RECAP: HOW BIG IS THE AI PIE?

📊 AI’s Explosive Growth: Tesla, NVIDIA & the Race for the $10T Future

Today’s Nuggets

• Not Transfer of Wealth, Creation of Wealth

• AI’s Massive Potential Unlocked

• The Compounding AI Flywheel

• Death of the CPU, Killed by the GPU

• Massive Hyperscaler Buildouts

• Robust Supply Chain Enables Scale

• Tesla’s Distributed AI Potential

• Intelligence Creates More for Everyone

• How AI Makes Everything Exponential

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People are confused about what is coming down the pike and how AI can make everything bigger.

What is the impact on some of our favorite stocks, such as Tesla, Nvidia, and Google? I want to put things in perspective regarding exactly what is happening in the world and why it is quite outrageous.

Determining how big the pie is and how big it can grow will help everybody as we move forward.

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The inspiration for this story caused quite some confusion in the marketplace when Elon Musk said that the AI revolution is not a transfer of wealth.

The pie will get much bigger, the opposite of a zero-sum game. Many people were tripped up a bit by that, and exactly what it means.

I will try to break it down. Part of the inspiration for this is a meeting that Jensen Huang had with the BG2 podcast, which was fascinating.

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This comes from Brad Gerstner, who talks about how Global GDP per capita on the planet was basically flat for hundreds and hundreds of years, and then the industrial revolution started to kick in.

What came after this was the start of the massive growth of GDP per capita around the world, but we have not seen anything yet.

This is what is very exciting about this time we are about to go through. GDP per capita is set to