🚨TESLA Q2: SpaceX And Tesla Are Converging

Hours before Tesla’s Q2 2026 earnings call, Larry Goldberg joins me to unpack what investors should really be watching: Robotaxi expansion, Cybercab production, Optimus uncertainty, Grok’s growing role inside Tesla vehicles, and the increasingly compelling case for a Tesla–SpaceX merger. We examine ARK Invest’s argument that Tesla’s Robotaxi cash flow could help fund SpaceX’s AI ambitions, while SpaceX, xAI and TeraFab could strengthen Tesla’s path to autonomy, robotics and in-house AI compute. Larry explains why a merger could also resolve Elon Musk’s control problem at Tesla, and why SpaceX could remain the surviving corporate structure in a “merger of equals”. We also look ahead to Starship Flight 13, what matters beyond a single test flight, and why the speed of the IFT-14 turnaround may be the bigger signal. Plus: Tesla’s Q2 delivery beat, the Orlando and Tampa Robotaxi expansion, Grok as the future operating system of the car, Optimus Gen 3, useful humanoid work, and the three questions Larry wants answered on the earnings call. #overthehorizon #overthehorizonpodcast