Money of Mine Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)
Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies.
We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that big-picture view. This episode goes deep and we explore some lateral concepts – but trust us, it’s worth it.
AI is the defining technology of our era, and its implications are not limited to the digital world.
Our discussion traverses how nimble governments need to be in this age, how disruption will vary across mineral assets, what consumerism looks like in a cheap metal world and who’ll be first to take advantage of this paradigm shift.
Intro Music: Here Come the Robots by Stoned Jesus
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - pn@groundedgroup.com.au
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
rob.burnett@swickmining.com - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
info@quattrope.com - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
tim.taylor@crossboundary.com - +61 466 184 943
(0:00:00)Introduction
(0:03:16)AI - The big thematic
(0:11:55)What industries are vulnerable
(0:22:45)What does a future mine look like?
(0:41:40)What changes on the mining investment front?
(0:47:40)When did the penny drop for Rusty?
(0:55:55)Model innovations
(0:58:50)The data
(1:06:19)Final thoughts