The Fin

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 mathsElon 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 businessLabor’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 goldmineThe 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.See omnystudio.com/listener for privacy information.

Political editor Phillip Coorey and former Labor adviser and columnist Lidija Ivanovski on Angus Taylor’s big move, the threat from One Nation and why this might not be the last leadership contest before the next election. This podcast is sponsored by Vanta Further reading:It’s Timmy v Jimmy, with CGT the first battlegroundJim Chalmers and Tim Wilson both harbour leadership ambitions. Treasury will be their sparring ring, and both will be determined not to come off second best.Taylor’s big advantage could be 35pc of voters don’t know who he isThe new opposition leader is standing at the bottom of a mountain and there is doubt among many in his own party that he can climb it.Jane Hume has become the Liberals’ woman problem by tearing down LeyThe new deputy leader might be able to charm some with her confidence and presentation, but her record does not look like that of a champion for working women.See omnystudio.com/listener for privacy information.

This week, James Eyers on why key executive and eldest son Peter Fox has taken an unexpected break from the company, what it means for the Linfox succession plan and why handing over mult-billion dollar family fortunes is so hard to do. This podcast is sponsored by Vanta Further reading: Peter Fox’s long absence puts Linfox succession plan in the spotlightFor seven decades, billionaire businessman Lindsay Fox has loomed large over the empire he built from one truck. Who will succeed him is an open question.Peter Fox on extended leave at Linfox as non-family directors step upThe son of the trucking magnate has been on sabbatical since December, with others outside the family appointed chairman of various logistics businesses.‘We’re not going anywhere’: Peter Fox says Armaguard’s future assuredThe Linfox boss hopes an independent pricing model is swiftly approved by the competition regulator, so a new enterprise deal can be struck with the union.See omnystudio.com/listener for privacy information.

This week, health editor Michael Smith on why baby-making is such big business and how private equity firms are reshaping the IVF sector. This podcast is sponsored by Acenda  Further reading:Ill-conceived: Inside Australia’s IVF money-making machineThe commercialisation of the industry as private equity owners take over from pioneering doctors has many people very worried.Monash IVF rejects $300m takeover bid from Genesis Capital as too lowShares in the fertility group have fallen more than 40 per cent since mistakes were disclosed earlier this year, prompting the PE-led consortium to swoop.Monash IVF says market share, patients down since embryo mix-upsStiff competition and pricing pressure in Victoria has hurt the fertility group’s performance so far this fiscal year.See omnystudio.com/listener for privacy information.