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"While I'm frequently asked by investors if AI will disrupt our business, I've rarely been asked that question by our customers. Students, teachers, parents and institutions don't want to park a child in front of a generic LLM and hope for a good outcome. They know that AI is only as good as its data and its training."
Seniors Living & Construction
"Recent increases in construction and transport costs resulting from the conflict in the Middle East appear to have stabilised, supporting the Group's plans to significantly scale up its development activities in the coming years." Market Statement, Eureka Group Holdings Ltd
“Australia still needs a rapid dismantling of supply barriers and an increase in building approvals that will stimulate the civil, residential and non‑residential pipelines and fight back against housing inflation.” Denita Wawn, CEO, Master Builders Australia
Games & Toys
"Our strategy is centred around a concept we call GEM Squared, categories that are gamified, entertainment-driven, multi-purchase and multigenerational. These categories consistently outperform the broader toy industry." Chris Cocks, CEO, Hasbro Inc.
Accounting & Tax
"On artificial intelligence, my view is unchanged from February. AI will replace manual, repetitive tasks; it will not replace professional judgment, the nuanced interpretation of ambiguous tax law, or the trusted-adviser relationship at the heart of our model. Regulators will still require sign-off by licensed professionals." Brett Kelly, CEO, Kelly Partners Group Ltd
Property
“I think the Australian economy is too dependent on property as an asset class and so diversifying a little bit away from property to other asset classes, I’m supportive of.” Andrew Irvine, CEO, National Australia Bank Ltd
Industrial Capability
“Australia cannot be just a service or banking economy because I think that doesn’t fly in the long run, both with added value but also in the sovereignty space. For me, the future of Australia is a lot more in the country versus just shipping raw materials.” Benoit Bazin, CEO, Saint-Gobain Group [major global building materials company & owner of CSR]
Large Language Models Vs. Humanity
“The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see.” Satya Nadella, CEO, Microsoft Corp.
Insourcing, Marketing & Advertising
"AI is changing enterprise behaviours as they're increasingly bringing more marketing capabilities in-house through their adoption of software platforms and the creation of custom models that uniquely capture their brand intelligence." Shantanu Narayen, CEO, Adobe Inc.
“Despite the re-acceleration of inflation, driven in part by rising global energy prices, the structural drivers of the advertising market remain firmly intact, and advertising revenue growth remains resilient, with total market growth forecast at 7.4 per cent.” Melissa Hey, Chief Media & Investment Officer, WPP Australia & New Zealand
US Midterm Elections
"Some third parties have estimates of $11 billion being the political ad market this midterm, which would be a midterm record…we're already seeing record political revenue for an off year." Lachlan Murdoch, CEO, Fox Corporation
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Education
"While I'm frequently asked by investors if AI will disrupt our business, I've rarely been asked that question by our customers. Students, teachers, parents and institutions don't want to park a child in front of a generic LLM and hope for a good outcome. They know that AI is only as good as its data and its training." Philip Moyer, CEO, McGraw Hill Inc. [leading educational content company]
Energy Exploration & Oil Prices
"All the easy oil and gas has been found… Prices are going to move up. That's the story of five to 10 years ahead." Wael Sawan, CEO, Shell plc
"We were expecting that the higher airfares would lead to lower demand, but we don't see it." Alexis von Hoensbroech, CEO, WestJet
Mining & Steel Demand
"In the coming decade, the iron ore market can expect substantial demand growth from the Global South, especially from India and ASEAN…This would help to offset the stagnation in Chinese demand." Bold Baatar, Chief Commercial Officer, Rio Tinto Ltd
Federal Government
Federal Government’s ongoing Do Not Travel advisory for key Middle Eastern transit hubs…The advisory – Australia’s highest warning level – is a step above other comparable countries, including the United Kingdom, and impedes recovery because it strips Australians of travel insurance cover for non-war-related issues while merely transiting the Middle East.” Market Statement, Flight Centre Travel Group Ltd
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