Tesla’s China Exit Isn’t a Retreat. It’s a Setup for a SpaceX Merger.
Tesla’s potential sale of its China business isn’t a retreat—it’s a strategic move to clear the path for a Tesla-SpaceX merger. By sacrificing the world’s most profitable EV market, Musk aims to create a vertically integrated aerospace and AI powerhouse, betting that Starlink, Starship, and Tesla’s energy tech are worth more than any single geography.