MrT

@KeithMcCullough How inadequate are you really Keith that you need to make comments like that ?

@sageaurelius @deepseek_ai They only need to do it long enough to pop the nvidia led bubble, and after the Anthropic , OpenAI IPO’s And they will. They play the long game extremely well

Cheap AI is great on paper, but how does DeepSeek sustain this long-term at these prices? Parent company + state funds can subsidize for now, but 'forever 75% off' feels like there's a catch coming. Stats show most AI labs burn cash fast, transparency on the business model would be nice

We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀

@Timmehhhh7 cpi print on Wednesday will be a cracker for the market…

How many young Australians bought a home this weekend after they weren’t outbid by “Investors”. Not many I reckon. Going well so far then. How long until Labor abandon “The modelling”.

@BillWundt @j0j70y7t9fr @Jimallen19621 @Sauronlordking NDIS isn’t even close to what it should be .. and that is based on Julia Gillards projections

@j0j70y7t9fr @Jimallen19621 @Sauronlordking NDIS has been addressed pre budget. Pay attention. 20% ? What services are you cutting?

Income tax is too high because government spending is too high. Inflation is too high because government spending is too high.

@gunslinger41020 @QuiverQuant yep. and he's willing to risk the lives of of other peoples kids to get that profit

@QuiverQuant Wonder what stock he owns??

BREAKING: Republican Senator Roger Wicker just said that Trump is being "ill advised" on Iran deal.

@IamDeadHoratio @Robbie_M1080 that does not mean they wont come after it. they are after everything they can

@Robbie_M1080 Labor are the architects of Super . Without Labor , you’d have no super & you’d be working for $7 an hour.

Superannuation is becoming Australians last way of building wealth. Labor is coming for that next.

Our banks will soon find out what tens of thousands of subcontinent scammers are really capable of…

@fooobar Where do they go ? China. They have much deeper pockets than western VC companies. They can absorb pain longer than the west.

We will enjoy cheap AI coding assistants while they last. Once VCs/tech giants stop subsidising the compute, the scaled cost of AI-generated enterprise software will likely outpace human developers. Where does the industry go when the subsidies dry up? A breakdown

@Ryandally08 They truly think they are above the law - nothing but contempt for accountability Homelander with a credit card

#BREAKING Attorney General, Michelle Rowland, outright refuses to answer a direct question of whether the $10,000 she was made to payback, were for flights for her husband and kids: Reporter “was that the flights for your husband and kids?” Rowland “that was the amount that IPIA said I had to pay back” Reporter “but why won’t you say what you had to pay it back for, was it for the flights for your husband and kids?” Rowland “I want to be clear that this was private advice” Reporter “so you had to payback around half the amount of the trip?” Rowland “yes” Reporter “there was a time when a Minister might be forced to resign over something like this, do you accept that?” Rowland “what I accept is that I acted within the guidelines and paid the money back” Absolutely no accountability under this Albanese Government. They just spend our tax money like drunken sailors.

@bodito91193 @ausstockchick they have probably voted for a mob that will bone them

@ausstockchick I feel more sorry for the youngsters who have bought recently. Negative equity pushed on them by this useless government.

I can’t wait to see the housing market data for this weekend. I am hearing all investors have cleared the market. #ausbiz #auspol

@brett_argent @HanskyutMedina @HawkTalkPod Someone will grab him.

@HanskyutMedina @HawkTalkPod No chance he is still available if the Pies have a spot to fill..

Brodie McLaughlin a 193 cm, 28 year old forward has been training with the Hawthorn Hawks for the last 3 weeks or so (#50 in my pic). Brodie kicked 7 goals last night, he also got 7 goals in round 4, 4 goals in round 3 and 3 goals in round 2.

