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Morgan Stanley’s Jonas: Physical AI Could Multiply Global GDP

Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life. He discusses why the robotics race is inseparable from rebuilding US manufacturing, where China holds an advantage across key supply chains, and…

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Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life. He discusses why the robotics race is inseparable from rebuilding US manufacturing, where China holds an advantage across key supply chains, and how Tesla and SpaceX could play complementary roles in a future where billions of connected robots perform more AI inference at the edge. He joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @bethriley9757

    September 23, 2026 at 3:35 pm

    More robots in the next 10 – 20 years. Great, more over educated, dickless morons trying to run the world and humanity. Just remember: The road to Hell is paved with good intentions.

  2. @user-du1dt7tb9m

    September 23, 2026 at 5:55 pm

    That was extremely insightful. Thanks Adam!

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