A CEO Explains How AI Impacts the Physical World
At Barron's
At Barron's
4.7 • 20 Ratings
🗓️ 18 June 2026
⏱️ 21 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I think the potential of Agenic is to rethink how work gets done overall. |
| 0:05.0 | It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand. |
| 0:11.3 | That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI. |
| 0:17.9 | Join him later to learn why agents are a game changer for businesses across industries. |
| 0:26.4 | Hello everyone and welcome to Ad Barons. I'm Andy Surwer and welcome to our guest, Lucian Baldia, |
| 0:33.3 | CEO of the Timken Company. Lucian, great to see you. Thank you so much for joining us. Thank you so much for happy me. It's a pleasure to be here with you. |
| 0:40.3 | So Timken, long-standing company, famous for roller bearings out of Canton, Ohio. |
| 0:46.3 | What are you up to these days, though? The company, I'm sure, has evolved that has different lines of businesses beyond that. |
| 0:52.3 | Absolutely, as you alluded to it, this is a 125-year-old company that started its life as a Bairings company, |
| 0:58.0 | and it's now really an advanced motion technology company. |
| 1:01.0 | So we started from Bairings, and over the last 10 years, we've done about 14 different acquisitions in this space of advanced motions, |
| 1:09.0 | or really building out an industrial motion portfolio. |
| 1:11.1 | And what we've announced recently at Investor Day is a new strategy and how we're |
| 1:15.6 | really pivoting and transforming the company from a component supplier, which is what you are |
| 1:20.1 | when you're a bearing supplier, to really a system supplier and engineered system, |
| 1:25.1 | which is where we're moving with our industrial motion portfolio. |
| 1:28.3 | Okay, so who are the end customers here, Lucian, for those systems and how are you making that transition? |
| 1:33.3 | So they're the same customers that we've had historically. We're just engaging with them in a different way through these businesses. |
| 1:40.3 | So we're able to be more than a component supplier really speaking to a buyer |
| 1:45.8 | that's buying a component to really solving a problem, designing a system for them. So it really |
| 1:50.7 | elevates the relationship that we have, but it's really in the same verticals with the same |
| 1:55.8 | large customers that we've worked with for decades. And what are some examples of those customers? |
... |
Transcript will be available on the free plan in 20 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from At Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of At Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

