Pinned Tweet
It’s Go Time.
Want to see what Tesla/SpaceXSI can do together? Want to remove the red tape slowing Elon Musk down?
Tell the Board and Special Committees! Sign the Joint Shareholder Letter asking for expeditious work on a Merger.
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
Amy retweeted
A new age of cinema.
Watch Episode 1 of our Odyssey series made with Grok Imagine.
Let us know in the comments if you'd like a full breakdown of how it was done!
Creative collaboration with @WonderStudiosX and director Dev Walker @glumlot_
Amy retweeted
SpaceX 要租8万个基站。
全美专用铁塔一共15.85万座，老马一口气要一半。彭博援引知情人士说，正在跟 Crown Castle 谈。Crown Castle 老板被问到，只回了一句：“你可以假设我们在跟所有人谈。”
前两周还有人说，有了低频频谱、有了卫星，基站就不用建了😂
TD Cowen 算过，自己建一张全国网，800亿美元起步。
老马要当美国第四家运营商，这次是来真的 $SPCX
低频频谱，不是有钱就能买。
再帮大家理解一下：
SpaceX 刚拿下全美 800 MHz 低频牌照（最多 14 MHz 成对频谱），马斯克称之为 Starlink 手机网的“最后一块拼图”。
老马是从私募 Grain 手里接盘。Grain 今年才从 T-Mobile 买来这块，成交价大约 29 亿美元现金加频谱互换。转让还得 FCC 批。
为什么低频这么贵、这么少？
600–900 MHz 穿墙强、覆盖远，几十年前基本被 AT&T、Verizon、T-Mobile 分光了。它们自己要用，几乎不整块出售。新频谱只能等政府拍卖；旧牌照只能二级市场转让，而且每一次过户都要监管批准。
SpaceX 之前花大约 170–196 亿美元从 EchoStar 买的是 2 GHz 中频，负责带宽和容量。这次的低频是覆盖层：让卫星信号更容易穿墙、进室内。
多数现有手机已经支持 800 MHz，不用换卫星手机。
为什么不早点买？
因为以前根本没人卖。全国性低频牌照长期锁在三大运营商手里。卫星直连普通手机要规模化，还得 FCC 认可“卫星用地面频谱”，以及足够的星座。本周 FCC 刚批准最多 1.5 万颗 Gen2 卫星，时间点才凑齐。
有钱只是门票。真正卡住的是：谁愿意卖、监管认不认、卫星侧准备好没有。
引申思考：为什么突然批准买下来了？ 评论区猜猜🤨
Amy retweeted
Even Elon Musk gets no say on the terms other than YES/NO when a deal is done. And he founded both companies. He recused himself.
Shareholders don’t dictate terms either. But we can - and did! - ask for considerations in the negotiated exchange ratio based on the stock’s All Time High, internal revenue projections and CyberCab + Optimus scaling.
We need global shareholder representation. Tesla is a global company. Electronically Sign the shareholder petition to the Board/Special Committee:
surveymonkey.com/r/mergealre…
Share, Quote Post. Encourage participation on other platforms and shareholder groups too. Note no commas in share count.
If your broker votes on your behalf - Sign Anyway!!! If you can’t move to a broker that will let you vote, note in the comments section that you will message your broker to request a vote with the Board. Tesla can use those comments to show shareholder wishes.
If English not your first language, X translate can help. Use the translation feature on the Shareholder letter (in 3 parts).
October 22, 2026
Dear Members of the Board and Special Committee,
This is a call to action. As Tesla shareholders, we are behind the mission. But the mission has expanded: no longer is Tesla just about EVs; now its mission is sustainable abundance on Earth - and in Space. This new mission is best brought to fruition by a merger with Spacex.
STRATEGIC RATIONALE
The two companies share complementary strengths in super intelligence, robotics, energy, advanced manufacturing, chip design, software, and launch capability. The companies' several joint ventures - Terafab, SI Space Compute, Macrohard/Digital Optimus, Megapods (multi-trillion dollar potential products) are just the start of what the combined company could do. Our same investment dollars would have more potential to grow and more shareholder value would be unlocked.
