⁠The Real Reason Elon Wants SpaceX and Tesla to Merge Now

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-10-23

Elon tells investors on an earnings call that SpaceX and Tesla should merge, and Sam has a theory he says nobody else has floated: there's an enormous SpaceX lockup cliff coming in the spring, and folding Tesla's retail shareholders into the denominator makes all that supply far easier to absorb. Dave thinks the rocket powered car demo was timed to justify the deal, Sam thinks two engineers got told to bolt rockets onto a car and it will never ship, and 83% of respondents in the Information's new Polls app say it's mostly about Musk control. Then OpenAI finds a...