"They're gonna have to revisit this. We don't think investors understand just how important xAI is to Tesla and the broader Muskonomy. Tesla's relationship with xAI (financially and strategically) is deterministic to the long-term success of Tesla due in part to the natural synergies of data, software, hardware, and manufacturing in recursive loops. The values (and value systems) of both Tesla and xAI are endowed by the values of their shared creator. We believe this co-determination becomes more obvious in the next phases of physical AI/ autonomy for Tesla in the year ahead."
"xAI has the opportunity to provide an incredible strategic and financial bolstering to Tesla, especially with how important a role data plays in the development of the company's biggest products."
"My companies are, surprisingly in some ways, trending toward convergence."
A potential strategic fusion between Tesla and xAI could leverage xAI's computational edge and Tesla's millions of miles of driving data to accelerate development of Full Self-Driving and Optimus. A proposed financial partnership was denied by shareholders but the strategic importance suggests the decision will be revisited. The combination of data, software, hardware, and manufacturing creates recursive synergies that could deterministically influence long-term success. Shared values across the entities may further align development priorities. Convergence among the CEO's companies appears to be increasing, potentially shaping the next phases of physical AI and autonomy.
Read at TESLARATI
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