M

[M @Matt__Mueller]

Went out to shoot the Sydney Vivid festival, and got some good ones. Here's a keeper.

[Chamath Palihapitiya @chamath]

What is the biggest business secret hiding in plain sight right now?

Well, we’ve been saying for a while on @theallinpod that we should prepare for interest rates “higher than we like and for longer than we want”.

The most under reported issue in business is how Corporate America is about to hit a massive debt wall because of it.

A “debt wall” is a term that describes how much debt is due at various times. If a lot of debt comes due at the same time, it puts a lot of pressure on a company.

It turns out that companies issued a ton of short term debt during the pandemic at close to 0% interest rates. As you can see below, hundreds of billions of dollars will come due starting Jan-2024 and will need to be refinanced at MUCH higher rates.

Prepare for a bunch of companies who will not be able to refinance their debt and will thus see their equity value incinerated. This will hit the private equity industry very acutely, whose core playbook involves wrapping their companies in gobs of high yield debt.

That said, this will also ultimately create opportunities for those with capital on the sidelines to act as a buyer and recap the best of these companies.

Expect a bunch of articles about potential corporate bankruptcies starting this fall…lots of money to be made if you’re paying attention.

[Barsee 🐶 @heyBarsee]

ChatGPT is super powerful.

But only if you write the good prompts.

Here is a list of insanely useful prompts (ranked in order):

[Tesla @Tesla]

Tesla Investor Day https://t.co/kcJWQcAFkJ

[Pixelpuncha @Pixelpuncha]

Super stoked to see my buddy get his copies of #prostheticreality 1&2. Thanks ya legend @Matt__Mueller! 💕⚡️🎉
Copies are still available here:
https://t.co/GP0GBNTf8t

#ar #augmentedreality #eyejack #metaverse #nft #sutuverse #prv2 #pixelpuncha

[Meg Coffey @TexanMeg]

Even when she’s moody she’s beautiful.

#seeperth #wanderoutyonder

[Lionel Page @page_eco]

Another fascinating mind-bending illusion. There is no yellow in the circle below (!). Instead, our brain very confidently fills the gap of the colour scheme.
by @AkiyoshiKitaoka

[SportsCenter @SportsCenter]

ANOTHER ONE! 🏅🏅

Ariarne Titmus (AUS) sets an Olympic record in the women’s 200m freestyle to win her second gold medal in the Tokyo Olympics!

[Georgie Dent @georgiedent]

We sell men, dads & children short when we pretend men are somehow not suitable for caring roles - in & out of the home. Thanks @theprojecttv for exploring this & to @Lisa_Wilkinson & @vanOnselenP for mentioning the issue of pay which is critical to address. #ozearlyed #paygap

[Vala Afshar @ValaAfshar]

What is blockchain?

[Vala Afshar @ValaAfshar]

"The secret to good writing is to use small words for big ideas, not to use big words for small ideas."

[M @Matt__Mueller]

@AlanKohler @vanOnselenP ... Here is just the transport projects (a sub-set of the prior infrastructure graph).

These are committed projects and excludes any recent Budget Announcements (Jan 2021 report by Macromintor.)

[M @Matt__Mueller]

@AlanKohler @vanOnselenP I know you two like graphs - take these two together: 1) AU Gov's forecast of net migration 2) Value of infrastructure investment projects under construction from Deloitte Access Economics. Looks like the forecast for a skills shortage perfect storm...

[BiG Day In - ICT career days for Yr 9-12 students @TheBigDayIn]

The awesome Matt Mueller from @ilukaresources talking about tech careers @thebigdayin Perth today @ Winthrop Hall - UWA https://t.co/zJ3sQIhBTN

[Curtin University @CurtinUni]

We’re excited to welcome world renowned #mycologist, Professor Wieland Meyer, as the new Associate Dean of the @CurtinUni #MedicalSchool! 🎉 https://t.co/FoMOJ5TjMy

[Marcus House @MarcusHouse]

CHECK THIS OUT! 😲
SpaceX just landed B1058 for the 8th time, and just check out this uninterrupted landing footage. Can you believe what we are able to watch live these days. This is possibly the BEST landing footage I've seen live on a drone ship. 🚀😍

[M @Matt__Mueller]

Interesting article on AI and innovation. A choice paraphrase: as you prototype / pilot, try to be as judicious as you can about selecting use cases that are realistic and that everybody can get their heads around and connect the dots to the ROI https://t.co/zwz7cux0iY

[SpaceNews @SpaceNews_Inc]

SpaceX will install ground stations within Google’s data centers for its #Starlink broadband satellites under a new cloud partnership. They expect to provide new capabilities for @googlecloud customers in the second half of 2021: https://t.co/ms2LjrZDHL

[Bob Jensen @RealBobJ]

Digital Monday: With the pandemic getting most companies' attention these days, don't forget that #cyberattacks are still the top threat to our economy and national security. The #Ransomware attack on Colonial Pipeline should refocus us on #cybersecurity.
https://t.co/eJTg1OL08F

[Fermat's Library @fermatslibrary]

Other than talent and opportunity, what makes some people more successful than others?

This week's paper gives new insights regarding the determinants of both everyday success and extraordinary individual achievement.

Read on here: https://t.co/9am78Zr6Gv