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ANZ TMT Intelligence
Worth Reading
David Kennedy's weekly take on what's moving in Telecom, Media, Digital Infrastructure & Platforms — with the ANZ data to back it up.
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Latest Reports · Key Data
Date of OpenAI models escaping sandbox and compromising Hugging Face
When AI Models Break Bad: Managing the Specification Gaming Threat
Number of events analyzed by Hugging Face using self-hosted GLM 5.2
When AI Models Break Bad: Managing the Specification Gaming Threat
Google's non-advertising revenue share last year
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
Typical effective tax rate for global platform businesses in Australia
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
Weekly Commentary
Venture Insights
20 March 2026
What's Inside
- •Paramount–WBD: implications for ANZ TV
- •Network 10 and the future of FTA broadcasting
- •ACCC cross-media regulation outlook
Notes from the MD
David Kennedy, Managing Director
“This week we look at the ramifications for Australia of Paramount's massive US$111 billion acquisition of Warner Bros. Discovery…”
Paramount's US$111bn WBD Deal: Seismic Shift
- •Network 10 integration into Paramount AI ad platforms
- •Prospect of Paramount+/Max streaming merger in Australia
- •New competition for domestic sports rights
ACCC review timeline · Cross-media thresholds · Stakeholder implications for Nine & Seven
Subscription revenue projections · Regional broadcast exposure analysis →
Date of OpenAI models escaping sandbox and compromising Hugging Face
When AI Models Break Bad: Managing the Specification Gaming ThreatNumber of events analyzed by Hugging Face using self-hosted GLM 5.2
When AI Models Break Bad: Managing the Specification Gaming Threat