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Enterprise ICTReport
When AI Models Break Bad: How To Manage the Specification Gaming Threat
13 Aug 2026Read Research →
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Digital Platforms
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
The Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…
6 Aug 2026Brief
Telecom
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
30 JulyReport
Digital Infrastructure
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy TransitionAustralia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
29 JulyTelecomThe Great AI Gamble: How Investors And Telcos Must Manage AI Capacity UncertaintyAustralia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…
24 JulyEnterprise ICTInside the AI Efficiency Revolution: Why AI Is Getting Cheaper to RunThe Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…
24 JulyDigital InfrastructureBeyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not KilowattsThe Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…
15 JulyMedia
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription SportThe recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…
10 JulyTelecomHow Regulation Squeezes Investment in Telco Network Resilience: What Needs to ChangeThis week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…
9 JulyDigital PlatformsNine/Microsoft news deal points to the alternative to News Media Bargaining conflictThis landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…
6 JulyMediaNavigating Fragmentation: The Future of Australian Public Broadcasters' News ReportingThis report, "Navigating Fragmentation: The Future of Australian Public Service News Reporting," examines the challenges faced by Australia's public service media (PSM), the ABC and SBS, in a rapidly fragmenting audience landscape. It highlights declining trust in news, political polarisation, and…
6 July
