$Tesla(TSLA.US)Elon just merged xAI into SpaceX at a $250B valuation. This is either a trillion‑dollar chess move or the greatest hype cycle ever.
Here’s the real play:
1. IPO Narrative Fuel: This creates the “space-based AI” story needed to justify a ~$1.5T IPO valuation. The $250B tag buys a monopoly-on-future-compute narrative, not current profits.
2. The Closed-Loop Bet: SpaceX rockets launch xAI’s solar-powered orbital data centers. xAI becomes SpaceX’s anchor tenant, locking in demand. Tesla’s $2B stake and Dojo tech tie it all together.
3. Holds Up the Musk-Verse: With Tesla’s core story challenged, this grand vision acts as a capital magnet to support valuations across all his companies, including TSLA.
So… what do you think? Smart or hype?
Single Choice
- Smart80%
- Hype20%
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