Foreigners v Australian Tax Residents : The Reason for Leaving.. I have been modelling investing in Australia as a foreign resident versus an Australian tax resident. The system is actually bizarre once you break it into categories, and grossly advantages foreigners... FAMILY HOME For Australians, the major tax gift is the principal place of residence exemption. Any capital gain on your family home is tax free. This can also be leveraged by foreigners A foreign person can come to Australia, become a genuine Australian tax resident for a period of time, live in the property as their nominal home, and then leave Australia for six years under the absence rule. If structured properly and they later return to Australian tax residency before sale, sell the property, and be tax exempt I would call that break even. INVESTMENT PROPERTY Completely different story. Foreigners investing in Australian residential investment property get hammered. They lose access to the main residence exemption if they are foreign residents at the time of sale. They face foreign owner surcharges, land tax surcharges, vacancy taxes in some jurisdictions, and withholding rules on sale. In other words Australia has intentionally made residential investment property tax-disadvantaged for foreigners. Frankly, that makes policy sense. Australian homes should primarily benefit Australians. FIXED INCOME Now the logic suddenly flips. If an Australian tax resident earns interest income from deposits or fixed income investments, they may pay up to 47% tax including Medicare levy. A foreign resident often only pays around 10% withholding tax. So the foreign investor can be massively advantaged relative to the Australian resident in fixed income markets. EQUITIES The asymmetry becomes even more extreme in equities. Australian tax residents pay capital gains tax on shares, even after the CGT discount. Foreign residents generally pay no Australian CGT at all on ordinary ASX equities unless the company is land-rich. This is being made worse by Jim Chalmers screwing with the 50% CGT discount so the foreign owner is now even more advantaged than previously. For dividends: - Australians include franked dividends in taxable income and may ultimately face very high marginal tax rates. - Foreigners lose the franking credit benefit, but usually pay no additional Australian tax on fully franked dividends. - On unfranked dividends, withholding tax rates are often still materially below top Australian marginal tax rates. The conclusion can only be that Australia is increasingly not for Australians but for foreigners. Anybody knows that who watches the gas policies of the government, or coal, where foreign investment gets great deals because apparently we need it to attract that investment. I would say that we do not need to attract that investment if we actually didn't tax ourselves to death Singapore would never structure things this way. They aggressively favour domestic capital accumulation. Australia increasingly does the opposite: we tax local capital formation heavily while remaining extraordinarily accommodating toward foreign capital ownership. I call it the "Brett Blundy Effect" . Mr Blundy got tired of his ridiculous tax bill and zipped off overseas, which I do not judge him for, it's an intelligent choice under the current policy settings. However for those of us that are left we should be critical that those stupid asymmetric policy settings exist. And are now being made even worse by our socialist governments new CGT policy on equities. At this time the punter has kept their business interests in Australia, but eventually they will realise that the tax system rewards them for leaving. New Zealanders used to joke that if an Australian moved to New Zealand the IQ of both countries would increase. Now it just might be true...

Jacinta Allan has banned the Australian flag from the uniforms of prison officers as she says the flag is "divisive". However, the Aboriginal and rainbow flags are not banned as she says those flags are "inclusive". This madness must stop. #springst #BendigoBarbie

@BradKlibansky @HawksInsiders Injury ? apparently limped off

Will Day’s return ⬇️ Fantastic 1st quarter playing on-ball. 8 disposals at 88%. 3 marks, 1 clearance and laid 2 big tackles. @HawksInsiders

@Ryandally08 they are fooling labor voters.

#BREAKING Nat Barr challenges Labor MP, Murray Watts comical claim that there are only “small parts” of the community who are “not happy” with the budget. Barr “are you serious?” Watt “I haven’t heard anyone yet convince me about why a nurse who derives her income from going to work everyday should be paying more tax than someone who derives their income from owning investment properties” Barr “but what if the nurse buys an investment property and starts a side hustle, you’ll then take half?” Watt “then she will benefit from our tax relief” After just explaining that he’ll take half. Who do these people think they’re fooling?

@LordStoppington @VolatilityQ if you need someone for IG markets im happy to join up

@VolatilityQ I’ll be reaching out soon to the people who expressed interest🫡More details coming

He announced it. He sold it. Now he owns the lobby. Malcolm Turnbull announced Snowy 2.0 in March 2017 at $2 billion. The feasibility study didn’t exist yet. The Snowy Hydro board and his own government were warned the costs were greatly underestimated. The 1980s study had already rejected the concept. Turnbull pushed it through anyway. Cost today: heading for $42 billion. After leaving office, Turnbull built a personal pumped hydro pipeline on his Hunter Valley family land, sold it to AGL for an undisclosed sum, became President of the global pumped hydro lobby, and now advises KKR, the private equity firm that owns a stake in the NSW transmission company receiving $1.92 billion in below-market federal loans for the project he announced. None of this is illegal. All of it is documented. Australians paid for the policy. He kept the upside. Cold hard facts. 100% truth. No misinformation. What’s your thoughts…? Peter Lyndon-James 🇦🇺

@HedgieMarkets @Mike_Hunt_Sr China are not to be underestimated The are getting better, and always cheaper

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

@_684148249_ Need to plug the $4m sponsorship each year

as a Hawthorn member, love that we are leaving Tassie. 4 extra games with bigger crowds in VIC. however, don’t know why the #AFL didn’t stagger the exit.. Tassie will play 12 home / 12 away, that’s 12 weeks without footy in the state

@Boppa263 @philltee @HawthornFC @gullanHeraldSun He must be a complete fuckhead to come up with crap like that That’s the best he can do right ?

@philltee @HawthornFC It’s @gullanHeraldSun , standard salty journo

According to Herald Sun - @HawthornFC only got the win last night because it was played at UTAS. I would hate to think what they would write if we played games on the same ground we train on 3 times a week. Whoever the writer is - sounds a tad salty. #GoHawthorn