Welcome. This is the deeper cut.

2026-10-18T20:06:33.722Z

Welcome. This is the deeper cut. You already know the public version of my work. On X I post the tables, the articles, the quick takes, and the calls to pay attention when something matters for Tesla and SpaceX shareholders. On Slice here is where I go further. Here you’ll get: Longer, more detailed analysis on strategy, governance, filings, voting dynamics, and the long-term mission Context and reasoning I don’t have room (or always want) to put on the open timeline A weekly live session where we can go through current developments together and take questions. Will do a poll soon which day of the week fits best. Right now the focus is the potential Tesla–SpaceX combination. I’ve shared scenario tables and written multiple pieces on the process. The public discussion is still mostly speculation on ratios and premiums. What actually matters for a retail shareholder is different: the voting math, how the board approached the negotiation, what “decisive support” looks like in practice, the timeline and disclosure steps still ahead, and the conditions under which this creates lasting value versus a prolonged fight. I’ll be posting more detailed breakdowns here as the offer and the related filings come out. Once the terms are public, the relevant questions become clearer. Weekly live: I’ll post the schedule and how to join once it’s locked in. These will be working sessions, not monologues. You will be able to ask me questions and I will do my best to answer them. Not financial advice. This is analysis and shareholder perspective from someone who has followed the companies closely for many years and has no interest in short-term noise. If you’re here for the long game on Tesla, SpaceX, and the broader mission, welcome. Let’s get into it.

Alexandra Merz on Slice

Welcome. This is the deeper cut.