Part 2/11:
The author posits that by 2040, Tesla could be valued at around $645 trillion, with a conservative scenario settling at $500 trillion by 2045, which is roughly 21 times larger than today’s US GDP of approximately $30 trillion. The core reasoning stems from a model integrating autonomous vehicles, humanoid robots, global transportation infrastructure, and the aftermath of AI-driven automation displacing vast swathes of human labor.
Many initially scoff at such an idea, deeming it impossible for a single corporation to eclipse national economies. However, the analysis hinges on multiple factors:
Expansion of the labor market through robotics and AI
Massive productivity gains driven by AI and automation