Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, works through the technology stocks in the firing line. Xero, WiseTech, TechnologyOne, Life360 and REA Group have all been marked down on the assumption that AI takes their business. She thinks the market has that wrong in places, and she names the one she still calls a staple buy.
Then Matthew Michalewicz, Chief Executive Officer at Complexica and one of Australia’s leading authorities on AI, explains why this technology is unlike any invention that came before it, and why he has moved his own money into hard assets.
- Which software names have been oversold, and the one she is sitting back on until she sees more results
- Why the big AI labs may come after the software industry itself
- What emergent behaviour in lab testing actually looks like
- Could AI end the world inside the next ten years?
The Switzer Show airs Mondays at 7pm AEST on ausbiz, live and on demand. Watch this episode on YouTube, or listen on Spotify and Apple Podcasts.
Want every stock mentioned on the show? All the stock tips from this week’s Switzer Show: 14 September 2026
