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Teslaconomics
@Teslaconomics
I post my conscious thoughts w/ the world, live to the fullest, keep things simple, truthful & filter the noise. Long-term investor in Tesla, SpaceX, xAI/X.
가입 April 2018
230 팔로잉 중    511.5K 팬
The U.S. economy is about to boom like we’ve never seen before. 🇺🇸 And this time it’s supported by someone whose companies are the engines of the U.S. economy, let alone the world. Elon has manufacturing and energy footprints, massive AI and robotics investments, and infrastructure buildouts across multiple industries and countries that give him a unique view into what’s actually happening on the ground. This is where the U.S. economy has historically been: • Post WWII normal growth: ~2–3% per year • Best booming years (late 1990s tech boom): ~4–5% • Rare shock expansions over 6% have happened, but NOT sustainably Here Elon is predicting: • Double digit growth (10%+) is coming within 12–18 months • And if AI intelligence truly kicks in, triple digit growth could be possible in ~5 years, meaning the economy is doubling or more annually! AI is clearly starting to create major productivity gains to our lives, economy, and Elon clearly sees it. AI can automate knowledge work that used to take humans weeks or months or years. It can discover new materials, optimize supply chains in real time. And it can accelerate R&D by orders of magnitude, even compressing years of innovation into just months. AI is MUCH different from past “growth boosts” like what the internet or smartphones did for the economy. In simple terms: • Traditional growth = labor + capital + small productivity improvements • AI growth = labor × AI + capital × compute × exponential automation Most forecasts from the professionals today are still assume traditional growth patterns like ~2–3% annual GDP, maybe 4–5% in a strong year. And if Elon is even just partially right, we’re on the brink of a productivity supercycle that will boost productivity, output, innovation, and opportunity and will reshapes our lives like we’ve never seen before. Everyone better buckle up, bc the next decade may be the best growth America has ever seen.
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