Morgan Stanley just dropped a number that made me stop mid-scroll:
$16 TRILLION.
That’s how much AI could add to the S&P 500 over the long term.
My first reaction? That’s not a forecast… it’s a gauntlet.
Because if that number’s even half right, we’re staring at the biggest productivity boom since the internet.
And the companies (and people) who figure out how to ride that wave? They’ll define the next decade.
If you’ve followed me for any amount of time recently, you know this is my passion.
Finding the most creative and logical ways to merge opportunity with tech, that produces real results.
So I’ll say it again for the people in the back:
Those who figure out how to ride the AI wave will define the next decade.
If you run a team, invest, build, or just want an edge, this matters more than any headline you’ll read today.
📈 AI’s $16T Forecast
Morgan Stanley says AI could reshape 90% of jobs and add up to $16T in market value along the way.
Key Facts
- 📈 Mega profit: $920 billion in yearly profit once AI is fully woven into software and robotics across the index
- 🛠️ Task evolution: 90% of roles touched by automation, though tasks evolve rather than vanish
- ☀️ Who benefits: Consumer staples, real estate, and transportation flagged as early beneficiaries
Let me break down what their team found:
The S&P 500 companies could see $920 billion in yearly net benefits if they go all in on AI.
👉 About $490B comes from software agents doing tasks.
👉 Another $430B comes from physical automation like robots and drones.
That adds up to a 24% to 29% increase in S&P 500 market value over time.
And here’s what grabbed me: 90% of occupations will feel this.
The sectors seeing the biggest wins?
- consumer and retail distribution
- real estate operations
- transportation
- healthcare services
- automotive
- professional services
🔍 What This Actually Looks Like
Morgan Stanley’s team ran the math and came back with something clear.
This isn’t about flashy demos.
It’s about costs and output.
Companies can save big and grow at the same time when people hand repetitive work to software agents and focus on higher value moves.
💵 Investment Angles
- Compute & Chips: Nvidia, AMD, and the foundries that supply them
- Data Plumbing: platforms that scrub, tag, and govern enterprise information
- Practical Robotics: firms building purpose-built arms, carts, and drones for narrow tasks
- Oversight & Security: companies offering bias audits, red-team testing, and model watermarking
Two Engines Driving the Value
Morgan Stanley split the upside into two buckets:
Agentic AI → $490B. Think software agents running workflows like contract reviews, inbox triage, supplier negotiations. Whole processes running without a human babysitter.
Embodied AI → $430B. Robots, drones, and automation systems taking on logistics, inventory, healthcare routing, even last-mile delivery.
Want a huge unfair advantage on the first one?
Perplexity just released their Agentic browser (think Chrome meets ChatGPT) that can do tasks for you while you browse.
Download it today and start asking the built in assistant for help, for task support and more. It feels magical.
🚦 Your Next Moves
This isn’t about waiting for the future. It’s about positioning yourself now.
Here’s where to start:
For Business Owners
Look at your most repetitive tasks. Customer service emails? Invoice processing? Appointment scheduling? These are your low-hanging fruit.
For Managers
Ask your team: “What tasks make you want to bang your head against the wall?” Those pain points are AI opportunities. Free your people to do work that matters.
For Consultants and Creators
Specialization wins. Generic AI knowledge becomes table stakes. Deep expertise in AI for law, healthcare, or retail? That’s where premium rates live.
For Everyone
Start small. Use AI to draft emails. Let it organize your calendar. Build comfort with these tools now, before they become mandatory.
REMINDER: Perplexity Comet can do all these things for you, today.
👀 Try this prompt
Here’s something to test with your favorite AI tool:
"List the three most time-consuming tasks in my [industry specific] business from what you know about me and standards in my industry. For each one, suggest specific reframes that help me consider new opportunities for efficiency, the top two AI tools available today that could reduce the time spent by at least 50% and a justifiable, data-backed explanation of why this change will help me time spent, my cost reduced or my output increased."
Take the best suggestion and implement the first one this week. Don’t overthink it, just find the one that makes you tilt your head and say “hmmm, that makes sense”.
Then tell me how it goes.
💬 Question: Any interest in a VIP day with me?
I’m considering soon offering limited VIP days. Something I’ve never done before, but has been on my heart now for years.
→ Spend the day with me in gorgeous Newport Beach, CA.
→ Full day workshop with AI strategies on your business in a private workspace, guided by me.
→ Lunch & Dinner provided.
→ Full overview, recordings and breakdown delivered in 48hrs.
This would be the single most focused, and fast-tracked way to ramp up AI into your business I can offer. If this sounds like something you’d be into, message me and type VIP so we can chat.
✌️ Your Move
This isn’t a sci-fi future. It’s line items on a P&L. The companies that win will be the ones that make AI boring. Safe, measurable, and baked into everyday work.
That’s good news for all of us who build. We don’t need perfect models. We need better Mondays.
Have some fun with this and experiment. If you try one of the ideas above, or if your team already has a quiet win, tell me what moved the needle. I’d love to hear from you.
P.S. Our community is growing and we’re welcoming new members in weekly. Join us 🔗
