This is the first episode in a multi-part series called 'Compute in Australia'. Series announcement here. More episodes to follow over the coming month.
[Recorded 7 August 2026.]
Dr Andrew Charlton MP is an Australian economist, entrepreneur and politician. As Cabinet Secretary and Australia's Assistant Minister for Science, Technology and the Digital Economy, he is one of the key leaders shaping the Australian government's AI strategy.
Andrew shares his internal model for how AI plays out economically and what a middle power like Australia should do about it. We discuss whether data centres will yield large economic rents, the geostrategic case for a compute industry, and how the government plans to use compute to climb the stack to "sovereign AI".
Sponsors
e61: a non-partisan economic research institute focused on Australian public policy. To receive a copy of the new essay I co-authored with e61 on data centres and the compute economy, go to https://www.e61.in/joewalker.
Vanta: helps businesses automate security and compliance needs. For a limited time, get one thousand dollars off Vanta at https://www.vanta.com/joe. Use the discount code "JOE".
To sponsor a future episode, go to https://josephnoelwalker.com/sponsor/
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