Ep 128: Sexy Fingers. Precinct Closing. Acquisitions Galore. Pitch Call Lessons. Sharts.

Don, Aaron and Jack unpack a big week in venture, AI and building companies.

• Pitch call lessons: why "love it, we're definitely in" from an investor with a captive fund usually means no, and how founders should read the real signals.
• Queensland Government closes the precinct: the crew mourn Brisbane's central collision point, River City Labs winding up, and governments with sexy fingers.
• The Albanese government's new Office of AI and a national framework putting data centre power, water and location under one system.
• AI is bypassing the app layer: GPT 5.6 turning camera rolls into personal stylists, and what that means for the SaaS pitches crossing our desk.
• London Mission 2023 alumni acquired: Clint Walker and Thomas Workman sell their Adelaide-based company, and Whatnot acquires Tully Morrell's Shaped. Big week for SA.
• Founder red flag: "we haven't done any marketing" is not the brag you think it is. Build the sales machine before the low-hanging fruit runs out.
• Sharts: US seed valuations at record highs, hyperscaler cash flow goes negative, and Paul Tudor Jones on playing the blow-off with happy feet.
• Howard Marks on risk: higher risk means a wider distribution of outcomes, plus warning signs in Australian property and private credit.

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