Episode Details

financial kayfabe is all you need

https://pivot-to-ai.com/2026/08/31/china-tries-to-kickstart-a-bubble-in-humanoid-robots/ - blog post

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Sources:

• Moonshot AI targets August 27 closing for pre-IPO round ahead of Hong Kong filing https://kr-asia.com/moonshot-ai-targets-august-27-closing-for-pre-ipo-round-ahead-of-hong-kong-filing
• China fast tracks humanoid robots and embodied AI into industry under nationwide programme https://www.scmp.com/economy/china-economy/article/3356629/china-fast-tracks-humanoid-robots-and-embodied-ai-industry-under-nationwide-programme
• Chinese humanoid robot maker surges 600% in trading debut https://www.ft.com/content/14cd8246-7fb1-4f8f-81b4-8de11ced79e5
• Humanoid robots don't deserve their superhuman valuations https://www.ft.com/content/ba2a65de-7b9a-4938-bde6-91d41722ea08
• Who is really buying China's humanoid robots? https://www.ft.com/content/26735a23-315f-47ef-8cf2-6c6ea9713998
• China Humanoid Makers Hold 97% of Global Shipments, Report Says https://www.bloomberg.com/news/articles/2026-08-10/china-humanoid-makers-hold-97-of-global-shipments-report-says
• Humanoids: A $5 Trillion Market https://www.morganstanley.com/insights/articles/humanoid-robot-market-5-trillion-by-2050
• Here Are Morgan Stanley's Top Stock Picks For Investing In The Metaverse https://www.forbes.com/sites/sergeiklebnikov/2021/11/16/here-are-morgan-stanleys-top-stock-picks-for-investing-in-the-metaverse/
• Luxury NFTs could become a $56 billion market by 2030 and could see 'dramatically' increased demand thanks to the metaverse, Morgan Stanley says https://markets.businessinsider.com/news/currencies/luxury-nfts-metaverse-56-billion-market-revenue-2030-morgan-stanley-2021-11

Previously on Pivot to AI:

• China massively overbuilds empty AI d