Morgan Stanley’s former auto analyst is making a bold pivot, betting his professional reputation on the future of robotics and flying cars. Now covering the emerging "robot economy" as a senior analyst at a new firm, he’s championing a vision where autonomous machines and aerial transportation transform industries from logistics to urban mobility. The analyst, who built a reputation for his deep understanding of the automotive sector, has shifted focus to what he calls the next wave of technological disruption. His new role centers on evaluating companies developing everything from warehouse robots and delivery drones to air taxis and self-driving vehicles. He argues that the convergence of artificial intelligence, battery technology, and advanced sensors is accelerating the commercial viability of these once-futuristic concepts. In recent presentations, he has highlighted how robotics could slash labor costs in manufacturing and warehousing, while urban air mobility could redefine how people commute in congested cities. Despite skepticism from some investors who question the timeline and regulatory hurdles, he remains confident. “We’re not talking about science fiction anymore,” he said in a recent interview. “These technologies are already being tested at scale. The real question is not if they’ll work—but how fast they’ll scale and who will capture the value.” His track record in the auto space—where he accurately predicted shifts toward electrification and software-driven vehicles—has earned him credibility in the financial world. Now, he’s applying that same analytical rigor to a broader, more speculative landscape, urging investors to look beyond traditional sectors. He also points to growing partnerships between tech giants, automakers, and startups as proof of momentum. Companies like Amazon, Uber, and Hyundai are already investing heavily in drone delivery and air taxi infrastructure, while startups such as FlyPix and Boston Dynamics are pushing the boundaries of what machines can do. While the robot economy remains in its early stages, the analyst believes it’s poised for explosive growth. He’s not just predicting the future—he’s actively shaping the conversation, helping investors understand the risks and rewards of backing the next generation of intelligent machines and flying vehicles.