Listen I don't care where you fall right now with the Tesla x SpaceX merger and the valuation debate and fairness etc.
I just need you to at least pause momentarily and imagine SpaceX + Tesla as one combined entity in 2030...
In 2035...
What has the boiled down story been for decades at both companies? Vertical integration + efficiency. Delete unnecessary parts + streamline everywhere. Maximize economies of scale. Flat operating structure internally and cross pollinating problem solving
And after SpaceX's earnings, they will be doing just fine financially with the CSAs + current balance sheet. A business model which by the way, really only requires a further buildout of a process that's already proven at scale (data centers)
One that clearly has headroom to become more efficient (Starmind + Nvidia terrestrially)
You just can't argue that long-term this wouldn't be a home run slam dunk move for investors. No matter what happens, just don't miss the forest for the trees. NFA
And at this point I have to admit, I am now fully (officially) supportive of a merger/acquisition in theory (pending a reasonable offer)
And while we're here, if this is going to happen let's get it moving ASAP so we can all stop speculating and move forward $TSLA $SPCX
AleXandra Merz 🇺🇲 (@TeslaBoomerMama)
Full stack. Full circle.
The Everything Company.
— https://nitter.net/TeslaBoomerMama/status/2084808117892862257#m