Part 8/11:
The consensus emerging from detailed analyses suggests that a full merger may not serve Musk's strategic interests, especially given the current control and valuation dynamics. Instead, enabling Tesla to invest in XAI at a fair valuation—around $200 billion—could strike a balance, allowing the companies to collaboratively benefit from AI advancements without the pitfalls of losing control.
Key strategic points include:
Ensuring Tesla’s investments in XAI are fair and beneficial for Tesla shareholders.
Encouraging collaboration through investments and operational agreements rather than outright mergers.
Leveraging Tesla’s real-world data, especially through its autonomous fleet and robots, to turbocharge XAI’s frontier models.