About this episode

Owen Rask interviews Hayden Smith about the intricacies of AI and its implications for investors.

In this Australian Investors Podcast episode, Owen Rask sits down with Hayden Smith, CTO at Pearler, for a practical masterclass on what AI actually is, why it matters for investors, and where the real money may be made across the supply chain. Rather than stopping at ChatGPT headlines, Owen and Hayden break the theme into layers: transformers, data centres, GPUs, memory, networking, cooling, electricity and the raw materials that keep the whole machine running. They explain why AI is not one stock or one app, but a chain of businesses that stretches from software giants like OpenAI, Google and Microsoft through to chip leaders like NVIDIA and the infrastructure companies supporting them. The conversation also brings the investing lens back to earth. Hayden explains why broad exposure still beats heroic single-stock bets for most people, while Owen walks through ETFs investors are already using to get exposure, including IVV, VGS, NDQ, FANG and AINF. Along the way, they talk about bubbles, bottlenecks, valuation risk and why some of the best opportunities may sit in the less glamorous parts of the stack. They also explore what AI could mean for Australian jobs and why much of the…

People in this episode

Host: Owen Rask

Guest: Hayden Smith

Mentioned in this episode

Organizations: Pearler, OpenAI, Google, Microsoft, NVIDIA

Products: IVV, VGS, NDQ, FANG, AINF

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