Musk’s actions around OpenAI are framed as a competitive weapon shaped by personal knowledge of flaws. Investors are encouraged to read legal filings, social posts, and interviews as strategic signals. Musk is described as running parallel tracks by building xAI while pursuing partnerships. Tesla is presented as the public proxy for xAI because it committed $2 billion to xAI Series E Preferred Stock and entered an AI collaboration framework agreement. Tesla’s recent results emphasize AI spending, including funding for FSD, Dojo, AI5 inference chips, Optimus, and Grok integration. Prediction markets show low odds of a Tesla-xAI merger and higher valuation expectations for SpaceX. Microsoft is identified as the main target because it is OpenAI’s primary cloud and capital partner.
"Every shot Musk takes at OpenAI lands first on Microsoft ( NASDAQ:MSFT), OpenAI's primary cloud and capital partner."
Read at 24/7 Wall St.
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