Morgan Stanley: Tesla and SpaceX pool compute, robots and talent in bid for physical AI
elonmusk · x · 2026-09-21
Morgan Stanley's Adam Jonas details deep synergies between Tesla and SpaceX: the belief that the next decade of AI value hinges on physical-world AI. SpaceX supplies Tesla with compute, connectivity and capital; Tesla gives SpaceX robots, data, energy and manufacturing, across chips, storage, solar and agentic platforms.
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