Cameron Gleeson

speaker

944 appearances 5 recordings 3 series first heard May 2026 last heard 18 Jun

Cameron Gleeson’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 5 in all, peaking in Jun 2026 with 4.

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Australian Finance Podcast · Is AI in a bubble? Cameron Gleeson on the barbell strategy for AI investing. · 3 Jun 2026 podcast

And you've got Alibaba and Tencent in China as well.

So it's not just US players there.

No, that's revenue, isn't it?

Yeah, yeah.

So if you want to sort of – it depends on how far you want to stretch what we call the AI supply chain or value chain.

If we start – and obviously you can go further into commodities, which I'm sure we'll touch on.

But if we start at, for example, the semiconductor foundries and –

In particular, there's obviously a large number of U.S.

semiconductor manufacturers.

A lot of them don't actually – well, they're more design companies, and they're actually – a lot of those chips are manufactured in foundries in Asia.

TSMC in Taiwan is a leader there, but also the memory chip makers.

Yeah, TSMC.

SK Hynix and Samsung in Korea.

We can sort of talk about that ecosystem through to the semiconductor companies, the hyperscalers, and then the application layer.

So for example, software companies that might build products on the large language models.

And then beyond that, we talk about the end customers.

So how does a bank then take advantage of AI and

to services and customers, whether it might be for fraud detection or processing loans or whatever it might be.

So we sort of think about that value chain.

This year, you know, the clear winners over the start of this year have been in that what we call that hardware layer or the semiconductor chip makers.

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