---
title: "𖣂📈 The next evolution: IMR at inflection; DAI & the erosion of tacit knowledge; Goodbye Claude & hello Kimi!"
description: "HOMODEUS RESEARCH WEEKLY BRIEF · 18 August 2026 Research | Videos | Podcasts | LinkedIn | Follow on X When I grow up I want to be a prompt engineer… Hi, Back in February, I was eagerly learning how to “prompt properly”. Hacks with structured ways and key words such as “ACCURACY IS CRITICAL” to write prompts and speak in “AI-Native” such that the we could get LLMs to do what we want. Last week I cancelled my Claude account, now using OpenAI as my main and dabbling in Kimi. Looking back at some of"
canonical_url: "https://homodeus.one/research/report/the-next-evolution-scx-on-the-asx-a4n-at-overcapacity-4-days-gta-vi-for-2-years-service-weekly"
markdown_url: "https://homodeus.one/api/reports/the-next-evolution-scx-on-the-asx-a4n-at-overcapacity-4-days-gta-vi-for-2-years-service-weekly.md"
access: "full"
source: "Homodeus Research"
id: "6ae260a7-14e3-41e4-9b8b-5bbaae1fa31b"
report_type: "weekly"
published_date: "2026-08-18"
lead_analyst: "Wei Sim"
requires_payment: false
issuer_paid: false
html_access: "free-registration"
html_registration_required: true
keywords: "weekly,email-campaign"
modified_date: "2026-08-24T06:47:42.045Z"
---
# 𖣂📈 The next evolution: IMR at inflection; DAI & the erosion of tacit knowledge; Goodbye Claude & hello Kimi!

Published 2026-08-18 by Wei Sim.

---

HOMODEUS

**RESEARCH**

WEEKLY BRIEF   ·   18 August 2026

[Research](https://homodeus.one/research) | [Videos](https://homodeus.one/research/videos) | [Podcasts](https://homodeus.one/research/podcasts) | [LinkedIn](https://www.linkedin.com/company/homodeus-research/) | [Follow on X](https://x.com/homodeus_rsrch)

When I grow up I want to be a prompt engineer…

![](https://homodeus.one/api/email/assets/af17abf8-282a-45c3-8ca8-2e5641127832)

*Hi,*

*Back in February, I was eagerly learning how to “prompt properly”. Hacks with structured ways and key words such as “ACCURACY IS CRITICAL” to write prompts and speak in “AI-Native” such that the we could get LLMs to do what we want. Last week I cancelled my Claude account, now using OpenAI as my main and dabbling in Kimi. Looking back at some of the prompts I was learning to write earlier year compared to what’s required now provides perspective on how quickly AI has evolved.*

| My prompt in Feb-26… | Same prompt today… |
| --- | --- |
|  |  |

*Is the AI getting smarter? Yes, but perhaps not in the way you think. The “smartness” is coming not from greater compute, but thru the transfer of our *[tacit knowledge](https://en.wikipedia.org/wiki/Tacit_knowledge)* to the LLMs. ****What is tacit knowledge? ****Quintessentially, it’s the IP of “our process to get a job done”. Some of this should be ceded to AI as it increases convenience, but there’s a fine line between convenience and when we start ceding what is industry standard vs. proprietary process (and thus knowledge).
How can we optimise our workflow to optimise for AI whilst retaining our tacit knowledge. In the last few weeks I’ve been spending time with ****Decidr.AI (ASX:DAI)**** (who put out this great read on *[The State of AI in Australian Business 2026](https://www.decidr.ai/state-of-ai-in-australian-business)*) on how… watch this space.*

![](https://homodeus.one/api/email/assets/b146586f-6d75-4c08-8a10-87c1d6f1450c)

**Idea of the week:*** Last month we *[initiated coverage](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-twenty-year-moat-initiation-coverage)* on ****Imricor (ASX:IMR)****, a company in the early stages of commercialising two decades of R&D. Last week *[IMR announced 1H26 results](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-ready-to-rebound-company-report)*. One major milestone during the half being their first two U.S. customers in the last few weeks. We think Imricor has now reached the inflection point and forecast a rebound in 2H revenues ****(Fig 1)**** and a multi-year growth trajectory beyond 2026 ****(Fig 2)****. This comes at a time when *[Philips has had to issue recalls for thousands of interventional fluoroscopy systems.](https://radiologybusiness.com/topics/medical-imaging/interventional-radiology/philips-issue-corrections-thousands-interventional-fluoroscopy-systems)* (the technology IMR is displacing), which**** ****could be a chance for them to gain a head start on rollout! More details on IMR outlook in our report: *[Imricor (ASX:IMR): Ready to Rebound](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-ready-to-rebound-company-report)

