If we wrote up every Morgan Stanley thematic report on artificial intelligence, we’d never have time to do anything else. The bank’s research department has been going full Shingy of late.
Today’s thematic AI report from the team (the 11th published this week, and by our count the 45th this month) is about robots. It is 184 pages long.
“Investors consistently ask us where the puck is going,” begins a foreword by Edward Stanley, MS’s head of thematic research, who may have misheard. “The puck is already on a trajectory toward embodied AI. It is the power-law trade of the next decade, and underappreciated by public market investors.”
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