SpaceX与特斯拉董事会研究3.5万亿美元合并方案

From what I'm hearing from people I'm speaking to and kind of what we heard from Musk yesterday, um, it almost seems as if it's rather a when rather than an if. Um, you know, Musk said that he thinks it's a good idea. He was openly pressing for a deal between the two companies. But ultimately, again, it's not up to him. It's up to, you know, getting shareholder support, particularly on the Tesla side. Um, but, you know, it seems like there is a lot of momentum for this.

And, um, you know, as Musk has outlined, at least a lot of synergies between the companies when it comes to AI. And I think you nailed it when you said that this is something he wants, but it's not totally up to him. What can he do in the meantime to kind of sell the case for why these two companies belong together? Well, yeah, I think that he was honestly really selling the case yesterday. And I think that's what he's, you know, trying to do.

I mean, obviously he's not part of these independent committees that are considering the mergers, but he has a lot of influence and there are a lot of overlaps between the AI businesses as well. Um, which he outlined. Um. Um, so I think that he can push for it. And, you know, there's no real question that he wants the merger. Um, and so he's kind of like getting people excited about it, you know, talking about it on the earnings call, which he previously refused to do.

I think that's a really big tell of the enthusiasm he has, um, for a potential deal between the two companies. So is there any sense from the maybe the sources you've talked to about when this could occur? I mean, is this something that could occur quickly, or is this going to take forever and a day to negotiate? Yeah. So I mean, with Musk, you really never know. I mean, from the sources I'm talking to, it seems like they would maybe potentially want a deal to close within this administration because they see a favorable regulatory environment.

Um, but again, it's hard to know exactly. You know, the Z merger happened, the space X and Z merger happened almost out of the blue. Um, so it's really, you know, it's up to us and it's up to the shareholders. Yeah. I think you also made the point that the fact that he has talked about it publicly is significant, given that in the past he, uh, shied away from answering any questions on this. Given all of that, uh, sort of.

What was your take away from the earnings report that SpaceX posted? Obviously, investors like it because the stock is soaring. Yeah, SpaceX really had a blowout quarter. Um, it basically exceeded estimates and net income, that profit revenue. Um, and that was driven a lot by sales of Starlink, which is their satellite internet business, um, particularly sales for government and for business customers and also their AI business, which was surprising, you know, that we know that they've been signing these massive deals to lease up computing space to other a I company is and that was definitely reflected.

Um, their losses were were significantly lower than they were last quarter. Um, and I think it's also, you know, increased adoption of rock has contributed there as well.