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 monthsRecordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.
Appearances
But yeah, there's $2.7 trillion.
Lock that in.
I think $22 trillion of the total addressable market comes from, in inverted commas, enterprise applications, which is completely unexplained in the prospectus.
Seems to be selling AI stuff to companies is the best description I can come up with.
Now, yes, there's plenty of companies, OpenAI, Anthropic, they're all trying to sell enterprise applications in AI too.
Is there enough market that it's big enough for everybody to get in on?
Is it really $22 trillion worth?
You can almost not argue with these figures because they're just so huge.
They're almost incomprehensible.
But for all that, Musk is such a good salesperson.
You know, I sit on these Tesla calls every quarter.
He talks absolute dribble.
Absolute dribble.
He rarely addresses a question in any detail, and it's all about humanoid robots, autonomous cars.
And he gets on these calls, and he's been promising the same thing for about three years.
Yeah.
And everybody just eats it up.
So I think everyone will eat it up again.
I think there's lots of interesting questions around this.
Musk has 85% of the voting control.
Showing 1261–1280 of 2,279 · page 64 of 114
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