Tesla CEO Elon Musk teases Optimus job that is straight out of Robocop

Elon Musk just lately amplified the ideas of Morgan Stanley analyst Adam Jonas, who had perception into the “Muskonomy” of his probably interconnected ventures, one thing that was proposed on the current Tesla Shareholder Assembly with xAI.

Musk’s phrases point out a potential strategic fusion that might function a blueprint for future innovation–however it’s depending on a conglomeration between the various entities the CEO serves.

As Tesla grapples with scaling Optimus and getting ready for its imminent manufacturing and the event of the Full Self-Driving suite, xAI’s computational edge might present leverage for the hundreds of thousands of miles of knowledge the corporate accumulates, offering a extra secure and correct improvement technique for the autonomous and AI efforts it has put its chips all in on.

After Tesla Shareholders voted to deny Tesla and xAI’s potential monetary partnership by an funding, Jonas stated it was a difficulty that must be revisited because of its significance.

xAI has the chance to supply an unbelievable strategic and monetary bolstering to Tesla, particularly with how essential a job knowledge performs within the improvement of the corporate’s greatest merchandise.

Jonas wrote in a observe to buyers:

“They’re gonna must revisit this. We don’t suppose buyers perceive simply how essential xAI is to Tesla and the broader Muskonomy. Tesla’s relationship with xAI (financially and strategically) is deterministic to the long-term success of Tesla due partly to the pure synergies of knowledge, software program, {hardware}, and manufacturing in recursive loops. The values (and worth methods) of each Tesla and xAI are endowed by the values of their shared creator. We imagine this co-determination turns into extra apparent within the subsequent phases of bodily AI/ autonomy for Tesla within the yr forward.”

Musk stated, in response to Jonas’ observe, that his corporations are “surprisingly in some methods, trending towards convergence.”

My corporations are, surprisingly in some methods, trending in direction of convergence

— Elon Musk (@elonmusk) November 10, 2025

Mergers and shared ecosystems between corporations will not be new strikes out of Musk’s playbook, because it has been achieved up to now, particularly with Tesla buying different entities.

It did it with SolarCity in 2016 and with Maxwell Applied sciences in 2019. Investments between Musk corporations have occurred earlier than, too, as SpaceX dumped $2 billion into xAI final July.

He’s additionally stated on a number of events that he might finally carry every thing collectively into some form of single entity. In July 2024, he stated:

“I’m not against the thought in precept, however I’m unsure there’s a pragmatic or authorized solution to merge them. There may be additionally worth in fairness incentives of individuals on the corporations being tied to that firm’s accomplishments.”

This level is particularly related now with Musk’s just lately authorised compensation package deal.

He additionally stated in June, throughout an interview with CNBC that “It’s not out of the query” for xAI to merge with Tesla, however it must be authorised by shareholders. Just some days later, he stated he wouldn’t help xAI merging with Tesla; nonetheless, he put it in buyers’ palms.

It’s greater than only a deal; it’s symbiotic. Musk being on the helm of varied corporations, all intertwined with each other, helps foster recursive innovation. Regardless of these benefits, there are nonetheless a handful of issues to think about, particularly from a regulatory perspective.

Nonetheless, it’s not competitors; it’s convergence. In Musk’s universe, particularly from a enterprise sense, mergers will not be endpoints, however as a substitute launchpads for ambitions that purpose to take every firm from Earth to lands past our environment.