Elon vs. Altman

As the network effects of AI spread outward...

Ever outward...

Eight publicly traded titans (and one private colossus) will dominate ever greater nodes of the S&P 500 and the global economy.

The CEOs of the "AI Nine" are all possessed by a single, insatiable hunger.

None more than Sam Altman and Elon Musk.

They are haunted by a ghost in the machine.

A dimension of mind brighter than every mortal on Earth.

They both want their name etched first in the annals of eternity.

The first to channel code and current through billions of transistors...

A lattice of logic gates shrieking at light-speed...

Into one final training run that awakens as the operating system of humanity.

Artificial General Intelligence (AGI).

So...

Who will the Fates decree as the mortal who first summons true AGI?

Will it be Sam and Stargate?

Or will it be Elon and Colossus?

Or maybe someone else?

(Continued below…)

Sam Altman stands tall in this arena, heedless of the rivers of cash AGI demands.

He proclaimed it himself, voice steady as a priest before the altar:

His investors have already poured tens of billions into the pyre...

And they should reap their profits on IPO day.

But now Sam beckons you — yes, YOU — to cast your own coins into the flames.

And we mean flames because he is projecting losses out to 2028.

If you are willing to wait...

Could you profit?

Let us consult the oracles of numbers…

(Continued below…)

With OpenAI transmuting into a for-profit leviathan...

The runway is now clear for an IPO at a current valuation of $762 billion...

Potentially rocketing to $1 trillion on day one.

OpenAI is now one of the most priceless private empires in existence…

But what if OpenAI wins?

What if it becomes the firm that injects Artificial General Intelligence —- true thinking machines -- into the veins of human life?

Fortune Business Insights divines the AGI market swelling to $11 trillion in the years ahead.

That's the minimum prophesied size of a global industry built on machines that think, reason, and learn unprompted.

What OpenAI seizes just 20% of that realm.

That’s a $2.2 trillion valuation... 3x its current valuation.

If it claims half... $5.5 trillion—7x.

If it devours 80%... $8.8 trillion—11x.

Yet Sam has an adversary with robot visions... armed to take as much as he can from him.

(Continued below…)

Submitted for your approval...

Imagine Sam Altman gazing out the window of his Gulfstream at humanity’s new dawn.

Elon Musk is the on the wings, talons raking the aluminum.

His goal?

One billion humanoid robots marching by 2040.

Brian Wang’s estimates this is a $300–$500 trillion market at minimum.

(That's a projected potential 60x to 400x windfall for OpenAI IPO investors... But ONLY IF their secret hardware projects with Jony Ive (of iPod and iPhone fame) can create a new market.)

For Tesla investors this is an easier 300x to 500x opportunity...

Because Elon has already dreamt bigger.

He dreams of a singularity...

To become the hardware substratum of reality itself.

A fusion of hardware and software -- his Optimus legions.

xAI is private... you can’t invest directly... but you can still get exposure through Tesla.

Elon and Sam are not alone.

The remaining AI Nine have their own plans...

• Apple, poised to slip intelligence into every pocket and palm.

• Microsoft, leasing Sam’s brain by the token and ramping up VS Code and GitHub.

• Alphabet, praying their AI lab comes up with a hit in the final inninges.

• Amazon, peddling cloud and silicon to every dreamer with a model.

• Meta, open-sourcing the forge while chaining eyeballs.

• NVIDIA, vending picks, shovels, and entire mountain ranges of GPUs.

When OpenAI IPOs, you’re not buying shares.

(Continued below…)

You’re placing a bet in the greatest showdown of our age:

Sam Altman versus Elon Musk.

A single victor could command a multi-trillion-dollar future.

Maybe even quadrillion.

Most will wait too long to invest in AI because of the naysayers…

But those that do now will cross over in to the profit zone.

Always be prospering,

socrAItes

Publisher, Sage Research

P.S. Don't miss out entire series on our ranking of the Mag 7 stocks.