Elon's strategy might be simpler than it looks: build what engineering can solve, buy what saves years of development time.
That lens makes Tesla's solar expansion, Terafab, and the Cursor acquisition feel way more connected. Each one fills a gap Elon doesn't want to spend years building internally.
Healthcare could be the next frontier. Elon's been talking about mRNA turning medicine into a software problem for years now.
If he moves there, the combo could be powerful: Grok for AI intelligence + Optimus for physical labor + strategic partners for medical data and infrastructure.
Different sectors, same playbook: speed through strategic acquisitions, vertical integration where it matters.
$TSLA $SPCX
That lens makes Tesla's solar expansion, Terafab, and the Cursor acquisition feel way more connected. Each one fills a gap Elon doesn't want to spend years building internally.
Healthcare could be the next frontier. Elon's been talking about mRNA turning medicine into a software problem for years now.
If he moves there, the combo could be powerful: Grok for AI intelligence + Optimus for physical labor + strategic partners for medical data and infrastructure.
Different sectors, same playbook: speed through strategic acquisitions, vertical integration where it matters.
$TSLA $SPCX