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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 on
03:50 The third AI inflection point explained
06:26 Are we still early in the AI investment cycle?
08:05 The…
The skinny
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