Josman11

Tesla Investor, Technology and the Sky...
From the Iberian Peninsula to the World

[Josman11 @Josman31416]

Thread 🧵: Why SpaceX + $TSLA must merge NOW to go toe-to-toe with $NVDA

1/ NVIDIA is no longer just the GPU king, they're aggressively expanding into AV (DRIVE Thor/Hyperion powering robotaxis for Uber, BYD, etc.), robotics (Isaac GR00T + Physical AI factories), and now space: Vera Rubin Space-1 modules for orbital AI data centers, edge compute in orbit, geospatial AI.
They're building the full AI stack end-to-end.
And what if they acquire/partner with a launch provider to scale orbital deployment? because without cheap, high-cadence rockets, space AI stays grounded.

[Josman11 @Josman31416]

@firesidealpha Clear example of why SpaceX needs Tesla's physical AI... Autonomous vehicles and Optimus working in the space

[Josman11 @Josman31416]

@TeslaBoomerMama @teslavangelist FSD capabilities for vehicles in other planets

[Josman11 @Josman31416]

@TeslaBoomerMama All that happened only makes sense if it was part of a plan for Elon to increase the control of $TSLA, implemented by merging with $SPCX. Otherwise, the right move was Tesla buying xAI, to have Grok as Optimus mind and as part of robocars; as well as to expand in data centers

[Josman11 @Josman31416]

If you're just talking about the tech for the blades, nothing to say about that comment, but it looks to me that $TSLA had considerably more relevant knowledge/experience with data centers, and that was in some way 'transferred' to xAI, and subsequently later to $SPCX

[Josman11 @Josman31416]

@elonmusk Grok: "No airlines currently offer Starlink on short-haul flights between Portugal and Spain (as of October 2026)."
🤔

[Josman11 @Josman31416]

@TheObjective_es Grok: "Aproximadamente 51,5 millones de usuarios de redes sociales en Francia (datos de finales de 2025 / Digital 2026)."

Cuanta gente participa en los saqueos? unos miles?

[Josman11 @Josman31416]

@pbeisel On top of that, imagine $SPCX creates a GrokBot phone... not good for $AAPL

[Josman11 @Josman31416]

@OrlandoLorenzo Only output from this scenario that makes sense is $SPCX joining with $TSLA, and Elon regaining control of the final entity. Otherwise, those movements that you referred would have been against Tesla's best interest. Just an opinion.

[Josman11 @Josman31416]

Drone, flying car, anything... $TSLA $SPCX

[Josman11 @Josman31416]

@elonmusk, after Tesla Roadster, why not create the best drone ever between $TSLA & $SPCX?

[Josman11 @Josman31416]

@The_AI_Investor This was just the medium term path to be able to regain control of Tesla

[Josman11 @Josman31416]

@Han_Akamatsu James Bond probably too

[Josman11 @Josman31416]

@dzhng easier said than done... EU car industry is gone

[Josman11 @Josman31416]

@elonmusk, after Tesla Roadster, why not create the best drone ever between $TSLA & $SPCX?

[Josman11 @Josman31416]

Grok @bot handles data privacy issues for me...

[Josman11 @Josman31416]

Grok @bot automatically renews my free hostname subscription

[Josman11 @Josman31416]

@kimmonismus So who should be liable for that? whoever was running that automated web process... and in turn, the associated company

[Josman11 @Josman31416]

@tahreem57 mechanical tire failure at extreme speed? FSD unlikely to be able to help with this...
Anyway, good that guy was driving a Tesla... top safety

[Josman11 @Josman31416]

@wholemars The post is specifically referring Tesla Cybercab, so it's unsupervised