# AI’s Shift From Thinking to Taking Action

Page: https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-s-shift-from-thinking-to-taking-action
Text version: https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-s-shift-from-thinking-to-taking-action.md
Podcast: [Thoughts on the Market](https://stenobird.com/podcast/thoughts-on-the-market-980853)
Published: 2026-05-05T20:00:00+00:00
Episode link: https://pdst.fm/e/pscrb.fm/rss/p/rss.art19.com/episodes/00b6021f-c9ec-4750-b37d-fbcc4ccb49ff.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/rss.art19.com/episodes/00b6021f-c9ec-4750-b37d-fbcc4ccb49ff.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
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Duration seconds: 273

## Resource

Our Head of Europe and Asia Technology Research Shawn Kim discusses AI’s move from passive chatbots to active agents—and how this influences tech supply chains. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Shawn Kim, Head of Morgan Stanley’s Europe and Asia Technology Team.  Today: A foundational shift in the development of AI and its broad market implications.  It’s Tuesday, May 5th, at 3pm in London.  Think about the last time you asked a chatbot to write a summary or a draft. Or maybe answer a query. It was probably useful. But you were also still driving the interaction: asking, refining, copying, checking, and moving the work forward.  Now imagine a system that does not just respond, but acts. It remembers what you asked last week, understands your preferences, works across digital tools, plans a workflow, and adapts as circumstances change.  That is the shift from GenAI to agentic AI: from AI that helps with thinking to AI that helps with doing. GenAI is mostly passive. It takes a prompt and produces an answer. Agentic AI is active – less a copilot for one task but an autopilot for multi-step workflows.  The distinction is key because computing requirements are changing. In GenAI, large language models and GPUs handle much of the thinking. GPUs, or graphics processing units, process many calculations in parallel, making them central to modern AI models. In agentic AI, CPU becomes more important. CPUs, or central processing units, coordinate tasks and connect systems to the broader digital infrastructure.  Agentic AI also depends on three stacks: the brain, or the large language model; orchestration, where the CPU manages the doing; and knowledge, which is memor…

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