Stephen Mayne

speaker

4,168 appearances 11 recordings 1 series first heard Apr 2026 last heard 8 Sep

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 — 11 in all, peaking in Jul 2026 with 4.

Appearances

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The Money Café with Alan Kohler · Housing's Perfect Storm · 8 Sep 2026 podcast

global, UN-driven, coordinated regulation that would actually fix the issue.

So that's why I think it's going to be a self-regulatory thing around loss of social license because if you're an open AI operator and you produce something that causes massive damage, you're probably out of business because you'll get litigated to death.

And what's going to happen is cybersecurity is one of the biggest winners because these things will have the capability of being massively damaging.

on AI,

Nepal's changed that one, hasn't it?

I mean, that's the biggest climate change disaster we've ever seen.

The what?

right.

Yeah.

But look, the market's not pricing the risk where they are.

I mean, the market is just throwing capital at them, although it is interesting.

People are now saying that – I heard someone, some pundit saying that the bond route, this global bond route that has happened, that, you know, US 10-year rates now at 4.8 and every other country even higher –

could cause the AI bubble to burst because the bond market is not going to keep funding AI because there's a supply issue.

There's just too much paper being requested.

And so the big tech have been hitting the bond markets harder than ever before.

Harder than any other private sector ever.

And they're crowding out with, you know, the US borrowing $2 trillion a year, debts at $40 trillion.

And the bond markets have basically said enough.

We don't have enough appetite to keep lending you.

And so AI won't be able to get finance.

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