AGI Strategies

person

Adam Jonas

Morgan Stanley equity analyst; embodied AI and humanoid robots lead

Morgan Stanley equity analyst who leads research on auto, mobility, and humanoid robots. Published influential $25 trillion 2050 humanoid-robot market projection.

current Managing Director, Research; Global Auto & Shared Mobility, Morgan Stanley

Strategy positions

Techno-optimismendorses

Technology and markets solve risks faster than regulation creates them

Forecasts embodied AI and humanoid robots as a multi-trillion-dollar market by mid-century.

We forecast $25 trillion in annual humanoid-robot revenue by 2050.
videoAdam Jonas, Morgan Stanley Robot Almanac· Morgan Stanley· 2024· faithful paraphrase

Closest strategy neighbours

by jaccard overlap

Other people whose strategy tags overlap with Adam Jonas's. Overlap is on tag identity, not stance; opposites can show up if they reference the same tags.

  • A. Michael Spence

    A. Michael Spence

    shared 1 · J=1.00

    Stanford economist; Nobel laureate; AI economic effects

  • Aaron Levie

    Aaron Levie

    shared 1 · J=1.00

    Box co-founder and CEO

  • Adam D'Angelo

    Adam D'Angelo

    shared 1 · J=1.00

    CEO of Quora; OpenAI board member

  • Aidan McLaughlin

    shared 1 · J=1.00

    OpenAI scaling researcher

  • Aman Sanger

    shared 1 · J=1.00

    Cursor co-founder

  • Amjad Masad

    Amjad Masad

    shared 1 · J=1.00

    CEO of Replit

Record last updated 2026-04-25.