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I mean, I think we're, as me and you have talked and we've talked in the show, this is just the beginning. I mean, I think this is ultimately going to be another two, threeyear bull market for tech because it's a fourth industrial revolution that's playing out in front of us and that's going to be big tech and the multiplier.
And I think streets underestimating the AI cap tax potential by 30 to 40%. And I think the biggest thing here is the multiplier. For every dollar spent on an Nvidia chip, there's an 8 to10 multiplier across the rest of tech. And this is just the beginning. It's as you and I have discussed and as we have discussed on the podcast, I believe that this is only the beginning.
Uh because the fourth industrial revolution is unfolding in front of us. I believe that the uh IT industry will see another 2 to threeyear bull market and the multiplier and big tech will be involved. Additionally, I believe that the street undervalues the potential of AI capex by 30 to 40%. And the multiplier is, in my opinion, the most significant factor here.
The remainder of the computer industry is 8 to 10 times more expensive for every dollar invested on an Nvidia processor. And this this is only the start. Now that the rest of tech is seeing the advantages of the AI revolution, it's time to break out the popcorn. However, the AI revolution is now reaching consumers as well as businesses thanks to Certino.
There will be a lot of dealmaking. We believe that over 50% of tech will be dealmaking and it will be advantageous in my opinion if the strong become stronger. And I believe that Musk and Tesla stand to gain the most. We believe that given the autonomous vision and deregulation in the beltway, we may be looking at a $2 trillion zero cense market valuation for Tesla by the end of 2025.
And now we have Tesla, the autonomous future. Autonomous alone, in my opinion, is worth a trillion dollars. The bears don't see AI in their spreadsheets, which is another reason I believe they have overlooked this. This is a name that will keep rising in value. autonomous robots and disruptive technology in my opinion might lead to a market valuation of at least $2 trillion zero cents by 2025.
In my opinion, there will be a carveout for Nvidia and a few other processors as well as one for Apple and Tesla. And based on what we observe with the Gigafactory, we believe that Tesla eventually succeeds because of their presence in China. We're going to witness a significant increase of 15 to 20% in the upcoming year.
Therefore, deliveries will keep rising. I believe that China is beginning to recover in terms of delivery this quarter. We are beginning to observe it. Furthermore, many of their price reductions have already occurred and are already in the past. However, this is now much more of a champagne moment for Musk and Tesla shareholders.
I'm not saying that there can't be some things that still happen. Okay, we're going to have some bumps on the road. And for that reason, many bears are, you know, putting their spreadsheets into hibernation mode. Consolidation is seen from an EV standpoint. As for the international consolidation from Europe, I believe the shift is to Asia.
Uh you're going to see a lot of the big three go more hybrid and perhaps tone down that strategy. After all, Tesla is at the summit of that mountain when it comes to the EV market. Everyone else is paying rent while Tesla continues to rule the planet. There is more to Tesla's remarkable success than merely watching from the sidelines.
With the most recent information on Tesla stock price target the . Once more, in terms of scale and breadth, this is good for Tesla, but bad for the EV sector. However, if you look at it, Tesla will only gain an edge as they sort of sweep the leg on the EV tax credits. To be clear though, it is the appetizer.
It is autonomous, which is the primary event, our major emphasis and the ultimate goal, the future of AI. And I believe the light bulbs went out there. Uh the point is that in spite of all the Super Bowls, the Bears are unable to recognize AI in the spreadsheets. They thus uh don't comprehend this motion when they're sitting there in hibernation states.
According to the Tesla narrative, autonomous is valued at a trillion dollars. And I think that everything is now coming to pass. Actually, it's only the beginning. This is still, in my opinion, the greatest pure AI play available. I predict that by the first half of next year, you will own a car that costs less than $30,000.
0. And all of that, in my opinion, fits into their total growth projection of 20 to 30% by 2025. Now, consider their cost of products and their capacity to manufacture automobiles. In the end, it has decreased by 30 to 40% and it may drop by another 20 to 30% the next year. Without a question, EVs and weaker demand have had a difficult year.
I believe that the resurgence of growth that we have witnessed on margins is continuing until 2025. Then there are autonomous AI and I believe many additional development drivers. It's essential to what I believe to be a market valuation of at least a trillion dollar. They the bears who have been pessimistic since the market's 100 billion zero sense valuation will emerge from hibernation.
In actuality, however, they will create more than two million cars in the upcoming year. Additionally, there is better penetration on FSD when considering the total growth narrative. Could be that yesterday night I provided a lot of information on autonomous FSD and cyber cab. Perhaps some people were disappointed with robo taxi today, but I wasn't.
Look, it's just execution now. However, I think this story's pokes are the most underappreciated AI play available. I believe that within the next two to three years, you and I could find ourselves in a cyber cab. Therefore, we're not discussing something that will happen in 5 or 10 years, this is something that will come to pass in the upcoming years.
And while Lyft undoubtedly has its own problems, I don't necessarily see this as a bad thing for Uber. However, if you look at Tesla, this is going to be the next phase of development. Driverless F, but in the end, you need the margins in the delivery. They are fulfilling every requirement. In fact, I felt that was maybe the nicest conference call I've heard from Tesla and Musk in a long time.
We are in a tech boom that will last well into 2025 and 2026. And I believe that a lot of the commotion we see here is more about having these labels than it is about having time to feel anxious because in my opinion Tesla's stock has the potential to quadruple in value over the next 18 months. Clearly there has been a parabolic move.
However, Autonomous itself is worth a trillion dollars as you and I discussed. Therefore, in my opinion, Tesla is the most underappreciated AI brand available now. It's not absurd. It could even be cautious to speculate that depending on how the autonomous turns out, this stock might be worth $5000 or $6000.
The margin narrative has obviously leveled off here. In my opinion, investors, I believe, look, the haters still hate. They they will love it here just as much as they did at $50. However, I believe that when we sit here and look at the market in 2025, this will be kind of a a golden star, you know, about what we envision for Tesla, $2 trillion, 0 cents, in my opinion, is imminent.
Look, I believe that Sweeney will eventually be riding in a driverless cyber cab to play golf throughout the next four to 5 years. Within the next four to 5 years, that will take place. The entire narrative revolves around gross margins. After all, the stock of Tesla has been facing a significant headwind, ranging from $30 to $40.
In my opinion, gross margins, this is a this is a blowout. You know, we didn't even believe that a gross margin beat of 200 to 300 basis points was possible. This indicates price reductions are now under control. Uh the margins begin to increase again. At this point, you begin to approach 20% gross margins.
This I believe is the beginningly. In the end, the stock will have a three in front of it as the gross margins are beginning to rise and it will continue to expand into the next year. From the standpoint of delivery, we believe that autonomous robots and basically the AI play are the longer term stories here.
I see margins in the street, which is what they need to see here. It is impossible to have margins approaching 13 14%. Uh the fact that margins are now beginning to level out is crucial. Not just from the standpoint of cash flow, but also because it means that the worst is behind us. And after weighing all the drawbacks in bears, the conclusion is that deliveries will begin to increase.
I believe that one of the quarter sources of strength is China. But for any bear, that gross margin is a Goldilocks. Well, for any bull, it's a Goldilocks. It's kind of a nightmare because the bears were the main focus of the narrative. The key to a growth narrative is a car that costs less than $30,000 zero cents.
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