Shane Oliver

speaker

113 appearances 1 recordings 1 series first heard Jun 2026 last heard 22 Jun

Shane Oliver’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 Jun 2026 with 1.

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In Australia, for example, a bit down the track, it's going through tougher times.

And that's particularly the case with a business like SpaceX.

You could also argue Anthropic and AI, the two other big ones in the US.

I mean, the interesting thing is if you add up the totality of these, you're $200 billion of just three companies in

whereas the whole of the IPOs in the US last year were $75 billion.

So we're just doing it in three companies this time.

So it's good news that the market's been able to digest that and fund it, but you've got to be a bit cautious about their earnings going forward.

So unless you got in at the start, I'd probably be a little bit sceptical going forward.

And the thing with, well, SpaceX...

It's always a bit iffy because, like, New Frontier, it may pay off or it may not.

And then go back four years ago, up to two years ago, we were all talking about OpenAI.

It was the thing.

Now it's anthropic and then it'll move on.

I think it's radically different to social media.

It took the main...

social media companies many years to work on how to make money out of social media.

They've done it with advertising and so on on influencers getting paid and advertisers pay for that.

But they had the benefit of network effects.

Once a whole bunch of us start using Facebook or whatever, then we have to use it because everybody else does and if we're not there, we miss out.

Whereas I don't have to use

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