Grahame Lynch

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Grahame Lynch

Grahame Lynch

@Commsday

What's happening today in ANZ telecoms

Sydney, Australia Katılım Şubat 2009
2K Takip Edilen1.8K Takipçiler
Grahame Lynch
Grahame Lynch@Commsday·
@20th_Centurygal New Order's Every Second Counts where Bernard sings "I think you are a pig You should be in a zoo" and loses it
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Amy
Amy@20th_Centurygal·
What’s the best mistake ever left in a recording?
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Mistress Dividend
Mistress Dividend@mistressdivy·
People who actually lived through the Thriller era, was it actually THAT BIG?
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Grahame Lynch
Grahame Lynch@Commsday·
@TheKouk The difference is comprised largely of HECS debt... not an asset you can liquidate easily for cash and which carries the risk of being written down for political advantage
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Claire Lehmann
Claire Lehmann@clairlemon·
"Trump thought he would force the Iranians to quit in 5 minutes, but the Islamic Republic, like its satraps in Gaza & Lebanon, do not calculate costs & benefits in the transactional manner Trump understands." Michael Totten in @Quillette quillette.com/2026/04/17/the…
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Grahame Lynch retweetledi
Bevan Slattery
Bevan Slattery@BevanSlattery·
$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.
Bevan Slattery tweet media
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Alexandra Marshall
Alexandra Marshall@ellymelly·
Well, Matt Canavan has secured #2 Senate ticket spot behind Turnbull fan and Liberal James McGrath at #1. Queensland is Pauline Hanson's home state. If the SA result is repeated or bettered (which it should be in QLD), the Leader of the Nationals might not even win his spot. And the Coalition would deserve it for refusing to update their rules to allow the best CANDIDATE to go first, instead of the born-to-rule moderate Liberals who have all-but sunk Menzies' party.
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Grahame Lynch
Grahame Lynch@Commsday·
The complication there is that many voters see the economy and immigration as entwined when it comes to cost of living and housing. But totally agree that the Liberals need to regain their previous image as superior economic managers which was the reason many people used to vote for them, if through gritted teeth on the cultural stuff
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Marko Matvikov
Marko Matvikov@MarkoMatvikov·
One Nation will continue to surge ahead of the Liberals so long as the national debate focuses on immigration and culture. The Liberals’ path back to primary opposition is through economic policy - yet when was the last time you heard a Liberal MP talking about the economy? It’s also an opportunity for One Nation to expand its support if it can mature into a party that demonstrates economic competency in the years ahead. And it isn’t like Labor’s economy isn’t a target rich environment.
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Grahame Lynch
Grahame Lynch@Commsday·
@clairlemon There is an amazing fascination with 9/11 among young kids. It is their World War 2
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Claire Lehmann
Claire Lehmann@clairlemon·
Listening to my son explain 9/11 to his younger sister and then realising he knows more about it than me 🤔
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Oliver Burdick
Oliver Burdick@oliverburdick·
If Earth were 4 inches closer to the sun, we would all burn up and die. If gravity was .1% stronger, every star would explode instantly. If the Universe expanded 1 mph faster, human life would be impossible. None of this is random. God is real, and his design is perfect.
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Grahame Lynch
Grahame Lynch@Commsday·
@Paul_Karp Yup and inevitable that the national parliament will become a one party hegemony just as the ACT is.
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Paul Karp
Paul Karp@Paul_Karp·
There are three stories about on post-Liberal politics: * AFR says teals and Liberal moderates chatting * SMH says One Nation expects more recruits and to eat Nationals * Daily Tele says Reform Australia will register. These can't all succeed. The right is disintegrating.
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Lord of the Dance
Lord of the Dance@trashyhonky·
Every time someone says a new housing development in Sydney "will end up like Hong Kong!" I get excited in anticipation of a cream bun bakery on every corner and a metro every 90 seconds in peak hour
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Grahame Lynch
Grahame Lynch@Commsday·
@KosSamaras Umm the answer to the first question shows there is no problem which needs to be legislated.
