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Farzad: SpaceX Says Its Board Formed a Committee to Evaluate a Tesla Combination + His Bet on a Merger Before July 2027 + "By 2028 SpaceX Will Be Ahead of Everyone Forever"
Thursday afternoon CT, SawyerMerritt posted that SpaceX confirmed a board committee to evaluate a combination with Tesla, and Farzad said SpaceX "can name its price" by Q4 2026 earnings. Late that evening he offered bet terms: merger done before July 1st, 2027, at a premium of 30% or less.
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081Farzad: Tesla Says 75% of New North American Deliveries Include FSD + His "F-" for Tesla Earnings Production + Why Neoclouds "Have to Go to Spot Pricing"On Wednesday afternoon CT, Farzad told garyblack00 to apologize after Tesla reported a 75% FSD attach rate in North America, then graded Tesla earnings production an "F-" next to SpaceX at "A+". Earlier, he argued other…080Farzad: Why Tesla and SpaceX "Have to Merge" + His CoreWeave Question + SpaceX Says Grok Bot Has 800,000 Paid Weekly UsersLate Tuesday evening CT, Farzad argued that Tesla and SpaceX have to merge so Tesla batteries and SpaceX inference chips can capture idle grid capacity. Around the SpaceX earnings call, he also RTd SawyerMerritt on…079Farzad: "Amount Spent" Is Not "Impact Delivered" + Trump Thanks Elon, Says Kids Get SpaceX Stock Through Trump Accounts + Grok Bot Users Hit a New PeakTrump thanked Elon Monday afternoon CT for his SpaceX share pledge to American kids, saying it runs through Trump Accounts, and Farzad RTd it. Late Monday evening, Farzad answered a Forbes post saying Elon has only…
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