Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
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The dust is settling on the $SPCX analyst estimates.
As a reminder, the company only gave guidance for an exiting 2026 revenue run rate of $100B . That basically implies December quarter revenue of $22B, versus $7.8B reported in June. This means December revenue estimate numbers went up by about 17%.
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The odds that $TSLA and $SPCX come together just increased.
They got a question about the topic on the call, and I was surprised they even entertained it. Elon said they have a great relationship but couldn't comment on further integration, handing it off to legal.
After legal said they couldn't say much, Elon took the mic back and elaborated on the benefits the two companies bring each other, like Starlink preventing Robotaxis from going into a "Bermuda Triangle of connectivity." He said there are other benefits, too.
My take: Going into the call, I thought there was an 80% chance the two companies come together in the next few years. I'm raising that to 90%.
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Ashok Elluswamy, VP of AI Software from $TSLA says eventually Robotaxi will turn on entire states at a time.
The message from the company on Robotaxi is they're doing what they said they would. Keep it safe, learn, and reading between the lines, they think they can eventually drop a bomb on Waymo.
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