KEY ADVANTAGES OF A MERGER
♦️EACH SOLVES THE OTHER'S CONSTRAINTS: Tesla needs chips and capital. SpaceX needs Megapacks for Colossus. That is just the start of the overlaps and symbiotic synergies unlocked.
♦️A MOAT: The combined entity will have a first-mover advantage in a category of one - the ONLY company to have the full vertical Physical Al stack. A PLATFORM that will keep creating new opportunities.
(Cont)
♦️ELON MUSK IS A BUILDER: Elon Musk's track record speaks for itself; he has earned the right to solve constraints and build new products without being handcuffed by an unwieldy structure. A merger simplifies his life and lets him focus on solving ever bigger problems and building new products.
♦️THE SUM IS GREATER THAN THE PARTS: Individually each company may be worth $8 trillion in 10 years, but together they could be worth many times that, tackling projects too big for either company to take on alone. When humanity goes galactic, then interstellar, what is the cap on the addressable market?
♦️EXPENSE REDUCTION: Overlapping functions can be streamlined.
DELETE THE PART
It is time to delete the unnecessary part/process: The two Companies being separate and the unnecessary bureaucracy it creates are hindering Elon Musk and Tesla/SpaceXSI employees from creating real value - like slowing joint projects with burdensome conflict committees. We want the time spent on the projects - not red tape.
ACT NOW
Time is of the essence: AI, robotics, and energy are moving fast. Fiduciary duty is often thought of as just due diligence, but inaction can be costly to shareholders too. Tesla shareholders lost the chance to own xAI, now a significant contributor to SpaceX's revenue. We don't want to lose out again.
SHAREHOLDER SUPPORT
We trust the special committee to negotiate the best possible terms for Tesla shareholders taking into account that CyberCab and Optimus are about to scale, Tesla's all-time high, and internal revenue projections. A large, engaged group of retail shareholders is ready to back a well-structured combination, and we are organizing so turnout is high when the vote comes. Please bring it to a vote as soon as the terms are negotiated and documented.
Thank you for your work. You have the support of the retail shareholders who sign this letter.
Sincerely,
Alexandra Merz
Amy Steffens
On behalf of the attached shareholders
Amy retweeted
8 hours in, and I couldn't resist checking ...
We have collected the signatures of shareholders representing
- 8 million shares
- representing $3b at today's closing
Well done, frenz.
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
Amy retweeted
Keep the momentum up signing this Shareholder Letter in favor of the Merger.
9.5hrs in, we are at 2,775 signatures.
Here the link
surveymonkey.com/r/mergealre…
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
Things are moving on the right direction…
TESLA
Easy access link to the shareholder letter to the Board. It can be signed electronically (hint: don’t use commas or characters in share count).
surveymonkey.com/r/mergealre…
Amy retweeted
Woah... I just made a Grok Bot Phone.
I cloned my voice, gave my @bot its own real phone number, and had it call to order pizza.
A short recording in xAI’s voice tool created a digital version of my voice. Then I hooked it up so my bot could actually dial out.
I had it call my secondary phone as the “pizza place” so you could hear the entire conversation.
The pickup was for 5 PM under Teslaconomics.
Here’s the order I gave it:
1/ One large Starship pizza - half pepperoni and jalapeño, half pineapple and bacon, light sauce, extra cheese, well done.
2/ 20 extra crispy wings - 10 buffalo, 10 lemon pepper, dressing on the side. If either sauce is out, garlic parmesan is fine.
3/ A chocolate lava cake, 2 Diet Cokes, a root beer, and a lemonade with no ice.
It made the call in my voice and placed the order.
I as the “pizza place” said buffalo and lemon pepper sauce were both out and so it switched all 20 wings to garlic parmesan, exactly as I’d instructed.
