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.

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It's a hugely profitable company.

Wow.

But for once, the world's biggest company was just the entree.

Within the space of, I don't know, about four hours, we learned that OpenAI is racing towards a share market float.

Anthropix quarterly revenue has doubled, and it's almost profitable as it races towards a share market float.

And then we got the big one.

Elon Musk's SpaceX is set to float in a deal that will probably value the company at more than $2 trillion.

Now, Anthony, please tell us what SpaceX is and why the hell is it worth so much?

Yeah, totally.

Oh, I think the float will probably go pretty well and it'll be hugely hyped.

The interest from retail mom and dad investors across the world will be huge.

Everybody will want to get in on the next big thing.

So it won't surprise me if in the first few days, this float really takes off and shoots higher.

But I think the longer term questions are definitely there.

As you said, the total addressable market that SpaceX is claiming is US $29 trillion.

That's the same as what America's entire GDP is.

These total addressable market figures are notoriously rubbery, but this to me feels like jelly on a paper plate.

They are just guessing at what this business can do and chucking some numbers at it and hoping it sticks.

Of that $29 trillion, $2.7 trillion is data centres in space.

Now, no one's ever put a data center in space or got even remotely close to it or even had the technology plan that could even consider doing it.

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