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Robotics & Defense

Musk says no to a December Optimus waitlist after a Tesla conference partner said yes

A robotics investor whose conference Tesla sponsors says Optimus reservations open in early December. Musk answered with one word on X, and Tesla's own waitlist record is ten years of money in with no product out.

October 31, 2026 · 3 min read

Deals

BofA names China the biggest gate in a Tesla-SpaceX merger, and a $119 billion fab waits behind it

Bank of America says the biggest regulatory risk in an all-stock SpaceX takeover of Tesla is China, which would watch a US defense contractor take ownership of the Shanghai plant that builds half the world's Teslas. The same week, SpaceX closed below its $135 IPO price, and the $119 billion Terafab still has no customer but its owners.

October 30, 2026 · 3 min read

Deals

SpaceX and Tesla boards weigh a $3.5 trillion merger over xAI's $40 billion GPU lease

SpaceX marked Elon Musk's AI lab at $250 billion, spent $12.7 billion building its compute last year, and just locked $40 billion of GPU leases while burning cash. Two special committees now weigh a roughly $3.5 trillion merger, and the real question is whose shareholders carry the losses.

October 28, 2026 · 3 min read

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Latest on Tesla

Tesla stops paying for referrals that sell cars, pays for referrals that sell software

Musk says no to a December Optimus waitlist after a Tesla conference partner said yes

BofA names China the biggest gate in a Tesla-SpaceX merger, and a $119 billion fab waits behind it

SpaceX and Tesla boards weigh a $3.5 trillion merger over xAI's $40 billion GPU lease

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