$SpaceX(SPCX)$ Nobody is better positioned to dominate AI right now than SpaceX and Tesla together.
Two reasons stand out. First, they are about to have the most compute in the world. Second, they have multiple products to monetize that compute, which hyperscalers do not even have.
They could lease 1GW at $50B or more, or they could route it to Grok and GrokBot and generate $100B or more per year, similar to what frontier models are seeing. GrokBot already had over 800k paying users as of two weeks ago.
Elon could also direct that compute to FSD, Robotaxis, and eventually humanoids at Tesla. All of those will need significant training and inference compute as they scale into the millions. FSD is already close to 2 million users.
That is the big reason Tesla would benefit from merging with SpaceX. Tesla needs access to a lot of compute as its products scale. Instead of renting it from SpaceX, a merger would let Tesla receive it at cost, with the option to shift that compute from Tesla products back to short-term leases as needed.
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