Artificial Intelligence
There is no moat
Chinese AI models are really good and the LLM space looks set to be commoditised, with consequences for the owners of the leading closed models.
Artificial Intelligence
Artificial Intelligence
The Office of AI
The opportunity costs of Australia's rush to establish 'AI standards' will be measured in the unseen innovations, jobs, and productivity gains that a committee in Canberra thwarts.
Artificial Intelligence
Protecting jobs by killing growth
Australia won't build the next OpenAI, but could be its most sophisticated adopter... unless Labor ties the sector in regulatory knots first.
Artificial Intelligence
A new direction
Why proprietary AI is losing its edge, local policy has hit a wall, and where this newsletter is heading next.
Artificial Intelligence
There will be no AI jobpocalypse
The economy's built-in roadblocks are bad news for anyone expecting an AI productivity miracle or an employment bloodbath.
Energy
It's not about the water
The arguments against data centres are a classic Gish Gallop designed to rile up emotions and obstruct investment.
Artificial Intelligence
Paul O'Malley's misunderstandings about AI and trade
The risk to Australia isn't using AI built elsewhere but letting domestic incumbents like CBA use 'sovereignty' as a shield for protectionism.
Artificial Intelligence
Nobody "trains" a human
Sam Altman's analogy comparing training AI to raising a child tells you more about his business strategy than OpenAI's energy use.