Australia is missing AI boom, warns investor in Anthropic, OpenAI

Boman Group chief executive Eric Gao bought into Anthropic and OpenAI. He wishes there were more Australian AI firms to invest his fund’s $1 billion of capital.

 

As chief executive of Boman Group, a fund manager that invests the money of wealthy Chinese Australians in global artificial intelligence giants like Anthropic, OpenAI and Databricks, Eric Gao says he is struggling to find Australian AI companies worth backing, as the firm passes a milestone of $1 billion in funds under management.

Boman Group invests across Asia and further afield and is looking to make its first deals with Chinese companies, after a protracted process that saw it take two years securing licences to operate in China. Gao said the 15-year-old company was seeing great opportunities to buy in frontier AI companies, robotics and digital assets, and was keen to invest in the highly anticipated SpaceX public float.

 

[Read more]

2026财报季 | 悉尼墨尔本挂牌量暴跌16%,REA利润却增长15%!房市越冷,它为什么越能赚钱?

在全国挂牌量基本持平、房地产交易明显走弱的背景下,REA率先交出了一份超预期的成绩单。FY26收入增长7%至17.9亿澳元,剔除印度业务后的核心净利润增长15%至6.5亿澳元,EBITDA利润率提升至61%,股息增长20%,业绩公布后股价上涨3.42%至172澳元。

市场最满意的,不是收入本身,而是成本纪律与平台韧性。由于好消息已被部分提前定价,股价只温和上涨。真正的悬念,已从FY26能不能交好卷,前移到FY27的量与提价能力。未来一年,房地产成交量能否企稳、REA是否还能依靠提价维持增长,将决定公司估值能否继续修复。

Australia is missing AI boom, warns investor in Anthropic, OpenAI