EPISODE · Sep 14, 2026 · 44 MIN
Could AI end the world, and which tech stocks are under threat?
from Switzer Investing (Every Monday Night) · host Switzer
Peter Switzer talks artificial intelligence with Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, and Matthew Michalewicz, Chief Executive Officer at Complexica.Jun Bei Liu works through the technology stocks facing disruption from AI, and where she sees value after the sell-off. On her list: Xero, WiseTech, TechnologyOne, Life360 and REA Group. One of them she calls a staple buy. Another she is sitting back on until she sees a couple more results.Matthew Michalewicz has spent his life in AI and now runs a company built on it. He explains why this technology is unlike any invention that came before it, what the warnings from Anthropic and OpenAI are really about, where he expects the frontier labs to go next, and whether AI could end the world inside ten years.Want the full list of stocks mentioned on the show? Switzer Report subscribers get every call from every episode. Start a free trial at https://switzerreport.com.au/subscribe/The Switzer Show airs Mondays at 7pm AEST on ausbiz, live and on demand.
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Could AI end the world, and which tech stocks are under threat?
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