Maggie Finari

speaker

233 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Maggie Finari’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Forget the Magnificent Seven. This Is What's Next. · 13 Jul 2026 podcast

And they said, okay, we're going to go out and we're going to build Starlink.

And then there was a lot of

skepticism around whether that would be successful or not.

Could you get the hardware and the software to work together?

And they absolutely did that.

And now you've got a large part of the value coming through orbital data centers.

But there's a recognition here that this is a very strong company with a huge history in hardware and R&D.

And actually, that is a very large TAM going forward, and we'll continue to see that.

But I think that's just really SpaceX's history of having a very ambitious view on what they're going to create, which no one has ever done before.

And what we've seen is they've been able to do that time after time.

I would say when I look at that and when I look at our exposure to AI, we were very deliberate in the way that we wanted to get that exposure for our shareholders.

We decided that we wanted to be in the companies that are actually creating that use for AI, so we didn't invest necessarily in semiconductors in the public space.

And we also, just given our access and our ability to do private investments, wanted to deliver something to our shareholders in investments, as you just noted,

That can't be easily accessed as a private or public markets investor.

And where we wanted to invest was in a very diversified way.

So we wanted to be able to invest in the AI frontier model.

So our largest exposure there is anthropic.

Then we thought about the infrastructure space.

So we invested in Databricks.

And then as we thought about the application layer, we also have good exposure there.

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