AI & Robotics: From $300bn to $5.2 trillion in three years | The Decade Ahead

AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce and Ren explore why robotics could become the next frontier of the AI revolution. They unpack the companies leading the charge, the investment opportunities emerging, and what investors should watch as AI moves beyond the chatbot and into everyday life.In this episode:00:00 – Why robotics is the next AI revolution03:02 – The size of the AI and robotics opportunity05:59 – Nvidia and the race towards physical AI12:04 – Can AI justify the trillions being invested?20:08 – Where robots are already changing the real world31:33 – Investing in AI & robotics: companies to watch38:33 – ETFs for AI & robotics exposure39:51 – Final investor takeaways for the decade aheadStocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Taiwan Semiconductor Manufacturing (NYSE: TSM), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), Berkshire Hathaway (NYSE: BRK.B), ABB (NYSE: ABB), Fanuc Corp(TYO: 6954), Keyence (TYO: 6861), Hyundai Motor (KRX: 005380), SoftBank Group (TYO: 9984), Deere & Co (NYSE: DE), Intuitive Surgical (NASDAQ: ISRG), Global X Artificial Intelligence ETF (ASX: GXAI), Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ), iShares Future AI & Tech ETF (NYSEARCA: ARTY)This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.