Journal
Notes from
an Owner's Desk.
12 October 2026 · Robert Knight
The AI Bubble: Are We Building the Infrastructure of the Future or the Next Great Capital Destruction?
The technology can succeed while the investment thesis fails. A closer look at AI infrastructure spending, valuations and the economics behind the boom.
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12 October 2026 · Robert Knight
Australia Is Losing Its Entrepreneurial Edge — And We Should Be Worried
An examination of Australia's economy, declining productivity, rising compliance costs and the growing challenges facing business owners.
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12 October 2026 · Robert Knight
Australia's Inflation Problem: Why Rising Prices Are Threatening Business Profitability and Investment Returns
Australian inflation has reached 4.0% and interest rates sit at 4.60%. What rising costs mean for business margins, valuations and investors.
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