Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)

1:25:14
 
Share
 

Manage episode 472558665 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Sign-up for the Director’s Special

Please read our Privacy Policy and Disclaimer here

Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.

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 - [email protected]

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

[email protected] - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

[email protected] - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

[email protected] - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +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

  continue reading

446 episodes

Artwork
iconShare
 
Manage episode 472558665 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Sign-up for the Director’s Special

Please read our Privacy Policy and Disclaimer here

Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.

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 - [email protected]

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

[email protected] - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

[email protected] - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

[email protected] - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +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

  continue reading

446 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play