Merge the Lemonade Stand

Tommy: a bank says a Tesla and SpaceX merger is now the consensus. Dougie: I'll merge my lemonade stand with my fort. Scarf: they already share a chip plant (Terafab). Abe: Mayor, are they already connected? Mayor Dithers, after a long stare: loosely. Abe: SpaceX bought a hundred million dollars of Cybertrucks, and xAI buys Tesla's batteries; in January SpaceX weighed Tesla and bought xAI instead. Tommy learned something today: Barclays says the prize is joined-up AI; a forecast, not a deal. Dougie: my fort runs on lemonade now.

Barclays says the real value of a Tesla–SpaceX merger would be joining up the two companies' AI, and they are already entangled: SpaceX has bought more than $100 million of Tesla Cybertrucks, xAI is a major customer of Tesla's grid batteries, and the two are building a chip project called Terafab; in January SpaceX weighed buying Tesla and bought xAI instead.

Starring

TommyAbeDougieScarfMayor Dithers