Chamath's Most Contrarian Take: SpaceX will merge with Tesla, NOT IPO
Ask about All-In Podcast
Episode Description
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@theallinpod
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Intro Video Credit: https://x.com/TheZachEffect
Brief Summary
SpaceX is unlikely to IPO; a reverse merger with Tesla is proposed.
Key points
- SpaceX's Future: IPO or Merger?. A bold prediction suggests SpaceX won't IPO but will merge with Tesla instead.
Episode quotes
Transcript
What's on your uh contrarian belief? >> My contrarian belief number one 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. >> Oh my god, I love that. There will be no IPO for SpaceX. I think it will just be it specifically will be a reverse merger.
