Tesla (TSLA) stock slipped marginally in premarket trading on Monday after investor Ross Gerber said Tesla and SpaceX could eventually combine into a “Berkshire Hathaway of AI,” as the EV maker ramps up spending across robotics, autonomy and custom chip infrastructure. Gerber, chief executive of Gerber Kawasaki Wealth & Investment Management, told The Information that a merger between Tesla and SpaceX could be “an inevitability,” arguing that investor demand to own both companies is already influencing Tesla’s trading dynamics. He said many Tesla investors want exposure to SpaceX but cannot currently invest directly because the company remains private, potentially prompting portfolio rotation if opportunities emerge. Gerber added that the companies’ operations are increasingly intertwined and suggested that combining them could simplify investor positioning around CEO Elon Musk’s broader tech ecosystem. Tesla's capex is expected to exceed $25 billion this year as it ramps investment across AI infrastructure, Optimus robots, Cybercab robotaxis and chip development. TSLA stock just logged its worst week in over a month, declining by more than 6% amid plans to sharply increase capex. Gerber has also previously warned that brand perception risks tied to Musk could weigh on Tesla's shares.