Tesla Bulls Push Wild Robotaxi Theory, But Gary Black Says The SpaceX Merger Talk Makes No Sense At All
Investor Gary Black of The Future Fund LLC has dismissed claims from Tesla supporters suggesting that CEO Elon Musk is intentionally delaying the rollout of the company's Robotaxi service to facilitate a merger with Space Exploration Technologies Corp (SpaceX). In a post on X on June 25, 2026, Black labeled these theories as "absurd," highlighting the significant dilution that would arise from a stock-for-stock merger given the differing valuations of both companies. He also raised concerns about potential governance issues stemming from such a transaction. Black expressed caution regarding Tesla's future, citing declining earnings estimates and the impending commoditization of autonomous driving technology. His comments come amid heightened scrutiny of Tesla following a recent fatal crash in Texas, which resulted in the death of a 76-year-old woman. The incident has led to a $1 million lawsuit against Tesla, with claims that the vehicle was operating on Autopilot, a notion Musk has denied. The National Highway Traffic Safety Administration and the National Transportation Safety Board are currently investigating the matter.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
Autonomous Solutions, Inc. (ASI Robots)
United States
Autonomous Solutions, Inc. (ASI Robots) designs and manufactures vendor-independent vehicle automation systems. Its proprietary technology platform revolves around Mobius, an advanced autonomous command and control software suite. Mobius orchestrates multi-vehicle operations, integrating precise navigation, real-time obstacle detection, and path-planning capabilities into legacy fleets. The company's product line includes drive-by-wire hardware kits that convert standard industrial vehicles into autonomous units capable of remote teleoperation or fully automated execution. These solutions automate heavy machinery within the mining, agriculture, automotive testing, and government logistics sectors, emphasizing increased operational safety and predictable cycle times.
CalmCar Vehicle Vision (CN)
China
Chinese automotive AI company providing L2 to L4 intelligent driving solutions including ADAS, automated parking, and occupant monitoring systems. Products address urban traffic scenarios and driver/occupant monitoring using computer vision.
Vehicle Technologies Inc.
United States
Developer of autonomous and remote-controlled vehicle systems and drive-by-wire conversion technology. Provides unmanned ground vehicle platforms and electromechanical actuation systems for defence and commercial automation.
Alkadur Robot Systems GmbH
Germany
Alkadur Robot Systems (Germany) manufactures automated doner kebab cutting robots for commercial food service environments. The robotic systems use optically integrated sensors to deliver precise, hygienic, single-button-operated meat slicing for high-volume restaurant and catering operations.
CRP Robot (CN)
China
Chinese high-tech enterprise manufacturing industrial robots, collaborative robots, and core robot components including control systems and servo systems. Main drafting unit of four Chinese national standards in the industrial robot domain.
Dr Robot
Canada
Dr Robot Inc develops WiFi-connected robot platforms, motor drivers, servo controllers, and OEM robot kits for autonomous mobile and humanoid robot development. Products target educational, research, and personal robot application developers.
Langebaek Logistics A/S
Denmark
Scandinavian consultancy specializing in supply chain management, logistics optimization, and warehousing. Advises clients at strategic and operational levels, integrating automation and AI into logistics workflows.
Qubiqa (prev Univeyor Logistics) (DK)
Denmark
Qubiqa is a Danish supplier of intelligent material handling and logistics systems, providing turnkey intralogistics solutions including conveyor systems and palletizing equipment, specializing in the insulation manufacturing sector.
Scallog Scalable Logistics (FR)
French developer of goods-to-person robotic order picking systems for logistics warehouses. Robots integrate with existing WMS/ERP platforms; claimed ROI under two years with documented productivity gains above 40% in order picking operations.
Patten Studio
United States
Patten Studio is an interactive design studio based at MIT Media Lab roots, creating technology-driven art installations and experiential environments for brands and public spaces. Work involves sensing, embedded computing, and responsive physical interfaces, with peripheral relevance to human-machine interaction.
Shenzhen Macrotellect Technology (CN)
Macrotellect develops BrainLink EEG headsets and brainwave sensing devices for consumer and research applications. The company focuses on brain-computer interface technology enabling non-invasive neural signal acquisition and human-machine interaction.
Soul Machines
New Zealand AI company (now in receivership as of February 2026) that developed lifelike digital human avatars powered by large language models for customer service and enterprise deployment. Created Digital Workers and Workforce Connect platforms.
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