Elon Musk believes Tesla and SpaceX are clearly superior in the long term – driven by autonomous systems, robotics and energy generation in space.
• Musk is betting on exponential growth at Tesla and SpaceX
• Space energy opens up access to large amounts of energy
• Interlinking of companies
Elon Musk has explained why he considers Tesla and SpaceX to be superior to their competition in the long term. He cites autonomous systems, robotics and energy production in space as key drivers – areas in which, in his opinion, developments are occurring exponentially rather than linearly. Musk shared his assessments in two posts on Platform X.
SpaceX and energy production in space
In response to an X-post from a user who expressed surprise that SpaceX is worth more than all six US defense companies combined, Elon Musk argued that future economic activity in space could reach a value that exceeds the current global economy. Space would provide access to many times the amount of energy currently used on Earth, while at the same time only a tiny fraction of the sun’s energy would be used.
Space-based industries will vastly exceed the value of all of Earth, given that you could harness roughly 100,000 times more energy than Earth and still be using less than a millionth of the Sun’s energy!
– Elon Musk (@elonmusk) January 25, 2026
“The space industry will far exceed the value of the entire Earth because you could use about 100,000 times more energy than on Earth and still use less than a millionth of the sun’s energy!” said Musk.
According to this assessment, the enormous amount of usable energy could create the basis for completely new industries that cannot be realized under the earth’s natural and ecological conditions, reports TESLARATI. According to Musk, central limiting factors such as atmosphere, weather conditions and available space are eliminated in space because there is constant solar radiation.
Tesla with a focus on autonomy and robotics
Referring to Tesla, Musk explained that the company is already more valuable than the rest of the automotive sector combined because of its advances in autonomous driving technology. He didn’t even include the humanoid robot Optimus in this assessment. In series production, this could increase the global gross domestic product many times over.
So, due to autonomy, Tesla is worth more than the rest of the auto industry.
That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude.
– Elon Musk (@elonmusk) January 25, 2026
“Plus, Tesla’s autonomy makes it worth more than the rest of the automotive industry. And that’s even before Optimus reaches series production and increases Earth’s GDP by an order of magnitude,” writes Musk.
But even before Optimus is widely introduced, Tesla’s vehicles could become revenue-generating assets through autonomous functions, for example via the Robotaxi network – the first approaches to such services are already underway in Austin and the Bay Area, reports TESLARATI.
Merging SpaceX and xAI
Elon Musk recently merged SpaceX with the artificial intelligence company xAI. According to Musk, the two companies will, among other things, build data centers in space in the future.
Musk said in a blog post on SpaceX’s website: “I estimate that within two to three years the most cost-effective way to generate AI computing power will be in space.” In the short term, the merger primarily gives xAI access to SpaceX’s significant financial resources, which is crucial given the AI company’s high capital requirements in competition with Google and OpenAI, reports dpa-AFX.
Both SpaceX and Tesla, also under Musk’s leadership, had previously invested two billion US dollars in xAI and received company shares in return. According to The Information, SpaceX’s takeover value for xAI is estimated at around $250 billion, but this has not been officially confirmed. Bloomberg also reports that the combined space and AI business could be worth around $1.25 trillion.
Possible merger of SpaceX with Tesla
According to a report from Bloomberg, SpaceX is apparently also considering a possible merger with Tesla. The news agency relies on people who are supposed to be familiar with the considerations. Accordingly, some investors see opportunities to attract additional capital in a closer connection between the space company and Tesla. Such a step could attract great interest, particularly from infrastructure funds and state donors from the Middle East, it said, citing informed sources.
Editorial team finanzen.net
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