Elon Musk has been saying for the past year that with humanoid robots, there will be “no meaningful limit to the size of the economy.”

 

What does he mean?

 

If labor is no longer scarce… if every human can be matched with two or three autonomous robots doing physical work… then the economy’s productive capacity is virtually limitless.

 

He calls it the coming “age of abundance.”

 

And he thinks Tesla will dominate it.

 

Tesla has the most valuable proprietary data on real-world conditions, behaviors, environments, and scenarios (billions of miles driven). And it knows how to manufacture at scale. That’s why Elon sees Tesla as the leader in humanoid robots.

 

Now the board has put this vision into writing.

 

They just filed a proxy for shareholder vote on the boldest compensation package in corporate history.

 

It could make Elon a trillionaire. 

 

But he only gets paid if he delivers:

• One million robotaxis in commercial operation.

• One million humanoid robots.

• Earnings nearly 30x higher than his last plan.

• And a $7.5 trillion increase in Tesla’s market value.

Elon has already said Optimus, Tesla’s humanoid robot, could make Tesla worth $25 trillion.

 

This all lines up with what Nvidia’s Jensen Huang has been telling us. After generative AI and agentic AI, the next wave is physical AI: robots in the real world.

 

He says it will reshape $100 trillion worth of global industry.

 

So let’s connect the dots: Elon says humanoid robots will remove the cap on economic growth. Jensen says robotics will be the biggest technology industry in history. And Tesla’s board has written a comp plan that only pays Elon if he makes it happen.

 

That’s why we own Tesla in our AI-Innovation Portfolio. Tesla isn’t just an EV company. It’s the company with the world’s largest fleet of AI-driven robots (its cars), the deepest proprietary data on real-world behavior, and the ability to manufacture at scale. 

 

Tesla is the bridge between digital AI and physical AI.

 

And remember, when we launched this portfolio in June 2023, we said AI would grow the economic pie. We said the age of multi-trillion-dollar companies was coming. Nvidia became one soon after. Tesla has now joined that club. More are coming.

 

If you have yet to join our AI-Innovation Portfolio, it’s still early.

 

Our AI-Innovation Portfolio has returned 31% annualized since inception. And this 25 stock portfolio is even better positioned now, than it has been over the past two years, because of the scale of this coming physical AI wave.

 

If you’ve been reading my notes over the years and waiting on the sidelines, now is the time to get involved. My AI-Innovation Portfolio is the easy way to do it — and you’ll be in good company. Our subscriber base spans from C-suite executives and entrepreneurs to hedge fund managers, financial advisors, engineers, doctors, lawyers, academics, and discerning individual investors.

 

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If Elon is right, the economy — and the markets — are about to get much bigger.