X @Herbert Ong

🚨 ARK's Brett Winton says an xAI–SpaceX merger makes sense because AI competition is increasingly about compute access.He adds a Tesla merger is unlikely before an IPO, but the long-term logic is there as Tesla plans to supply chips for data centers, vehicles, and AI compute satellites. $TSLA@wintonARK @ARKInvestARK Funds (@ARK_Funds):SpaceX + xAI = win-win.SpaceX expands its strategic footprint in AI.xAI secures critical compute needed to compete at the frontier.As @wintonARK notes in the February webinar, ...