Investor Ross Gerber predicts a total merger between Tesla and SpaceX, citing the need for a unified operating system and stronger long-term growth potential in Musk's aerospace venture.
Ross Gerber expresses a complex outlook on Tesla, favoring a potential merger with SpaceX to consolidate Musk's ventures into a single, must-have investment. While he remains a shareholder, he is critical of Tesla's current focus on unproven Robotaxi technology and argues that the company lacks ownership of its own operating system, which is currently tied to SpaceX. Consequently, sentiment is split between the long-term strategic value of a combined entity and skepticism regarding Tesla's immediate autonomous driving execution.
Gerber believes a merger would create a 'must-have' global investment by consolidating Musk's various businesses, including Starlink and xAI, into one entity.
Critics point to the difficulty of scaling autonomous vehicles safely and profitably, specifically citing the need to avoid fatalities compared to competitors like Waymo.
Gerber Kawasaki CEO Ross Gerber argues that a merger between Tesla and SpaceX is inevitable, creating a must-have asset for global investors. While he remains a Tesla shareholder, Gerber expressed skepticism regarding the company's unproven Robotaxi ambitions and emphasized that SpaceX currently holds superior long-term growth potential.
Gerber argues that Tesla relies on SpaceX for its operating system and that combining the two would create a single, must-have investment vehicle for global portfolios.