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AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Tuesday, June 28, 2022

NBN Spend - Hindsight Technology Choice

 Why Economies of Scope vs Economies of Scale for NBN 



The average cost per Mbps in OECD is 48c (USD) and in Australia, it is $1.06 and Avg speed is 51Mbps.
Just highlighting how economies of scope have impacted that.





(src: TPG results FY 22) 

Threats to NBN are multifold









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