GoKawiilTesla and SpaceX explore merger to accelerate autonomous driving push
Elon Musk revealed that Tesla and SpaceX are exploring a merger, days after SpaceX's compressed-gas thrusters powered a viral stunt with Tesla's Roadster. Tesla's car business still generates about 75 percent of its revenue, but the company has scaled back its 2030 sales target from 20 million to 5 million vehicles after delivering 1.6 million last year.
GoKawiil's interpretation of the reporting above, not reported fact.
The potential merger suggests Musk wants to combine SpaceX's technology and capital with Tesla's push into autonomy and AI, areas analyst Dan Ives says carmakers now see as the high-margin 'golden goose' compared to vehicle sales. With Chinese rivals overtaking Tesla in EVs while also investing in software and self-driving technology, the move could reflect an attempt to reposition Tesla as a software and AI company rather than just an automaker.
- Musk disclosed exploratory merger talks between Tesla and SpaceX days after a viral 'flying' Roadster stunt using SpaceX thrusters.
- Tesla has cut its 2030 sales target from 20 million to 5 million vehicles after delivering only 1.6 million last year.
- Analysts see Tesla's Full Self-Driving software, which still requires driver attention, as key to future growth amid rising Chinese competition.
Source: arstechnica.com, 2026-10-26
Published there as: “Tesla gave up the EV crown. Now it wants to win the autonomy race”
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