Personally, I think valuation and potential dilution are the key concerns. SpaceX’s AI growth and Starlink business are attractive, but Tesla shareholders need to understand what they will receive in return. Strong business synergies alone do not guarantee a good deal if the valuation or exchange ratio is unfavourable.
I am optimistic about Musk’s AI ecosystem, but I will not assume the merger is guaranteed. I would rather wait for a concrete proposal, a reasonable exchange ratio and clear benefits for Tesla shareholders. The potential is exciting, but execution, valuation and shareholder value matter more than the headline.
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