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 on

03:50 The third AI inflection point explained

06:26 Are we still early in the AI investment cycle?

08:05 The warning signs of an AI bubble

11:28 Why most investors get disruption wrong

16:36 How Loftus finds the best company in a trend

19:37 Humanoid robots: hype or reality?

24:56 Inside China's robotics ecosystem

26:11 Beijing Auto Show: the battery that changed his mind

27:52 Sodium-ion batteries and the next leg of EVs

32:01 So where does Tesla fit in now?

36:55 Knowing when to sell a disruptive stock

39:08 Why Loftus has been in and out of NVIDIA 4 times

42:28 Anshu's best company ever, book pick and advice

ETFs and Stocks mentioned: 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)

Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip

This 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 message

And 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 Points

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

Equity Mates Investing is a product of Equity Mates Media.

Hosted on Acast. See acast.com/privacy for more information.