The Top AI Companies Will Become “Everything Companies”, And No One Can Compete With Tesla…

This screenshot is worth fortune to people who understand what it means…

If I could only own two stocks, I’d own Tesla and SpaceX, and this exchange above is the reason why…

As AI models continue to increase in intelligence, ability, and skill at an exponential rate, they will start to take over most aspects, of most companies…

In the past, the majority of companies dominated their industry by specializing in one vertical…

Apple: Consumer electronics.
Ford: Cars
Boeing: Airplanes.
Microsoft: Software
Amazon: Distribution

But AI… And specifically AI combined with robotics, is going to change that…

When the xAI and Grok are the most represent the highest intelligence on the planet across all specialities, and when that intelligence is embodied in a physical body, there’s nothing it won't be a be able to do in 10 years.

And that means Tesla is going to capture the vast majority of value that it creates or takes over.

Tesla and SpaceX (which owns xAI), will not be producing products for specialized use-cases… They’ll be producing products that can literally do anything people can, and even things we can’t.

There will be no physical barriers, no language barriers, no years of school or education required for mastery, no sick days, complaints, HR emergencies, or unions…

Optimus bots will just walk off the assembly line, and every single one of them will be the smartest, most skilled entity on the planet.

If you want to turn that into an opportunity instead of a threat, you might want to start investing in Tesla, and SpaceX when it has its IPO this summer.

And Elon Is Breaking Ground On the New “Terafab” Facility In Austin Next Week…

The AI industry is about to run out of chips…

The world's largest factories are maxed out and the demand curve is still going vertical, so Elon’s removing the bottleneck on their progress by building the largest chip manufacturing facility in the world...

• They are targeting 70% of TSMC’s global output in this one facility to start with…

• 2nm chips based on proprietary designs…

• 1/10th the cost of Nvidia Blackwell chips…

• 1/3rd the power consumption…

• $20B capital expenditure budget for 2026…

• Construction beings next week…

Elon said on a recent earnings call that even with all fabs fully booked out, the best-case chip supply projections aren't enough. He said there are zero advanced memory fabs at scale in the US. Literally zero.

So he's building the entire stack…Chips, memory, packaging, and energy… All domestically, and all under Tesla.

I have no idea what Tesla stock will do in the next 12 months. It could go up, or it could go down…

But I am 100% confident that Tesla will be the most valuable company in the world many times over 10 years from now.

This is your life-raft, and your Golden Ticket…

Sincerely,

Mike Dillard ✞
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