tesla

Elon Musk’s business universe is famously interconnected, and rumors or discussions around a closer alignment—or even a merger—between xAI and SpaceX are fueling fresh debate. On paper, combining SpaceX’s aerospace dominance with xAI’s push into advanced artificial intelligence could create a powerful engine for innovation, especially in autonomous systems, data processing, and real-time decision-making. But whenever Musk moves pieces on the board, Tesla inevitably enters the conversation.
For Tesla, the impact would likely be indirect but meaningful. A deeper xAI–SpaceX relationship could accelerate AI breakthroughs that eventually flow into Tesla’s self-driving software, robotics, or manufacturing optimization. At the same time, investors may worry about Musk’s attention being stretched thinner or capital being prioritized elsewhere. Tesla’s valuation has always been tightly linked to confidence in Musk’s focus and long-term vision, so any major restructuring across his companies tends to ripple through the market.
Ultimately, a potential xAI–SpaceX merger highlights both the strength and the risk of Musk’s ecosystem approach. If executed well, Tesla could benefit from faster AI progress and shared innovation. If not, concerns about complexity and distraction could weigh on sentiment. As with most things Elon, the idea is bold, the stakes are high, and the outcome—at least for now—remains very much up in the air. 🚀📉

#AISocialNetworkMoltbook #ElonMusk #Tesla

Friend works at Tesla in data infrastructure team. Can't say which division. We were catching up over drinks.
Mentioned I work in decentralized storage space. His eyes lit up.
"Dude we're literally testing Walrus right now for vehicle telemetry data."
"Wait what? Tesla is using @walrusprotocol?"
"Testing phase. But yeah. Our AWS bills for vehicle data are insane. Every car generates gigabytes daily. 3 million+ vehicles. Do the math."
Did rough math: 3M vehicles × 5GB daily × 30 days × AWS storage rates = approximately $18-25 MILLION monthly.
"We've been looking at alternatives for 2 years. Cloud providers keep raising prices. We need something that scales better economically."
"Why Walrus specifically?"
"Erasure coding is more efficient for the type of redundancy we need. Decentralized architecture means no single point of failure. And cost projections show 70%+ reduction vs AWS."
TESLA potentially saving $12-17M MONTHLY by switching to $WAL infrastructure.
"How far along is testing?"
"Six month pilot started Q4 last year. Results have been really promising. Performance good. Reliability solid. Cost savings matching projections."
"When does decision get made?"
"Q2 this year. If approved we'd migrate massive amount of data. Would be one of largest Walrus deployments."
TESLA making deployment decision Q2 2025.
Asked if he could share more. He couldn't. NDA and all that.
But think about implications - if Tesla migrates to Walrus, every other automotive company will evaluate it. Industry follows leaders.
Automotive data storage is MASSIVE market. Every connected vehicle generating constant data streams. Industry desperate for better economics than cloud giants provide.
@Walrus 🦭/acc isn't just for web3 apps. It's infrastructure for ANY data-intensive application where cloud costs are prohibitive.
Tesla would be watershed moment. Mainstream tech company choosing decentralized storage for production workloads.
Can't verify 100% (friend could be wrong about timeline or scope). But he had specific details. Technical knowledge checked out. Tesla definitely evaluating something in this space.
If even partially true $WAL is about to get massive mainstream validation.
Not financial advice but when Tesla engineers tell you they're testing your infrastructure over drinks that's signal worth paying attention to.
#Walrus #Tesla