Elon Musk Says Tesla Cap Of $100 Trillion... Innovative vision or reckless gambling

*This content was translated by AI.

Tesla CEO Elon Musk made an unconventional statement that shook the market, mentioning Tesla's market capitalization of $100 trillion this time. He recently mentioned on his social media X (formerly Twitter) that Tesla's corporate value could reach $100 trillion (about KRW 13.5 trillion) in the future, saying, "It's not impossible."

This figure is only possible if Tesla's current market capitalization grows more than 65 times from about $1.5 trillion. As he says, Tesla is growing on a scale that is unprecedented in the history of global finance. The industry is simultaneously pouring out praise as Musk's unique "grand vision" and criticism as a "false dream" that lacks reality.

Major foreign media outlets that heard Elon Musk's remarks analyzed that Musk's remarks were not simply aimed at expanding electric vehicle sales. Musk's strong commitment to making Tesla the pinnacle of a huge "technology ecosystem" that extends beyond mere automakers to artificial intelligence, robotics, energy storage systems (ESS) and the space industry is behind the $100 trillion number, it said. In particular, the fact that the "technical convergence" between companies owned by Musk is accelerating, such as Tesla's recent disclosure of investments in xAI and SpaceX's push to acquire xAI, adds to this vision.

Cathy Wood, an avid supporter of Musk and head of ARK Invest, is one of the most active sympathizers on the $100 trillion outlook. Cathie Wood argues that the combination of Tesla's unique driving data, the humanoid robot "Optimus," and the autonomous taxi business can create explosive value that transcends the existing economic system. According to an analysis by Ark Invest, the robo-taxi market alone could generate more than $10 trillion in market value by 2030, which Tesla sees as a strong trigger for market capitalization gains if the market is dominated.

However, if realistic figures are substituted, the story is different. Currently, the combined market capitalization of the world's 10 most valuable companies (NVIDIA, Apple, Microsoft, Amazon, etc.) is around $26 trillion. A Tesla company reaching $100 trillion means four times the total of the top 10 companies in the world. This also means that Tesla is actually possible only when it becomes a global economy itself. Critics point out that Tesla's stock price is already overshadowing its future value. Short-selling investors like Michael Burry warn that Tesla's valuation is out of the traditional manufacturing base and in "dream territory," and that its actual robot-producing capabilities and completeness of self-driving software are falling short of market expectations.

Indeed, Tesla has suffered significant ups and downs throughout 2025. In the automobile sales sector, global sales share fell due to fierce pursuit of China's BYD and other competitors, and in the fourth quarter, the growth slowdown in its core business sector became clear, with deliveries falling 11% year-on-year. Musk's strategy is to break through this crisis head on with robotics. He professed that Optimus robots will account for more than 80% of Tesla's value in the future, with plans to produce 100,000 robots per month. However, skepticism is rising that there is a long way to go before mass production, as Optimus demonstrations at the end of 2025 still reveal limitations in walking and precision manipulation.

Nevertheless, as of early 2026, Tesla's stock has been trending solidly, boosted by Musk's "vision." Political variables also play a role in this. As expectations grow that federal regulations on autonomous driving will be eased after the Trump administration returns to power, Tesla's full self-driving (FSD) commercialization will accelerate. Dan Ives of Wedbush Securities analyzed that autonomous driving and AI-related opportunities alone could give Tesla at least $1 trillion in additional value.

Musk also acknowledged that this is not an easy task, saying that to achieve $100 trillion, "unimaginative efforts and tremendous luck must follow." However, he is sticking to his attitude to break common sense again this time, with his experience of standing up after Tesla's bankruptcy crisis and SpaceX's rocket launch failure in the past. In particular, the roughly $1 trillion compensation package approved by shareholders in November 2025 is designed to allow Musk to fully receive Tesla's market capitalization by raising it to more than $8.5 trillion, so his wide-ranging move is expected to continue over the next decade.

In the end, Elon Musk's $100 trillion declaration is not just a numerical goal, but rather a highly strategic rhetoric to completely redefine Tesla as a data-driven AI and robotics company from a labor-intensive manufacturing industry. His fantasy may become a reality if the size of the entire global economy grows and AI technology breaks through the limits of human productivity. However, if sluggish manufacturing sites and technical difficulties are not resolved, this is another reckless gamble for investors.

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*This content was translated by AI.