Morgan Stanley Fixed-Thematics The World in 2030 - In 10 Short Stories-110465538

The World in 2030 In 10 Short Stories25th September 2024Thematic ResearchEdward Stanley & Matias OvrumEquity Strategists - Morgan Stanley & Co. International plc+Edward.Stanley@morganstanley.comMatias.Ovrum@morganstanley.comAll information as of 24rd September 2024Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.For analyst certification and other important disclosures, refer to the Disclosure Section. += Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to FINRA restrictions on communications with a subject company, public appearances and trading securities held by a research analyst account.​September 24, 2024 11:02 PM GMT7: Obesity8: Smart Chemotherapy9: AI Assisted Fertility4: AI Sovereignty5: Negative Power Prices6: Nuclear Renaissance1: Autonomous Driving2: Multi-Earning Agents3: Humanoid RobotsSource: Morgan Stanley ResearchThe World in 2030 in 10 Short StoriesDemographicsWe set the scene with 10 major changes expected by 2030Tech DiffusionLongevityDecarbonisationMarkets10. The Rise & Rise of Private CapitalSource: Morgan Stanley Research; Uber Technologies 74.71, Lyft Inc 12.72, Tesla 250.00, Alphabet 161.85, Shopify 80.11, Meta Platforms 564.41, Amazon 193.88, BiliBili 15.92, NVIDIA 116.26, Harmonic Drive 3010, Arm Holdings 141.72, E.ON 13.38, Trane 387.38, Ashtead 5570, Prysmian 65.88, CATL 197.52, BYD 254.29, Siemens Energy 33.23, Constellation Energy 257.12, Curtiss-Wright 3332.22, Paladin 10.86, Kansai 2416, Novo Nordisk 832.40, Eli Lilly 918.52, Daiichi Sankyo 4734, Merck 115.63, Abbvie 193.83, Pfizer 29.31, Cooper Companies 109.81, Blackstone 157.21, TPG 58.6, CVC 20.25, EQT 366.20, ICG 2308ProblemTopicStocksMore people have died on US roads in the last decade than American soldiers in both World Wars –Autonomous Driving is on the cusp of changing this as Waymo demonstrates safety & rides inflection.Autonomous DrivingUber, Lyft, Tesla, AlphabetSince 1990, housing affordability has worsened 3x. Under-30s living with parents has increased by a third and Americans requiring multiple incomes is at record levels. Multi-Earning AI agents should provide respite.Multi-Earning AgentsShopify, Meta, Uber, Amazon, BiliBili75m working-age people will be lost by 2030 and a quarter of a billion by 2050. Moreover, 2.93 million workers die each year because of work-related factors. The urgency to scale Humanoids is palpable.Humanoid RobotsTesla, Xpeng, NVIDIA, Harmonic Drive, ArmNuclear power has attracted $4bn of VC funding since 2019,10x less than Food Delivery apps. If net-zero (and AI) goals are to be met, nuclear needs to contribute 5% points more to electri