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Tesla and SpaceX's roles in physical AI

Morgan Stanley's Adam Jonas outlines what he sees as the companies' linked AI capabilities—from chips to energy and connectivity—in a note quoted by a user.

Elon MuskEM
Sawyer MerrittSM
2 Sources, 20d ago, first seen 20d ago

TLDR

A post quotes Morgan Stanley's Adam Jonas arguing that Tesla and SpaceX have built separate but linked capabilities for AI in the physical world. He says SpaceX provides Tesla with compute, connectivity and capital, while Tesla provides SpaceX with robots, data, energy and manufacturing. His analysis also points to shared talent, vendors and materials engineering.

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784.2K

2 Sources, first seen 20d ago

4.9K likes220 comments484 saves746 reposts

Combined views

784.2K

2 Sources, first seen 20d ago

4.9K likes220 comments484 saves746 reposts

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Sentiment

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2 Sources

Sawyer Merritt@SawyerMerrittMorgan Stanley's Adam Jonas in new note: "SpaceX and Tesla share tech, talent, and infrastructure in a shared mission of converting energy to intelligence. In our view, it is the belief of Elon Musk & team that the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world. Tesla and SpaceX have each arguably assembled separate, but synergistically linked, physical AI capabilities and are working to gradually close the gap between them. Areas linking SpaceX & Tesla today: • Advanced chips and AI hardware • Energy storage • Vehicles and components • Agentic platform development • Solar • Materials engineering • Vendors • Connectivity • Cross-Ownership • Culture • Talent SpaceX provides Tesla: • Compute • Connectivity • Capital Tesla provides SpaceX: • Robots • Data • Energy • Manufacturing"20d
Elon Musk@elonmuskRT @SawyerMerritt: Morgan Stanley's Adam Jonas in new note: "SpaceX and Tesla share tech, talent, and infrastructure in a shared mission o…20d
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    2 Sources

    Sawyer Merritt@SawyerMerrittMorgan Stanley's Adam Jonas in new note: "SpaceX and Tesla share tech, talent, and infrastructure in a shared mission of converting energy to intelligence. In our view, it is the belief of Elon Musk & team that the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world. Tesla and SpaceX have each arguably assembled separate, but synergistically linked, physical AI capabilities and are working to gradually close the gap between them. Areas linking SpaceX & Tesla today: • Advanced chips and AI hardware • Energy storage • Vehicles and components • Agentic platform development • Solar • Materials engineering • Vendors • Connectivity • Cross-Ownership • Culture • Talent SpaceX provides Tesla: • Compute • Connectivity • Capital Tesla provides SpaceX: • Robots • Data • Energy • Manufacturing"20d
    Elon Musk@elonmuskRT @SawyerMerritt: Morgan Stanley's Adam Jonas in new note: "SpaceX and Tesla share tech, talent, and infrastructure in a shared mission o…20d
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