T. Rowe Price CIO Veiel discusses Honeywell transformation, industrial automation outlook in podcast interview
HON•Industrial automation and AI outlook
The conversation highlighted industrial automation as a secular growth theme, with AI expected to drive more autonomous physical infrastructure.
Kapur flagged industrial data access, domain expertise, and human judgment as key constraints on applying AI in complex facilities.
The episode also framed “physical AI” as a potential response to skilled-labor shortages, with agentic systems aimed at lifting productivity.
Podcast discusses Honeywell's transformation
T. Rowe Price management discussed Honeywell’s multi-year transformation on The Angle podcast, focusing on the split into three companies.
President and CIO Eric Veiel interviewed Honeywell CEO Vimal Kapur on value creation from sharper strategic focus.
