Anthony Macdonald

Like, what the country's getting for it.

We don't know what the tax is going to be behind it.

We don't know if this is about setting up a new export industry for us, the AI tokens.

We don't know anything.

And the most important thing, James, feels to me like we're not going to get much out of the actual data centers themselves.

There's a chance they could help us with all the stuff around the data centers that we really need help with, right?

And I'm particularly talking about energy here and the energy transition.

Where's the contracts on that?

Where's Microsoft saying, we are backing two and a half gigawatts of new wind farms and battery storage and whatever, and that's going to help you, Australia, so we can run our models here and we can chew up your energy for our data centers.

That's the missing piece.

Okay, James, it's time for our second topic, which could well be called the walk of shame.

On Wednesday, two companies that were once market darlings served up absolute poo sandwiches.

Worse than the chicken sandwiches at Firmus' lunch this week, James.

First, corporate travel management revealed that the scandal in its British business that saw it rip off its customers to the tune of $18 million has snowballed such that its overcharging is estimated to be $220 million.

And the Bionic Ear Maker Cochlear, a great Australian tech success story, plunged 40% in a day after delivering a nasty profit downgrade.

James, take us through the corporate travel management story, which read like something out of a crime novel.

And it sounds like there's a bit of a debt and deficit story in there, James.

And Mark Butler showed us earlier this week what happens there when your eyes are bigger than your stomach, I guess, so you don't have the balance sheet for it.

So can this company survive?

Big story, James.