Capital Insights
Forget the share price. SpaceX just published a map of the next five years.
Most coverage of SpaceX’s result focused on a 9.1% share price fall. That is noise. The signal is in the transcript: compute, power, bandwidth and demand over the next five years.
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
THE TAX CHANGED. NOW THE PRODUCT IS CHANGING TO MATCH.
Changes to the 50% capital gains tax discount are shifting Australian private capital away from growth and into high-yielding wrappers. Fund managers are actively redesigning products across private credit and property to capture the incoming capital rotation
The Algorithm Re-Dosing Cancer Treatment: Inside the University of Melbourne Spin-Out Rewriting a 60-Year-Old Formula
Oncology specialists are still calculating toxic chemotherapy doses using a formula from the era of the Ford Model T, leading to a system where seven out of eight patients are routinely overdosed. University of Melbourne spin-out PredicTx is dismantling this legacy approach, utilizing advanced AI to analyze existing patient CT scans, deliver precision medicine to the bedside, and return a massive 100x financial rerate to hospital networks.
Asset over thematic: Centuria’s Andrew Essey warns against ‘blanket strategies’ as global capital eyes Australia
Relying solely on broad macroeconomic trends is the single biggest mistake property investors make today. Centuria Capital CIO Andrew Essey explains why asset-level “lettability” always trumps the overarching sector thematic, and reveals where global institutional capital is quietly pivoting to capture high-octane returns.
Material gains: Swinburne spin-out EntroMat takes aim at $160b global market
Traditional metallurgy has hit a performance wall. Discover how Swinburne University spin-out EntroMat is leveraging physics-based AI and circular critical minerals to engineer high-entropy alloys capable of surviving the world’s most extreme industrial environments.
A new corridor for wealth: PanGen Capital opens institutional property to the $100k investor
PanGen Capital has launched a new wholesale property fund designed to smash institutional barriers. By pooling capital from $100,000, the firm gives sophisticated investors direct entry into premium, unlisted real estate portfolios historically reserved for multi-billion-dollar super funds.
The Concierge of Cure: How Cicada Innovations is Solving the ‘Lab-to-Bedside’ Gap
Cicada Innovations is solving the critical “lab-to-bedside” transition that stalls many life-saving medical breakthroughs. Led by Lilly Bojarski at the Westmead Health and Innovation District, the Health Tech Hub acts as a clinical concierge—bridging the gap between brilliant laboratory science and real-world hospital workflows to help early-stage ventures commercialise, scale, and access a multi-billion dollar market.
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