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Kos Samaras
Kos Samaras@KosSamaras·
The connection between opponents of work from home and flat earthers. Opposition to the Allan Government’s proposal to make working from home a legal right doesn’t just ignore the crystal-clear message delivered at the May 3 federal election, it actively pretends it never happened. And the level of support for that opposition? So vanishingly small it makes flat-earth societies look like mass movements. To cling to it is less a policy stance than a kind of cult ritual, recited in defiance of reality while the rest of the country rolls its eyes and laughs at them. Resolve poll on working from home rights.
Kos Samaras tweet media
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Grahame Lynch
Grahame Lynch@Commsday·
@Dart47 @MikeCarlton01 Exactly. Outside of being a novelty item in American themed restaurants, cannot really see it finding a market here.
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David Armstrong
David Armstrong@Dart47·
@MikeCarlton01 I suspect American beef will prove to be so unpopular in Australia that, in practice, lifting the ban will be but a minor concession to Trump. He won't care how it turns: he has already had his big, beautiful boast
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Gad Saad
Gad Saad@GadSaad·
I went from 417 people that I was following to 416. I don’t recall unfollowing anyone over the past couple of days. Strange.
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Mike Carlton
Mike Carlton@MikeCarlton01·
A lot of people here tonight complaining that this is some wicked ABC plot to undermine the government. No it’s not, it’s information the public is entitled to know. If some bureaucrat releases it by mistake, too bad… abc.net.au/news/2025-07-1…
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Grahame Lynch
Grahame Lynch@Commsday·
@KosSamaras I don't dispute your analysis but certainly at a loss as to how propping up a soft-left statist monoparty quells any of their issues.
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Kos Samaras
Kos Samaras@KosSamaras·
A more detailed response into some of the delusional comments I have seen, since we published our Victorian State poll. May 3rd wasn’t an outlier - it was a confirmation. Recent state-based polling in Victoria shows the trend is hardening. The Coalition’s support continues to erode in urban younger and diverse communities. Even in Queensland, where the LNP is relatively moderate and professional, they’re still struggling in Brisbane. Some conservatives reach for the usual scapegoat: immigration. Others cling to the fantasy that Millennials and Gen Z will one day “mature” into Baby Boomer voting patterns. But both views completely miss the point. This generation has been forged by a very different world, housing crises, wage stagnation, insecure work, the GFC, a pandemic, and a loss of trust in almost every major institution. Now they’re working in an economy being reshaped by AI, where their degrees risk being rendered obsolete by code. Nearly of them are or will live a life of lesser quality than previous generations. They’re more diverse, more educated, more globally connected and they’re not watching legacy news, reading the same op-eds, or voting out of loyalty. They don’t trust the old gatekeepers. And they certainly don’t wait for permission to challenge them. Some conservatives need to face a confronting reality: this isn’t just a demographic trend, it’s a structural social reset as profound as the industrial revolution. And it’s not going away. But this isn’t just a message for the Right. Some on the radical Left are equally deluded, more interested in chasing social media clout than building coalitions that win actual first preferences. That too was the big message arising from the May 3rd election result. Trying to interpret their behaviour through a 1990s, or worse, 1950s, lens isn’t just outdated. It’s politically DUMB. The commentators and parties who fail to grasp this generational shift will keep misreading the play because they’re still speaking to a country that no longer exists.
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Grahame Lynch
Grahame Lynch@Commsday·
This is something you see in poorer countries often with ground water (flood) issues. It helps keeps power and telecommunications more affordable and quicker to deploy. As countries get richer, they tend to underground things, regardless of attitudes to regulation. Cities that flood alot tend to be poorer.
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Corey J. Mahler
Corey J. Mahler@CoreyJMahler·
Libertarians: ‘I don’t see why regulations matters.’ Every part of the world with inadequate regulatory law:
Corey J. Mahler tweet media
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