'Elon Thinking Big,' Says Gene Munster As SpaceX Explores xAI–Tesla Tie-Up Ahead Of $1.5 Trillion IPO

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Elon Musk has erstwhile again fueled merger speculation aft reports said SpaceX is exploring a imaginable tie-up involving xAI and Tesla Inc. (NASDAQ:TSLA) arsenic it prepares for what could beryllium 1 of the largest IPOs successful history.

SpaceX has reportedly been holding interior discussions astir a imaginable merger involving Tesla and xAI.

The abstraction exploration institution is reportedly targeting an IPO arsenic aboriginal arsenic June astatine a valuation of astir $1.5 trillion, a determination that would instantly marque it 1 of the astir invaluable publically traded firms successful the world.

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On Thursday, Deepwater Asset Management's managing spouse Gene Munster weighed successful connected X, calling the concern a classical illustration of "Elon reasoning big."

Munster outlined his presumption of however the script could play retired implicit the adjacent 3 years, assigning a 45% accidental that Tesla acquires xAI, a 35% accidental SpaceX buys xAI and a 20% probability that xAI remains independent.

"My take: Investors would apt o.k. the woody (either SpaceX oregon Tesla buying xAI) due to the fact that it’s Elon reasoning big, aboriginal versions of Colossus beryllium successful space," Munster wrote.

Reuters reports SpaceX is successful talks to merge with xAI.
Over the adjacent 3 years, I enactment the likelihood at:
* 35% that SpaceX buys xAI
* 45% Tesla buys xAI
* 20% xAI remains standalone.

SpaceX and Tesla person each invested $2B into xAI.

My take: Investors would apt o.k. the…

Both SpaceX and Tesla person already invested $2 cardinal each into xAI.

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In a abstracted post, Munster said Musk's companies "will ever play bully with each other," outlining however each could payment from xAI.

SpaceX, helium said, wants xAI to powerfulness datacenters "in the sky," portion Tesla would leverage Grok, xAI's chatbot, for Full Self-Driving bundle and the Optimus humanoid robot program.

"If SpaceX buys xAI, Tesla volition inactive get entree to Grok," Munster added.

Elon's company's volition ever play bully with each other.
* SpaceX wants xAI for the datacenter successful the sky.
* Tesla wants xAI for Grok for FSD and Optimus.
If SpaceX buys xAI, Tesla volition inactive get entree to Grok. https://t.co/UgvFkEoaTJ

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