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Hot Topic ACCOUNTANTS
Hot Topic ACCOUNTANTS
The NBR Podcast
1 mins to read

Podcast #101: Why the $50b ACC fund is sceptical of AI

LISTEN: Chief investment officer David Iverson on lessons learnt from previous AI booms and why he’s a contrarian investor.

LISTEN: David Iverson lays out lessons learned from previous AI cycles.

© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.

In this episode of The NBR Podcast with Simon Shepherd: When a shoe company like Allbirds pivots to AI, you have to ask: "Is this peak froth?" David Iverson runs the ACC's $50b investment fund and lays out the lessons from three previous AI boom-bust cycles to examine whether we are actually in a

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Simon Shepherd Tue, 28 Apr 2026
Contact the Writer: simon@nbr.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.

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Podcast #101: Why the $50b ACC fund is sceptical of AI
The NBR Podcast,
113849
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