Discussion

• @danprimack Dan Primack on x

  Tesla merger with xAI makes way more sense than spacex merger with either of them. But if stories are correct, then no spacex ipo this summer

• @teslaconomics @teslaconomics on x

  Tesla and SpaceX investors right now, finding out Elon and SpaceX are potentially considering a merger with Tesla [video]

• @caseynewton Casey Newton on bluesky

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

• @tomscocca Tom Scocca on bluesky

  “xAI could benefit enormously from computing capacity provided by SpaceX's data centers in orbit, if the company can make the engineering work.” www.bloomberg.com/news/article...

• @papapishu @papapishu on bluesky

  Tesla stopped making the Model S and X to make dogshit robots and now he's blowing the one asset that makes basically any sense to go all in on something nobody wants.  There's no runway left after that.  [embedded post]

• @carlquintanilla Carl Quintanilla on bluesky

  Four-byline alert: 🚨  —  “.. Musk has also discussed using SpaceX's Starship rockets to carry Tesla's Optimus robots to the moon as well as to Mars.”  —  @bloomberg.com $TSLA  —  www.bloomberg.com/news/article...  [image]

• @seanokane Sean O'Kane on bluesky

  My former colleagues at Bloomberg reporting Tesla is in play, too  —  www.bloomberg.com/news/article...

• r/wallstreetbets r on reddit

  Elon Musk's SpaceX Is Said to Consider Merger With Tesla or xAI

• NewsMax.com Newsmax Wires on x

  SpaceX Explores Merger With Tesla or xAI

• @chamath Chamath Palihapitiya on x

  A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century.  The capital raising and operational efficiencies if both were together are obvious.  If this were to happen, it would also bring us one step closer to having one equity instrum…

• @ramplabs @ramplabs on x

  We modeled the SpaceX / xAI merger. - xAI holders get 22% of combined entity - $49B revenue by 2028 - SpaceX currently trades at 50x revenue At that multiple, the combined entity is worth ~$1.1T at IPO and $2.5T by 2028. [video]

• @fredlambert Fred Lambert on x

  If you ever needed proof that $TSLA shareholders IQ is room temperature, the stock is surging in after-hours on rumors that Musk wants to merge Tesla, xAI, and SpaceX.  Hey dumb dumbs, this would be another Elon self-dealing.  Elon owns way higher percentages of xAI and SpaceX th…

• @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 effe…

• @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.

• @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

• @scobleizer Robert Scoble on x

  If this is true it will be a monster IPO.

• @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 t…

• @kgreifeld Katie Greifeld on x

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

• @mgsiegler M.G. Siegler on x

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

• @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.

• @wholemars @wholemars on x

  SpaceXai [image]

• @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 deal …

• @justjake Jake on x

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

• @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]

• @eastdakota Matthew Prince on x

  Wow. Elon is master of turning lemons into lemonade.

• @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_

• @martymadrid @martymadrid on x

  We invested in @SpaceX as an early-stage fund because our thesis was simple — if we fundamentally believe it will be worth over $1T, it's still early. Even at a $100M valuation, you're talking about a +1,000% return!

• @georgiscorner Georgi on bluesky

  The only reason Elon wants to do this is to get more control over the world, plain and simple.  —  This is simply not right.

• @niedermeyer.online E.W. Niedermeyer on bluesky

  hi folks, serious journalist here, it's important to understand that this all makes perfect sense if you've completely cooked your brain on Elon fanboy bullshit for the last decade [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- ...

• @stevekovach Steve Kovach on bluesky

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

• @stevenjcbuckley Dr. Steven Buckley on bluesky

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

• @caseynewton Casey Newton on bluesky

  Elon is THIS close to inventing the first rocket that produces CSAM [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/news r on reddit

  SpaceX in merger talks with other Musk companies ahead of IPO

• 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

• r/wallstreetbets r on reddit

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