Herbert Ong
@herbertong
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
参加 July 2008
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🚨 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
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