Tesla Stock Will Be 2X Larger Than US GDP

Tesla's Future Market Cap

🚀 Q: How large could Tesla's market cap become by 2040?
A: According to Joe Bhakdi's financial model, Tesla's market cap could reach $645 trillion by 2040, making it 20 times larger than the US GDP, driven by Optimus, autonomous cars, robot revolution, and global labor market takeover.

🌐 Q: How does Tesla's projected market cap compare to the US GDP?
A: Tesla's projected market cap of $500 trillion by 2045 would be 200% of the US GDP, which is 7 times bigger than Nvidia's expected 30% of US GDP in 3 years, making it a potentially reasonable scenario.

Economic Growth Predictions

📈 Q: What is the predicted US GDP growth rate for the next 15 years?
A: Joe Bhakdi predicts the US GDP will grow at an average of 11% per year over the next 15 years, primarily driven by AI, despite potential societal challenges.

🤖 Q: How will AGI impact the US economy in the coming years?
A: The US economy is expected to experience massive productivity growth through AGI starting next year, partly due to Tesla, other AI companies, and massive unemployment, driving nominal GDP growth of 11% annually for the next 20 years.

Historical Economic Context

📊 Q: What has been the US GDP growth rate in recent years?
A: The US GDP has grown over 9% in the last 4 years, including 11% in 2020, and has also exceeded 8% growth in many years since 1941, with notable peaks of 28% in 1942 and 13% in 1978.

Nvidia's Market Position

💻 Q: How does Nvidia's market cap compare to the US GDP?
A: Nvidia's market cap is currently 15% of the US GDP at $4-5 trillion, and it's projected to reach 30% in the next 3 years if it maintains its current profit growth and share price increase.

Economic Projections

1. 📈 Tesla's market cap could reach $500 trillion by 2045, potentially becoming 200% larger than the US GDP, which is expected to grow at an average of 11% per year over the next 15 years.
2. 🖥️ Nvidia's market cap is already 15% of the US GDP today, projected to reach 30% in 3 years if current profit growth and share price trends continue.

Economic Trends

1. 💹 The US GDP has grown at an average of 6% per year since 2018, with notable growth rates of 10.9% in 2020 and 9.8% in 2021.
2. 💼 The age of AGI is predicted to cause massive unemployment for 80% of the population, while the remaining 20% become extremely wealthy due to returns from AI companies.

Future Economic Landscape

1. 🌐 The new economics of the AGI era will be characterized by massive productivity growth, widespread unemployment, and extensive government money printing to support the unemployed.
2. 🔄  The future economy will require a new focus on reality engineering and capital deployment to maximize value creation in the age of AGI.

• 00:00 💸 Tesla's stock market cap may reach $645 trillion by 2040, 20 times larger than the US economy, driven by innovations like Optimus and autonomous cars.
  • Tesla's stock market cap will be 20 times larger than the entire US economy by 2040, reaching $645 trillion, driven by innovations like Optimus, autonomous cars, and global robot labor market dominance.
  • The speaker, after researching and modeling Tesla's potential growth, found that their initial prediction of the company's value exceeding the US GDP might be accurate, with estimates suggesting a value of $500-645 trillion by 2040-2045.
  • The speaker humorously acknowledges adjusting their prediction to make it seem less extreme, while also soliciting likes and subscriptions.
• 03:34 🚀 Tesla's market cap may surpass US GDP due to its potential to disrupt a massive labor market and generate trillions in free cash flow.
  • Tesla's market cap could reach unprecedented levels, potentially exceeding the US GDP, as the company's success is poised to disrupt a $25-30 trillion labor market and generate $17 trillion in free cash flow.
  • A fully autonomous global transportation network using robo taxis and trucks could reduce transportation costs by 70-80%, significantly increasing the value of the industry.
• 05:53 📈 Tesla's stock will grow enormously, potentially exceeding the US GDP, due to its market dominance, scale, and technical capabilities.
  • The speaker believes Tesla's stock will grow enormously, with universal agreement on its massive potential, but uncertainty around the timeline and ownership.
  • Tesla is well-positioned to dominate the market due to its scale, budget, technical capabilities, and global presence, making it possible for the company's value to exceed the US GDP.
• 07:46 💸 The speaker predicts Tesla's market cap could reach 200% of the US GDP, driven by AI growth, making it comparable to Nvidia's projected growth.
  • Nvidia's market cap already represents 15% of the US GDP and may reach 30% in 3 years, making the idea of Tesla's market cap exceeding US GDP not as implausible.
  • The speaker predicts the US GDP will grow at 11-12% annually over the next 15 years, driven by AI, reaching $250 trillion by 2045.
  • Tesla's market cap could be 200% of US GDP, which is a reasonable projection, comparable to Nvidia's growth in 3 years.
• 11:00 💸 Tesla's stock could potentially double the US GDP, with a predicted market cap of $500 trillion by 2045.
  • The speaker finds it interesting and plausible that Tesla's stock could potentially double the size of the US GDP.
  • Tesla's market cap could reach $500 trillion by 2045, which seems comparable to the US GDP at that time, assuming the US economy grows at an average of 11% over the next 20 years.
• 13:16 📊 The speaker argues that a predicted high growth rate for Tesla's stock is plausible given the US economy's steady growth and recent high GDP growth rates.
  • The US GDP has grown over 9% in two recent years, including an 11% growth in 2020, contradicting the notion that a predicted 11% growth rate for Tesla's stock is unfathomable.
  • The US economy has grown steadily in nominal terms, with an average growth rate of around 6%, despite minor fluctuations and contrary to the common perception of a significant economic crash.
  • The value of the Tesla stock will increase dramatically, and what matters is the dollar value, not real GDP growth.
• 16:19 💸 The speaker predicts Tesla's stock will double the US GDP, driven by exponential growth from AGI, productivity gains, and asset inflation benefiting the wealthy.
  • The speaker believes Tesla's stock will grow exponentially, driven by 11% GDP growth fueled by AGI and massive productivity gains, while 80% of the population faces unemployment and 20% reap enormous benefits.
  • Mass unemployment leads to money printing, which causes asset inflation, benefiting the wealthy and driving up asset prices, resulting in nominal GDP growth.
  • The US has experienced numerous years with nominal GDP growth over 8%, including several double-digit growth years, particularly during and after wartime periods.
• 18:52 🤔 The speaker believes Tesla's potential is tied to understanding new economic paradigms driven by AGI, which will determine future economic growth and value creation.
  • To assess Tesla's potential, do your own math and consider multiple sources rather than judging predictions in isolation.
  • To form an accurate perspective on the future, one must research and analyze information using tools like Google Sheets and social media platforms to understand new economic and societal principles.
  • The speaker believes that understanding new economic paradigms driven by AGI, including the elimination of labor and technology as input factors, will determine future economic growth, personal wealth, and value creation.

WatchUrl: https://www.youtube.com/watch?v=FIakPv3Cmsg