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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... show more

The All-In Podcast

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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

🇺🇸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

Mario Nawfal

576,364 views • 4 months ago

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.

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.

Pejjy

89,964 views • 3 months ago

It appears I will not be able to buy a substantial amount of SpaceX IPO shares because you cannot buy them from a Roth IRA. AND I AM UNWILLING TO SELL MY TESLA SHARES TRIGGERING A TAXABLE EVENT.

It appears I will not be able to buy a substantial amount of SpaceX IPO shares because you cannot buy them from a Roth IRA. AND I AM UNWILLING TO SELL MY TESLA SHARES TRIGGERING A TAXABLE EVENT.

Tesla Fam Ben 🇺🇸 🦾 🚀

33,042 views • 2 months ago

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

sourcery

600,189 views • 1 month ago

ELON MUSK'S TRAP WORKED PERFECTLY I warned you about this exactly one month ago SpaceX IPO = Tesla IPO Look at the old chart I attached - then look at where price is now The post-IPO phase played out almost perfectly and we dropped to lower levels But is this the end In my opinion - no And this is exactly the point where the Tesla and SpaceX charts will stop correlating Here's why: SpaceX has a series of token unlocks ahead that will create constant sell pressure on any recovery Tesla never had this - which is why their bounce was clean and uninterrupted. If you're not sure what this means for price - don't worry I'm already preparing a full breakdown that will explain everything FOLLOW + NOTIFS ON!

ELON MUSK'S TRAP WORKED PERFECTLY I warned you about this exactly one month ago SpaceX IPO = Tesla IPO Look at the old chart I attached - then look at where price is now The post-IPO phase played out almost perfectly and we dropped to lower levels But is this the end In my opinion - no And this is exactly the point where the Tesla and SpaceX charts will stop correlating Here's why: SpaceX has a series of token unlocks ahead that will create constant sell pressure on any recovery Tesla never had this - which is why their bounce was clean and uninterrupted. If you're not sure what this means for price - don't worry I'm already preparing a full breakdown that will explain everything FOLLOW + NOTIFS ON!

bee🐝

180,938 views • 1 month ago

BILLIONAIRE CHAMATH PALIHAPITIYA JUST SAID THERE IS A 99.99% CHANCE SPACEX AND TESLA WILL MERGE WITHIN THE YEAR "THERE IS AN ENORMOUS OVERLAP. THESE COMPANIES ARE GOING TO MERGE" THE COMBINED COMPANY WOULD HOLD OVER 30,000 #BITCOIN ON ITS BALANCE SHEET ELON MUSK WOULD BE CEO OF ONE OF THE 5 LARGEST BTC CORPORATE HOLDERS IN THE WORLD NOT PRICED IN 🚀

BILLIONAIRE CHAMATH PALIHAPITIYA JUST SAID THERE IS A 99.99% CHANCE SPACEX AND TESLA WILL MERGE WITHIN THE YEAR "THERE IS AN ENORMOUS OVERLAP. THESE COMPANIES ARE GOING TO MERGE" THE COMBINED COMPANY WOULD HOLD OVER 30,000 #BITCOIN ON ITS BALANCE SHEET ELON MUSK WOULD BE CEO OF ONE OF THE 5 LARGEST BTC CORPORATE HOLDERS IN THE WORLD NOT PRICED IN 🚀

The Bitcoin Historian

28,942 views • 13 days ago

🚨 ELON MUSK IS ABOUT TO MAKE EVERYONE MILLIONAIRES!! 99% WILL MISS THIS CHANCE IN 2026 No clickbait or any other shit, 🇺🇸 $SPCX IPO WILL BE THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE... In 2016, Tesla merged with SolarCity, and $TSLA pumped 4,828% in 12 years. $10,000 🡢 $492,800 Now, SpaceX plans to merge with Tesla. One of the BIGGEST events in modern stock market history... It will definitely exceed the SolarCity merger. Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 ELON MUSK IS ABOUT TO MAKE EVERYONE MILLIONAIRES!! 99% WILL MISS THIS CHANCE IN 2026 No clickbait or any other shit, 🇺🇸 $SPCX IPO WILL BE THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE... In 2016, Tesla merged with SolarCity, and $TSLA pumped 4,828% in 12 years. $10,000 🡢 $492,800 Now, SpaceX plans to merge with Tesla. One of the BIGGEST events in modern stock market history... It will definitely exceed the SolarCity merger. Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

