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
4 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.

Appearances

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They don't take bets on individual companies as much as they take bets on indexes and
broader portfolios but i think i think ray's hit on something here this is a tough one for the the super fund industries as well anthropic and open aib um
There's an argument that all of these AI firms, eventually what Anthropic Open AI and SpaceX are doing or trying to do will become commoditized.
They're all training off the same data.
There's only so much data in the world to train off.
And so they'll essentially be commoditized services where one of them will emerge as the winner.
That's one theory.
That's not a great thing to bet on for long-term wealth, which is what super is supposed to do.
So I think Ray's right.
This is a really interesting thing for super funds.
Yeah, I don't know.
Maybe, maybe.
I mean, I think my hesitation, Alan, is that I think about six months ago we thought open AI was unstoppable.
Yeah, it will be fascinating to see.
What's interesting, Alan, is the Fair Work Commission is drowning in a different type of AI noise at the moment.
It's been inundated by applications, a lot of which are around unfair dismissal, but they've been written with the use of or the assistance of AI, pages and pages and pages.
And it's basically clogging up the Fair Work Commission to the point where they're struggling to deal with everything.
So...
AI gets you one way or the other, I guess.
Yeah.
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