Sam Unstead

speaker

276 appearances 2 recordings 1 series first heard May 2026 last heard 5 Jun

Sam Unstead’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · Price Controls, Britain's Struggling Jobs Market, and the SpaceX IPO · 22 May 2026 podcast

But Anthropic and OpenAI are enormous, like generationally important companies for the way that we're going to live our lives, because they're really the two that are at the forefront of everything that's happening.

And when you get companies like that list,

quite often, and there was an element of this in the SpaceX IPO as well, they can be a bit weird.

Some of the stuff that's in there can be a bit different because these are companies that maybe don't really think about how they run themselves in the same way that a regular company does.

So Elon, in the SpaceX, in their IPO filing, one of the targets for Elon Musk to be able to get an extra quite significant amount of money would be to create a one million person colony on Mars.

Yeah.

When you're combining these companies that are huge, say, for example, Anthropix valued about $900 billion, so it would immediately become one of the biggest listed companies in the world.

You add all of those into the market, it takes a little while maybe for people to decipher, what do we do with this?

How do they run themselves?

OpenAI has a kind of interesting structure.

Microsoft owns 27% of it.

Then you've got the OpenAI Foundation.

The inner workings of that might be quite interesting for people to read once the filing comes eventually.

And also, you know, these are the companies that are particularly open AI and anthropic at the forefront of the thing that's powering everything in markets.

So if you get them come forward and actually their finances maybe don't look as fantastic as we initially think that they may.

And that then maybe threatens the investment that's going on, you know, with AI, which is powering economies all over the world.

You know, South Korea's economy right now really needs the AI boom to keep going.

Yeah.

There is absolutely the possibility that as these three come in, you're getting, as you mentioned, a massive amount of new equity.

And if there's confusion, if there's a sense of trepidation, it could certainly put a little bit of a dent in things.

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