**![](https://homodeus.one/api/email/assets/262ff152-625b-477f-a31f-537926b3b2c4)![](https://homodeus.one/api/email/assets/363fa4b3-2eff-4d27-956c-68155f55964c)**

**NEWS THIS WEEK**

- Tech1 (ASX:TNE) has partnered with Inverclyde Council to deliver a cloud-based finance systems upgrade, aiming to support more efficient and modern services for its 78,000 residents. Source: [UK Authority](https://www.ukauthority.com/articles/inverclyde-begin-saas-finance-transformation) HD View: Inverclyde is a small council by UK standards and one of Scotland’s smallest (28th largest out of 32 councils), but a win nonetheless.
- 4DMedical (ASX:4DX) attended Cardiac Society of Australia and New Zealand Annual Scientific Meeting, showcasing how 4DMedical is helping advance cardiopulmonary imaging. Source: [LinkedIn](https://www.linkedin.com/posts/4dmedical_csanz2026-cardiology-cardiopulmonarycare-activity-7492440566518120449-6m0d)

![](https://homodeus.one/api/email/assets/2869fc2e-ee04-4915-9eba-18ff14362e5d)

- Impact Minerals’ (ASX:IPT) continuing HPA journey. Impact Minerals’ Lake Hope Project produces ultra-low impurity high-purity alumina directly through its standard low-temperature leach process, possibly eliminating the need for costly radionuclide removal. Source: [Homodeus Research](https://homodeus.one/research/report/impact-minerals-ipt-ax-continuing-hpa-journey-foundation-research)

![](https://homodeus.one/api/email/assets/d44a0e12-5b52-4e11-ba6d-41fd9d917745)

- Imricor (ASX:IMR) has now reached the inflection point and forecast a rebound in 2H revenues and a multi-year growth trajectory beyond 2026. Source: [Homodeus research](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-ready-to-rebound-company-report)

![](https://homodeus.one/api/email/assets/10f9435b-0196-4ebd-ae74-7a4f3882a900)![](https://homodeus.one/api/email/assets/cb99e194-2a93-4930-9c6c-69f1e1329db0)

- Oneview (ASX:ONE) Healthcare Doesn't Have an AI Problem - It Has a Capacity Problem. Source: [Oneview](https://www.oneviewhealthcare.com/blog/healthcare-capacity-problem-ai/) HD View: A great opinion piece which really resonates with my experience. When it comes to HC, it’s about quality not quantity

![](https://homodeus.one/api/email/assets/c0d670bc-761e-4106-9ef7-9bc23d8da394)

- Philips to issue corrections for thousands of interventional fluoroscopy systems. Source: [Rad Biz](https://radiologybusiness.com/topics/medical-imaging/interventional-radiology/philips-issue-corrections-thousands-interventional-fluoroscopy-systems) HD View: We estimate this is ~30-40% of US installed base. With [Philips Compatibility Declaration](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-philips-tam-unlocked-event-note) for Imricor (ASX:IMR) use, this could be a chance for them to gain a head start on rollout!
- AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round. Alongside the new funding, SambaNova said it has been selected by JPMorganChase as an “inference-infrastructure partner,” with its SN40L and SN50 systems set to power secure, on-premises AI inference at the bank. Source [TechCrunch](https://techcrunch.com/2026/07/08/sambanova-draws-1b-at-11b-valuation-in-series-f-first-close/) HD View: Good vote of confidence for SambaNova; private company so limited knowledge.Provides positive read-thru for upcoming listing SCX.ai (ASX:SCX) who use the same chips. To my knowledge JPM has been one of the IBs who have been investing more in AI than the others.
- NSW's New Data Centre Framework: Why SCX Was Already Ahead of the Curve: The NSW Government has just launched a new framework that changes the rules for data centre development in this state. For SCX.ai (ASX:SCX) , this announcement is a validation of our vision for high performance, efficient and sovereign AI. Source: [SCX.ai](https://scx.ai/resources/nsw-data-centre-framework-scx-ahead)
- Anthropic’s quarterly revenue surges to more than $16b. Anthropic is telling prospective investors its second-quarter revenue jumped at least 14-fold compared to the same period a year ago. Source: [AFR](https://www.afr.com/technology/anthropic-s-quarterly-revenue-surges-to-more-than-16b-20260815-p60okf) HD View: the y-y jump should be no surprise given how nascent AI was a year, back. I’ve personally just cancelled my Claude subscription last week. Mainly using OpenAI now while dabbling in Kimi…
- OpenAI and Anthropic in price war as Chinese AI rivals gain ground: Leading US AI labs such as OpenAI and Anthropic are releasing cheaper models as they fight to retain cost-conscious customers who are switching to cut-price alternatives from Chinese rivals. Source: [AFR](https://www.afr.com/technology/openai-and-anthropic-in-price-war-as-chinese-ai-rivals-gain-ground-20260814-p60oh1)
- Canva’s big backers slash $10b from software giant amid AI pivot. The downgrades from Blackbird Ventures and Airtree are surpassed by an internal valuation cut by Canva, and come a week after the company cut revenue growth expectations after finding it difficult to roll out AI-powered tools given the soaring cost of using frontier models. Source: [AFR](https://www.afr.com/technology/canva-s-big-backers-slash-10b-from-software-giant-amid-ai-pivot-20260813-p60o48)
- UC San Diego Health, West Health launch $40M accelerator for 'tech-forward' coordinated care: West Health Accelerator at UC San Diego Health plans to implement the eventual care model within the academic system and then share that model with other health systems across the nation. Source: [Fierce HC](https://www.fiercehealthcare.com/providers/uc-san-diego-health-west-health-launch-40m-accelerator-tech-forward-coordinated-care)
- 12 leading hospital systems team to advance radiology AI: Along with University Hospitals, others in the consortium include Advocate Health, Cedars-Sinai, Hartford HealthCare, Houston Methodist, Mercy, Mount Sinai, Northwell, Northwestern Medicine, Sutter, the University of Florida, and WellSpan, with more expected to join. Source: [Radiology Business](https://radiologybusiness.com/topics/artificial-intelligence/12-leading-hospital-systems-team-advance-radiology-ai)
- Peak tech? CBA claims its AI snowball is finally rolling downhill. Commonwealth Bank reckons its investment in technology and artificial intelligence – and remember, it was a reasonably early AI adopter in corporate Australia – is about to start paying for itself. Source: [AFR](https://www.afr.com/chanticleer/peak-tech-cba-claims-its-ai-snowball-is-finally-rolling-downhill-20260812-p60npi)
- American Board of Radiology taking cautious approach to AI: Rather than moving quickly to adopt new tools, it is studying developments, engaging experts and establishing guardrails before introducing any change. Source: [Radiology Business](https://radiologybusiness.com/topics/artificial-intelligence/american-board-radiology-taking-cautious-approach-ai)

