In this discussion, Adam Jonas, Morgan Stanley's Embodied AI Strategist, dives into transformative themes from the recent annual industrials conference. He highlights the pivotal role of AI, emphasizing its adoption and enabling potential across various sectors. Jonas also addresses the competitive landscape between U.S. and China in technology and manufacturing, stressing the need for innovation to tackle job displacement. Additionally, the conversation touches on reshoring opportunities and the evolution of U.S. manufacturing through robotics and enhanced efficiency.
