Inside Early-Stage AI Adoption & Future Opportunities

Watch on YouTube ↗  |  January 05, 2026 at 19:11  |  1:03  |  Morgan Stanley
Speakers
Stan DeLaney — Leads disruptive change research at Morgan Stanley Investment Management's Counterpoint Global

Summary

Stan DeLaney of Morgan Stanley Investment Management's Counterpoint Global discusses early-stage AI adoption at Morgan Stanley's Thematic Conference. He highlights quantum computing, autonomous driving, and AI broadly as areas of excitement and calls the opportunities enabled by AI massive. He also points to AI-driven drug discovery as a promising application and expects the next 10-15 years to focus on adoption.

  • Stan DeLaney of Counterpoint Global speaks at Morgan Stanley's Thematic Conference.
  • He identifies quantum computing, autonomous driving, and AI broadly as areas of excitement.
  • He says the class of AI-enabled opportunities is massive and still early.
  • He cites ChatGPT's November 2022 emergence as when AI entered popular consciousness.
  • He highlights AI applications such as autonomous driving and drug discovery.
  • He argues AI can identify compounds with better efficacy or lower side effects.
  • He expects the next 10-15 years to be about adopting AI technology.
Ideas
Stan DeLaney Leads disruptive change research at Morgan Stanley Investment Management's Counterpoint Global 0:03
Quantum computing is a top excitement.
The speaker names quantum computing as one of the areas he is most excited about today, indicating a positive thematic view even though he does not provide a detailed supporting rationale in this clip.
QUBT LOW
Stan DeLaney Leads disruptive change research at Morgan Stanley Investment Management's Counterpoint Global 0:03
Autonomous driving is a key AI application.
The speaker names autonomous driving as one of the areas he is most excited about and as a key AI application, framing it within the broad set of AI-enabled opportunities.
Autonomous driving LOW
Stan DeLaney Leads disruptive change research at Morgan Stanley Investment Management's Counterpoint Global 0:06
AI adoption still in early innings.
The speaker is highly positive on AI as a broad theme, saying the entire class of opportunities enabled by AI is massive and that adoption is still in its early innings after ChatGPT emerged in November 2022; the next 10-15 years should be about adopting the technology.
Artificial Intelligence HIGH
Stan DeLaney Leads disruptive change research at Morgan Stanley Investment Management's Counterpoint Global 0:17
AI can speed drug discovery.
The speaker is positive on AI-driven drug discovery, arguing AI can identify new compounds that are more efficacious or have lower side-effect profiles, and that speeding the drug discovery process should be beneficial.
AI-driven drug discovery MED
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This Morgan Stanley video, published January 05, 2026, features Stan DeLaney discussing QUBT, Autonomous driving, Artificial Intelligence, AI-driven drug discovery. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Stan DeLaney  · Tickers: QUBT, Autonomous driving, Artificial Intelligence, AI-driven drug discovery