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

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/humanoid-robots-chinese-evs-ai-what-investors-still-get-wrong-about-disruption
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/humanoid-robots-chinese-evs-ai-what-investors-still-get-wrong-about-disruption.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-05-28T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/humanoid-robots-chinese-evs-ai-what-investors-still-get-wron
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/6a17db42fd07c76f836be62a/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/humanoid-robots-chinese-evs-ai-what-investors-still-get-wrong-about-disruption
Duration seconds: 2740

## Resource

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…

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