The Prize Is the AI

This week, Barclays called a Tesla and SpaceX merger the consensus expectation. Aki: why join them? Bolt: they are joined already; SpaceX has bought more than $100 million of Cybertrucks, xAI buys Tesla's grid batteries, and the two share a chip project called Terafab (in January SpaceX weighed Tesla, then bought xAI instead). Lord Ozen: merge everything! Aki: the bank says the prize is the AI, joined up. A forecast, not an announcement.

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

🎙️The TellerAkiBoltLord Ozen