エピソード

  • Physics and Economics Collide in the AI Job Controversy
    2026/09/02

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-.. AI is not going to erase work - it is going to force more of it. That is the blunt case here: why computers, tech, and generative AI can change tasks, but not eliminate the deeper economic need for human labor as entropy keeps rising. This episode connects physics and economics in a way most AI conversations miss. Using the second law of thermodynamics, the argument is simple but provocative: as disorder increases, societies need more maintenance, more building, more coordination, and more work to keep civilization functioning. Money, markets, and technology become the systems that make that work possible at scale. You'll discover why AI can absolutely reduce certain tasks, especially repetitive entry-level work like loan application assessment, while still leaving the overall number of jobs higher over time. The episode also examines why robotics has already displaced some dangerous and dull work without shrinking the global labor market, and why generative AI is best understood as a tool, not a replacement for human judgment. We break down the idea that when people can do more, they usually do more - creating more transactions, more complexity, and more demand for human problem-solving. The discussion also pushes back on the assumption that large language models are the same as intelligence itself, arguing instead that the human brain is the real large language model and that human-to-human interaction remains essential. If you are worried about AI taking your job, or trying to understand which parts of work automation will actually change, this episode gives you a sharper framework. It is especially relevant if you want a grounded, economics-meets-physics take on the future of labor instead of the usual hype cycle. A fast, thought-provoking listen for anyone tracking AI, jobs, productivity, and the long-term shape of work in a world that keeps getting more complex. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    13 分
  • Should We Be Optimistic? Trade-offs, Technology, and Human Progress
    2026/08/21

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... This episode argues that optimism is justified when you look at long-term human progress in health, poverty reduction, communication, and economic output. AM weighs the gains of modern technology and markets against real losses in community, attention, and certainty, then explains why the right response is to manage trade-offs rather than fall for Faustian bargains. Key topics AM makes the case that the world has improved overall through medicine, technology, education, and reduced superstition, even if some older forms of community have been weakened. He argues that modern information technology has a clear upside, but also creates screen addiction, distraction, and less participation in local community. On the economic side, AM points to the long-term reduction in abject poverty through freer markets, individual enterprise, and modern commerce. He references Malthus and Paul Ehrlich to argue that humanity has consistently outgrown old fears about mass starvation. AM says geopolitical risks remain, but the world is more stable and more legible than it was during the era of the world wars. He pushes back on AI doom narratives, arguing that automation tends to create new work rather than permanently destroy overall employment. AM frames business as something that expands as human needs expand, tying this to entropy and the ongoing need to manage disorder and desire. He says one major benefit of AI is that it can answer endless questions without embarrassment, helping people reduce uncertainty and ignorance. He acknowledges AI hallucinations and warns that its answers are not always reliable, especially outside straightforward domains. The episode closes by returning to meaning and purpose, arguing that human life is rooted in our physical reality and that community, spirituality, and the environment still need active repair. Timestamps 00:00 - Are we justified in being optimistic? 02:20 - Why technology has raised human utility over time 06:44 - Free markets and the long decline of abject poverty 08:13 - Why the world is more stable than it was in the era of world wars 09:11 - Why AI is not the same kind of job-destroying shock as past industrial revolutions 12:10 - Business, entropy, and why economic activity keeps expanding 13:37 - Why even AI creators are warning about AI disruption 15:06 - Human attention as the real organizing problem 16:04 - AI as a low-friction way to ask questions and reduce embarrassment 17:33 - Meaning, purpose, and why human life is tied to physical reality 19:18 - Why optimism still makes sense despite trade-offs 20:22 - Repairing community, spirituality, and the environment without falling for Faustian bargains Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    15 分
  • Artificial Intelligence - AI BOOM or BOM?
    2026/07/22

    Is the current AI bubble ready to pop or is this sustainable AI growth? Analyze the data center trends and market signals here. This analysis examines the rapid expansion of the artificial intelligence market to determine if current valuations align with long-term technological progress. We break down the imagery of recent infrastructure investments and compare them against historical market behavior to provide a realistic outlook for investors and tech enthusiasts. By focusing on strategic development rather than hype, we look at whether the artificial intelligence market can maintain its current trajectory. You will walk away with a clearer understanding of the forces driving the AI bubble and the metrics that signal a potential correction versus a permanent shift in the economy. Subscribe for weekly technology and market breakdowns, and comment your thoughts on whether the industry is overvalued right now. https://andrewmortimerbooks.com/ / andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    7 分
  • The Truth About AI and Its Actual Future Effect On Our Economy and Environment
    2026/07/02

