Recently, Elon Musk made a bold prediction on social media: in the next 12 to 18 months, the US GDP could achieve double-digit growth, that is, over 10%.

Even more impressively, from the perspective of "applied intelligence," there is a possibility of reaching triple-digit growth within five years.

Hearing this, the first reaction is probably—this sounds too exaggerated, right? But upon closer examination of his logical framework, you'll find he's not just speaking off the cuff. He views the combination of "AI + robotics + autonomous driving" as a nuclear-level leap in productivity.

His reasoning is straightforward: Applied intelligence = productivity improvement, productivity = GDP growth. Each time AI achieves a breakthrough in scale, it's like installing a new accelerator in the entire economic system. If this upgrade is compounded, the GDP growth rate will naturally enter a completely different magnitude.

A comparison makes this clear. Wall Street's current forecast for US GDP growth next year is between 1.8% and 2.6%, while Musk directly predicts over 10%. The huge gap between these estimates essentially reflects his assessment of AI's contribution rate.

Why is he confident to set the timeline at 12 to 18 months? Because several things have already reached a critical point. Autonomous intelligent agents are taking over vast amounts of knowledge work. The Optimus robots in factories are already in mass production, and commercialization is not far off. Autonomous driving taxis are entering the commercial stage, transforming cars from mere transportation tools into all-weather income assets. A leading AI team's model iteration speed is skyrocketing, and general AI capabilities are exploding exponentially.

Once these links form positive feedback loops, the entire society's productivity will surge in a very short period. Against this backdrop, the valuation and imagination space for crypto markets and tech assets are completely different.