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
Yes, Elon Musk's AR rocket ship SpaceX is finally set for takeoff on Friday night as it starts trading on the New York Stock Exchange.
It's a huge deal, James, raising about US $75 billion in equity at a valuation of US $1.75 trillion, about $2.5 billion Aussie or more.
But this is more than just a test for Elon Musk, who's the co-founder, the chairman, the chief executive, the chief technology officer.
This has become a huge test for global markets, which are increasingly wrapped up in the great AI trade.
James, do we have a sense of how SpaceX is going to trade on Friday night?
And what do you think it means for OpenAI and Anthropic, the other big AI companies, which have also said they want to IPO on Wall Street?
Well, before I get to that, Anthony...
Geez, Elon Musk must have a great business card for SpaceX, mustn't he?
I mean, you could barely fit all that stuff in.
Four separate titles.
I reckon that's great.
How's SpaceX going to trade on Friday night?
I have absolutely no idea.
I think if you'd asked me this two weeks ago, I think we did actually talk about this on the pod a couple of weeks ago, I thought there'd be a big pop in SpaceX's share price.
But if you look at what markets have done this week, they are –
they are pretty nervy right around the world and particularly in America.
We've seen some worrying data on US inflation and how hot the US economy is.
Does that mean interest rates need to go up?
That spooked the AI trade a little bit.
We've seen, as you said, OpenAI and Anthropic are both coming to market.
Showing 121–140 of 2,279 · page 7 of 114
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