Discussion

• @caseynewton Casey Newton on bluesky

  Elon is THIS close to inventing the first rocket that produces CSAM [embedded post]

• @mgsiegler M.G. Siegler on x

  Just a few hours ago... 🔮 https://spyglass.org/... [image]

• @justjake Jake on x

  Then roll SpaceX + xAI into Tesla Hits Elon's ownership targets, accelerates toward's the pay package unlocks, consolidates production

• @eastdakota Matthew Prince on x

  Wow. Elon is master of turning lemons into lemonade.

• @stevekovach Steve Kovach on bluesky

  I wonder if the SpaceX board will approve [embedded post]

• @ampallanguk @ampallanguk on bluesky

  So just more insider and self dealing to keep the whole thing from collapsing, and with Elon Musk ending up Elizabeth Holmes'ed, for another year...

• @mktsutherland @mktsutherland on bluesky

  Hmmm I wonder if Spacex investors like this proposal...

• @tcarmody Tim Carmody on bluesky

  Wedding your shitty media business/ideological platform to one that gets free money from the government is, well, a surprisingly tried and tested move [embedded post]

• @stephenjudkins Stephen Judkins on bluesky

  This seems like glorified check kiting [embedded post]

• @dweeze David Michael Pierce on bluesky

  Now when the AI bubble bursts it will take down both companies!  Brilliant strategy Mr. Musk! [embedded post]

• @acombites Andy Combites on bluesky

  “I'm sorry, Dave, I'm afraid I can't do that.”

• @ariehkovler.com Arieh Kovler on bluesky

  Hmm. xAI, of course, owns Twitter these days.  This'll probably be a big meme stock with a ludicrous valuation like Tesla.  [embedded post]

• @Barredo@mastodon.social Alex Barredo on mastodon

  A conflict of interests so large that will have their own chapter in the financial literature of the future  —  https://www.reuters.com/...

• r/wallstreetbets r on reddit

  Musk's SpaceX in merger talks with xAI ahead of planned IPO

• @scobleizer Robert Scoble on x

  If this is true it will be a monster IPO.

• @wholemars @wholemars on x

  SpaceXai [image]

• @prietschka Paul Rietschka on bluesky

  Since XAI absorbed X, and now Spacex is absorbing XAI, we'll likely get to see X, XAI, and Spacex financials as part of the S1 filing.  —  I've changed my mind, merge away.  I want that S1.  [embedded post]

• @bmcdev Billy MacDee on bluesky

  I'm reading about the Enron collapse and the financials of how they hid poor numbers.  —  Saying this for no particular reason.  [embedded post]

• @petertl Peter Thal Larsen on bluesky

  No regulations about deepfake nudes in space... www.reuters.com/world/musks- ...

• @stevenjcbuckley Dr. Steven Buckley on bluesky

  The CSAM machine and rockets.  What could go wrong? [embedded post]

• r/spacex r on reddit

  Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says

• r/StockMarket r on reddit

  Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says

• r/SpaceXLounge r on reddit

  Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says

• @sciguyspace Eric Berger on x

  The reported merger talks between SpaceX and xAI should not come as a huge surprise. If you believe AI is the future; and that compute is the major problem to solve; and orbital data centers are feasible—then the combined company would be a vertically integrated AI colossus.

• @beffjezos @beffjezos on x

  SpaceX will be the Dyson Swarm company. We are locked in for Kardashev 2.

• @aaronburnett Aaron Burnett on x

  If true, capex expenditure aligns. SpaceXai narrative aligns. Will be funny to see analysts try to wrap their head around the revenue lines from X, Grok, Starlink and launch though.

• @parikpatelcfa @parikpatelcfa on x

  Who is he talking to? Himself?

• @fredlambert Fred Lambert on x

  Fans of Elon will be happy to buy into the SpaceX IPO and unlike the other companies, SpaceX is undeniably the leader in its industry. Where's the catch? They will price this in a way that makes no sense for public investors buying in the open market. The rumors right now are a

• @kwharrison13 Kyle Harrison on x

  Investors in the Twitter take private are experiencing god-tier levels of investing in an SPV of an SPV of an SPV

• @sethabramson Seth Abramson on x

  So one company that the federal government (stupidly) now relies desperately upon, and a second no one gives a fig about and is a failure, are going to merge so that taxpayers have to fund both? What am I missing, besides this being the most obvious Elon Musk grift imaginable?

