Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful investing in disruptive businesses requires understanding disruption as a multi-decade continuum rather than a one-off event.
From the evolution of AI, rapid improvements in battery technology, and the emergence of China as a major innovation hub across EVs, robotics and autonomous driving, the pace of change continues to accelerate.
Drawing on insights from the latest AI inflection points, as well as our attendance at the Consumer Electronics Show 2026 and the Beijing Auto Show 2026, we explore where we see some of the most compelling investment opportunities today.
Thanks again to the Equity Mates Media team for a great conversation. To learn more, tune in to the episode below or visit their website, here.
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