特斯拉与SpaceX很可能在明年年底前合并（概率>80%），组成全球最大公司。
逐段跳播
所以，Elon Musk 并不是以胆小著称。你认为是什么促使他说出“是的，我们确实需要放慢速度”？因为事实是，Musk 知道，从建模的角度看，他们远远落后于 Anthropic 和 OpenAI。
So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.
这解释了 Tesla 的处境和它所做的一切，也解释了为什么他们如此专注于自动驾驶出租车和全景视觉。
This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.
除了投资基金之外，Tesla 是第一选择吗？如果有人正在寻找在机器人和自动驾驶汽车的未来中最有可能赚钱的股票。这就像是 Tesla 对所有人，不是吗？
Is Tesla the first choice besides investment funds? If someone is looking for the most likely stock to make a profit in the future of robotics and self-driving cars. It's like Tesla versus everyone else, isn't it?
但在我看来，到明年年底，这些公司可能会合并；我的意思是，我的设想是 Tesla 与 SpaceX 合并。这就是那个黄金愿景：Tesla 和 SpaceX 同属一个屋檐下。不仅从数据角度，而且从他们正在构建的所有人工智能技术角度，最终成为一家公司。它将成为世界上最大的公司。
But in my view, by the end of next year, those companies may merge; I mean, my vision is a merger between Tesla and SpaceX. this is the golden vision: Tesla and SpaceX under one umbrella.
Not just from a data perspective, but in terms of all the artificial intelligence technologies they are building, ultimately becoming one company. It will be the largest company in the world.
而且我相信——正如我们所说——到明年年底，Tesla 和 SpaceX 最终合并的概率大于 80%。
And I believe – as we said – that there is a greater than 80% chance by the end of next year that Tesla and SpaceX will eventually merge.
观察点
这个频道对 $TSLA 的历次判断
The Compound 在这只股票上只有这一条判断。