top of page

Media & Technology
Investor interviews and briefings with industry leaders from the media and technology sectors.


The Copper Question - Discussion On Copper's Two Headwinds
A newspaper column raised two risks to the copper story: communities resisting data centres, and carmakers rewiring in aluminium. This Insight follows both threads to their sources, sets them against a century of substitution history, and then turns to the Australian ground: who produces, who holds a resource, and how to weigh the explorers still looking for one.

Noel Ong
Aug 1220 min read


What Is a Token in AI? The Jargon of AI Explained for Investors
A token is a small piece of a word, and AI bills everything in tokens. Part 1 of The Language of AI decodes the industry’s jargon for investors in plain English.

Noel Ong
Aug 717 min read


How to Buy the AI Build-Out on the ASX — semiconductors, data centres, and the vector-database gap
Where an ASX investor can actually buy the AI build-out: semiconductor and data-centre stocks explained, plus why there's no ASX vector-database play.

Noel Ong
Jul 3012 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 269 min read


Monvia Ltd (ASX: MNV) IPO: Life insurance software veteran lists on the ASX with a $17.5 million raise
Monvia is behind the core systems of some of Australia's largest life insurers hit the boards at midday, priced at $1.10 a share and valued at approximately $103.5 million at the offer price.

Noel Ong
Jul 249 min read


Echo IQ: A Fully Funded, FDA-Cleared Cardiac-AI Company Scaling EchoSolv into the US
Discover how Echo IQ, a leading cardiac-AI company, is advancing in the US market with its FDA-cleared EchoSolv technology. Explore Echo IQ's innovations now!

Noel Ong
Jul 1012 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


When the Web Learned to Lie: AI Agents
A radio hoax fooled millions in 1938. Nearly ninety years later, the things being fooled aren't human — and the web is quietly feeding them poison. Adapted from a talk by Ariel Shulman, Chief Product Officer, Bright Data SuperAI 2026 · Marina Bay Sands, Singapore In 1938, Orson Welles stepped up to a radio microphone with no television, no internet, and no special effects beyond a few sound cues. He convinced millions of listeners that Martians were invading Earth. War of th

Noel Ong
Jun 2511 min read


Echo IQ – EchoSolv AS Enters Mount Sinai Health System
Samso has been following the Echo IQ since September 2025. The research that went into preparing for the first Coffee with Samso with Dustin Haines was the eye opener for myself. It became very clear that this was a business that just needed validation and the first was the FDA submission which I now understand is not something that is caually done. The proecess and the acceptance of the request for approval in itself was a strenous process and is almost a tick of approval

Noel Ong
Apr 307 min read


AI and The NVIDIAs AI Revolution – Why This Story Is Much Bigger Than a Chip Company.
I started to look at the world in Artificial Intelligence (AI) seriously 12 months ago with a trip to the SuperAI Conference in Singapore in 2025, an event that I will be attending again this year on the 10th and 11th June 2026. As part of the AI revolution for the Samso Platform, I hunted for practitioners of the industry to get on a Coffee with Samso to just give us the "AI for Dummies" approach to start our journey into AI.

Noel Ong
Apr 2713 min read


Echo IQ – AI Diagnostics, Mayo Clinic & Hypergrowth
This Coffee with Samso conversation with Dustin Haines from Echo IQ Limited (ASX: EIQ) reinforces a clear investment narrative: this is not just an AI story, but a data-driven healthcare business building a scalable diagnostic platform anchored in real clinical need.

Noel Ong
Apr 164 min read


archTIS Awarded US/EU Alliance Contract, Provides DoD Update
archTIS Limited (ASX: AR9) operates in a specialised segment of the cybersecurity market focused on data-centric security for government, defence, and regulated industries. The Company’s positioning within Zero Trust architecture and attribute-based access control (ABAC) environments places it in a sector where procurement cycles are long and compliance standards are strict.

Noel Ong
Mar 56 min read


Adisyn Demonstrates 20dB Radar Signature Reduction with Graphene
Samso has had a late entry to looking at looking at G11 Resources Limited (ASX: G11) as it explores for copper and gold within Tasmania’s Mt Read Volcanic Belt, a region that hosts the Mt Lyell Copper-Gold Mine and several other base metal and gold deposits. The Company’s focus is on structurally controlled mineralisation along the Great Lyell Fault, which is the main structural control to the Mt Lyell ore system.

Noel Ong
Mar 47 min read


Adisyn Limited — A New Leader - A Semiconductor-Focused Business - - Is this Perfect Timing for New Investors?
Adisyn Ltd (ASX: AI1) is advancing a graphene-based semiconductor technology platform through its wholly owned subsidiary, 2D Generation (2DG), supported by international research collaborations across Israel, Europe, and the United States. The Company’s core development work focuses on low-temperature graphene deposition processes designed for compatibility with existing semiconductor manufacturing environments.

Noel Ong
Feb 115 min read


Adisyn Limited — Technical Validation, Strategic Focus, and Capital Reallocation - A Semiconductor Story
Adisyn Ltd (ASX: AI1) is advancing a graphene-based semiconductor technology platform through its wholly owned subsidiary, 2D Generation (2DG), supported by international research collaborations across Israel, Europe, and the United States. The Company’s core development work focuses on low-temperature graphene deposition processes designed for compatibility with existing semiconductor manufacturing environments.

Noel Ong
Jan 136 min read
bottom of page
