<p>Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.</p><br><p>This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.</p><br><p>If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head <a href="https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>In this episode:</p><p>00:00 Why now is the time to talk AI disruption again</p><p>2:49 Alex Pollak joins: from journalism to investing</p><p>6:58 Nvidia, AI winners and the software selloff</p><p>12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from</p><p>22:55 Humanoid robots, robo-taxis and other big AI predictions</p><p>34:35 Skynet, existential risk and the darker side of AI</p><p>36:03 The best company Alex has ever seen</p><p>37:15 Podcasts, resources and advice for young investors</p><br><p><strong>Stocks and ETFs mentioned: </strong>Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere &amp; Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><br><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.</p><br><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch on&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul><p><br></p><p>———</p><br><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Research reports from&nbsp;<a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></li><li>Track your portfolio with&nbsp;<a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>