572,772 views • 2 months ago

🚨 ELON MUSK IS ABOUT TO MAKE EVERYONE MILLIONAIRES!! 99% WILL MISS THIS CHANCE IN 2026 No clickbait or any other shit, 🇺🇸 $SPCX IPO WILL BE THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE... In 2016, Tesla merged with SolarCity, and $TSLA pumped 15,026% in 10 years. $10,000 🡢 $1.5 MILLION Now, SpaceX plans to merge with Tesla. One of the BIGGEST events in modern stock market history... It will definitely exceed the SolarCity merger. Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 ELON MUSK IS ABOUT TO MAKE EVERYONE MILLIONAIRES!! 99% WILL MISS THIS CHANCE IN 2026 No clickbait or any other shit, 🇺🇸 $SPCX IPO WILL BE THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE... In 2016, Tesla merged with SolarCity, and $TSLA pumped 15,026% in 10 years. $10,000 🡢 $1.5 MILLION Now, SpaceX plans to merge with Tesla. One of the BIGGEST events in modern stock market history... It will definitely exceed the SolarCity merger. Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

WhaleTwits

177,361 views • 2 months ago

🚨🇺🇸 WEDBUSH: SPACEX IPO WON'T HURT TESLA, "AUTONOMOUS IS WORTH A TRILLION DOLLARS ALONE" Wedbush analyst Dan Ives dismissed concerns that a SpaceX IPO would steal investor attention from Tesla, arguing the Elon ecosystem expands rather than competes, with Tesla's autonomous technology alone worth $1 trillion: "I actually think it expands the ecosystem from SpaceX to Tesla and the ownership of XAI. When it comes to Tesla, that continues to be the best play because autonomous is worth a trillion dollars alone. Plus Optimus in terms of true robotics. They can own 70, 80% of the autonomous market globally over the coming years." Ives is betting that owning any piece of the Elon empire increases interest in all of it. SpaceX IPO doesn't cannibalize Tesla, it validates the entire ecosystem and brings more money into Elon stocks. Source: CNBC, Elon Musk Dan Ives

🚨🇺🇸 WEDBUSH: SPACEX IPO WON'T HURT TESLA, "AUTONOMOUS IS WORTH A TRILLION DOLLARS ALONE" Wedbush analyst Dan Ives dismissed concerns that a SpaceX IPO would steal investor attention from Tesla, arguing the Elon ecosystem expands rather than competes, with Tesla's autonomous technology alone worth $1 trillion: "I actually think it expands the ecosystem from SpaceX to Tesla and the ownership of XAI. When it comes to Tesla, that continues to be the best play because autonomous is worth a trillion dollars alone. Plus Optimus in terms of true robotics. They can own 70, 80% of the autonomous market globally over the coming years." Ives is betting that owning any piece of the Elon empire increases interest in all of it. SpaceX IPO doesn't cannibalize Tesla, it validates the entire ecosystem and brings more money into Elon stocks. Source: CNBC, Elon Musk Dan Ives

Mario Nawfal

155,046 views • 8 months ago

WTF? I just watched the Don Lemon interview of Elon Musk, and one of the biggest things I've taken from it is that the new Tesla Roadster will be something "more than a car." I know that people knew Tesla was working with SpaceX on this vehicle, but did Elon Musk just hint that the Tesla Roadster will actually be a flying electric car?

