Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption

AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how investors can separate hype from real revenue, and why the best opportunities may still be early.In this episode:00:00 Cheaper to hire a human than to use AI?01:51 What's changed since Anshu was last on03:50 The third AI inflection point explained06:26 Are we still early in the AI investment cycle?08:05 The warning signs of an AI bubble11:28 Why most investors get disruption wrong16:36 How Loftus finds the best company in a trend19:37 Humanoid robots: hype or reality?24:56 Inside China's robotics ecosystem26:11 Beijing Auto Show: the battery that changed his mind27:52 Sodium-ion batteries and the next leg of EVs32:01 So where does Tesla fit in now?36:55 Knowing when to sell a disruptive stock39:08 Why Loftus has been in and out of NVIDIA 4 times42:28 Anshu's best company ever, book pick and adviceETFs and Stocks mentioned: Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPHD), NVIDIA (NASDAQ: NVDA), Eli Lilly (NYSE: LLY), Datadog (NASDAQ: DDOG), Samsara (NYSE: IOT), Meta Platforms (NASDAQ: META), Tencent (HKEX: 0700), CATL (SZSE: 300750), BYD (HKEX: 1211), Tesla (NASDAQ: TSLA), WeRide (NASDAQ: WRD), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN)Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted MicrochipThis episode has been sponsored by Loftus Peak.Support from partners like Loftus Peak help us keep all our content free.If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here.———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———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.