Musk Confirms SpaceX and Tesla Have Formed Committees to Explore Merger
新智元 · wechat · 2026-10-21
Elon Musk confirmed on SpaceX's earnings call that SpaceX and Tesla have each formed special committees to formally explore a merger, in what would be one of the largest deals in business history at $3.5 trillion combined market value.
- SpaceX Q3 revenue jumped past expectations, with its internal AI business growing exponentially; SpaceX valuation rose 6-8% after hours, Tesla shares also ticked up
- Musk outlined synergy areas spanning superintelligence, chip design, "Terafab" super-manufacturing, Optimus robots, and Starlink connectivity — a full AI stack from ground vehicles to orbital data centers (Starmind)
- Due to conflicts of interest, Musk can't participate in committee discussions; deal terms and dilution risks remain unresolved
- Approval requires 50% of all Tesla issued shares and would face major antitrust scrutiny; Musk cautioned "it's certainly not guaranteed"
Related event: Musk Confirms SpaceX and Tesla Form Special Committees to Explore Merger(5 posts)→
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