Investor Ross Gerber of Gerber Kawasaki thinks that the Tesla Inc. (NASDAQ:TSLA) and SpaceX merger could lead to an entity like Warren Buffett‘s Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:BRK) in the artificial intelligence space.
Intertwining Of Businesses
In a video shared by The Information on Sunday on X, Gerber shared that investors wanted to own shares of both companies. “Many of the Tesla investors want to own SpaceX,” he said, which could lead to them selling Tesla shares to buy SpaceX stock. Gerber also shared that both companies being public could expose Elon Musk and the organizations to “conflict of interest lawsuits.”
He also said that since both the Musk-led businesses were intertwined and SpaceX owned the “brains” of the Optimus robot, “it just makes the most sense for them to come together.” He also shared that the entity could create “a Berkshire Hathaway of AI,” which would be a clear play for investors wanting to bet on the future.
Gerber, speaking to Benzinga recently, shared that he would likely sell his SpaceX shares based on talks of the commercial space flight giant touted to command a $2 trillion valuation, which was “outrageous” based on a revenue of $20 billion, according to the investor.
Dan Ives On SpaceX-Tesla Merger
Meanwhile, Wedbush Securities analyst Dan Ives reaffirmed bullish sentiments on SpaceX merging with Tesla, predicting that there was an 80-90% chance that the merger could happen sometime in the first half of next year. On the other hand, Tesla’s valuation has caused concern, with GLJ Research founder Gordon Johnson saying that Tesla’s Full Self-Driving (FSD) woes should lead to the company’s valuation coming down significantly.
During Tesla’s first-quarter 2026 earnings call last week, Musk confirmed that the vehicles equipped with Hardware 3 (HW3) chips would be unlikely to achieve Unsupervised autonomy, suggesting the automaker could offer discounted trade-ins or fit existing vehicles with HW4 chips and cameras.
According to Benzinga Edge Rankings, Tesla offers satisfactory Momentum, but poor Value. It also fails to provide a favorable price trend in the Long term.
Price Action: TSLA surged 0.29% to $374.80 during pre-market trading on Monday.
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