All-In Podcast

Podspun
Search here to find specific moments when an exact word or phrase was mentioned. Ex: monkey, secret, like a kid.
Search here to reveal AI insights about this channel. Ex: Which guest dropped the biggest truth bomb? What’s the running joke that never dies?
Search:

RETURN TO CHANNEL

Chamath's Most Contrarian Take: SpaceX will merge with Tesla, NOT IPO

February 03, 202600:23
00:00:00
What's on your uh contrarian belief?
00:00:02
>> My contrarian belief number one is I
00:00:04
don't think SpaceX will IPO. I think
00:00:05
that it will reverse merge into Tesla
00:00:08
and I think Elon will use it as a moment
00:00:10
to consolidate control and power of his
00:00:12
two seminal assets into one cap table.
00:00:16
>> Oh my god, I love that. There will be no
00:00:18
IPO for SpaceX. I think it will just be
00:00:20
it specifically will be a reverse
00:00:21
merger.

Podspun Insights

In this episode, the conversation takes a sharp turn into the realm of speculative finance as one guest boldly declares their contrarian belief about SpaceX's future. Rather than an IPO, they predict a dramatic reverse merger with Tesla, suggesting that Elon Musk might leverage this move to consolidate his control over two of his most significant ventures. The exchange is charged with excitement and intrigue, as the implications of such a merger could reshape the landscape of the tech and space industries. Listeners are left pondering the potential ramifications of this audacious prediction, making it a thought-provoking episode that challenges conventional wisdom.

Badges

This episode stands out for the following:

  • 90
    Most surprising
  • 85
    Most shocking
  • 85
    Most unpredictable
  • 80
    Best concept / idea

Episode Highlights

  • SpaceX IPO Prediction
    A bold claim that SpaceX won't IPO but will reverse merge into Tesla.
    “I think it will just be a reverse merger.”
    @ 00m 20s
    February 03, 2026

Episode Quotes

Key Moments

  • SpaceX Merger00:04