Tesla SpaceX merger could reshape tech
“It would basically be an operating system for the entire physical world.”
Transcript
Tesla and SpaceX might merge, and if this actually happens, I don't think people understand how weird this company becomes. Kathy Wood from ARK Investments says she believes a deal could actually happen, and prediction markets are aggressively pricing the possibility, but let's forget the stock for a second. Think about what would actually sit inside this company, cars, robot taxis,
humanoid robots, rockets, satellites, internet, AI, energy, chips. And because SpaceX already merged with XAI, you're potentially putting the physical infrastructure and intelligence layer together under one root, and this is where things get fascinated, because Tesla makes machines that operate
on Earth. SpaceX owns infrastructure above Earth. Starlink connects those machines, and X AI gives them intelligence. Optimus gives the AI a physical body, and robot taxis give it transportation, and Tesla's energy business helps power the entire ecosystem.
So this stops looking like a car company merging with a rocket company, and it starts looking like Elon trying to build one vertically integrated technology stack for the entire physical world. Compute to AI, AI to robots, robots to transportation, transportation to energy , and connectivity across all the globe's satellites, and rockets eventually
take the entire stack beyond Earth. Now, actually merging these businesses would be insanely complicated. Tesla has massive operations in China. SpaceX is a major US government contractor. You have shareholders, regulators, national security concerns, and completely different corporate structures.
But if they figure it out, we may need a completely new category for what this company is, because calling it an automaker, an AI company, or even an aerospace company wouldn't really explain it anymore. It would basically be an operating system for the entire physical world.
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