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u/AdOnly627
REDDIT_SCRAPED
The post speculates that SpaceX is acquiring Tesla by using a pre-IPO fixed valuation ($135B) as acquisition currency, arguing that SpaceX's AI infrastructure combined with Tesla's manufacturing capacity, robotics production, and autonomous driving data creates an unbeatable integrated stack worth the claimed $22.7T TAM. Key risks include the speculative nature of the thesis, unproven Optimus profitability, execution risk on million-unit production targets, and regulatory/antitrust concerns with combining these entities.