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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
Four percent today.
back to one thirty just under one thirty four.
So I guess my point, you know, Microsoft has put on a trillion dollars in market cap since I was talking to James two weeks ago.
So right now the market is still believing the story, even though you're quite rightly talking about where's the return and China wipeout.
But the market
is absolutely believing.
The capital being raised is extraordinary.
You know, Nvidia's sitting there today at five point two six trillion dollar market cap.
Uh, well ahead of next best Apple at four point four five and it's conducting the orchestra, rounding up all the CEOs of Wall Street to say, Come on boys, you gotta fund this because uh it's the biggest thing ever.
Well, I I agree, but uh and I'm just I guess I'm happier talking about an AI bubble than a crypto bubble.
You know, like at least we're not talking about crypto anymore, are we?
I mean, it's just disappeared.
The whole world is obsessed with this AI trade.
And um That's true.
I do think y we are gonna see w I think we for for the theory to play out, we need to see anthropic and open AI list become more transparent.
And then we just see, you know, 'cause SpaceX is gonna run out of cash.
Th and they've raised eighty five billion in equity and they're spending it so fast they will need to raise more equity in a couple of years.
That's how quickly they are burning through their cash.
Now that's just not sustainable.
But right now the market's valuing them at one point eight trillion dollars again as the uh
Showing 1161–1180 of 4,460 · page 59 of 223
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