Detrended

Subscribe.

No spam. Unsubscribe anytime.

Justin Pyvis.

Justin has a PhD in economics and 20+ years of experience in policy and investment analysis from working at the WA Treasury and AECOM in Perth, and Aletheia Capital in Hong Kong.

Posts by Justin Pyvis

How to build a moat

28 July 2026

Banning open-weight AI is just rent-seeking dressed up as national security.

The latest AI scare campaign

24 July 2026

The Hugging Face hack, how to value AI firms, the Australian media's shaky legs, and who is Andy Burnham?

There is no moat

20 July 2026

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.

The PBO's bitter truth

17 July 2026

Canberra's budgeting is industrial strength gaslighting, Westpac stands up for Superannuation, and Australia leads the world in occupational licensing, the productivity killer.

The Office of AI

15 July 2026

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.

Why falling house prices aren't always a win

13 July 2026

Whether a fall in house prices is 'good news' depends entirely on why they are falling.

Balancing the pain

10 July 2026

Labor wants to meddle with interest rates, investing will have to change, and meeting the new Grok.

Protecting jobs by killing growth

8 July 2026

Australia won't build the next OpenAI, but could be its most sophisticated adopter... unless Labor ties the sector in regulatory knots first.

Vibes vs. data at the World Cup

6 July 2026

The most successful South American team actually plays a highly optimised, European style of football.

Cold comfort

3 July 2026

The wrong kind of housing cooling, the ACCC loses its way, and OpenAI proposes the friendliest shakedown in tech.