My University of Estonia turned out to be OpenAI: Terry Tao, a farewell dinner, and the coming golden age of university commercialisation
AI is clearing maths’ backlog of open problems. Why that makes university commercialisation the next
AI is clearing maths’ backlog of open problems. Why that makes university commercialisation the next
AI capex is at record levels and the grid can’t keep up. The data centre
Australia’s downstream processing dreams always died on freight. Exporting intelligence weighs nothing, and that changes
A $31.9bn data centre is going on a Queensland feedlot. The scarce input isn’t gas
The expensive-vs-cheap AI model debate is priced in tokens. The real question is the AI
Angel capital moves in a cycle: arriving late, retreating fast. A mental model for reading
The biggest venture wins were built in the grey. Why angel investing regulatory risk is
The AI data centre backlash has a physical focal point: energy, water, noise. Two technologies
The CGT changes matter enough to angel investors and founders of early stage companies that
Australia’s smelters are closing one by one. Bailouts won’t reverse it, and politics won’t either.
Why AI-driven unemployment will not end in depression, the savings generated by productivity improvements, and
Why micro nuclear, Australian uranium enrichment, and angel investing are about to collide.
Is the stagflation paradox actually an opportunity? The collision of an oil shock and the
As an angel investor, I’m not buying into the SaaS sell-off as proof that software
AI second-order effects will create entirely new industries as roles disappear and new work emerges.
The rise of AI-driven robotics turns a historically hard category into one with software-like speed