🚨 Morgan Stanley thinks Tesla + SpaceX may already be building the blueprint for physical AI. Jeff @thejefflutz breaks down the idea: SpaceX brings compute, Starlink connectivity, and capital. @Tesla brings energy, manufacturing, data, and eventually Optimus at scale. Then add Terrafab, Megapacks powering compute clusters, shared suppliers, and robots acting as edge data nodes. That starts to look less like two separate companies and more like one connected AI infrastructure stack. The bigger shift is this: AI value may move from better chatbots to intelligence that can actually act in the physical world. And Tesla + SpaceX are trying to own the hardware, energy, compute, connectivity, and bots needed to make that happen. 🚀 $TSLA $SPCX