Ryan Shaw on the likelihood of SpaceX and Tesla merging.
SpaceX IPO is this coming Friday 12 June. Expected to be largest IPO in history. Exciting stuff.
With these companies the Musk-osphere has: Electric Vehicles (all self-driving), AI, Robots (Optimus), Battery Storage, Chip fabrication, Rockets (most in the world), Data Centres…. That’s not counting Musk’s other companies: the Boring Company and Neuralink.
SpaceX-Tesla: My candidate for the most consequential company of the next half century.
Ryan explains it all.
0:00 Intro
1:17 Three Impossible Missions
3:53 Already One Company
5:25 The Hunger for Compute
7:39 Tesla Energy Powers It
9:36 Elon Web Services
11:16 SpaceX's Massive Lead
13:32 Data Centers in Space
15:51 The Chip Behind It All
20:57 Tesla's Data Advantage
22:37 Robotaxi & Optimus
26:33 Boring Co & Neuralink
28:51 The Merger Explained
32:49 What Could Stop It
