The Analyst, the Disclaimer, and the Two-Speed AI Economy | Ep. 8

AI is running at two speeds: the hype-drunk markets pricing in an industrial revolution, and the real world where 95% of projects face-plant.

So we brought in the one person who can explain both — Conor O’Prey, the only guest we’ve ever needed a legal disclaimer for.
Conor has spent nearly 20 years analysing digital infrastructure stocks - NEXTDC, Megaport, Macquarie Technology Group -and watching capital markets make (and often misread) bets on the future. In this episode, he discusses:

• why the AI “bubble” probably isn’t a bubble
• how analysts actually judge emerging tech
• why the market rewards boring, predictable execution
• what CEOs get catastrophically wrong when they talk to analysts
• and the supply-chain choke points that could slow AI more than any regulation
This is a rare look behind the curtain of how money, technology and hype collide — and what leaders should take away before their next investor briefing.

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Content is for general information and entertainment only and should not be taken as professional, legal, or financial advice. While care is taken, no guarantee is made as to accuracy.

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