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Next AI Catalyst is New Batch of Models: Weaver

Bloomberg Markets
Thursday, February 5, 2026 at 3:08 PM
~4 min read

Original Report

Michelle Weaver, Head of US Thematic Research at Morgan Stanley, says the next AI catalyst to watch for is when the next batch of models come out this summer. She speaks to Bloomberg's Jonathan...

Michelle Weaver, Head of US Thematic Research at Morgan Stanley, says the next AI catalyst to watch for is when the next batch of models come out this summer. She speaks to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)

Glass House Analysis

This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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