AITesla 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.
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.
