GoKawiilSpaceX forms special committee to explore merger with Tesla
Elon Musk announced a special committee has been established to evaluate merging SpaceX with Tesla, a deal he described as a 'good idea.' Musk said he would recuse himself from the discussions due to his conflicted position, while SpaceX separately reported third-quarter revenue up 161% year-over-year.
GoKawiil's interpretation of the reporting above, not reported fact.
A combined entity could be valued around $3.5 trillion, which analyst Gene Munster of Deepwater called a 'slam dunk' for shareholders and potentially the 'most unique company in the world.' However, MoffettNathanson's Julie Zhu flagged heavy capital demands ahead, and the companies' joint Terafab chip venture depends on securing equipment from suppliers like ASML, Applied Materials and KLA, suggesting execution risk even if the merger proceeds.
- SpaceX has set up a special committee to evaluate a potential merger with Tesla, excluding Musk from talks.
- A merger could create a company worth roughly $3.5 trillion, the largest in history.
- SpaceX posted 161% revenue growth last quarter, though analysts warn of significant future capital needs.
Source: cnbc.com — Leonie Kidd, 2026-10-21
Published there as: “Futures orbit around SpaceX as Tesla merger talk cheers investors”
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