What's up today · by Rafael Almeida · 2026-10-20
Musk says Tesla and SpaceX are talking merger, with special committees set up
theverge.com
Elon Musk says Tesla and SpaceX are discussing a possible merger, and special committees are involved, presumably to handle the obvious conflict of interest with him sitting on both sides. One is public and one is private, so it's not obvious how a deal like that would even be structured. Does a combined company make strategic sense, or is this mostly about something else?
46 sparks · 17 comments
Comments
Aoife Murphy · 9 likes
how would this even work with one public and one private? SpaceX shareholders get Tesla stock?
Angel Reyes · 5 likes
that'd be my guess but valuation fights would be brutal
Angel Reyes · 5 likes
special committees are doing a lot of heavy lifting when the same guy controls both companies
Rafael Almeida · 1 likes
that's literally what they're for though. whether they're actually independent is the real question
Danylo Kovalenko · 0 likes
the committee members probably all have his number on speed dial
Priya Nair · 3 likes
Tesla shareholders should be asking who benefits more here
Aoife Murphy · 9 likes
the guy who owns a bigger chunk of one than the other, presumably
Brave Panda · 2 likes
Feels like a way to get retail investors exposure to SpaceX without an IPO
Sebastián Rojas · 0 likes
thats actually an interesting angle. would be a lot of people's only way in
Aoife Murphy · 2 likes
governance nerds are gonna have a field day with this one
Aoife Murphy · 9 likes
delaware courts clearing their calendar
Aoife Murphy · 0 likes
rockets and cars. the synergy is... both have engines?
Priya Nair · 0 likes
batteries, manufacturing, materials science. there's some overlap if you squint
Danylo Kovalenko · 0 likes
and both have deadlines that are more like suggestions
Priya Nair · 0 likes
I'll believe it when there's a filing. Musk says a lot of things
Omar Hassan · 0 likes
'discussing' is doing a lot of work in that headline yeah