WTF? I just watched the Don Lemon interview of Elon Musk, and one of the biggest things I've taken from it is that the new Tesla Roadster will be something "more than a car." I know that people knew Tesla was working with SpaceX on this vehicle, but did Elon Musk just hint that the Tesla Roadster will actually be a flying electric car?

Ed Krassenstein

419,958 views • 2 years ago

I will continue to participate in the song production a lot. It is my job and my music. I think that if I do it myself and get the results so that you can understand the song, it will be more convincing and you will like it. And if I do that, I think you will be proud of me.

I will continue to participate in the song production a lot. It is my job and my music. I think that if I do it myself and get the results so that you can understand the song, it will be more convincing and you will like it. And if I do that, I think you will be proud of me.

아란

67,173 views • 1 year ago

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!

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!

Gali

44,821 views • 5 months ago

"I think there's some people out there that will hate Tesla, or me, for a very long time. I don't know why but.. hopefully most people will not. I do like to be loved, as everyone does." — Elon Musk

"I think there's some people out there that will hate Tesla, or me, for a very long time. I don't know why but.. hopefully most people will not. I do like to be loved, as everyone does." — Elon Musk

kekius tees

12,615 views • 11 months ago

I think this is the moment, despite all the headaches that come with being a public company, Elon decided to still give us small Tesla retail investors a chance at the future of Space exploration by doing a SpaceX IPO

I think this is the moment, despite all the headaches that come with being a public company, Elon decided to still give us small Tesla retail investors a chance at the future of Space exploration by doing a SpaceX IPO

Teslaconomics

85,174 views • 8 months ago

Chamath says a merger with $TSLA & $SPCX is inevitable and he believes SpaceX will need to pay a 50% premium to buy it out! A 50% premium is $600 stock price btw. Many investors don't like to agree with Chamath but he has been right before with Anthropic (& others) renting out SpaceX's data centers. Elon Musk also praised Chamath for being right! Do y'all think Chamath will be right this time again? 👀

Chamath says a merger with $TSLA & $SPCX is inevitable and he believes SpaceX will need to pay a 50% premium to buy it out! A 50% premium is $600 stock price btw. Many investors don't like to agree with Chamath but he has been right before with Anthropic (& others) renting out SpaceX's data centers. Elon Musk also praised Chamath for being right! Do y'all think Chamath will be right this time again? 👀

Pejjy

61,288 views • 1 month ago

This was one the most eye-opening podcasts regarding the $TSLA & SpaceX merger that I have ever done. Many Tesla shareholders will say it wouldn't be fair if Tesla stock is not at least $700 prior to a merge with SpaceX but nextbigfuture breaks it down for us why it's necessary for Elon to merge Tesla & SpaceX ASAP for it to benefit Tesla investors massively. His example was how xAI investors agreed to merge with SpaceX, even though more than 60% of the combined company’s revenue is currently coming from AI compute rentals, which generate roughly 100% direct net profit margins. At the same time, xAI investors would only own 20% of the merged entity. It may have looked unfair on the surface, but as Brian explained in the podcast, a closer look shows that the structure was actually very good for xAI and its investors. We deeply spoke about what is the realistic scenario of when a merger could happen and what premium $TSLA will get. YOU DO NOT WANT TO MISS THIS PODCAST! This was an awesome podcast and is available for YouTube Members and X subscribers only until Saturday morning! GET YOUR POPCORN(s) READY!

This was one the most eye-opening podcasts regarding the $TSLA & SpaceX merger that I have ever done. Many Tesla shareholders will say it wouldn't be fair if Tesla stock is not at least $700 prior to a merge with SpaceX but nextbigfuture breaks it down for us why it's necessary for Elon to merge Tesla & SpaceX ASAP for it to benefit Tesla investors massively. His example was how xAI investors agreed to merge with SpaceX, even though more than 60% of the combined company’s revenue is currently coming from AI compute rentals, which generate roughly 100% direct net profit margins. At the same time, xAI investors would only own 20% of the merged entity. It may have looked unfair on the surface, but as Brian explained in the podcast, a closer look shows that the structure was actually very good for xAI and its investors. We deeply spoke about what is the realistic scenario of when a merger could happen and what premium $TSLA will get. YOU DO NOT WANT TO MISS THIS PODCAST! This was an awesome podcast and is available for YouTube Members and X subscribers only until Saturday morning! GET YOUR POPCORN(s) READY!

