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“If you look at a lot of the bots coming in, scraping our stuff, they're using our material in new AI verticals. Well, we're coming for you. I mean, we can see you doing it. We'll get around to you eventually.”
Oil Tankers
“Frontline has been around through many cycles, but the tanker markets do actually evolve over time. We will argue that we've never been in a cycle like this, where indices and freight derivatives weigh so heavily in the freight pricing mechanism. This fuels almost violent moves as we proceed. For every 200,000 [barrels] per day fixture done physically, there is an exponential number of contractual obligations that are triggered, giving this market a new dimension and very exciting dynamics.” Lars Barstad, CEO, Frontline Plc [one of the world’s largest oil tanker shipping companies]
Jewellery
“We don't want to see the margins go backwards…the input costs are a very real consideration for us. Gold has been a topic of conversation for this forum for quite some time. Silver has now entered the conversation with quite a bit more volatility in the last quarter.” Jonathan Waecker, CEO, Michael Hill International Ltd
Domestic Regulation
“The banking sector here, I feel like we are regulated to the highest levels of any jurisdiction we operate in.” Shemara Wikramanayake, CEO, Macquarie Group Ltd
“The culture within regulators has shifted from working to create value, to actually seeing their role as to validate. The real fear is that the squeaky-wheel minority can dominate, where often the national good, the broader good, isn’t reflected in that.” Ryan Stokes, CEO, SGH Ltd
Financial Advice
“Super funds are not prohibited from giving advice. They just need to have a licence and advisers…there’s so much red tape, there’s so much compliance, there’s so much work that needs to happen. The education pathways are prohibitive. The supply is a massive issue and getting people interested in advice...the universities aren’t offering [enough] degrees like that.” Kelly Power, CEO, Colonial First State
Crops
"Crop prices are also expected to decline in 2026–27 as prices in global markets for many crops decline." Jared Greenville, Executive Director, Australian Bureau of Agricultural and Resource Economics and Sciences [ABARES]
Agentic AI Return on Investment
“We're building out agentic search capabilities so that you can use natural language search on the platform and be able to work through our $2.5 billion listings in a compelling new way, which is great…We're seeing a 40% increase in our click-through rates.” Jamie Iannone, CEO, eBay Inc.
“I mean, let me preface it by saying it's super early days. It's sort of like we're getting into inning 1, and there's an out, right?.. Cancellations have generally been lower.” Scott Schenkel, CFO, Expedia Group Inc.
“We’re already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company—and that disruption is accelerating very rapidly…Intelligence will be at the core of how the entire company works—the new core layer for decisions, product-building, risk, customer service, even internal ops.” Jack Dorsey, CEO, Block Inc
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Cybersecurity & Geopolitics
“AI is weaponising adversaries to attack with increased speed, sophistication and precision. We're seeing this play out in real time in the Middle East as emboldened adversaries fuel nation-state activity.” George Kurtz, CEO, CrowdStrike Holdings Inc.
Digital Advertising
“The U.S. digital advertising market is massive, over $400 billion and growing. The majority flows to 3 platforms [Google, Meta & Amazon], but more than $100 billion is spent across the open web, connected TV and premium publishers, where advertisers are actively seeking better data, better targeting and real-world measurement.” Lauren Antonoff, CEO, Life360 Inc.
Relationships
“Family relationships and physical world services like crash detection, emergency response and roadside assistance go well beyond what software alone can provide, and they are essential to the peace of mind that families rely on us to deliver.” Lauren Antonoff, CEO, Life360 Inc.
Risk Pricing
“The one thing that happens for sure when you have an event like this is people want a higher risk premium for any kind of risk asset they are in, and so people are repricing things at the margin, and we are seeing that.” David Solomon, CEO, The Goldman Sachs Group
Private Credit
“The onrush of more investors and capital has turned private credit from something special to something ordinary. The competition to do deals has driven down the specialness.” Howard Marks Co-Chair, Oaktree Capital Management
Content Protection
“If you look at a lot of the bots coming in, scraping our stuff, they're using our material in new AI verticals. Well, we're coming for you. I mean, we can see you doing it. We'll get around to you eventually.” Robert Thomson, CEO, News Corp.
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