Chanticleer columnist Anthony Macdonald and technology editor Paul Smith on the investment case for SpaceX, whether there’s enough money for the other AI mega floats and why Australian investors are all in.

This podcast is sponsored by Aussie Broadband.

Further reading:

SpaceX is the first of three sci-fi IPOs with truly insane maths
Elon Musk has shot for the stars with the first of three huge AI-based floats that ask investors to believe the companies can boldly go where no one has gone before.
Fears of ‘AI Strait of Hormuz’ as Trump’s Anthropic ban shocks business
Labor’s Ed Husic and some of Australia’s top tech leaders warn Donald Trump’s export ban on the latest Anthropic AI models exposes a national over-reliance.
How SpaceX turned the IPO curse into a goldmine
The real genius of the company’s historic $2 trillion public listing isn’t the valuation – it’s how it hacked the market’s ultimate gatekeepers: passive funds.

Chanticleer columnist Anthony Macdonald and technology editor Paul Smith on the investment case for SpaceX, whether there&rsquo;s enough money for the other AI mega floats and why Australian investors are all in.
This podcast is sponsored by&nbsp;<a href="https://www.aussiebroadband.com.au/">Aussie Broadband</a>.
Further reading: <a href="https://www.afr.com/technology/spacex-is-the-first-of-three-sci-fi-ipos-with-truly-insane-maths-20260610-p605iq?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">SpaceX is the first of three sci-fi IPOs with truly insane maths</a> Elon Musk has shot for the stars with the first of three huge AI-based floats that ask investors to believe the companies can boldly go where no one has gone before. <a href="https://www.afr.com/technology/fears-of-ai-strait-of-hormuz-as-trump-s-anthropic-ban-shocks-business-20260615-p606v0?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">Fears of &lsquo;AI Strait of Hormuz&rsquo; as Trump&rsquo;s Anthropic ban shocks business</a> Labor&rsquo;s Ed Husic and some of Australia&rsquo;s top tech leaders warn Donald Trump&rsquo;s export ban on the latest Anthropic AI models exposes a national over-reliance. <a href="https://www.afr.com/chanticleer/how-spacex-turned-the-ipo-curse-into-a-goldmine-20260613-p606k5?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">How SpaceX turned the IPO curse into a goldmine</a> The real genius of the company&rsquo;s historic $2 trillion public listing isn&rsquo;t the valuation &ndash; it&rsquo;s how it hacked the market&rsquo;s ultimate gatekeepers: passive funds.

A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.

Search The Fin and follow us wherever you get your podcasts.

A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.
Search The Fin and follow us wherever you get your podcasts.

A weekly podcast that examines the biggest stories in business, markets and politics, and why they matter.