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“People don’t actually realise just how big Pokémon is. Retailers used to not get it, they wouldn’t pressure us. But now they do get it, and they want more and more – there’s an open chequebook.”
ChatGPT
“Currently, we have Australians asking ChatGPT about local tax and legal issues, or school subject selections, and it doesn’t know anything about it, but has to come up with something, so it hallucinates and gives information that sounds right. We have to fix that problem.” Dave Lemphers, CEO, Maincode [Australia’s first sovereign large language model, trained on Australian data]
“I think having something like GPT-5 would be pretty much unimaginable at any previous time in human history.” Sam Altman, CEO, OpenAI
Emissions-Reduction Targets
“Aspiration is great. That’s how new businesses are started. That’s how progress occurs as people aspire to greatness in the real world; then you have to have a pragmatic pathway that you follow on your way to achieve those aspirations. In this space, there often can be quite a disconnect between the aspiration and the pragmatic realities of how to achieve the aspiration.” Mike Wirth, CEO, Chevron Corp.
Health
“There is so much opportunity to bring our Australian brand of cancer care to so many people around the world. Cancer incidence in the next two decades is going to increase by 50%. This is a massive problem that we are all facing.” Mark Middleton, CEO, Icon Group
"There remains a significant, unmet and addressable clinical need for cochlear and acoustic implants that is expected to continue to underpin the long-term sustainable growth of the business." Market Statement, Cochlear Ltd
Pokémon
“People don’t actually realise just how big Pokémon is. Retailers used to not get it, they wouldn’t pressure us. But now they do get it, and they want more and more – there’s an open chequebook.” Garry Isaacs, President, Banter Toys [the exclusive distributor of English Pokémon cards in Australia and New Zealand]
Geopolitics & Travel
“Visiting friends and relatives is still the biggest market (to China) but the holiday market is definitely picking up…That’s a result of it just being a bit easier to get there and also the bilateral relationship between both countries continuing to stabilise which gives people that little bit more confidence that it’s a safe place to travel and they’re not going to have any problems when they get there.” Dean Long, CEO, Australian Travel Industry Association
Homebuilders
“Affordability remains a challenge for the residential market. With demand continuing to shift toward small lot products.” Rhett Simonds, CEO, Simonds Group Ltd
Jewellery
“So we have Australia, which posted 7% for the quarter. It was a very good performance on Mother's Day, but also in general, we can kind of sense that there's some consumer sentiment starting to be a bit more positive in Australia, and it's been subdued for a little while.” Alexander Lacik, CEO, Pandora A/S
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Offices
“We now call it co-working because WeWork and the American company spent so much money promoting the shared space concept that co-working was a name that became more widely known. So we started to call it co-working.” Alfred Moufarrige, CEO, Servcorp Ltd
Domestic Economy
"I think most people in Australia would acknowledge they're probably in the sort of first to second gear, whereas New Zealand has been a neutral." Mark Troughear, CEO, Freightways Ltd
Domestic Manufacturing
"I want to highlight a critical issue threatening the future of Australian manufacturing: energy costs. I've been warning about Australia's energy crisis for over a decade. Today, the situation is more dire than ever. Manufacturing is at a tipping point with energy prices that are no longer just too high, but unsustainable. What was once our competitive edge has gone." Mark Vassella, CEO, BlueScope Steel Ltd
International Manufacturing & Electronics
"So one of the things I think that will be the case is that the simple arbitrage between manufacturing in China and not manufacturing in China, that arbitrage will close and so I think many manufacturers are currently just sort of waiting for the musical chairs to stop. And then once they do, they'll figure out what to do in terms of reconfiguring their supply chains." Aidan Williams, CEO, Audinate Group Ltd
Central Australia & Resources
"Central Australia holds two thirds of Australia's copper resources, about half of Australia's magnetite resources and significant rare earths and phosphate rock resources." Andrew Harding, CEO, Aurizon Holdings Ltd
"There is also a clearer recognition of the significant econbattle-readymic opportunity that accompanies investment in resources projects. Many resources producing nations are taking aggressive steps to improve competitiveness and to attract global capital to invest in new resource project opportunities." Mike Henry, CEO, BHP Group Ltd
Financial Advice & Accounting
"The business models of advice licensees continue to evolve following a period of significant disruption from regulations and adviser movements. Licensees are also working more closely with accounting firms which is resulting in more multidisciplinary practices." Market Statement, Hub24 Group Ltd
Unions
“I am concerned our major companies are actually not battle ready to deal with unions in the way we had to in the 70s and 80s.” Kerry Stokes, Chairman, Seven Group Holdings Ltd
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