The Next 20 Years: Tesla & SpaceX

A long-range valuation thesis argues that Tesla and SpaceX could evolve from major industrial companies into core infrastructure platforms for energy, transport, compute, intelligence and labor over the next two decades. From growth stocks to system-level platforms The base case does not frame Tesla and SpaceX as conventional high-growth companies. It treats them as businesses that could reshape how the global economy moves information, goods, energy and work. By the mid-2030s, the combined scale is portrayed as far beyond that of two successful technology firms, and by the mid-2040s the outcome becomes explicitly multi-trillion-dollar in scope.

Sources from the briefing

• The Next 20 Years: Tesla & SpaceXSolving The Money Problem