Tech Investor and Advisor

Melbourne, Australia
Joined January 2009
I found this in my old cables box while looking for something else and I was hit with a wave of nostalgia. Honestly this is the perfect phone. I’m tempered to revive it and use it as my daily.
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Wallabies is a terrible name for our Rugby team. No wonder the All Blacks treat us like their bunnies. Suggest we change our moniker to Big Reds.
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1/ Currently sitting through the Australian Institute for Company Directors - Essential Director Update - 2026, and my favourite quote so far. " When the AI models are trained to flatter, dishonesty is a feature not a bug"
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2/ Boards should ensure a people centric approach is taken to AI transformations. Australian boards need to be aware of federal legislation which is due for release next year that will cover copyright protections and AI data-center regulation.
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Paul Velonis retweeted
Best analogy I've heard recently for the bear case on AI (via @unpopularvc) AI firms are like the airlines. Amazing invention Changed the world Everyone uses them Trillion dollar biz .....but.... Extremely competitive High capital requirements Absolute garbage investment
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Started watching iRobot with my son and realised it was set in 2035, a little scary how close we will get.
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Paul Velonis retweeted
We’ve never seen anything like this before. A man was conscripted into jury duty by the government. He performed his civic duty and followed his conscience, refusing to acquit a woman who confessed to systematically executing her three children. The defense attorney immediately launched a public smear campaign against the juror. Soon several other jurors joined the campaign. Then the media. Even the defense attorney’s wife has joined. Now they’re doxxing the man, digging into his past, contacting his family, showing up at his house. All of this both to punish him for refusing to go with their program, and to pollute any future jury pool by making it clear that anyone who votes to convict Clancy will have their life destroyed. It’s truly one of the most outrageously evil things we’ve ever seen from the Left, and that’s saying something. A direct assault on the integrity of our justice system. They are burning down every boundary and standard in their path. And doing it all for the sake of a child murdering psychopath. Unfathomable.
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Lost count of the number of times my details have been exposed to be honest.
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My council has sent a lovely infographic explaining where my rates go. Apparently: capital works, administration, upgrades to things that seemed fine last week, and presumably *graphic design*. I’m sure residents worried about ever-rising rates will feel much better now.
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I avoided commenting on the Lindsay Clancy trial because its nuanced and emotional but the implications are enormous so I am going to say something now. A lot of people are calling that one juror who wouldn't join the other eleven irrational. But, that juror is probably the only one asking the right questions imo: where is the evidence that she lacked the capacity to know it was wrong or to stop herself? And, maybe, where do we draw the line on what an ostensibly insane person is allowed to do when the doubt the defense manufactured rests on nothing in the record before the killings? It seems that the entirety of the defense position rests on improbable probabilities and that's a low bar for such a heinous act. 1. Postpartum psychosis is rare, and almost always happens in the first 4 weeks. The idea that some psychiatrists extend the postpartum window to a year is true, but for depression and anxiety. The evidence isn't strong for psychosis, and its latching on to improbability 2. The strongest risk factor for postpartum psychosis is preexisting bipolar disorder or a prior psychotic episode. She had neither before her third child. The real time evidence from her doctors/providers indicate this. The bipolar label that showed up was after significant polypharmacy, and any good psychiatrist will tell you that you cannot diagnose primary disease when multiple drugs could be offending agents. Drug-induced psychosis would show better temporal correlations with her medications and should be a mitigation argument at sentencing. Again, very improbable alignment 3. The proxy for intent is planning, and she clearly planned... she sent her husband to some restaurant they don't normally go to, checked the drive time, texted a specific order at 5:07 pm... she killed her children in sequence. That's demonstrating real time decision making. I don't understand how they circumvented this. Again, very improbable that she was able to make decisions up until it becomes a liability 4. This idea of a "voice" that commanded her is so post-hoc as a defense. The ltierature on command hallucinations show most people don't obey them and the compliance occurs when the voice is familiar. This was a first time voice she only ever reported 2 weeks after killing her kids. And this first time voice asked her to... kill all her children AND she listened to this unfamiliar voice? Again... very improbable The improbability is so stark that it's almost undeniably a sympathy verdict from the jurors conflated with a misunderstanding of postpartum disease. The easiest way to demonstrate this is to take a father with the same chart, months of documented depression, insomnia, suicidal ideation but no psychosis then strangles his kids after arranging for his wife to be away from the house. 100% guilty. Everyone knows postpartum disease is real and important. Everyone knows she's sick and needed help, possibly much better management. You can even argue she is insane. What I see to be the most important is where we draw the line of what we allow under the "insanity" rule. Massachusetts forces a binary verdict of guilty or not criminally responsible but this is a case for the third that other states have and which is guilty but mentally ill. We have a responsibility to speak for the unheard voices of these children and future children and say we draw the line at murdering children.
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100% agree on this take, this is what most leading organisations should be doing, but are not!
