https://newsletter.detrended.com Essays and analysis without the noise. en-us Tue, 04 Aug 2026 00:00:00 GMT https://newsletter.detrended.com/situational-awareness https://newsletter.detrended.com/situational-awareness Tue, 04 Aug 2026 00:00:00 GMT A big brain doesn't make you immune to the risks of excessive leverage. Artificial Intelligence https://newsletter.detrended.com/australia-still-has-an-inflation-problem https://newsletter.detrended.com/australia-still-has-an-inflation-problem Sat, 01 Aug 2026 00:00:00 GMT Australia's domestic inflation, the poor incentives behind green energy transitions, Australia's new oil refinery, and Argentina's ongoing recovery. Weekly https://newsletter.detrended.com/where-is-australias-zohran-mamdani https://newsletter.detrended.com/where-is-australias-zohran-mamdani Wed, 29 Jul 2026 00:00:00 GMT Australia's institutions work to prevent people like Zohran Mamdani from achieving similar political power. Politics https://newsletter.detrended.com/how-to-build-a-moat https://newsletter.detrended.com/how-to-build-a-moat Tue, 28 Jul 2026 00:00:00 GMT Banning open-weight AI is just rent-seeking dressed up as national security. Artificial Intelligence Regulation https://newsletter.detrended.com/the-latest-ai-scare-campaign https://newsletter.detrended.com/the-latest-ai-scare-campaign Fri, 24 Jul 2026 00:00:00 GMT The Hugging Face hack, how to value AI firms, the Australian media's shaky legs, and who is Andy Burnham? Weekly https://newsletter.detrended.com/there-is-no-moat https://newsletter.detrended.com/there-is-no-moat Mon, 20 Jul 2026 00:00:00 GMT Chinese AI models are really good and the LLM space looks set to be commoditised, with consequences for the owners of the leading closed models. Artificial Intelligence https://newsletter.detrended.com/the-pbos-bitter-truth https://newsletter.detrended.com/the-pbos-bitter-truth Fri, 17 Jul 2026 00:00:00 GMT Canberra's budgeting is industrial strength gaslighting, Westpac stands up for Superannuation, and Australia leads the world in occupational licensing, the productivity killer. Weekly https://newsletter.detrended.com/the-office-of-ai https://newsletter.detrended.com/the-office-of-ai Wed, 15 Jul 2026 00:00:00 GMT The opportunity costs of Australia's rush to establish 'AI standards' will be measured in the unseen innovations, jobs, and productivity gains that a committee in Canberra thwarts. Artificial Intelligence https://newsletter.detrended.com/why-falling-house-prices-arent-always-a-win https://newsletter.detrended.com/why-falling-house-prices-arent-always-a-win Mon, 13 Jul 2026 00:00:00 GMT Whether a fall in house prices is 'good news' depends entirely on why they are falling. Housing https://newsletter.detrended.com/balancing-the-pain https://newsletter.detrended.com/balancing-the-pain Fri, 10 Jul 2026 00:00:00 GMT Labor wants to meddle with interest rates, investing will have to change, and meeting the new Grok. Weekly https://newsletter.detrended.com/protecting-jobs-by-killing-growth https://newsletter.detrended.com/protecting-jobs-by-killing-growth Wed, 08 Jul 2026 00:00:00 GMT Australia won't build the next OpenAI, but could be its most sophisticated adopter... unless Labor ties the sector in regulatory knots first. Artificial Intelligence https://newsletter.detrended.com/vibes-vs-data-at-the-fifa-world-cup https://newsletter.detrended.com/vibes-vs-data-at-the-fifa-world-cup Mon, 06 Jul 2026 00:00:00 GMT The most successful South American team actually plays a highly optimised, European style of football. Sport https://newsletter.detrended.com/cold-comfort https://newsletter.detrended.com/cold-comfort Fri, 03 Jul 2026 00:00:00 GMT The wrong kind of housing cooling, the ACCC loses its way, and OpenAI proposes the friendliest shakedown in tech. Weekly https://newsletter.detrended.com/a-new-direction https://newsletter.detrended.com/a-new-direction Mon, 29 Jun 2026 00:00:00 GMT Why proprietary AI is losing its edge, local policy has hit a wall, and where this newsletter is heading next. Artificial Intelligence Travel https://newsletter.detrended.com/the-next-reform-victim https://newsletter.detrended.com/the-next-reform-victim Fri, 26 Jun 2026 00:00:00 GMT The Albanese government has found its next target, don't bank on a rate cut in 2026, and no matter how bad it gets there's always the UK. Weekly https://newsletter.detrended.com/labors-poison-pill https://newsletter.detrended.com/labors-poison-pill Wed, 24 Jun 2026 00:00:00 GMT The Greens got their concessions, Labor got its tax hike, and the rest of Australia got a revenue grab dressed as neutral reform. Tax https://newsletter.detrended.com/caveat-emptor https://newsletter.detrended.com/caveat-emptor Thu, 18 Jun 2026 00:00:00 GMT Pauline's big day, Hormuz is open (or is it?), and the biggest meme stock of all-time. Weekly https://newsletter.detrended.com/a-nation-divided https://newsletter.detrended.com/a-nation-divided Fri, 12 Jun 2026 00:00:00 GMT The rise of One Nation, Oil and the Strait of Hormuz, and the SpaceX IPO. Weekly https://newsletter.detrended.com/treasurys-imaginary-gift https://newsletter.detrended.com/treasurys-imaginary-gift Wed, 10 Jun 2026 00:00:00 GMT Indexing for inflation isn't a concession, and deferring tax until you sell isn't a loan. Tax https://newsletter.detrended.com/is-australia-a-high-taxing-nation https://newsletter.detrended.com/is-australia-a-high-taxing-nation Mon, 08 Jun 2026 00:00:00 GMT No, but tax-to-GDP is a highly misleading measure of the true tax burden. Tax