**CALENDAR**

| Date \| Time | Time | Event | Company | Details |
| --- | --- | --- | --- | --- |
| 18th August 2026 | 14:00 AEST | Alma Metals | ASX:ALM | Link |
| 19th August 2026 | 12:00 AEST | Complii FinTech Solutions | ASX:CF1 | Link |
| 26th August 2026 | 09:00 AEST | Alterity Therapeutics | ASX:ATH | Link |
| 27 August 2026 | 08:00 AEST | Oneview Healthcare - HY26 Half Year Results Call | ASX:ONE | Link |

**COMPS TABLE**

![](https://homodeus.one/api/email/assets/fe8f314f-9d99-419b-92f5-6dfd144fb0c9)

**Wei Sim (founder) – **[Book a meeting with me](https://calendar.app.google/TQU7cNMVzPXm35c29)
[+61 428 536 756](tel:+61428536756)
[wei@homodeus.one](mailto:wei@homodeus.one)
[X](https://x.com/Homodeus_Rsrch) | [LinkedIn](https://www.linkedin.com/company/homodeus-research/) | [homodeus.one](https://homodeus.one/)

![](https://homodeus.one/api/email/assets/5365f4ab-84bd-403f-b91b-9d8c78456f7d)

![](https://homodeus.one/api/email/assets/2774f7b7-8740-4a92-ae2a-48aba9a18407)

This email is sent by Wei Sim on behalf of **Homodeus One Pty Ltd** (ABN 83 696 272 116), Corporate Authorised Representative (No. 1320577) of **Sharewise Compliance and Administration Pty Ltd** (ABN 11 098 020 734, AFSL 280420).
Any financial product advice contained in this email is general advice only and has been prepared without considering your objectives, financial situation, or needs. You should consider the appropriateness of the advice before acting on it. Please refer to our [Financial Services Guide (FSG)](https://homodeus.one/fsg) or contact us to request a copy.
This email and any attachments are confidential. If you have received this email in error, please notify the sender immediately and delete it. Any unauthorised use, dissemination, or copying is prohibited.

[homodeus.one](https://homodeus.one/)   ·|   [Research](https://homodeus.one/research)   |·   [Contact](https://homodeus.one/contact)

Homodeus One Pty Ltd   ·   ABN 83 696 272 116   ·   CAR 1320577   ·   AFSL 280420

*Prepared for wholesale clients only pursuant to s761G(7) of the Corporations Act (Cth). General information only — not personal advice or a solicitation. See homodeus.one for our Privacy Policy, Terms of Use, and Financial Services Guide.*

[Unsubscribe](mailto:info@homodeus.one?subject=unsubscribe)   |·