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EPISODE · Jul 8, 2026 · 22 MIN

Physical AI: A deep dive into autonomous vehicles and robotics

from The Angle from T. Rowe Price · host T. Rowe Price

Tony Wang and Lee Sandquist look to the future to help us understand what physical AI may mean for the world. From autonomous vehicles and robotics to defense applications and industrial automation, listen to what the future may hold.

Episode metadata supplied by the publisher feed · Published Jul 8, 2026

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Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season, we look beyond the hype to examine where AI may create lasting value, where expectations may be too high, and what investors should be watching as the technology moves into the real economy. Across the series, T. Rowe Price investors and experts explore the next phase of AI adoption, from the infrastructure and capital investment required to support it, to the rise of agentic AI, physical AI, sleeper beneficiaries, and the wider implications for productivity, labor, inflation, and growth. In this episode, Tony Wang and Lee Sandquist look to the future to help us understand what physical AI may mean for the world. From autonomous vehicles and robotics to defense applications and industrial automation, listen to what the future may hold.

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