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... In this episode, we explore the current state and future of artificial intelligence, its impact on jobs, the economy, and the environment, with insights from Jeremy Grantham and Stephen Bartlett. Key Topics AI's impact on jobs and economy The analogy of AI to historical infrastructure projects Data accessibility and AI's role in processing vast information Market trends and AI investment Environmental considerations and pollution Takeaways AI increases jobs and economic activity, not just displaces them. The current AI boom is more like water systems than railroads. AI is essential for processing the enormous data generated by humans. Despite market fluctuations, AI's utility is undeniable. Focusing on pollution can help address climate change effectively. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    10 分
  • The Uncomfortable Truth: Celebrity Has an Expiration Date
    2026/06/28

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Understand the difference between being famous vs celebrity. This analysis clarifies why some figures endure while others fade quickly. Fame is often confused with celebrity status, but the two concepts operate differently in our culture. This video examines the distinction by looking at historical figures who achieved lasting recognition versus contemporary media personalities whose influence is often fleeting. It is designed for viewers interested in media studies, history, and the psychology behind why society values certain individuals over others. By comparing historical examples with modern events, we break down the mechanics of legacy and public attention. You will learn how the nature of fame has shifted over time, moving from earned recognition to the immediate visibility of celebrity culture. This perspective helps distinguish between temporary exposure and genuine cultural impact. Sound Bites "Celebrity is fleeting, fame is eternal." "Fame lasts centuries, celebrity fades in years." "True fame can be laid down and put on again." Chapters 00:00 - Understanding Celebrity vs. Fame 05:07 - The Evolution of Celebrity Through History 09:25 - The Lasting Impact of Fame vs. Fleeting Celebrity Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    11 分
  • Is America Actually Independent From Britain After 250 Years?
    2026/06/28

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.com/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... Explore the path to the American independence 250th anniversary as we answer the question Is the United States Of America Truly Independent From Great Britain - 250 Years On? This video examines the evolution of the United States, tracing the journey from the American Revolution to the present day. We look at key moments in US history, including the Declaration of Independence, and how those foundational events continue to influence our current standing in global politics and military power. Whether you are a history enthusiast or just curious about the upcoming 250th anniversary, this overview provides context for America's development. By analyzing the relationship between the past and present, we gain a better understanding of how scientific progress and political shifts have defined the nation's trajectory over the last two and a half centuries. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    12 分
  • SpaceX, OpenAI, Anthropic: The $4 Trillion IPO Race
    2026/06/09

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.au/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... We examine the anticipated stock market listings of major companies like SpaceX, Anthropic AI, and OpenAI. These companies are collectively valued at an impressive $4 trillion, indicating significant movements in the financial world. The video explores the implications of these potential IPOs and how they could reshape the landscape of space exploration and AI investment. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    4 分
  • SpaceX - A Massive Tech Company Massively On The Cheap??
    2026/06/04

    https://andrewmortimerbooks.com/ https://medium.com/@andrewmortimer https://thecorporatebeanbag.au/ linkedin.com/in/akbmortimer https://www.amazon.com.au/Glittering-... In this short video we break down the upcoming SpaceX IPO and why a headline valuation of around 1.75–2.0 trillion dollars could still be massively cheap over the long term. We look at the numbers behind launch, Starlink and defense revenues, and compare SpaceX to both traditional aerospace and high‑growth tech names. SpaceX is expected to raise roughly 75 billion dollars in what could be the largest IPO in history, with reports suggesting a valuation range between 1.75 and 2 trillion dollars at listing. On simple price‑to‑sales metrics it looks expensive versus the S&P 500, but when you line it up against satellite peers and consider the scale of Starlink and reusable rockets, the case for SpaceX being undervalued becomes compelling. Andrew Mortimer is a Multi-Company Founder, Author, specialist fund manager, professional gold explorer, and lifelong gold investor, holding the position of Chairman for several gold mining companies. Successfully led numerous gold exploration teams, achieving significant discoveries in regions known for their complex geological and legal challenges. My exploration efforts have mainly concentrated on the Australian states of New South Wales, Queensland, and Western Australia. Currently, the Chairman of Keops Group, a corporate advisory and finance firm in Sydney, Australia, that focuses on mining and clean technology. Keops Group supports both small and large, public and private companies in executing initial public offerings (IPOs) in Australia and internationally. I studied History and Law at the University of Sydney and trained as a lawyer with the Director of Public Prosecution (DPP) in New South Wales, becoming an officer of the Supreme Court in 2003. I am now part of the Keops Group team, providing advice to companies regarding their exploration projects, strategies, and funding options.

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    2 分