By Gus McCubbing
Publication Date: 2026-02-20 09:00:00
Artificial intelligence has been dubbed the “bullshit buzzword” of this month’s earnings season. Macquarie set the tone – and possibly a record – last week when it mentioned the term 82 times in a conference call. Arch-rival Commonwealth Bank also had a good break, referring to AI around 60 times.
Since seemingly every second CEO mentions the term, Evans & Timothy Rocks, Partners’ chief investment officer, decided to use AI – his “new favorite toy” – to see whether companies themselves recognize the new technology as a threat or an opportunity.
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