Herbert Ong(@herbertong):🚨 Morgan Stanley’s Adam Jonas just laid out one of the clearest cases yet for why Tesla and SpaceX keep looking more connected. His view: both companies are working toward the same goal, turning energy into intelligence in the physical world. SpaceX brings Tesla: Compute Connectivity Capital Tesla brings SpaceX: Robots Data Energy Manufacturing And the overlap already runs through chips, AI hardware, batteries, solar, materials, vendors, talent, and culture. The takeaway is simple: Tesla and SpaceX may still be separate companies, but the stack is already converging. $TSLA $SPCX

2026.09.21 15:55

🚨 Morgan Stanley’s Adam Jonas just laid out one of the clearest cases yet for why Tesla and SpaceX keep looking more connected. His view: both companies are working toward the same goal, turning energy into intelligence in the physical world. SpaceX brings Tesla: Compute Connectivity Capital Tesla brings SpaceX: Robots Data Energy Manufacturing And the overlap already runs through chips, AI hardware, batteries, solar, materials, vendors, talent, and culture. The takeaway is simple: Tesla and SpaceX may still be separate companies, but the stack is already converging. $TSLA $SPCX