GEN AI

While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.

My final Weekly Insights for 2025

Gentrack’s FY25 results calmed investor concerns with the future stock re-rating reliant on converting a robust pipeline to new contract wins, albeit delayed

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment

Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks

In this week’s Weekly Insights:

-New Trends & Recurring Anxieties
-FNArena Talks

REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks

‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.

Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending

Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests