In a rare BTV interview, John Pearce, Chief Investment Officer of Unisuper says AI industry is closer to the top of the super cycle. In a conversation with Bloomberg's Haidi Stroud-Watts, he talks about what makes some AI business models dodgy and the risks in the space.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-10-21/unisuper-cio-is-not-a-skeptic-on-ai-video)