Lukasz Klenner

Today's Summary Squawk! The AI financial stress story crystallised further overnight, and it is now a multi-front

Today's Summary Squawk! The macro picture sharpened overnight in ways that matter directly to Australian strategy. US CPI

Today's Summary Squawk! The two biggest stories today both sit inside OpenAI — and neither is about the product.

Today's Summary Squawk! Three things happened today that should change how Australian organisations approach AI governance. The Guardian

Today's Summary Squawk! Three threads dominate this morning. The geopolitical order around energy is being rewritten in real

Today's Summary Squawk! Three things landed today that belong in the same sentence. OpenAI's annualised revenues

Today's Summary Squawk! Three threads are converging today into a single strategic question: who controls AI infrastructure, and

Today's Summary Squawk! Three threads dominate today. First, the data centre buildout that was supposed to be Australia&

Today's Summary Squawk! The structural story today is OpenAI's capital position and governance cracking at the

Today's Summary Squawk! Three threads dominate today. First, the OpenAI rogue agent problem just got materially worse: a

Today's Summary Squawk! Three things happened this week that your clients should be reading as one story. Firmus

Today's Summary Squawk! Three things are moving at once today that matter more together than separately. Home Affairs

Today's Summary Squawk! The RBA hiked yesterday — first time in fifteen months — taking the cash rate to a

Today's Summary Squawk! The two biggest structural signals today come from the same place: a loss of confidence

Today's Summary Squawk! The week ends with two pressure points Australian boards need to take seriously. The RBA

Today's Summary Squawk! The Medicare AI hack is no longer just a domestic security story. Albanese took it

Today's Summary Squawk! The biggest story today is the one that changes the risk register for every Australian

Today's Summary Squawk! Two threads dominate today. First, the AI model cost curve is collapsing faster than anyone