Tom Lee Says AI and Robotics Are Becoming a Third Economic Input Alongside Labor and Capital

Fundstrat's Tom Lee stated that artificial intelligence and robotics are emerging as a third fundamental input to the global economy, fundamentally altering how economic growth is created and measured.
Historically, economic expansion has relied strictly on labor and capital, but AI introduces scalable human-like capabilities without requiring an 18-year human development cycle or immigration policies.
When combined with physical robotics, this creates an entirely new class of autonomous economic participants capable of working, producing, and transacting directly with one another.
Lee noted that if machine-to-machine activity begins driving significant economic value, traditional GDP metrics may become increasingly difficult to measure, potentially requiring blockchain infrastructure to keep humans integrated and verifiable in the loop.