Simon Edelsten

Simon Edelsten, the Fund Manager of the Goshawk Global fund, sheds light on the fascinating world of robotics and factory automation. He discusses the evolution of robotics, from heavy industrial arms to more delicate tasks, highlighting the integration of AI as the 'brains' behind smarter robots. Edelsten also shares insights on picking winning investments in this sector and addresses the competitive landscape, including the influence of leading Japanese companies and the catch-up efforts of China. A must-listen for tech and investment enthusiasts!