Analyst games out a SpaceX-Tesla merger: Musk's own math points to a $100T SpaceX
mitchdeg · x · 2026-10-14
Analyst mitchdeg argues a SpaceX-Tesla merger is highly likely within 18 months. Using Musk's own statements: Tesla at $5T with robotaxis and $25T with Optimus (20x current), SpaceX at $100T (50x current) — Musk even told Ron Baron $50T was far too low. That implies SpaceX could be worth 4x Tesla long-term, versus 1.4x today.
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