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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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Bloomberg Technology

Apple Explores Screenless Fitness Tracker to Rival Whoop

Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables…

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Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables lineup, alongside new smart-home products, smart glasses and other devices in development. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Bessemer: Anthropic Has Been Consistent on AI Safety

Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on…

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Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on Anthropic, and why he believes intelligence could ultimately become an economic input comparable to oil. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Agents Fuel a New Cybersecurity Boom

As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models…

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As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models are more likely to strengthen established cybersecurity platforms. She joins Ed Ludlow on “Bloomberg Tech.”
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