Stephen Mayne

speaker

4,460 appearances 12 recordings 1 series first heard Apr 2026 last heard 6d ago

Stephen Mayne’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 — 12 in all, peaking in Jul 2026 with 4.

Appearances

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The Money Café with Alan Kohler · Census and Sensibility · 12 Aug 2026 podcast

And and he's just trying to deal with the whole round robin thing, is that people are criticizing everyone saying that Nvidia is funding its customers, Cisco style with routers in nineteen ninety-nine.

So he's s his solution to that is to to deliver an all-time amazing CNBC interview with the the magnificent seven, literally, the six financial CEOs and Jensen.

Saying five hundred uh

billion dollar fund to fund this this multi trillion dollar AI infrastructure build out.

For a compute.

Yes, but the market's still buying it.

I mean, Intel

has just completed a twenty billion dollar

secondary equity raise at ninety-five dollars a share.

And it's literally twelve months after the US government bought nine percent

At twenty dollars forty seven a share.

Or bought ten percent for nine billion dollars.

So if if Trump exited his Intel stake today at this ninety-five dollar price that they've just raised twenty billion at, he'd make a thirty-two billion dollar profit in twelve months on his nine billion dollar US government investment.

You know, the market is still believing it.

OpenAI has just done a seven billion dollar buyback to take out their stock.

They've got enough cash.

Anthropic is still looking at the October IPO and they're talking close to a trillion dollars of valuation.

Even SpaceX got up from a low of a hundred and four eighty three.

It got up to a hundred and thirty eight, back above the flow price, although it's off

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