Michael Burry, one of America’s most popular investor has now weighed in on Elon Musk’s ambitious vision of Future. Burry has called Tesla and SpaceX CEO an ‘American treasure’ but has also cautioned that the future Musk is building is ‘much further away than he thinks’. As reported by Business Insider, in a series of posts shared on social media platform X (formerly known as Twitter) and his Substack, Burry described Musk as a ‘desperate incentivised futurist’ who believes in generating enormous profit from his vision becoming a reality. He went ahead and compared the SpaceX CEO with PT Barnum and Thomas Edison. He also believes that Musk will go down in history as both a showman and an inventor.

Futurist and capital raising

Burry, who is known for making early but ultimately right market predictions, argued that futurists are “always decades early” and often sell visions with indefinite timelines that allow them to raise capital. He feels that the grand projects of Elon Musk ranging from colonising Mars to deploying millions of robotaxis fit in this mold. Along with this, Burry also pointed out the reports that Musk is planning a potential merger between SpaceX, Tesla, and his AI startup xAI. He noted that the market had already priced in such a move, with combined valuations of:* SpaceX: $800 billion (private share sale, December 2025)* Tesla: $1.3 trillion market cap* xAI: $230 billion (fundraising, November 2025)Burry said the trio’s combined worth of $1.6 trillion “more than encompasses” their current and future value.

Why Elon Musk wants to merge his companies

The report said that for SpaceX, the primary rationale for merging xAI may be the escalating AI arms race as it has signaled launching data centres into orbit. By integrating xAI’s software directly with Starlink’s hardware, Musk may create a globally accessible, space-based AI network that is physically shielded from terrestrial disruptions.Meanwhile, Bloomberg reports that some investors are pushing for an alternative: a merger between Tesla and xAI. This will ensure that xAI’s “Full Self-Driving” (FSD) and robotics are best utilised within Tesla’s EV and humanoid robot (Optimus) programs.“I think it’s highly likely that xAI ends up with one of the two parties. What’s important for Elon is to have a massive vision that’s way out there that he’s early on,” Gene Munster, managing partner at Deepwater Asset Management, was quoted as saying.“Musk has too many separate companies. A major risk thesis for Tesla is that Musk is spreading himself out too much. As a Tesla shareholder, I applaud further consolidation,” added Dennis Dick, chief market strategist at Stock Trader Network.Two new entities were established in Nevada on January 21, with filings listing SpaceX and its CFO, Bret Johnsen, as managing members, the report said.