@pbeisel@Investanswers A TSLA-SPCX merger is a negative for the shareholders. Being the largest stock in the market carries drawbacks - funds have single stock limits. Look at NVDA - 85% growth, 20 P/E.
It's best they stay separate.
@firstadopter Either he sells it to Anthropic and Google, or he keeps it for himself and generates 60% gross margins.
The compute is a massive resource and its being used profitably.
Not complicated.
@firstadopter Elon will take back that compute when he's determined that he can generate $5B/mo with Cursor/xAI coding, rather than let Anthropic and Google do it.
@michaelsikand There are a few podcasts that are valuable, but it’s mostly retail with no edge speculating about which month this year their stock goes 10X.