Tesla shareholders petition board to merge with SpaceX for full Physical AI stack
mitchdeg · x · 2026-10-23
A group of Tesla retail shareholders has launched a petition letter urging Tesla's board and special committee to pursue a merger with SpaceX. Key arguments:
- Complementary constraints: Tesla needs chips and capital; SpaceX needs Megapacks for power — a merger solves both bottlenecks.
- Vertical moat: The combined entity would own the full vertical Physical AI stack (AI, robotics, energy, advanced manufacturing, chip design, software, launch), a category of one.
- Joint ventures: Terafab, SI Space Compute, Macrohard/Digital Optimus and Megapods are cited as "multi-trillion dollar potential" products.
- Valuation vision: The letter claims each company alone could be worth $8T in 10 years, and far more together.
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