If Tesla’s robots and vehicles are ultimately meant to help SpaceX expand off Earth, that’s an obvious reason for the two companies to merge. In the near term those robots may take out the garbage or empty dishwashers. In the long run, the argument in this short is that their purpose is to work where people can’t, on Mars and the Moon.
The same logic applies to the vehicles. A regular car, truck or piece of construction equipment can’t operate on Mars or the Moon. Diggers, cranes and transport have to run on electricity, because combustion engines don’t work in that environment. The number one customer for Tesla’s Optimus robots, in this view, would be SpaceX, which is why a combination of the companies can make sense.
Key points
- Tesla’s robots and electric vehicles can be read as tools for SpaceX’s expansion off Earth.
- In the near term the robots may do ordinary household tasks; the long-term use is in places people can’t work.
- Combustion engines don’t work on Mars or the Moon, so the vehicles and equipment have to be electric.
- If SpaceX is the natural customer for those machines, a merger is one way to line the businesses up.
Accredited investors: learn about current opportunities at tickertapeinvestments.com.
