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Japan Took 30 Years to Recover. China May Not Get the Same Chance.
Japan took thirty years to recover from a debt-fuelled property bubble. China's own property crisis began in 2021 and is unresolved, its local debt is far harder to measure than Japan's ever was, and Beijing is already legislating against AI-driven job losses while Washington still debates the idea. Part 1 of a two-part macro series.

Noel Ong
Sep 1330 min read


SCX.ai IPO: A$40 Million to Build Australia’s AI Compute Challenger
SCX.ai is arriving on the ASX with an operational ten-rack AI inference node, A$5.35 million of contracted annual recurring revenue and a fully underwritten A$40 million raising.

Noel Ong
Aug 2116 min read


The Paradox: The Price Fell, The Bill Rose - AI Agent Economics
AI's inputs got over 99% cheaper, yet AI bills keep rising. A plain-English guide to agentic AI economics, and the one cost test investors should apply to any AI story.

Noel Ong
Jul 2611 min read


Lion Rock Minerals (ASX: LRM): A Rutile-Rich Corridor Emerges Across 130 km² at Cameroon's Minta Project
Lion Rock Minerals Limited (ASX: LRM) has delivered the results of its completed drilling hand-auger campaign at Mboma and Loum, two priority zones within the 8,800 km² Minta Rutile & Monazite Project in central Cameroon.

Noel Ong
Jul 1510 min read


When the Smartest AI Model Is Worth the Least
At SuperAI 2026, a European lab, a Chinese lab, and a veteran investor agreed the AI frontier has quietly moved — away from topping benchmarks, toward owning deployment, distribution, and the ground beneath the tokens.A panel discussion, moderated by Zixuan Li (Head, Z.ai), with:Geoff Soon, Mistral AI · Cherie Shi, MiniMax · Hemant Mohapatra, LightspeedSuperAI 2026 · Marina Bay Sands, Singapore · 10 June 2026For a few years, the word frontier had a simple meaning in artificia

Noel Ong
Jul 611 min read
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