Jeremy Grantham

speaker
906 appearances 3 recordings 2 series first heard Jun 2026 last heard 30 Jul

Jeremy Grantham’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

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There are seven potentially sharp-elbowed, ruthless players determined to fight out with each other until they win.
Ah, I don't know.
One or two of them, and perhaps it's a pretty smart strategy, will try and opt out of that struggle because it's going to be obviously brutal.
very likely that there will be significant job disruption.
You know, one of the scary things about SpaceX is you should wish that it not work out.
Because if it became a bargain, rather like Tesla long ago became a bargain, it will mean that we have done centers from space, beaming down power for chips and so on.
The population...
chip users has expanded, that robots are everywhere, their energy demand is massive beyond belief, and the world is a very, very dangerous place.
I'd much prefer them to fail.
The idea is to move much more slowly, to buy time for humans to work these things out.
And I think that's much more likely.
I think it will fail to deliver anything like its promises in the prospectus.
Yes, absolutely.
Yeah, well, you should.
And good luck.
Yeah, Starlink, great idea, by the way, makes money.
But this is not Starlink.
Maybe I'd be an investor too if it was Starlink.
Yes, nice investment.
But it doesn't really count until you've cashed it in.
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