The $SPCX + $TSLA merger is going to melt people’s brains.
Robotics, autonomous vehicles, energy storage, LLMs, batteries, rockets, chips, compute, connectivity, satellites, solar, etc. all under one roof.
It’s inevitable.
I don’t know where to come out on it. AI researchers have access to models I don’t and a much greater appreciation for the trajectory of future models. But, many also have less exposure to the physical, regulatory and institutional constraints that shape much of the economy.
19/n
$SPCX Highlights of $1.75 trillion company:
-- 2025 sales $18.7 bn
-- 2025 operating loss $2.6 bn
-- 1Q26 sales $4.7 bn
-- 1Q26 operating loss $1.9 bn
You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales.
S-1 filing: https://t.co/lczJvzf9oZ
If it wasn’t clear already, I think this AI race has fully revealed the stagnation that taken place in Europe over the last couple of decades
The world is going through a massive technological revolution, and not a single consequential company in the space is based out of Europe
Truly boggles my mind how one generation of leaders just stripped the entire continent’s ability to compete