Matthew Donegan-Ryan
@MatthewDR
Tesla news breaker and 15x Tesla ๐ owner | Event tech M&A advisor | Actual job: @fajansa
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November 2008
2.4K ํ๋ก์ ์ค 24.6K ํฌ
TESLA/ SpaceXAI
The โElon Musk is a distracted CEOโ myth couldnโt 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 Streetโs 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.
๋ ๋ณด๊ธฐ
