The tweet was deleted by the author.
But we saved everything 🙂.
Gary Black, managing partner and investor at The Future Fund, questions the logic behind investors supporting a potential merger between SPCX and TSLA.
Black points out that mergers between two large, disparate companies rarely achieve their anticipated synergies, especially when the justification centers on shared AI ambitions. He describes the belief in significant AI synergies resulting from such a combination as naive given the companies' differences.
Black has previously commented on major technology moves, including SK Hynix reaching a $1 trillion market cap. He has also noted Dell’s 17 percent after-hours surge after strong AI server revenue. His comments often highlight significant shifts among large-cap tech and chip companies.