{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a17db42fd07c76f836be62a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1779948819292-0d2a03cd-88e9-4b99-8694-cd791911fbc6.jpeg?height=200","description":"<p>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.</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 Cheaper to hire a human than to use AI? </p><p>01:51 What's changed since Anshu was last on </p><p>03:50 The third AI inflection point explained </p><p>06:26 Are we still early in the AI investment cycle? </p><p>08:05 The warning signs of an AI bubble </p><p>11:28 Why most investors get disruption wrong </p><p>16:36 How Loftus finds the best company in a trend </p><p>19:37 Humanoid robots: hype or reality? </p><p>24:56 Inside China's robotics ecosystem </p><p>26:11 Beijing Auto Show: the battery that changed his mind </p><p>27:52 Sodium-ion batteries and the next leg of EVs </p><p>32:01 So where does Tesla fit in now? </p><p>36:55 Knowing when to sell a disruptive stock</p><p>39:08 Why Loftus has been in and out of NVIDIA 4 times </p><p>42:28 Anshu's best company ever, book pick and advice</p><p><br></p><p><strong>ETFs and Stocks mentioned:</strong> Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPJD), 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)</p><p><br></p><p><strong>Recommendations:</strong> <a href=\"https://www.penguin.com.au/books/the-thinking-machine-9781847928283\" rel=\"noopener noreferrer\" target=\"_blank\">The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip</a></p><p><br></p><p>This episode has been sponsored by <a href=\"https://www.loftuspeak.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">Loftus Peak</a>.</p><p><br></p><p>Support from partners like Loftus Peak help us keep all our content free.</p><p><br></p><p>If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head <a href=\"https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/\" rel=\"noopener noreferrer\" target=\"_blank\">here</a>.</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p>We’re particularly excited to share our latest show: Basis Points</p><p>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></p><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><p>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></p><p>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></p><p>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></p><p>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></p><p>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></p><p><br></p><p>———</p><p><br></p><p>Equity Mates Investing is a product of Equity Mates Media.</p>","author_name":"Equity Mates Media"}