Part 6/10:
Beyond Tesla's immediate business, Dan discusses a broader vision: the merging of Tesla's hardware-led systems and X.AI into a super AI entity. He speculates that Tesla and X.AI could ultimately unify into a single, dominant AI-and-infrastructure powerhouse, controlling a vast ecosystem of data and autonomous systems.
In his view, the probability of such a merger has increased substantially—from around 2% a year ago to roughly 30% now. This potential merger would solidify Tesla's dominance in both autonomous driving and artificial intelligence, creating an integrated platform that could revolutionize transportation, data management, and AI deployment.