$1T of AI spend in the next few years. That is unsustainable. Maybe not. If in 3-5 years time, 20% of white collar workers in the OECD are "replaced" by AI agents with a 50% saving as to cost, then there is an ANNUAL saving of $1.78T to be realised. Now here's another one. That's $1.78T of savings is "net savings" based on a 50% cost. What does that mean? It's a $3.56T reduction in human opex by spending $1.78T of cost to deliver a net $1.78T of saving (that year). As highlighted by @Jason on All in Podcast this week, @AnthropicAI made an additional $10B in ARR last MONTH! This is the fastest in the history of business (at least on this galaxy). I'm going to say they will increase 1,000% in ARR this calendar year from US$9B in Dec to north of $100B in December 2026. OpenAI will launch a competing agent product soon and they should see an increase in growth too. With upcoming performance gains of the next gen after @nvidia Vera Rubin/Groq plus TPU/LPU's from others, the cost to generate tokens in 3 years will be around 1/100th of today. So the need for more infrastructure will diminish? Doubtful. I believe the consumption of tokens will increase between 2-5x that improvement (ie 50,000%). So the build out will need to increase another 2-3x in the next 5 years to support that transition. AI and AI adjacent companies along with AI native companies and companies deploying AI in an efficient and effective way will capture the the majority of the Agentic AI value transition. Other than chips, AI factories (neoclouds) will start to get the majority of funding over traditional data centres as they typically have a closer alignment on investment horizon. When silicon costs 6x the facility their housed in, you appreciate that by the time the next upgrade cycle comes the facility is probably not fit for purpose. Crypto miners understand this model well. To be clear I'm not cheerleading this. It's just what I'm seeing. The main bubble here is the assumption this is simply a mathematic slide transition. It won't be. The transition between human capex/opex (office/people) to AI agents (AI factories/AI agents)is a simple substitution algorithm with a time horizon. It won't. Or that AGI isn't going to change and possible dislocate that transition. It will. Then quantum etc. etc.. But one last thing. Even when Governments try to force companies into unproductive labour practices to retain staff, it won't work in the medium term. All it will do is erode the businesses capability to compete. Any business with significant human process that can be automated will be disrupted by AI native newcomers. All that legacy burden is simply an arbitrage opportunity for AI natives. Buckle up the speed and need to build infrastructure has only just started and it's inevitable. PS: I threw a crazy scenario in here which is not going to happen. Well not without the end of days and UBI.

And the Best Telecommunications Journalist Award goes to Rohan Pearce. Well done Rohan. #Lizzies2025 #SamsungAustralianITjournalismAwards #Lizzies

Tonight we celebrate the work of Communciations Day’s Grahame Lynch who has been awarded this year’s Pioneer of IT Journalism Award. Congratulations Grahame! #Lizzies2025 #SamsungAustralianITjournalismAwards #Lizzies

Should all federal employees be required to send a short email with some basic bullet points about what they accomplished last week?

ICYMI, here's a quick recap of our two days at @Commsday Wholesale Congress last week. Read the full speech by our Tristan Clash on the need for a regulatory reboot to simplify the process of building critical infrastructure in Australia: files.vocus.com.au/www/docum…

In his first speech as Comms Alliance CEO, Luke Coleman spoke at the @Commsday Wholesale Congress in Melbourne on 'Securing the future of the telecoms industry.' In his remarks, Luke focussed on rebuilding trust, re-prioritising competition, and rewarding investment as the key things industry needs to do, then outlined the three key pillars Communications Alliance will put in place to achieve this. To read the full speech, visit: commsalliance.com.au/Documen…

This week at @Commsday Wholesale Congress 2024, we look forward to sharing insights on how regulatory reboot can simplify digital infrastructure rollout in Australia, and how effective ESG strategies can drive sustainable industry growth. Attending? Come by our booth for a chat!

Vocus to acquire TPG's Enterprise, Government, & Wholesale fixed business & fibre network for A$5.25bn, pending regulatory approval. The deal will create a more competitive telecom landscape, with Vocus operating an extensive network post-acquisition: vocus.com.au/news/vocus-to-a…

We have just marked the 30th anniversary of CommsDay. Former editor Tim Marshall returned to record a series of podcasts around the occasion at commsday.podbean.com

There is nothing more Sydney than the "national" AFR publishing its annual power list on a Melbourne public holiday.

Has anybody got any data on how often the Greens vote with the ALP and/or Coalition in the Federal Senate?

BREAKING Fibre optic networks 'sabotaged' in several parts of France: police

RT @Katebfitz: What a brilliant way to solve, the most boring, in my view, part of the Olympic opening ceremony - the endless athletic ambl…

Really enjoying the shift from everyone being an expert on nuclear energy to international jurist i don’t know how you fit it all into your day

Never interrupt your competition when they are making a mistake

This year I’m running the Melbourne half marathon and raising money for premature babies (a cause I am very familiar with, because I was one). They are doubling any donations made until June 30. Any donation much appreciated! nxt.to/7lWIN9G

For the first time since the Halloween Solar Storms of 2003 we have now officially reached the Extreme G5 geomagnetic storm threshold at 22:54 UTC. With an observed Dst at -348 this is now one of the all-time strongest geomagnetic storms of the modern era only rivaled by the Halloween Solar Storms of 2003 and the 1989 storm that knocked out power grids in Quebec. You are witnessing space weather history today... and it isn't over yet. Sky watchers in the USA, this is your ultimate chance to see aurora from states like California and Texas. Do not miss out on this opportunity!

Today at @Commsday Summit, our CEO Ellie Sweeney shared how AI, LEO & cybersecurity are driving industry innovation, & how Vocus' investments in Australian digital infrastructure are enabling better possibilities for our customers & communities.Full speech:bit.ly/3xRpxVG

We are looking forward to the @Commsday summit tomorrow, where our CEO John Stanton will be speaking about the Federal Government’s initial response to the Bean Report on emergency service calling. To learn more, visit commsday.com