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Back to The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX.

Why Would Elon Musk Merge Tesla Into SpaceX?

Scott Galloway says Elon Musk would merge Tesla into SpaceX because when Musk merges one company into another, it is an acknowledgement that the first company is about to crater. He says Musk bailed out SolarCity, a company Musk chaired and that Scott Galloway thinks was owned by Musk's cousins, by stuffing it into Tesla. He says Musk then stuffed Twitter into xAI, which was folded into SpaceX. When one of the companies is failing, Scott Galloway says, Musk makes another one adopt it.

He calls Tesla the patient and SpaceX shareholders the organ donor. Tesla shareholders would trade a declining car company for a stake in Starlink and AI, which he compares to trading a Buick for a piece of a Gulfstream, and Musk would keep control. He calls it the largest merger ever, bigger than the GDP of France, and says the new rabbit Tesla needs is SpaceX. Ed Elson says that reading is exactly right.

Transcript

The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX ·

Prof G Markets

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  2. What Are the Odds of a Tesla and SpaceX Merger?Ed Elson says prediction-market traders put the odds of a Tesla and SpaceX merger before 2028 at 81%.
  3. Why Is Tesla Stock Lagging the Market?Ed Elson says Tesla stock is down 13% over the past year, and on a five-year window it has underperformed the S&P by about three times, because the car…
  4. How Would a Tesla and SpaceX Merger Work?Ed Elson says a Tesla and SpaceX merger would probably mean SpaceX buys Tesla and pays Tesla investors in SpaceX stock.
  5. Do Tesla Shareholders Give Up Votes in a SpaceX Merger?Ed Elson says Tesla shareholders would give up their votes in a SpaceX merger. He says the larger point of the deal is to consolidate power.
  6. Why Wouldn't SpaceX Pay a Premium for Tesla?Scott Galloway says SpaceX would not pay a premium for Tesla.
  7. Why Does Scott Galloway Call Elon Musk a Traitor?Scott Galloway calls Elon Musk a traitor to the West.
  8. Why Are Amazon's AI Chips Sitting in Warehouses?Ed Elson says Business Insider reporting shows Amazon spending billions of dollars a month on NVIDIA server racks and GPUs it cannot immediately install, so a…
  9. What Is Anthropic's Actual Loss?Scott Galloway says the accurate Anthropic loss is $9 billion on $16 billion in revenue.
  10. Where Is AI Risk Still Not Priced in?Ed Elson says AI risk is already priced into public stocks, and the risk that is not priced sits in private markets.
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  12. Which Company Has the Biggest AI Upside?Scott Galloway says the biggest risk-adjusted upside in AI right now is Mark Zuckerberg and Meta.

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