Is AI in a bubble? Cameron Gleeson on the barbell strategy for AI investing.
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Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls. Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.
This podcast is proudly brought to you by Perla, the official brokerage platform of Rask. With Perla, you can effortlessly automate your money, whether you're investing in ETFs or shares from Australia or the US stock market. Whether you're a grandparent or setting up a kid's account or your own account, you can do all of that with full automation on Perla.com. If you want to learn more, head to Perla.com slash Rask. And of course, before you invest in anything, be sure to read the legal documents like the PDS and FSG. Thanks for watching this Rask podcast. I think it's maybe one of the biggest things that I've seen in my career so far. It kind of makes me think of early days dot com era.
Anthropic is an organisation, you know, they're a privately owned company at this stage, but their revenue run rate from the end of 2025 was sitting at $9 billion. And that has already increased to $30 billion per annum. That three months to see that sort of more than 3x increase, that is absolutely unprecedented. How would we know if we are in a bubble?
And who's making all the money? There's no doubt that AI is changing the world, whether it's business, your consumer life, or even how you think about investing. In today's episode, we're talking about not just AI companies, like maybe OpenAI or Anthropic, which you may have heard of. We're going to talk about What actually happens behind the supply chain? So we're going to talk about commodities. We're going to talk about the minerals that have to go into building all the stuff that make AI a reality. We're going to talk about how you maybe combine those things in a portfolio with Cameron Gleeson from BetaShares. All that and more in this episode of the Australian Finance Podcast. Welcome to the Australian Finance Podcast by Rask.
Together, we will improve your relationship with money, discover the world of investing, save more money, and design the life you want. Please don't forget to subscribe to the show on Apple, Spotify, YouTube, or wherever you get your podcasts because we share at least two wonderful episodes every week. You should know that our favorite episodes drop on a Monday and a Friday with bonuses on Wednesdays. Finally, to hear more from us and get show notes and all those other wonderful things like free courses, head to rask.com.au to find us online. Cam, welcome back. Hi, Owen. Great to be here. It's always good to chat with you, particularly here in the studio, Melbourne, mate. Yes, yes. We're talking technology, we're talking commodities, we're talking about this exciting part of the market that is just, I think it's maybe one of the biggest things that I've seen in my career so far.
Yeah.
And it kind of makes me think of early days dot com era. Now, we're going to bring some kind of like fundamental focus to this. We're not just going to be kind of boarding the hype train and see where it goes. But we're going to talk about technology companies mixed with commodities. They're kind of the fabric that stitches all of this technology together. First of all, is AI in a bubble? Like, are we seeing a bubble in the AI stocks and the companies?
Yeah. Yeah. And look, this question became a bit of a, I won't say a meme, but it was a concern like in the latter part of 2025. We saw that a lot of these hyperscalers were issuing a lot of debt.
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