Schwab Network Investing in Robotics with HUMN: Roundhill Seeks to Capture "Next Wave of A.I."
10 snips
Jun 26, 2025 Dave Mazza, CEO of Roundhill Investments, dives into the cutting-edge world of humanoid robotics and its investment potential. He reveals that science fiction is increasingly becoming reality, with innovations like Tesla's Optimus and Boston Dynamics' Atlas showcasing the future. Mazza discusses how humanoid robots can address U.S. labor shortages and boost productivity. He also highlights the difference between robotics and generative AI ETFs, pondering how these advancements could enhance job roles rather than replace them.
AI Snips
Chapters
Transcript
Episode notes
Humanoid Robotics is Next AI Wave
- The humanoid robotics ETF accesses the next wave of the AI revolution driven by advancing technology.
- Science fiction concepts are becoming reality through products like Tesla's Optimus and prototypes in China.
Robots for Dull, Dirty, Dangerous Work
- Humanoid robots address US labor shortages by performing dull, dirty, and dangerous tasks.
- This coexistence with human workers boosts overall productivity significantly.
Choose Active Management for Robots
- Invest in the actively managed humanoid robotics ETF to dynamically access early-stage and fast-changing technologies.
- Active management outperforms static indexes as the sector rapidly evolves with clear winners and losers.