Group 1 - Morgan Stanley auto research analyst Adam Jonas is transitioning to a new role focusing on artificial intelligence themes, moving away from his long-standing coverage of the automobile industry [1][2] - Jonas has nearly 30 years of experience in the auto sector and will now concentrate on physical/embodied AI, including areas such as autonomous vehicles (AVs), electric vertical takeoff and landing (eVTOL) aircraft, space technology, and humanoid robots [2] - Andrew Percoco will take over the coverage of the North American auto industry at Morgan Stanley in the coming months [3] Group 2 - Jonas gained recognition on Wall Street as a long-time bull on Tesla, proposing a broader vision for the company that included autonomous robotaxis to support its high valuation [3] - The internal move of Jonas was first reported by Bloomberg News, indicating a significant shift in Morgan Stanley's research focus [3]
Noted Tesla analyst Adam Jonas moving into new role at Morgan Stanley