Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

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Bloomberg Tech · AI Dividend Proposal Roils Korean Market · 12 May 2026 podcast

It's actually quite philosophical. voice-verified

He talks about the evolution of the Korean economy, what it means for the people, what it means for citizens, how there are going to be challenges, but they're going to be opportunities too. voice-verified

And then he homes in out on this idea that perhaps there should be a dividend to rebuild the social foundation of the country as they go into this new era. voice-verified

So he's not talking about new taxes on these companies, just to be clear on the key companies like Samsung and SK. voice-verified

He's just talking about how the country is going to benefit from their profits and what the country should do with those profits. voice-verified

And the profits are pretty staggering, just to be clear. voice-verified

Samsung is on track to make something like $220 billion this year. voice-verified

SK Heinex won't be far behind. voice-verified

So you're talking about $400 billion in profits from just two companies. voice-verified

Of course, it's not as much as you would get in the US, but it's much more concentrated in Korea. voice-verified

Contribution to the Korean budget is gonna be much more substantial. voice-verified

They're gonna have this windfall, and so he's talking about what they should do with it. voice-verified

Yeah, that's a really important point. voice-verified

This is not just a Korea issue. voice-verified

This is really a global issue. voice-verified

Governments around the world are trying to figure out what are we going to do if there is this big B big AI boom as we've seen so far. voice-verified

What are you going to do with all those profits? voice-verified

What are you going to do with that new wealth? voice-verified

You've had the billionaires tax proposed, of course, in uh in California too. voice-verified

Now, Samsung and SK Heinrich have been wrestling with this issue. voice-verified

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