Tom Lee Says AI Is Emerging as a Third Engine of Economic Growth Alongside Labor and Capital

Tom Lee of Fundstrat reportedly states that artificial intelligence is becoming a third engine of economic growth by adding a completely new input alongside traditional labor and capital.
According to Fundstrat, traditional economies have historically relied on labor and capital, but AI introduces human-like capabilities without requiring an 18-year development timeline or immigration policies. When combined with robotics and physical AI, this creates a new class of economic participants capable of executing real work.
Lee notes that if autonomous robots begin transacting with each other and generating economic value, traditional Gross Domestic Product (GDP) metrics could become significantly harder to measure, potentially requiring blockchain infrastructure to keep humans in the loop.