特斯拉股东若与SpaceX合并将更有利：这能让马斯克获得更大的投票控制权，而凭借他数十年的过往业绩，他更多的决策对股东更有利，两者合在一起比分开更强。即便马斯克离开，两家公司仍会非常成功，只是合并后的估值或许会少一两个零。即便没有马斯克，随着Robotaxi扩张，特斯拉也不能仅被当作一家汽车公司来估值；不过合并并非必然，且需在30-40%溢价下获得全部股东50%的批准。

The young people on the "Moonshots" podcast have some thoughts on the merger between Tesla and SpaceX. A merger between SpaceX and Tesla. Elon confirmed that both companies have formed special committees of independent board members to look into the matter.

He said that merging them "would be a good idea," stressing that it was nowhere near a done deal. No terms were agreed upon. The probability of a merger being announced by the end of the year jumped from 29% to 56 % in the prediction markets.

Barclays Bank believes SpaceX could buy Tesla through shares, possibly by December. The obstacle, says analyst Dan Ives, is that it would require SpaceX to pay a premium of about 30 to 40% on Tesla shares to complete the purchase.

Tesla needs the approval of 50% of all its shareholders, not just those who attend to vote. Therefore, they will literally have to search for all of Tesla's shareholders and ask them to vote on this resolution.

Peter has hit the nail on the head on this point . I've been saying that for a while now. The ceiling is much higher, and the obstacle is more difficult than people realize. Anyone who does not vote will have their vote counted as "no". The ceiling is extremely high.

You know, I just want to point out something I think is important to say about this merger. It's the danger of the " central character". You know, suddenly Elon is at the center of a company valued at four to five trillion dollars , encompassing rockets, cars, robots, chips, and artificial intelligence.

And I hope, as you know, that he takes good care of himself in terms of health and safety.

This brings me back to the point of a potential merger between Tesla and SpaceX. If this happens, Musk will have greater voting control over the new merged entity. Without going into too much tedious detail, this is mostly due to special voting arrangements for his shares in SpaceX.

This is good. The more decision-making power Musk has, given his decades-long track record in multiple fields, the better the results will be for shareholders. In other words, just let it work . Get out of the way and let Elon do his work.

By a wide margin, the best- selling product is the limited-edition "Flying Rooster" T-shirt , which not only captures one of the most spectacular moments anyone has ever seen , but also hints at what a potential alliance between Tesla and SpaceX could eventually become.

These two companies are certainly stronger together than separately.

Hey, I just want to clarify, because Alex apparently won't do it, but Alex has said in three or four consecutive podcast episodes over the course of months that SpaceX and Tesla will merge soon.

So, the fact that Polymarket finally got their act together is just, you know, if you don't believe me, look at the old podcast transcripts . He was saying this to

I think we can all agree that the longer Musk stays at the helm of SpaceX and Tesla, the better the long-term results will be. However, I believe that both companies will be fine and will move towards a very successful future, even if Musk leaves today.

This may simply mean having one or two fewer zeros in the final consolidated valuation of the entity that may be merged.

As for Tesla, on the automotive side, Elon promoted a number of vice presidents, including some from Tesla China, which, by the way, if this merger happens, Tesla China is supposed to disappear or be spun off or something like that .

So, I think there are enough assistants, but name them.

But this analogy doesn't hold up. Yes, if Tesla had been run properly by someone like Tim Cook , it would have remained just a car company. It is traded as a robotics company, not a car company.

It would have lost ten times its market value if it had traded as a regular car company, even with perfect car execution.

Elon's magic lies in slowing down car production to increase robot production. And who has the courage to do that? Ships. He did that with Falcon 1, shutting down the entire project.

I'm not entirely sure if it's about self-driving cars, FSD systems, Cyber Cabs, or Tesla's unsupervised vehicles that are now legally operating to transport passengers and are expanding rapidly.

There is no scenario in which Tesla today is evaluated as merely a "car company," even if Musk were not around. Robot taxis are now expanding. That's not a car company.

Look at the amount of damage Elon Musk has done to Tesla, or to this, or that, or something else."

release a major update to my 20-year Tesla and SpaceX rating model on Patreon.

both Tesla, especially with real-world AI , and SpaceX, especially with their AI computing business that will be working on a large part of the AI world and their own products like "Grock" and especially my all-time favorite "Bot Grock", SpaceX and Tesla will contribute significantly to this.

SpaceX and Tesla are working to solve the world's biggest problems and seize its biggest opportunities, and they will be able to do these things better as one company.

But a merger between Tesla and SpaceX is not yet guaranteed. If you are a fan of Elon, Tesla, or SpaceX, check out the brand new merchandise store where you can find lots of distinctive and unique designs.

My new model for evaluating Tesla and SpaceX over 20 years is now also available on Patreon for backers at the investor level and above.