• @fredlambert Fred Lambert on x

  Love him or hate him, Elon does everything he can to avoid losing money for his private investors. He screwed up the $44 billion Twitter acquisition so bad. He was about to lose a ton of money for his billionaire “friends” who invested with him so he had it merge with xAI for [im…

• @kgreifeld Katie Greifeld on x

  this is so fun because in a sense, SpaceX is merging with Twitter

• @munster_gene Gene Munster on x

  Elon's company's will always play nice with each other. * SpaceX wants xAI for the datacenter in the sky. * Tesla wants xAI for Grok for FSD and Optimus. If SpaceX buys xAI, Tesla will still get access to Grok.

• @munster_gene Gene Munster on x

  Reuters reports SpaceX is in talks to merge with xAI. Over the next three years, I put the odds at: * 35% that SpaceX buys xAI * 45% Tesla buys xAI * 20% xAI remains standalone. SpaceX and Tesla have each invested $2B into xAI. My take: Investors would likely approve the

• @signulll @signulll on x

  lmao wait holdup everyone so xai investors will get liquidity before openai & anthropic investors?! that outcome is genuinely insane lol. even more insane is that the investors who backed elon during the twitter buyout are now sitting on a ridiculous trade. twitter equity [image]

• @kakashiii111 @kakashiii111 on x

  An IPO is the way private investors can exit. xAI merging with SpaceX in order to go public is not a surprise and is actually something I expected, though I initially thought it would be with Tesla and xAI. That said, an IPO of SpaceX is probably a better way to raise money for

• @danprimack Dan Primack on x

  “We wanted flying cars, instead we got 140 characters” Now it seems that the two might be kinda merging.

• @joroulette Joey Roulette on x

  New: SpaceX and Elon Musk's artificial intelligence startup xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year, according to a person briefed on the matter and two company filings seen by Reuters. Story on wire with @DEER_ECHO_

• @thestalwart Joe Weisenthal on x

  What does this mean for the @Polymarket contract on SpaceX's first-day IPO value if it's actually going to be two big companies combined? [image]

• @tesla @tesla on x

  As we shift to an autonomous future, Model S & X production will wind down next quarter. If you'd like to own one of them, now's a good time to place your order. Tesla wouldn't be what it is today without Model S & X and their (early) owners - thank you for your support over [ima…

• @dwallacewells David Wallace-Wells on x

  [image]

• @jasondebolt Jason DeBolt on x

  I'm sad to hear that the model S and model X will be discontinued, but it makes complete sense. I ordered my Tesla model S in 2011 and took delivery in early 2013. It was a rare vehicle even in Palo Alto and Mountain View at that time. I gave many test rides to my coworkers,

• @jeffskoll Jeffrey Skoll on x

  I wanted to say a few words about @Tesla and @elonmusk regarding their decision, announced during yesterday's earnings call, to end the production of the Model S and X in Q2 this year. From the start, I have been a giant fan, investor and supporter of Tesla. I was the happy

• @wr4nygov Warren Redlich on x

  I predicted S and X would be discontinued. Still sad to see them go. I'm a bit surprised they're building Optimus in Commiefornia.

• @elonmusk Elon Musk on x

  Much more coming out from @xAI. We are cooking hard on many projects.

• @urgo Jason Urgo on x

  @Tesla As an owner of a '15 S & '22 X Plaid & had plans to buy another X in when it had AI5 this really really sucks. I hope you will reconsider as the Y & 3 are too small for me & not interested in a truck. For the first time in 11 years you're forcing me to look into other bran…

• @elonmusk Elon Musk on x

  The Tesla Model S and Model X are amazing vehicles. Get them while still available!

• @sawyermerritt Sawyer Merritt on x

  By June 30, 2026, Tesla will officially discontinue the Model S and Model X. Since the Model S rolled out in 2012 and Model X in 2016, about 740,000 of them have been delivered, each one helping define an era of Tesla's and automotive history. Salute to two amazing products 🫡 [im…

• @elonmusk Elon Musk on x

  Real-time, high-quality shows and video games at scale, customized to the individual, next year. Medium to high resolution real-time video will technically happen this, but too expensive for mass market.