Then it asked whether any deal covered the whole order.
I said it had to say “Tesla to the moon” for a 50% discount.
So my bot said “Tesla to the moon” in my voice.
It got the final price, read the entire order back, got confirmation, and said goodbye.
The whole call took 2 minutes and 6 seconds.
Then my bot sent me the recap and the recording.
I’m still shocked that this actually worked… this is the real deal.
Think about all the time we spend on hold, placing orders, booking appointments, and making calls we keep putting off.
This is the future… you tell your AI what you need, approve the call, and it handles the entire conversation for you.
Amy retweeted
First impressions of the iPhone Duo:
• It feels way more premium than you think.
• The hinge mechanism is VERY satisfying to open and close.
• I liked the passport size more than I thought I would. Although the screen aspect ratio would take some time to get used to.
• The matte screen feels great to use and helps with glare.
• When folded open, it feels like an iPad mini.
For a first-gen product from Apple, very impressive!
Amy retweeted
Who will you listen too?
Some:
“But, but, but the merger is guaranteed.”
Elon Musk:
“Some people out there assume a Tesla and SpaceX merger is a certainty, I think that would be overstating the case.” xitter.cf/Chansoo/status/2112660…
Amy retweeted
What about SpaceX Shareholders? Elon Musk owns the majority of SpaceX and all shareholders bought shares in large part because he has enough control to make big decisions. He recused himself from this one - but let’s look at the SpaceX track record on acquisitions:
♦️Cursor. Needed coding data and enterprise sales team, brilliant engineers. Brought Grok to the top of Coding Leaderboards. Now there is Grok Bot with over 800,000 users and the fastest growing product Elon Musk has seen.
♦️x/xSI. Leasing SI supercompute is now a large part of SpaceX’s earnings (not the bailout that some claimed at all).
This track record speaks for itself. SpaceX grows from within. SpaceX only does an acquisition when necessary. The synergies go both ways:
♦️SpaceX wants to stand up a lucrative 10 GW of compute next year - completely impossible without priority access to Tesla’s sold-out-through-2027 Megapacks (optimized
Software for buffering compute center loads).
♦️Space bases don’t happen without autonomous vehicles and robots building them.
♦️Inference chips for edge devices? A Tesla design.
♦️AI Space Compute? 100 GW of solar panels annually from Teslas.
♦️Megapods? Tesla superchargers power them….
The list goes on. I am also a SpaceX shareholder, many of the list signers hold both stocks already.
What about SpaceX Shareholders? Elon Musk owns the majority of SpaceX and all shareholders bought shares in large part because he has enough control to make big decisions. He recused himself from this one - but let’s look at the SpaceX track record on acquisitions:
♦️Cursor. Needed coding data and enterprise sales team, brilliant engineers. Brought Grok to the top of Coding Leaderboards. Now there is Grok Bot with over 800,000 users and the fastest growing product Elon Musk has seen.
♦️x/xSI. Leasing SI supercompute is now a large part of SpaceX’s earnings (not the bailout that some claimed at all).
This track record speaks for itself. SpaceX grows from within. SpaceX only does an acquisition when necessary. The synergies go both ways:
♦️SpaceX wants to stand up a lucrative 10 GW of compute next year - completely impossible without priority access to Tesla’s sold-out-through-2027 Megapacks (optimized
Software for buffering compute center loads).
♦️Space bases don’t happen without autonomous vehicles and robots building them.
♦️Inference chips for edge devices? A Tesla design.
♦️AI Space Compute? 100 GW of solar panels annually from Teslas.
♦️Megapods? Tesla superchargers power them….
The list goes on. I am also a SpaceX shareholder, many of the list signers hold both stocks already.
Who will you listen too?
Some:
“But, but, but the merger is guaranteed.”
Elon Musk:
“Some people out there assume a Tesla and SpaceX merger is a certainty, I think that would be overstating the case.” xitter.cf/Chansoo/status/2112660…