
In a recent episode of T. Rowe Price's podcast "The Angle," Honeywell Technologies CEO Vimal Kapur shared insights on the company's major transformation and the impact of AI and automation on industrial infrastructure. Kapur explained how splitting Honeywell into three focused businesses allows for better pursuit of growth opportunities. He highlighted AI's potential to make facilities more autonomous and address labor shortages, emphasizing the importance of industrial data and expertise. This discussion offers investors a deeper understanding of how AI is evolving beyond digital applications into the physical economy.