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Chamath doesn’t believe that SpaceX will IPO this year but rather do a reverse merger with $TSLA.

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Cole Grinde

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450,702 просмотров • 6 месяцев назад •via X (Twitter)

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Chamath's Most Contrarian Take for 2026: SpaceX will merge with Tesla, NOT IPO *Published January 9th as part of All-In's 2026 Predictions* Chamath Palihapitiya: “My contrarian belief is I don't think SpaceX will IPO.” “I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.” david friedberg: “Oh my God, I love that.” Chamath: “There will be no IPO of SpaceX.” “It specifically will be a reverse merger.”
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Chamath's Most Contrarian Take for 2026: SpaceX will merge with Tesla, NOT IPO *Published January 9th as part of All-In's 2026 Predictions* Chamath Palihapitiya: “My contrarian belief is I don't think SpaceX will IPO.” “I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.” david friedberg: “Oh my God, I love that.” Chamath: “There will be no IPO of SpaceX.” “It specifically will be a reverse merger.”

The All-In Podcast

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🚨 Tesla + SpaceX merger talk is heating up! Larry Goldberg says a deal could be announced this year, with it possibly finishing by mid-next year. He also says SpaceX may use a rolling lockup after its IPO to avoid too much selling at once. Big idea: how and when it happens matters a lot. $TSLA

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🇺🇸 $SPCX IS ABOUT TO IPO AND IT COULD LITERALLY CHANGE YOUR LIFE. In 2010, $TSLA went public and had you put in $10,000, you would've had $3.6 million now. Elon Musk is giving you the same chance this year but with SpaceX. If the SpaceX IPO comes even close to Tesla, you will become a millionaire. Do not miss your second chance.
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🇺🇸 $SPCX IS ABOUT TO IPO AND IT COULD LITERALLY CHANGE YOUR LIFE. In 2010, $TSLA went public and had you put in $10,000, you would've had $3.6 million now. Elon Musk is giving you the same chance this year but with SpaceX. If the SpaceX IPO comes even close to Tesla, you will become a millionaire. Do not miss your second chance.

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Chamath dropping this and Elon Musk reposting the podcast makes it a little obvious that $TSLA & SpaceX will merge sooner than we all think... THESE HINTS ARE NOT SMALL.
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Chamath dropping this and Elon Musk reposting the podcast makes it a little obvious that $TSLA & SpaceX will merge sooner than we all think... THESE HINTS ARE NOT SMALL.

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🇺🇸 THIS $SPCX IPO CAN LITERALLY CHANGE YOUR LIFE. In 1999, $NVDA went public and just 27 years later, it's up over 600,000%. If the SpaceX IPO this year does even a fraction of what Nvidia did, you can become a millionaire. Yes the valuation baseline is much higher but with a long enough time horizon, this will be insane. Elon Musk has already done it with $TSLA before. Now he is doing it again with SpaceX.
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🇺🇸 THIS $SPCX IPO CAN LITERALLY CHANGE YOUR LIFE. In 1999, $NVDA went public and just 27 years later, it's up over 600,000%. If the SpaceX IPO this year does even a fraction of what Nvidia did, you can become a millionaire. Yes the valuation baseline is much higher but with a long enough time horizon, this will be insane. Elon Musk has already done it with $TSLA before. Now he is doing it again with SpaceX.

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As promised! Full podcast is now on X! EXCLUSIVE: $TSLA & SpaceXAI Merger is Only A Matter of Time with AleXandra Merz 🇺🇲 TIMESTAMP: 00:00 Trailer - What's To Come 1:00 Intro: Merger MATTER OF TIME 5:54 The Bradford Argument 19:03 The BIGGEST Risk To $TSLA Shareholders 22:00 Missing Out Robotaxi Valuation When Merged With SpaceX? 23:34 "SpaceXAI Just Wants Tesla's Cash" Argument 26:32 Something Shifted That HINTS Merger is INEVITABLE 41:05 SpaceXAI S-1 Prospects: All POINTS To A Merger With $TSLA 46:48 Buybacks & Dividends? 51:10 SpaceXAI S-1 Prospects: All POINTS To A Merger With Tesla CONT. 1:05:00 Tesla Stock BOOST From SpaceXAI IPO
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I still can’t believe this will be mine this year. $TSLA
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🚨 READ THIS CAREFULLY 🇺🇸 $SPCX IS ABOUT TO IPO AND IT COULD LITERALLY CHANGE YOUR LIFE. In 2010, $TSLA went public and had you put in $10,000, you would've had $3.6 million now. Elon Musk is giving you the same chance this year but with SpaceX. If the SpaceX IPO comes even close to Tesla, you will become a millionaire. Most people will ignore it. Just like they ignored Tesla. Don’t miss your second chance.
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🚨 READ THIS CAREFULLY 🇺🇸 $SPCX IS ABOUT TO IPO AND IT COULD LITERALLY CHANGE YOUR LIFE. In 2010, $TSLA went public and had you put in $10,000, you would've had $3.6 million now. Elon Musk is giving you the same chance this year but with SpaceX. If the SpaceX IPO comes even close to Tesla, you will become a millionaire. Most people will ignore it. Just like they ignored Tesla. Don’t miss your second chance.

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🇺🇸 $SPCX IS ABOUT TO IPO AND IT COULD ACTUALLY CHANGE YOUR LIFE. In 2010, $TSLA went public and just 15 years later, you would have made $3.6M off a $10,000 investment. Elon Musk is giving you the same opportunity this year with SpaceX. If the SpaceX IPO comes even close to Tesla, you can become a millionaire. Do not miss your second chance.
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🇺🇸Chamath is calling it: Tesla and SpaceX merge after the IPO. 99.999% odds. The logic is simple. They already share robots, fabs, and xAI tech. A merger kills the constant noise about Elon splitting his time. One company. One valuation. One Elon. If it happens, it would be the largest corporate merger in history. Source: jay plemons Chamath Palihapitiya The All-In Podcast
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🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play
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🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play

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Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!

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🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play
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🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play

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