Industry: Technology Hardware & Equipment

This week's episode takes an intriguing turn as we explore Sotheby's landmark Bitcoin Ordinals auction and its implications for the digital art world.

The hottest company in AI just fired their celebrity founder… how did that happen? Australia is at the bottom of the leaderboard on a few economic measures, while retailers reckon they’re heading for a rough Christmas, and The Hilton is now taking job offers via TikTok.

We're talking about earnings season - which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow.

Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation.

Today Darcy and Sascha want to know, what’s happened to the Metaverse?

Take a deep breath. While ChatGPT still needs a fact checker, we’re a long way from AI taking our jobs. But we wanted to take stock and see where the most exciting experiments were happening. Sascha and Alec talk about - what are the emerging use cases of ChatGPT?

Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head.

Today Sascha and Darcy started wondering about a world of automated farming - self-driving tractors and drones, fields covered in sensors, robots picking fruit. They ask - what does the farm of the future look like? And how far away are we from seeing it?

Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI.

Earnings season. It’s that time of year when publicly traded companies tell the public how they’re going. How much they’ve sold, did they make a profit, and what their plans are for the future. We’ve just got through earnings for the third quarter - that is July to September this year.

I’m not sure if you’re aware, there’s been a lot happening in the world of satellite internet recently. In late July, two of Europe’s biggest satellite internet operators - - announced a merger. Why? They said they want to better compete with Elon Musk’s Starlink. Then, Starlink was in the headlines after parts of one of their rockets crashed down to earth and landed in a paddock in rural Australia. Thankfully, no one was hurt. But it did get us thinking here at The Dive. For an industry that is sending thousands of satellites up into the sky, there is very little said about it. And we had a lot of questions. Today Alec and Sascha try to answer them, and ask the question - what’s the go with satellite internet?

Ever wish you could ask the leaders of the world’s largest tech companies about what to invest in? From Australia's first employee and Managing Director at Google, to Spotify, to her own venture capital fund, Kate knows a thing or two about what makes a tech company successful! On today’s episode, we ask Kate all about her career, and what she believes are the greatest investing opportunities in consumer technology today.

Danny, who's a Senior Analyst at Shaw and Partners is responsible for covering ASX e-commerce, retail and technology based businesses such as companies like, Adore Beauty, Audinate, Dusk Group, Silk Logistics, Prospa, Open Pay and Praemium to name a few within his current research universe. He has also raised capital for many companies including Brainchip (BRN), Openpay (OPY), Wisr (WZR) and many more. In this conversation with Candice and Felicity, he talks about opportunities in the Australian investing landscape, his process for finding a compelling business and his thoughts on the derating of the technology sector.

In today's episode, Bryce and Alec talk about one of the companies that they both disagree on 'the most'. They share some surprising housing data that reveals some clues around investing in mega-trends. The lads explain the recent Berkshire Hathaway purchase and how it strategically fits within the Berkshire thesis. The discussion covers brain chips and how clinical human trials are now beginning. And to wrap this episode, Bryce and Alec talk through the recent Morningstar Top 10 Global Stocks and how you can use this list to develop your own stock picking research.

Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Australian market is the technology sector and currently has likely the broadest software technology coverage in the market, which provides a unique perspective on business models and valuations across the sector.