Adam and Adir unpack the latest fallout from Australia’s surcharge ban, the rise of PayID and PayTo, Victoria’s new auction rules and a software developer recreating products like Photoshop with AI.
Then they turn to the growing cracks in the AI boom: the Firmus fallout spreading through CoreWeave and other data-centre names, MAAS Group’s brutal sell-off and aggressive buybacks, and Anthropic’s extraordinary growth, and whether a potential $2 trillion valuation can possibly be justified.
01:58 - Ticket Bots and Radiohead
07:15 - Springvale, Retail and PayID
14:12 - The Surcharge Ban
29:17 - Europe’s Biggest Companies Quiz
38:09 - AI Clones Software
44:31 - Property Density and Victoria’s New Auction Rules
53:25 - Firmus, MAAS, Anthropic and The AI Bubble
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Join us on the 8th December in Melbourne CBD for the best live pod recording in Australia. Special guests to be announced. Get your tickets now at the link below:
https://events.humanitix.com/the-contrarians-live-at-bluerock
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