thrown at this in the hope that it works.

We're not certain yet.

And so we sort of wait to see what it does, how it changes the economy at scale.

This is not a sure thing.

I think, well, to me there's no question that inflation is going to be high for longer.

AI is inflationary in this early stage, you know, because we're all trying, everyone around the world is trying to build data centres using the same equipment.

Everyone's rushing for the same equipment, the same people.

You know, there's these wonderful stories of electricians being flown around the world in private jets to, you know, finish off data centres.

And having spoken to some of the big data centre operators here, they're true.

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