Matthew Donegan-Ryan
@MatthewDR
Tesla news breaker and 15x Tesla 🚗 owner | Event tech M&A advisor | Actual job: @fajansa
参加 November 2008
2.4K フォロー中 24.6K ファン
TESLA/ SpaceXAI
The “Elon Musk is a distracted CEO” myth couldn’t survive 2026.
The Tesla + SpaceXAI 2026 scorecard:
Cybercab rides, Optimus lines, Semi volume, Starship V3, Starlink V5, X Money, SpaceX IPO, Colossus leased to Anthropic and Google. Just for starters.
Ask yourself how much of this is in the Street’s models and DCF?
Almost none of it!
Ground is being cleared, supply deals inked, and new products launched.
Both companies have tremendous upside if they monetize even a fraction of this list.
We are still early.
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