Pejjy

65,750 views • 1 month ago

NEW: Mark Halperin predicts there will be the biggest mental health crisis in American history if Trump wins, predicts Democrats will resort to violence. Halperin predicts there will be workplace fights and violent protests launched by the left. "I think it will cause the biggest mental health crisis in the history of America. And I don't think it will be a passing thing that by the inauguration will be fine." "I think it will be sustained and unprecedented and hideous..." "I think there'll be some violence. I think there'll be, there'll be workplace fights. There'll be fights at birthday parties." "I think there will be protests that will turn violent." Show: Tucker Carlson

NEW: Mark Halperin predicts there will be the biggest mental health crisis in American history if Trump wins, predicts Democrats will resort to violence. Halperin predicts there will be workplace fights and violent protests launched by the left. "I think it will cause the biggest mental health crisis in the history of America. And I don't think it will be a passing thing that by the inauguration will be fine." "I think it will be sustained and unprecedented and hideous..." "I think there'll be some violence. I think there'll be, there'll be workplace fights. There'll be fights at birthday parties." "I think there will be protests that will turn violent." Show: Tucker Carlson

Collin Rugg

2,843,132 views • 1 year ago

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

107,966 views • 21 days ago

Never, ever bet against Elon Musk! Here's NASA Administrator Jared Isaacman on why the Moon base and Mars will come into existence. "If Elon and SpaceX are betting on this right now, there is no reason to to believe this will not come into existence. I never bet against an extremely well- capitalized Elon. So, people ask, you know, and my position as NASA administrator, what do I think of, for example, if SpaceX is an IPO? I'm thrilled with any of our partners that are essential to undertaking achieving our mission. Our number one national space policy objective return American astronauts to the lunar surface build the moon base out we can't do it without them."

Never, ever bet against Elon Musk! Here's NASA Administrator Jared Isaacman on why the Moon base and Mars will come into existence. "If Elon and SpaceX are betting on this right now, there is no reason to to believe this will not come into existence. I never bet against an extremely well- capitalized Elon. So, people ask, you know, and my position as NASA administrator, what do I think of, for example, if SpaceX is an IPO? I'm thrilled with any of our partners that are essential to undertaking achieving our mission. Our number one national space policy objective return American astronauts to the lunar surface build the moon base out we can't do it without them."

Peter H. Diamandis, MD

3,090,608 views • 25 days ago

Chamath Palihapitiya on SpaceX today: "I think it’s an incredible company. I really believe in Elon Musk . I believe in SpaceX. I think that people are probably underestimating the short-term value of two things. One is the industrial logic of acquiring Tesla. There is a very obvious industrial logic to put these two businesses together, to have one capital structure, to have one balance sheet, to be able to raise money for the broad swath of things that he’s doing as one vehicle. And then the second is I think that you’re going to see an enormous business in the domestic cellular market before you see a lot of other revenue streams hit."

Chamath Palihapitiya on SpaceX today: "I think it’s an incredible company. I really believe in Elon Musk . I believe in SpaceX. I think that people are probably underestimating the short-term value of two things. One is the industrial logic of acquiring Tesla. There is a very obvious industrial logic to put these two businesses together, to have one capital structure, to have one balance sheet, to be able to raise money for the broad swath of things that he’s doing as one vehicle. And then the second is I think that you’re going to see an enormous business in the domestic cellular market before you see a lot of other revenue streams hit."

DogeDesigner

228,675 views • 1 month ago