Don’t Sleep on ‘Boring’ Tech
The strongest AI-backed companies hide in the market’s dullest corners. They’re businesses too boring to disrupt. Think Hotel booking, accounts and payroll, freight management.
Paul Dichiera is one of Fat Tail Investment Research’s analysts, focusing on technology and AI.
He started in a small business advisory role at the ATO, moved into managing housing and construction, found his passion in technology, and later completed a Bachelor of Computer Science at RMIT.
Few analysts bring that combination of government, real economy, and technical insight to the page.
He approaches markets with a structured, systems-level lens. His writing connects the dots between sweeping technological shifts and the ASX-listed names positioned to benefit.
More from Paul Dichiera
The strongest AI-backed companies hide in the market’s dullest corners. They’re businesses too boring to disrupt. Think Hotel booking, accounts and payroll, freight management.
By Paul Dichiera,
Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.
By Paul Dichiera,
Two of the most aggressive rivals in AI are now sharing infrastructure. It’s not new. it’s the same pattern that built the internet and the cloud. And it’s the clearest signal for who wins the AI buildout.
By Paul Dichiera,
Paul Dichiera is the editor for
Fat Tail Investment Research is Australia’s largest publisher of independent financial research and a reputable source for investing-related analysis and commentary since 2005.
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