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Ryan Zurrer
@kukulabanze
Founder, @Dialectic_Group @VineVentures @1OF1_Art. Building things that I want for my fam & I while exploring what is true in the new world order.
参加 August 2010
327 フォロー中    81.5K ファン
We dissect the $SPCX acquisition of $TSLA in our analysis at Predictions: - Roadster demo will show the world the magic that a @SpaceX - @Tesla engineering collab can produce. - Acquisition probably not announced announced before second half of 2027, after share distros. - Must be a $SPCX acquisition of $TSLA so that Elon retains control & voting mechanism, even after some future dilution to pay for 27-30 CAPEX plan (which will be >100bln). - Makes sense to roll in @boringcompany and potentially @neuralink because A- the more @SpaceX engineers can tackle other problems the better, and B- Musk owns a larger percentage of these Co.s & the transaction(s) would (likely) be accretive. Investors may want to have exposure to those other co.'s for an eventual accretive roll-up.
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