The Corporate Beanbag Podcast

Artificial Intelligence - AI BOOM or BOM?

7 min · I går
Billede af episoden Artificial Intelligence - AI BOOM or BOM?

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Is the current AI bubble ready to pop or is this sustainable AI growth? Analyze the data center trends and market signals here. This analysis examines the rapid expansion of the artificial intelligence market to determine if current valuations align with long-term technological progress. We break down the imagery of recent infrastructure investments and compare them against historical market behavior to provide a realistic outlook for investors and tech enthusiasts. By focusing on strategic development rather than hype, we look at whether the artificial intelligence market can maintain its current trajectory. You will walk away with a clearer understanding of the forces driving the AI bubble and the metrics that signal a potential correction versus a permanent shift in the economy. Subscribe for weekly technology and market breakdowns, and comment your thoughts on whether the industry is overvalued right now. https://andrewmortimerbooks.com/ / andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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50 episodes

episode Artificial Intelligence - AI BOOM or BOM? artwork

Artificial Intelligence - AI BOOM or BOM?

Is the current AI bubble ready to pop or is this sustainable AI growth? Analyze the data center trends and market signals here. This analysis examines the rapid expansion of the artificial intelligence market to determine if current valuations align with long-term technological progress. We break down the imagery of recent infrastructure investments and compare them against historical market behavior to provide a realistic outlook for investors and tech enthusiasts. By focusing on strategic development rather than hype, we look at whether the artificial intelligence market can maintain its current trajectory. You will walk away with a clearer understanding of the forces driving the AI bubble and the metrics that signal a potential correction versus a permanent shift in the economy. Subscribe for weekly technology and market breakdowns, and comment your thoughts on whether the industry is overvalued right now. https://andrewmortimerbooks.com/ / andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

Yesterday7 min
episode The Truth About AI and Its Actual Future Effect On Our Economy and Environment artwork

The Truth About AI and Its Actual Future Effect On Our Economy and Environment

https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... In this episode, we explore the current state and future of artificial intelligence, its impact on jobs, the economy, and the environment, with insights from Jeremy Grantham and Stephen Bartlett. Key Topics AI's impact on jobs and economy The analogy of AI to historical infrastructure projects Data accessibility and AI's role in processing vast information Market trends and AI investment Environmental considerations and pollution Takeaways AI increases jobs and economic activity, not just displaces them. The current AI boom is more like water systems than railroads. AI is essential for processing the enormous data generated by humans. Despite market fluctuations, AI's utility is undeniable. Focusing on pollution can help address climate change effectively. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

2. juli 202610 min
episode The SpaceX IPO: A Historic Market Moment artwork

The SpaceX IPO: A Historic Market Moment

https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... SpaceX stock debuted with a 20 percent gain, marking a significant moment for the future of space exploration and private investment. This episode explores the recent SpaceX public listing and what the immediate 20 percent jump in SpaceX stock means for investors. We examine the current market performance and look ahead at the ambitious projects that define the company's trajectory, including the construction of lunar bases and the development of orbital space data centers. Whether you are tracking the SpaceX share price or interested in the engineering behind future space technology, this breakdown offers a clear look at the latest developments. We connect the financial success of the public listing to the tangible hardware currently being designed for orbit and the moon. Subscribe for weekly space industry updates, and comment below on whether you think space-based infrastructure is the next major investment frontier. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

16. juni 20264 min
episode SpaceX, OpenAI, and Anthropic: The IPO Race Heats Up artwork

SpaceX, OpenAI, and Anthropic: The IPO Race Heats Up

https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.au/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... The video expounds on talk related to the SpaceX IPO and the potential public listing of companies like Anthropic AI and OpenAI. We look at the numbers behind launch, Starlink and defense revenues, and compare SpaceX to both traditional aerospace and high‑growth tech names. SpaceX is expected to raise roughly 75 billion dollars in what could be the largest IPO in history, with reports suggesting a spacex valuation range between 1.75 and 2 trillion dollars at listing. We also discuss other upcoming ipos and what this means for elon musk's ventures. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

9. juni 20263 min
episode Is SpaceX Catching A Bitcoin Bid??? artwork

Is SpaceX Catching A Bitcoin Bid???

https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.au/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Is SpaceX catching a Bitcoin bid? With Bitcoin dropping below $70,000 USD, many are asking about the current state of crypto. We dive into why Bitcoin ETFs are seeing sell-offs and how this impacts the broader cryptocurrency market, including figures like Mark Cuban divesting holdings. Stay tuned for more insights on the bitcoin price and crypto news today. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

5. juni 20261 min