DontCare1973

Welcome to the $BTC super cycle

BREAKING: Half of planned US data center builds have been delayed or canceled

Terafab is a 10 year project, as Robotaxi was. I see no supporting points for why merging with SpaceX is better “sooner rather than later” other than there is some paperwork for joint operations. That’s not meaningfully affecting the terafab schedule. There is in fact very little reason to merge soon. AI5 is 12 months from any kind of volume, then stacking for data centers and Optimus. Data centers in space are 18-24 months out at least. SpaceX can buy AI5 chips. Optimus factory volume is 18-24 months out. Tesla can buy a Grok license. Each company has their own pieces of the puzzle to work on for the next 2-3 years before convergence would be beneficial. Robotaxi is done. Robotaxi should be months away from “the greatest single asset value increase in history with a software download.” Elon has indicated this likely values Tesla at $5T. The only reason to merge before this is realized is for SpaceX to be the acquiring company, for Elon control purposes. That is the only point in support of “sooner rather than later”. I’m also in the $TSLA is undervalued camp, simply because our 10 year investment building the robotaxi product is complete and just needs to scale. We should rightfully walk into any merger discussions as a $5T company. Which is why some will downplay the “valuation” perspective. Tesla at $5T makes it difficult for SpaceX to be the acquiring company. That’s it. To me it’s clear. Tesla has already built robotaxi. It only remains to be harvested. Dilution before the harvest would be morally wrong. This is not short term thinking. This is investing. I say this as a Tesla investor for over 13 years, and SpaceX investor since 2021. If the response to this kind of discussion is “sell your shares” they aren’t really part of the conversation.