Musk's $25 Trillion Prediction (Bigger than US GDP)

Why execution, not ideas, will define AI's next phase  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

January 30, 2026   |   Listen Online   |   Read Online When AI Moves Off the Screen and Into Industry   Deniss Slinkins In partnership with Brownstone Research At a recent shareholder meeting, Elon Musk dropped a number that stunned Wall Street. He projected that his new venture could propel his company to a $25 trillion valuation. To put that in perspective: That is larger than the GDP of the United States. It is bigger than Apple, Microsoft, and Google combined. He isn't talking about electric cars. He isn't talking about rockets. He is talking about "Manifested AI"—the moment Artificial Intelligence steps out of the computer screen and enters the physical world. Goldman Sachs predicts this market could reach $154 billion in the short term. Morgan Stanley sees a path to $5 trillion in annual revenue by 2050. We are witnessing the birth of the biggest industry in human history. Most are paralyzed. They think they missed the boat on Nvidia. They think the easy money is gone. They are wrong. My research team has identified the "Backdoor" trade into this $25 trillion explosion. It's a specific component supplier that trades for roughly 168 times less than Nvidia. It is the hidden engine behind the machines. Click here to unlock the $50 stock driving the $25 Trillion Boom. For most of the last decade, AI was a software story. Models. Tokens. Compute. That's changing fast. Recent reporting shows that capital is shifting toward physical AI — robotics, autonomous systems, and real-world deployment. According to Reuters, companies tied to Musk are now exploring deeper integration between AI platforms, manufacturing, and physical infrastructure, including discussions around consolidating AI, space, and industrial capabilities under a single umbrella. This matters because once AI becomes embodied, the constraints change. Software scales with code. Physical AI scales with parts. The New Bottlenecks Are Mechanical Robots don't run on prompts alone. They require: sensors that perceive depth and motion actuators that move with precision components that survive heat, vibration, and continuous use Bloomberg reports that the largest technology firms are sharply increasing capital spending not just on data centers, but on manufacturing capacity and physical systems tied to autonomy and robotics. Tesla alone has outlined tens of billions in future spending focused on AI-driven transport and machines that operate in the real world. That's the tell. When capital shifts from models to machinery, value migrates down the stack. Why the Biggest Names Aren't the Best Signals Markets tend to overpay for what's visible. During the internet boom, browsers captured attention. Infrastructure captured durability. During the smartphone era, apps got headlines. Component suppliers built margins. Manifested AI follows the same pattern. The robots will wear famous logos. But they all depend on the same quiet inputs — precision parts, motion systems, and supply contracts that don't trend on social media. Those inputs are where institutions position early. This Is Not a "Nvidia Sequel" Nvidia dominated the thinking phase of AI. Physical AI is a different chapter. It rewards: repeatable manufacturing long-term supplier relationships scale without hype That's why the most interesting opportunities don't look like trillion-dollar companies yet. They look ordinary. Until they aren't. A Structural Shift, Not a Story The important takeaway isn't Musk's $25 trillion projection. It's what recent actions confirm. AI investment is no longer theoretical. It's showing up in factories, supply chains, and capital budgets tied to the physical world. When intelligence becomes embodied, markets stop rewarding ideas — and start rewarding execution. A Calm Close Every major technological era has a moment when abstraction gives way to reality. That moment is now. Manifested AI won't be built by the loudest brands. It will be built by the companies that quietly make the machines work. And historically, that's where the early value lives.     The $25 Trillion "Manifested AI" Boom from Brownstone Research     How did you find today's briefing? 🔘 Very useful — learned something new 🔘 Solid read — worth the time 🔘 Not for me this time Written by Deniss Slinkins Global Financial Journal   Update your email preferences or unsubscribe here © 2026 Global Financial Journal 200 E Grayson St, Suite 210 San Antonio, TX 78215, United States Terms of Service