Nick Marsh
speaker
847 appearances
17 recordings
4 series
first heard Dec 2025
last heard 17 Jun
Nick Marsh’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Mar 2026 with 4.
Appearances
So there were two main concerns.
The first is that there's going to be some kind of stock market bubble.
I mean, we're talking about trillions of dollars here.
I think I was talking to one of your colleagues about SpaceX not long ago.
That's going to list on the stock market soon.
That's expected to become a $1 trillion company.
Same could well happen with Anthropic.
And by the way, OpenAI isn't doing too badly either.
It's been overtaken by Anthropic.
But that's a company that's going to list on the stock market either this year or maybe beginning of next year.
That's going to raise hundreds of millions.
And all of these companies, you know, they sort of work to lift each other up.
So, for example, Anthropic is going to pay billions to SpaceX to use its data centres.
These data centres keep on getting built at an incredible rate because you need so much.
They call it compute, basically, you know, the physical hardware, the systems to be able to power it.
There are no signs of this slowing down.
We're going to get to a point where the vast majority of the stock market's value is made up by AI companies.
A lot of people say not a very healthy position to be in, but
but showing no signs of slowing down.
The other concern, Jeanette, is to do with safety.
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