Great to be with Herbert yesterday to talk through what a fair Tesla-SpaceX merger price looks like. I ran my own numbers and landed in the same ballpark as Brad Gerstner. We covered why Elon can't sit on the special committees, how hard it is to find truly independent directors, and why Tesla holders should look closely at the SpaceX shares they'd receive, because that's their future. For me, the sooner these companies combine, the better.