Billionaire Ron Baron drops a BOMBSHELL on $TSLA & $SPCX, here's what he said: On the merger topic, he says there are positives and negatives of a merger but supports it if the BOD's believe is the best way forward. Ron believes his firm will make hundreds of billions of dollars whether merged or not between the two companies over the next 10 years. Ron Baron stresses that the US needs more power. China builds 300 GW a year while the US builds only 30 GW pointing that China is far ahead in power than the US which is critical in this AI world. He says that Elon building out AI data centres (mainly in space) will help counter this fast. He believes AI data centres will be HUGE after 2028 and $SPCX will benefit greatly. Ron Baron says to be patient with Tesla Robotaxis instead of wanting it now. He says the best thing is have a long term horizon and know they are going to the right direction which it is! Ron expects $TSLA stock to 5X in the next 10 years and the most remarkable investment he has ever made over the last 10 years.

Billionaire @mcuban says if he were graduating today, he'd start an AI-agent business helping small companies automate tedious tasks. He'd charge $100 an hour and earn recurring revenue maintaining the agents as AI models change. (Source: @erica_wenger)