Entrepreneur / Strategist / Executive: currently Founder of Incyzr and Adjunct Professor @UTSengage, ex HPE, iPrime, Motorola, Pushstart
Joined August 2008
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Check out my latest article:
Australia, We Have a Problem… and a Massive Opportunity linkedin.com/pulse/australia… via @LinkedIn
Am increasingly concerned about the proposed tax on paper gains in super where balances exceed AUD$3m. Sure only a small fraction of people will be affected now. The threshold is not indexed, many in Gen Z and later will get be affected - a long term problem BUT… 1/2
Roger Kermode retweeted
AI lowers the barrier to getting started on anything, which means people start doing far more. But to do great work still has a long tail of execution, judgment, creativity, and knowledge about the specific domain, which means AI replaces far fewer jobs than we think.
Roger Kermode retweeted
R&D investment in Aus is too low. Only 1.7% of GDP goes into R&D and it's declining, while other nations are charging forward - Korea 5%, Taiwan 4%, US/Japan/UK ~3%, China 2.5%... 🧵...
Have to love Aussie Medicare. One of my kids is ill, did AUD$10 home test that came back -ve for Covid as well as Influenza A&B - so off to our local Bulk Bill Dr at 8pm. See a Dr there at 8:10 and get diagnosis (no copay as it is bulk bill) 1/2
Roger Kermode retweeted
Australia's largest companies are banks, supermarkets, a mining Co and a toll road.
Taiwan's largest companies manufacture semiconductors, electronics and cars.
One is scalping its hostage citizens with price gouging and the other's innovation makes it competitive on world stage
Agree 2024 will be very interesting. Current price declines will have or are about to shutdown high cost producers.... reckon the pendulum could well swing back hard to high prices in short order
The best indicator of #lithium demand is GWH produced. The 2023 narrative of “soft demand” requires nuance. Demand is clear - but much of the lithium supplied has been from dwindling inventory across the SC in the form of chemicals, cathode, cells. Guess what happens in 2024?
So I learned today that about 20yrs ago a big hurricane emancipated a bunch of chickens that were never rounded up on Kauai - which is now the home of an abundance of free range fowl and felines. Never seen so many well fed happy chickens and cats on the prowl ever!
Roger Kermode retweeted
Up to 2005: Silicon Valley is virtually unchallenged
2005-2015: Adyen, Spotify, Just Eat Takeaway, are category leaders
Last 7 years: 30% of global seed investment goes to European startups
Europe today: largest ever pool of startup talent, experienced VC scene, the highest density of science talent
Lots of talk that Aus housing mkt has bottomed out, modest rises and increasing clearance rates cited. One should also consider very low stock levels and large number of fixed mortgages resets still to be triggered. Potential still for falls to resume if rates stay/go higher 1/2
Big day at the Australian Space Summit - here’s the engineering model for the @waratahseed mission, Australia’s first ride share mission
The need for smarter innovation by efficiently connecting industry with Universities is increasing. We need greater collaboration between Unis to meet Industry needs - we need to Unis to understand market pull and not just push. #betterquestions #biggerimpact Watch this space…
Roger Kermode retweeted
I have asked a number of CEOs now if they had to lay off a pool of workers would aggressive users of AI be in the laid off pool?
No, I hear from everyone.
I haven’t had a single CEO yet say that the AI worker would go.
They know that even if the AI did every task perfectly that there would still need to be many humans to add what I call “humansauce.”
Humans + AI beats humans.
Uncomfortable as that may be for many it is the truth. – at San Antonio, TX
. @cjoye Don’t disagree on tension between employment and inflation.
Interested on yr thoughts on rates wrt 1) delta between US and AUS rates + 2) terms of trade as AUS battery metal exports supplant iron ore / coal. Big delta = push to raise? good terms = opportunity to cut?
Equities and property have further to fall - my thoughts afr.com/wealth/personal-fina…
