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About this video
Musk says merging Tesla and SpaceX "would be a good idea". Here's what has to happen first.
Would you back both under one roof?
Sources:
- Elon Musk may have just taken a major step toward consolidating his empire | Morningstar: https://www.morningstar.com/news/marketwatch/20261016143/elon-musk-may-have-just-taken-a-major-step-toward-consolidating-his-empire
- SpaceX COO Shotwell Follows Tesla on X [2026]: https://tech-insider.org/spacex-coo-shotwell-follows-tesla-x-2026
- Tesla and SpaceX are discussing a possible merger, Musk says: https://www.theverge.com/science/1014984/spacex-tesla-merger-elon-musk-special-committees
Photos and footage (Wikimedia Commons, used under their free licences):
- Elon Musk - 54820081119 (cropped): Gage Skidmore, CC BY-SA 4.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Elon_Musk_-_54820081119_(cropped).jpg)
- Tesla Motors: Tesla, Public domain, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Tesla_Motors.svg)
- Gigafactory Texas Building 1 June 2022: Larry D. Moore, CC BY 4.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Gigafactory_Texas_Building_1_June_2022.jpg)
- Tesla Model Y Premium (Facelift) – f 05052026: © M 93, CC BY-SA 3.0 de, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Tesla_Model_Y_Premium_(Facelift)_%E2%80%93_f_05052026.jpg)
- Optimus bot at Tesla showroom - 20251118 - 01: Sikander, CC BY-SA 4.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Optimus_bot_at_Tesla_showroom_-_20251118_-_01.jpg)
- Seal of the United States Securities and Exchange Commission: U.S. Government, Public domain, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Seal_of_the_United_States_Securities_and_Exchange_Commission.svg)
- SpaceX Starship integrated flight test -5 - launch and catch - 13 October 2024: Anne Toal, CC BY 3.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:SpaceX_Starship_integrated_flight_test_-5_-_launch_and_catch_-_13_October_2024.webm)
- 特斯拉上海超级工厂第400万辆整车下线: 中国新闻社, CC BY 3.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:%E7%89%B9%E6%96%AF%E6%8B%89%E4%B8%8A%E6%B5%B7%E8%B6%85%E7%BA%A7%E5%B7%A5%E5%8E%82%E7%AC%AC400%E4%B8%87%E8%BE%86%E6%95%B4%E8%BD%A6%E4%B8%8B%E7%BA%BF.webm)
- Falcon 9 Starlink 4-11 launch: U.S. Space Force photo by Airman 1st Class Rocio Romo, Public domain, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Falcon_9_Starlink_4-11_launch.webm)
- NROL-87 Launch (220202-F-TD231-1001): Video by Airman 1st Class Rocio Romo, Public domain, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:NROL-87_Launch_(220202-F-TD231-1001).webm)
- Elon Musk Colorado 2022 (cropped2): U.S. Air Force / Trevor Cokley, Public domain, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Elon_Musk_Colorado_2022_(cropped2).jpg); background removed on the thumbnail
- SpaceX Starship ignition during IFT-5: Steve Jurvetson, CC BY 2.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:SpaceX_Starship_ignition_during_IFT-5.jpg)
Music: Shiny Tech II by Kevin MacLeod, CC BY 3.0, via Wikimedia Commons (https://commons.wikimedia.org/wiki/File:Shiny_Tech_II_(ISRC_USUAN1100077).mp3)
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What the video says
Tesla and SpaceX could soon be ONE company. Musk just confirmed the talks. According to The Verge, both companies have formed special committees to explore it. So could this actually happen? A Barclays note says a deal could be announced before Tesla's shareholder meeting on December third. SpaceX brings rockets and satellite internet, while Tesla adds electric cars, robotics, and artificial intelligence hardware. Musk said the committees have not agreed on any terms, and there is no guarantee they will. But he added: I think it would be a good idea. My take: combining two huge public companies run by the same CEO means shareholders and regulators will have plenty of questions. If committees negotiate terms and clear regulators, this combined empire becomes real. Would you back both under one roof?