A $TSLA and $SPCX merger will NOT benefit Tesla shareholders.
Two Reasons:
1. You’re effectively selling 50% of your TSLA stock for a company trading at ~100x revenues
2. SpaceX insider lockup expiry in 6 mo will create MASSIVE selling pressure
Big risk ahead…
@YourAlphaTesla Cost per token is a function of economic value, not cost of GPU/TPU cluster.
Gemini and Anthropic models are far superior to Grok models currently.
@YourAlphaTesla Why would Google continue paying SpaceX $900MM/mo in perpetuity when they produce and operate their own chips at a fraction of the cost? Anthropic buys chips from Google too…
@PhilippEffkema1 I excluded the deals from Anthropic and Google because the future revenue is not guaranteed beyond 90 days… either company can cancel the contract on short notice