The Chinese technology sector is experiencing a significant bullish momentum, driven by advancements in artificial intelligence (AI) from companies like Alibaba and startups such as DeepSeek. This podcast discusses the implications of new AI models on stock performance, particularly the Hang Seng Tech Index, which is nearing its highest levels since February 2022. It also explores the influx of foreign investments, due to attractive valuations, and the potential impact of U.S. tariffs and export restrictions on the market. Despite some warnings about possible volatility and overvaluation in the semiconductor sector, government support and AI innovations suggest a promising outlook for China's tech future.

In this episode, we explore Meta's ambitious development of humanoid robots powered by artificial intelligence, led by Andrew Bosworth. With a focus on expanding AI capabilities and competing against tech giants like Tesla, Meta aims to advance robotics through a robust platform of AI, sensors, and software. Their new robotics division, under Reality Labs and headed by former Cruise CEO Marc Whitten, faces technical challenges but is poised to shape the future of this technology. Discover how Meta's $65 billion investment and innovative approach may redefine industry standards for humanoid robots.