Who will be the first $10 trillion company?
This might sound like an insane level but it is just around the corner. There was a time when people thought $1 trillion was outlandish.
Right now, Apple and NVIDIA are the two leading companies, with $3.6T and $3.5T respectively. That means they are more than 1/3 to that level.
So who will win this race? That is something that we will take a look at.
The Race To A $10 Trillion Market Cap
To achieve this goal, it is going to require a company that is tied to AI. It also is likely going to incorporate robotics.
This is where we see things getting very interesting.
While Microsoft and Apple have been powerful companies over the last few decades, I do not think they are going to lead this race.
When I look at the list, there are the companies that stand out to me as potential contenders:
I purposely avoided Amazon since they are presently a wild card in this. Their plans are not widely known yet they recently entered the frontier model game. It is also a company that is heavily involved in robotics, although their foray into this industry is for use by the company itself.
Nvidia is obvious since it likely has a 3 year run at the GPU market. Right NOW, it is the only game in town. This will not be hindered anytime soon. Everyone else is playing catchup.
The Blackwell series could double the market cap of Nvidia. Demand is through the roof meaning they are only constrained by production.
I would say Nvidia is one to bet on with the only question of how 2028 and 2029 look with regards to the competition.
Tesla
Why is Tesla on this list?
Before getting to that, we should cover Meta and Google. I am not optimistic about the latter. Meta is positioning itself to be a dominant player. They are the leading open source model meaning an ecosystem is developing around its platform. This is very powerful as Google learned with Android.
Meta is also the leading company in mixed reality. That is slow to develop but it will likely be commonplace by the end of the decade. Meta certainly would benefit if that is the case.
Tesla is one that could leapfrog everyone. That company has three things going for it:
Each of these could provide enormous profit margins to the company. We are also looking at total addressable markets (TAM) that are near unlimited.
robotaxis will revolutionize transportation. Whether it is moving people or products, we are going to see a major difference in a decade. The biggest advantage Tesla could have is the ability to license FSD to other manufacturers. It could be the one company that ends up solving autonomous driving (without geofencing).
As for AI, there is no way to have a discussion without compute or data. On the latter, Tesla has 7 million vehicles in its fleet and growing. At the same time, the company has more a cluster in Austin of more then 50K clusters. The goal is to have 100K online by the end of the year. This would put it in the same class as xAI's cluster in Memphis.
The final piece is humanoid robotics. If the company is manufacturing a couple million per year by the end of the decade, this will translate into some big numbers. The market is wide open meaning that each company with a working product will basically be able to set its price.
Elon Musk tossed out the idea that Tesla could become a $25 trillion company due to Optimus. If it hits even a fraction of that (from this division), $10 trillion will be easily attained. We have to keep in mind there are other divisions within the company, such as energy, that are slated to keep growing.
The next couple years will give us greater insight into where this race stands.
Posted Using InLeo Alpha
Fiat money almost means nothing anymore lol.
On that note however NVIDIA seems stretched lately and I don't think there's as much demand for their GPUs anymore.
Apple is over priced garbage and has been for a while ever since Steve jobs passed away.
Google is falling apart because of AI in terms of search it will be a slow death though.
So that leads me to think Microsoft honestly has the best chance and it will come down to if they start investing in bitcoin or not.
This is actually insane. I've never really checked up on those markets. Dang those markets caps though. 10 trillion might be reached but dang imagine one company having 10 trillion in assets and profits. Insane.
Gonna be hilarious if Microstrategy gets to $1T before anyone else.
I need to do more research on the leverage and derivative plays they are making.
I still don't quite understand why bond traders will loan them billions at 0% in exchange for "volatility".
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It is good for them that Apple and NVIDIA are the two leading companies, with 3.6 and 3.5 trillion dollars, when many companies are in decline worldwide. The important thing is to say, will they stay that way?
https://inleo.io/threads/view/omarrojas/re-leothreads-j3tlwzhg?referral=omarrojas
My money is on Nvidia. The world will soon run on their hardware.
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