• @hamids Hamid on x

  As much as I love the $TSLA Model S & X, I would no longer recommend that anybody buy these products as they will almost certainly have horrific resale values after they are discontinued. Elon's decision to cancel the S&X is purely because of sales of these vehicles dropping

• @elonmusk Elon Musk on x

  @WR4NYGov Optimus 4 will be built in Texas at much higher volume

• @bitcodyy @bitcodyy on x

  Sunsetting S & X is capital rotation. Robotaxi and Optimus are the real products now. Vehicles become nodes. Labor becomes software. Most people still think Tesla sells cars.

• @tesla_optimus @tesla_optimus on x

  Model S & X will live on through me [video]

• @snazzylabs Quinn Nelson on x

  Remember how I've been saying for years that Tesla doesn't care about the Model S/X at all? Well, yeah, I was right.

• @mattlinn01 Matt Linn on x

  The more I think about the S/X being cancelled... the more sad I get. The S literally is @Tesla. It's the car that announced them to the world. Tesla should have Next-Gen'd it. Put everything they have into it. Bring it back to being the technological wonder that it once [image]

• @sircalebhammer Caleb Hammer on x

  Please be a prank. Please be false information.

• @itskyleconner Kyle Conner on x

  The car that transformed an entire industry and shaped the future for electric transportation Everyone remembers their first Model S experience... sad to see it go 🍻

• @garyblack00 Gary Black on x

  All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but

• @mikekantorski Mike Kantorski on x

  I really dislike the direction Tesla is headed. A vehicle you subscribe to. A vehicle you don't get to drive. A vehicle with no soul. I hope this isn't the future. Please @Rivian don't become this...

• @marionawfal Mario Nawfal on x

  Tesla is ending Model S and Model X production. The Fremont factory space will now build Optimus robots. The cars that funded the vision are making room for the future @elonmusk was always building toward. Tesla isn't just a car company anymore. [video]

• @zacksjerryrig @zacksjerryrig on x

  So @Tesla canceled TWO staple pillars of S3XY so they can focus on the robot that walks like Joe Biden? OK. 👍 I'm sure everything's fine.

• @mkbhd Marques Brownlee on x

  Oh Roadster is so cooked

• @sawyermerritt Sawyer Merritt on x

  Elon Musk: “In the future, the only vehicles we'll make are autonomous vehicles and the Roadster. We're hoping to debut the Roadster in April.”

• @tashaark Tasha Keeney on x

  If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.

• @sawyermerritt Sawyer Merritt on x

  BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future.” [image]

• @niccruzpatane Nic Cruz Patane on x

  Elon Musk's farewell to Model S/X Production, which will be ending in Q2 2026: “It's time to basically bring the Model S and X programs to an end with an honorable discharge. We're moving into a future that is based on autonomy. We're going to take the Model S and X production [v…

• @briandstone Brian Stone on x

  I do not understand this decision. While I agree the S&X are VERY dated and due for a total overhaul, discontinuing them completely is very confusing to me. Tesla will only offer the 3/Y/CT which isn't a very well rounded offering at all. The 3 & Y aren't comfortable to me and

• @sawyermerritt Sawyer Merritt on x

  Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [ima…

• @norbizness @norbizness on bluesky

  Personally I'm ready to transition from cars on fire to robots on fire (once they actually appear in limited production in 2033)

• @karlbode.com Karl Bode on bluesky

  I genuinely love what's coming for these companies  —  that humanoid robot will never, ever be commercially mass produced and it's fifth-place racist AI chatbot is a money pit

• @robertscotthorton Scott Horton on bluesky

  Musk begins looting Tesla to advance his independent AI project. www.ft.com/content/78d5...

• @pickardje Jim Pickard on bluesky

  pass the tiny violin:  —  Tesla's annual revenue declined for the first time in 2025 as President Donald Trump's policies and a consumer backlash to chief executive Elon Musk's political activism weighed on its sales of electric cars.  —  www.ft.com/content/78d5...

• @mzjacobson Mark Z. Jacobson on bluesky

  Better to use the factory to produce more low-cost EVs.  This plan merely exacerbates pollution & warming by slowing an energy transition  —  Elon Musk says Tesla ending Models S & X production, converting Fremont factory lines to make Optimus robots  —  www.cnbc.com/2026/01/28/t…

• r/RealTesla r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

• r/cars r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

• r/electricvehicles r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

• r/teslainvestorsclub r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

• r/teslamotors r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

• r/wallstreetbets r on reddit

  Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots