Stephen Balaban
speaker
657 appearances
4 recordings
1 series
first heard May 2025
last heard 31 Aug
Stephen Balaban’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 — 3 in all, peaking in Aug 2026 with 1.
Appearances
All equity.
Okay.
Let's give it up for equity.
Extremely well like our our capital structure is really nice in terms of we've been very conservative in terms of the amount of debt that we've taken on.
And that's kind of been one of our philosophies.
And we've we've aimed to have
You know, a business that's just super robust to ups and downs in the market because we're swimming with our swim trunks on.
was led by by TWG Global, which Financial Investor.
which is Thomas Tull and Mark Walter.
You may know you Mark Mark owns the LA Dodgers and and also now the Lakers.
Thomas started Legendary Entertainment, which makes great movies like the Batman series and Dune and Inception.
And
So it th these are business partners who I've gotten to know over a number of years now and this is just they're they're making some uh some big investments in the space.
it won't be pretty for people who are over levered and we just have this philosophy that with exponential growth that we're seeing in the AI industry.
All of the upside is in the last period, right?
You know, if you're if you have a doubling function, right, the sort of the definitional thing of that is that the last period is more growth than all the sum of the previous periods combined.
And so
From my perspective, it's just like stay alive and build a rock solid business because we got to capture all this amazing upside in the long term.
Well, I I think that
Certainly
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