Morgan Stanley's Adam Jonas on the Tesla shareholder xAI investment vote: "They're gonna have to revisit this. We don't think investors understand just how important xAI is to Tesla and the broader Muskonomy. Tesla's relationship with xAI (financially and strategically) is deterministic to the long-term success of Tesla due in part to the natural synergies of data, software, hardware and manufacturing in recursive loops. The values (and value systems) of both Tesla and xAI are endowed by the values of their shared creator. We believe this co- determination becomes more obvious in the next phases of physical AI/ autonomy for Tesla in the year ahead." via new note