CRAZIEST AI story of the week. Thomson Reuters just launched an LLM called Thomson. It starts with Qwen3.5-397B, then is continually trained on 175 years of proprietary legal, tax, accounting, and news data. They spent $40M on it. Two years ago, Thomson Reuters bought a pre-revenue legal-AI startup called Safe Sign. That team built Thomson. On Thomson Reuters’ published benchmarks, they say it is comparable to Claude Opus 4.8 and ahead of GPT-5.5, Claude Sonnet 5, and Gemini 3.1 Pro overall. They have used less than 10% of their data collection so far. We’re going to see this a lot more often.
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This resonates for me!
I think ambitious people should treat life in “seasons” rather than trying to balance everything every day. A few years massively overallocated to work. A period getting seriously fit. A year or two nomading. Then family takes priority for a while. Then maybe at 35 you go completely insane again and spend four years building a new company, and so on. The mistake is thinking every metric needs to stay green all the time. Most great outcomes (building a company, writing sth serious, training for an event) need uninterrupted runs, not daily moderation. Sometimes work should suffer cause you’re travelling, sometimes your social life should suffer cause you’re building, sometimes career progression should slow cause family matters more. That’s fine. And tbh it probably makes life more fun too. You get actual chapters and completely different versions of yourself instead of spending 40 years maintaining the same perfectly optimised routine. A few intense years in one city, a weird nomad phase, an obsession that takes over your life, then something completely different. Probably much more memorable than one very long well-optimised Tuesday. It's why I encourage everyone to think of balance in years, not days. A good life can look horribly unbalanced on some random Tuesday and still be very balanced over 10 years.
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This should be bigger news.
The biggest surprise in Hugging Face’s full forensic report isn’t that OpenAI’s agent escaped its sandbox. We already knew that. It’s how deep and persistent the intrusion became. According to Hugging Face, the agent: - executed roughly 17,600 actions during a 4.5-day campaign - went from one production pod to root access and a self-respawning fleet across 11 nodes - obtained cluster-admin access to two internal clusters within one second - accessed a production secret containing 136 keys - enrolled devices into Hugging Face’s internal mesh VPN 181 times - minted GitHub App tokens with write access and opened a pull request in an attempt to compromise the CI pipeline - repeatedly rebuilt its tooling and command-and-control channels when environments disappeared or connections were blocked No human directed the individual steps. a frontier agent can autonomously sustain a resilient, multi-day intrusion across cloud infrastructure, Kubernetes clusters, internal networks and the software supply chain. crazy.
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I hope everyone will read Dave Ramsey’s comments about going cashless. It’s a two minute read. No one has explained it better. He brings up several situations I'd never considered. I took this picture of my receipt in my beautiful town Kerrville Texas. I support this and I can see how this could affect our kids by having gaps in work ethic, financial literacy, and community connection. Dave Ramsey repost: HERE'S WHAT NO CASH ACTUALLY MEANS: A cashless society means no cash. Zero. It doesn’t mean mostly cashless and you can still use a ‘wee bit of cash here & there’. Cashless means fully digital, fully traceable, fully controlled. I think those who support a cashless society aren’t fully aware of what they are asking for. A cashless society means: * If you are struggling with your mortgage on a particular month, you can’t do an odd job to get you through. * Your child can’t go & help the local farmer to earn a bit of summer cash. * No more cash slipped into the hands of a child as a good luck charm or from their grandparent when going on holidays. * No more money in birthday cards. * No more piggy banks for your child to collect pocket money & to learn about the value of earning. * No more cash for a rainy day fund or for that something special you have been putting $20 a week away for. * No more little jobs on the side because your wages barely cover the bills or put food on the table. * No more charity collections. * No more selling bits & pieces from your home that you no longer want/need for a bit of cash in return. * No more cash gifts from relatives or loved ones. What a cashless society does guarantee: * Banks have full control of every single penny you own. * Every transaction you make is recorded. * All your movements & actions are traceable. * Access to your money can be blocked at the click of a button when/if banks need ‘clarification’ from you which will take about 3 weeks, a thousand questions answered & five thousand passwords. * You will have no choice but to declare & be taxed on every dollar in your possession. * The government WILL decide what you can & cannot purchase. * If your transactions are deemed in any way questionable, by those who create the questions, your money will be frozen, ‘for your own good’. Forget about cash being dirty. Stop being so easily led. Cash has been around for a very, very, very long time & it gives you control over how you trade with the world. It gives you independence. If you are a customer, pay with cash. If you are a shop owner, remove those ridiculous signs that ask people to pay by card. Cash is a legal tender, it is our right to pay with cash. Banks are making it increasingly difficult to lodge cash. Please open your eyes. Please stop believing everything you are being told. Almost every single topic in today’s world is tainted with corruption & hidden agendas. Pay with cash & please say no to a cashless society while you still have the choice.
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People getting a lot of work done with those WFH privileges!
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Two of my favourite pieces of software macOS and obsidian, also have the worst file/folder management functionality. It’s so frustrating.
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Paul Velonis retweeted
Are you still taking basketball stats manually? 😮

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