OpenAI Funding Catastrophe, Australia’s Retail Apocalypse, Young Rich List Fail and Can Google Survive AI?
From The Contrarians with Adam and Adir · 1:45:35
Show by The Contrarians
Could Australian interest rates really hit 6%? Adam and Adir look at the renewed inflation problem, why retailers are feeling the squeeze and what the trouble at David Jones says about the Australian economy. Then they pull apart the 2026 AFR Young Rich List, questioning the valuations behind some of Australia's biggest young fortunes, from Canva and Firmus to Immutable and Nscale. Plus, OpenAI falls well short of its latest fundraising target, Anthropic's economics come under the microscope again, and Adam and Adir debate whether AI represents a genuine threat to Google's extraordinary search business. CHAPTERS 01:26 - Victoria, the Election and Muslim Vote Matters12:14 - Could Australian Interest Rates Hit 6%?18:52 - Eden's View From the Real Economy23:56 - Australia's Retail Slowdown31:53 - David Jones on the Brink39:26 - The 2026 Young Rich List59:00 - OpenAI's $30bn Funding Problem01:08:41 - The Anthropic Economics Question01:17:51 - Google Search vs AI01:38:37 - Reddit and the AI Traffic Problem LINKS Mastercard:https://www.mastercard.com/smallbusinessau Acquire Intelligence:https://acquire.ai/contrarians BlueRock:https://www.bluerock.com.au/thecontrarians Join us on Substack for articles, news and more:https://www.thecontrarianspod.com/
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