Vkg

Two frontier labs. One accelerated computing platform. Congrats to @SpaceX and @AnthropicAI on the new compute partnership, powered by 220,000+ NVIDIA GPUs inside Colossus 1. The future of AI runs on NVIDIA.

@JonBbC_TechGeek They will pull all the levers to get peeps in new cars then build mini factories

Tesla and SpaceX - Should They Merge? I'm responding to @grant_melson post and his discussion with @TeslaBoomerMama - bringing it here so that more people see it and can join in on the discussion. Both companies have several "step changes" in their pipeline. For Tesla it's Robotaxi, then Optimus and perhaps Digital Optimus (btw, none of which are fully featured without Grok/Xai, and Starlink in many situations). Tesla is joined at the hip with SpaceX already. For SpaceX it's Starlink (a far bigger and more immediate opportunity than most think - just ask @aaronburnett) and Starship (SpaceX's "Robotaxi"). The cross pollination between the two companies is too numerous to name here. Then they jointly benefit from TERAFAB and the scaling that it allows - a huge quantity of chips for Optimus and for orbital data centers. If this doesn't happen Tesla will be severely chip and inference compute constrained. Only investors who are focused on the short-term worry about the potential short-term dilution that merging with SpaceX brings. The implicit assumption with this line of thinking is that SpaceX is overvalued. What happens if it's not? What happens if SpaceX is really worth a few trillion more? Again, listen to @aaronburnett, @TeslaLarry and @pbeisel. What happens if Robotaxi adds a trillion to Tesla's valuation, but SpaceX gains two trillion in the meantime? Or some other amount, but where SpaceX gains more. The problem with valuation arguments is that they are subjective. There are people that feel Tesla is massively undervalued (I put myself in that camp) and others think that SpaceX is more valuable. Reasonable people can disagree on valuation. That said, once SpaceX is a public company (and the index additions and lock-ups are behind us), then at least we will have an apples-to-apples valuation comparison - as both will be valued in the public market on the same terms. However, in my view, investors who are focused on the long-term will welcome a merger - as the opportunity for the combined company is greater than two separate entities. Just look at what Elon said this week on the Q1 earnings call when asked about TERAFAB - the challenges of making sure both sets of shareholders is slowing things down - it's a clear frustration for him. It's a massive unforced error to tie Elon's hands. Why put unnecessary hurdles in front of him in the name of protecting shareholders? These companies should merge - and probably sooner than later. Let the man build unencumbered! And for those that might think that Elon is somehow slow rolling Robotaxi so that SpaceX can acquire the company on the cheap - if you don't believe that Elon always acts in your best interests (as he's required to do), you should sell your Tesla stock and move on to another company/CEO that you trust.

@robotaxi Cybercab is purpose built for autonomy Production starting in April