Uploaded August 2026 | Updated September 2026, 1 hour ago
financial kayfabe is all you need
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 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 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 ft.com/content/14cd8246-7fb1-4f8f-81b4-8de11ced79e5
Humanoid robots don’t deserve their superhuman valuations ft.com/content/ba2a65de-7b9a-4938-bde6-91d41722ea08
Who is really buying China’s humanoid robots? ft.com/content/26735a23-315f-47ef-8cf2-6c6ea9713998
China Humanoid Makers Hold 97% of Global Shipments, Report Says bloomberg.com/news/articles/2026-08-10/china-humanoid-makers-hold-97-of-global-shipments-report-says
Humanoids: A $5 Trillion Market morganstanley.com/insights/articles/humanoid-robot-market-5-trillion-by-2050
Here Are Morgan Stanley’s Top Stock Picks For Investing In The Metaverse 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 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 data centres pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres
video: youtube.com/watch?v=uH39J3rUAmE&list=UU9rJrMVgcXTfa8xuMnbhAEA
Figure AI’s BotQ humanoid robot is an investor demo, not a product pivot-to-ai.com/2025/08/01/figure-ais-botq-humanoid-robot-is-an-investor-demo-not-a-product
video: youtube.com/watch?v=O7sr8e0GpSE&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: the robot athlete that exploded
financial kayfabe is all you need
pivot-to-ai.com/2026/08/31/china-tries-to-kickstart-a-bubble-in-humanoid-robots - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com
Social media:
https://circumstances.run/@davidgerard
https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy
Sources:
Moonshot AI targets August 27 closing for pre-IPO round ahead of Hong Kong filing 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 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 ft.com/content/14cd8246-7fb1-4f8f-81b4-8de11ced79e5
Humanoid robots don’t deserve their superhuman valuations ft.com/content/ba2a65de-7b9a-4938-bde6-91d41722ea08
Who is really buying China’s humanoid robots? ft.com/content/26735a23-315f-47ef-8cf2-6c6ea9713998
China Humanoid Makers Hold 97% of Global Shipments, Report Says bloomberg.com/news/articles/2026-08-10/china-humanoid-makers-hold-97-of-global-shipments-report-says
Humanoids: A $5 Trillion Market morganstanley.com/insights/articles/humanoid-robot-market-5-trillion-by-2050
Here Are Morgan Stanley’s Top Stock Picks For Investing In The Metaverse 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 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 data centres pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres
video: youtube.com/watch?v=uH39J3rUAmE&list=UU9rJrMVgcXTfa8xuMnbhAEA
Figure AI’s BotQ humanoid robot is an investor demo, not a product pivot-to-ai.com/2025/08/01/figure-ais-botq-humanoid-robot-is-an-investor-demo-not-a-product
video: youtube.com/watch?v=O7sr8e0GpSE&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: the robot athlete that exploded
