> Elon can't legally financially entangle Tesla to SpaceX due to Tesla being a public company, so his hands are tied.

He absolutely could do it, just like he did when Tesla bought SolarCity. It just isn’t as easy when one of the companies is public than when both are private.

I've been thinking about this recently as I hear it often. Would people who want to buy a car in the Tesla price range really choose a slightly cheaper Chinese EV if those were available?

Personally I have a hard time believing this. But even if you had similarly priced Chinese options, I would guess the main reason for buying a Tesla is not just because you want an EV. While a Tesla will be a reliable baseline EV, surely the reason you (or at least I) would buy one is for the supervised self-driving feature.

I’m old enough to remember when this was said about Solar City

> Elon can't legally financially entangle Tesla to SpaceX

Bill Ackman has proposed taking SpaceX public by merging it with his Pershing Square SPARC Holdings, distributing 0.5 Special Purpose Acquisition Rights (SPARs) to Tesla shareholders for each share held. Each SPAR would be exercisable for two shares of SpaceX, aimed at enabling a 100% common stock capitalization without traditional underwriting fees or dilutive warrants.

With SpaceX IPO set to be one of the biggest of all time, this could have a pretty gnarly financial engineering impact on both companies -- especially if the short interest (direct or through derivatives) remains large.

He's broken pretty much all the other financial rules.... for example, the amount of blatant self-dealing he gets away with is staggering.

As long as the consequences of his actions continue to increase the paper value for investors, regulations don't really have teeth because there aren't damages. So the snowball gets bigger and the process repeats.

Did you see how this last quarter where BYD sales fell off a cliff?

BYD are just affordable and maybe reliable, regarding maintenance their spares are hard to come by and are almost as hard to work with as Tesla and other brands.

[Nearly] all is possible when you have a board of simps/cultists

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It's "ironic?" considering Tesla launching in China is what created the necessary supply chain to turn BYD into the powerhouse it is today. Tesla's greed will become their own demise.

> Everything has to go right or it will be irrelevant before it works.

Starship is not all of SpaceX. Saying, maybe because one hates Musk, that SpaceX is going to become irrelevant is wishful thinking.

In 2025 SpaceX launched more rockets into space than the entire world ever sent in a year up to 2022, something crazy like that.

Then out of, what, 14 000 active satellites in space more than half have been launched by SpaceX.

SpaceX is, so far, the biggest space success story of the history of the human race (and GP is right in saying that SpaceX is now a national security matter for the US).

The same services as Falcon 9 are 20x the cost and launch 1/20th as much as well. That's like producing hand made good in America versus via a manufacturing line in China.

> Starlink will have competition from Amazon Leo in the next few months

Amazon Leo will have 14k satellites in space in a few months? Wow! Amazing!

Haven't you heard? Tesla is pivoting to building humanoid robots instead. They haven't sold a single one, but it toootally warrants retooling their car factories, pinky promise!

FSD is incredibly reliable. Build quality of US built cars is middle of the pack, Europe/China built Teslas are top of the pack.

Right. You do have a point, and I think Dutch East Indies is a good example, but I feel this is discussing semantics. Too big to fail, I interpret in this situation as the government having a strategic reason to keep it afloat so it will probably prop it up in case something goes wrong. This makes it have a much more stable position.

Why? The government is paying less for SpaceX than alternatives. It th cheapest and best service.

It’s also a way to distract from the fact that alleged pedophile and rapist Elon had 3 underaged foreign nationals trafficked to him at the space x headquarters by convinced pedophile and rapist Jeffrey Epstein, per the Epstein files.

They want to go public, but have to sell the hell out of it in the meantime.

I'll bet SpaceX financials aren't as great as some people think. Remember, Elon was the guy who tried to take Tesla private, and talked a lot of smack about how silly it is to be a public company. All of a sudden he wants SpaceX to go public?

> The biggest selling point /was/ that Musk was being managed there, he wasn't tinkering with SpaceX like Twitter or Tesla, and his foolhardy direction was kept out of the company

The biggest selling point to who? Definitely not wall street

What do you mean "let it fail?" SpaceX has the most profitable launch system in the world and now operates >50% of all satellites in orbit. They aren't exactly in need of a bailout.

> Bring back NASA.

NASA is still here. Unfortunately, NATA fell victim to enshitification by government contracting. NASA even if it wants to simply cannot today design and launch a rocket. :(

I am no fan of Musk the man. SpaceX is a strong company and Falcon is a solid vehicle. There is not a lot of competition, and NASA trying to in-source design and supply and construction of a new, reusable LEO rocket would be a complete nightmare.

I root for a competitive rocket market, but SpaceX is at the moment critical.

You want to bring back the biggest loser? NASA kept missing deadlines for 30 years

NASA just splurges money. The private sector is far better when it comes to money.

> > Boeing is too important to fail as well but it’s been terrible as a shareholder

Your opinion on Boeing being terrible as a shareholder vis-a-vis Tesla would be completely reversed if dividends and capital gains of the 2 companies were to be offered in the form of miles to be flown on Boeing planes and miles on Teslas Uber/Taxi/Autonomous taxis instead of dollars

The absolute overperformance on the stock market that Tesla has enjoyed vis-a-vis Boeing is not rooted in a concrete and tangible quality of life improvement for citizens. Not American citizens, nor global citizens for that matter.

It is my opinion that for all public companies in which it is possible to do so government should mandate payment in kind to all shareholders and board members to prevent the excessive promotional , cult and all around BS aspect of marketing to take over and allow people to profit just by riding off those, and Musk is the GOAT at that.

What sort of issues are you thinking?

Plenty of defense contractors with classified projects are already publicly listed, so this is not uncharted territory.

Lockhead Martin for example: https://investors.lockheedmartin.com/news-releases/news-rele...

Gives this level of detail:

> Aeronautics classified program losses $(950)

> MFC classified program losses -

It seems very safe from a national security perspective.

No? Almost every big defense contractor is publicly traded.

I imagine those are surmountable challenges. Boeing somehow manages.

But more likely that merger would consist of SpaceX acquiring Tesla and taking it private

Raytheon is public.