[
 {
  "date": "2025-11-06",
  "type": "news",
  "title": "Tesla shareholder proposal to authorize xAI investment fails",
  "summary": "1.059B for, 916.3M against, 473.1M abstain; abstentions count as against under bylaws",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html",
  "source_name": "Tesla 8-K via StockTitan"
 },
 {
  "date": "2026-01-16",
  "type": "news",
  "title": "Tesla agrees to invest about $2B in xAI Holdings",
  "summary": "Per Tesla proxy timeline",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.facebook.com/spacefans1/posts/news-teslas-investment-in-xai-has-taken-an-unexpected-turn-connecting-the-electr/1547668067392197/",
  "source_name": "Space Fans (citing Tesla proxy); verify in proxy"
 },
 {
  "date": "2026-02-02",
  "type": "news",
  "title": "SpaceX acquires xAI in all-stock deal",
  "summary": "Values xAI $250B, SpaceX $1T, combined $1.25T; largest M&A ever per Reuters",
  "companies": "SpaceX;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/",
  "source_name": "Reuters"
 },
 {
  "date": "2026-03-12",
  "type": "news",
  "title": "Tesla gets FTC clearance to convert xAI stake into SpaceX stock",
  "summary": "HSR filings dated Mar 11 list Tesla as acquirer of SpaceX stake from Musk",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo",
  "source_name": "Bloomberg"
 },
 {
  "date": "2026-05-20",
  "type": "news",
  "title": "SpaceX S-1 calls Tesla ties 'early foundation of a strong and constructive partnership'",
  "summary": "Prospectus language on limited commercial engagements",
  "companies": "SpaceX;Tesla",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-05-20-2026/card/analyst-predicts-a-2027-merger-between-tesla-and-spacex-1PBdLpFjSHr5bsxlP3PF",
  "source_name": "WSJ"
 },
 {
  "date": "2026-05-20",
  "type": "rumor",
  "title": "Wedbush (Ives): SpaceX and Tesla to merge in 2027",
  "summary": "Analyst note after S-1; cites Tesla stake and Terafab",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://www.businessinsider.com/spacex-ipo-tesla-merger-elon-musk-ai-dan-ives-spcx-2026-5",
  "source_name": "Business Insider"
 },
 {
  "date": "2026",
  "type": "rumor",
  "title": "Wedbush raises merger odds above 80% by 2027",
  "summary": "Analyst view",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://finance.yahoo.com/markets/stocks/articles/tesla-spacex-merger-2027-heres-124558883.html",
  "source_name": "Yahoo Finance"
 },
 {
  "date": "2026-07-22",
  "type": "news",
  "title": "Musk hints at merger on Tesla Q2 call, lists overlaps",
  "summary": "Grok in cars, Grok driving 'digital Optimus', Starlink in all vehicles, Terafab needed for Optimus scale",
  "companies": "Tesla;SpaceX;xAI",
  "tag": "CLAIM",
  "source_url": "https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-10-20",
  "type": "news",
  "title": "Musk on SpaceX Q3 call: merger 'odd kabuki dance', certainty would be 'overstating it'",
  "summary": "Committees formed at shareholder request; no terms agreed",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/",
  "source_name": "TechCrunch"
 },
 {
  "date": "2026-10-20",
  "type": "news",
  "title": "Tesla has 7 independent directors eligible; SpaceX lists 6",
  "summary": "Ehrenpreis is independent on both boards",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/",
  "source_name": "TechCrunch (Tesla Oct 19 proxy)"
 },
 {
  "date": "2026-10-22",
  "type": "news",
  "title": "Tesla 10-Q: special committee to explore 'deepening Tesla's relationship with SpaceX'",
  "summary": "Could include a business combination; no assurance; members not named",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm",
  "source_name": "Tesla 10-Q Q3 2026"
 },
 {
  "date": "2026-10-22",
  "type": "news",
  "title": "SpaceX 10-Q gives controlling shareholder (Musk, about 85% votes) final approval",
  "summary": "Decrypt analysis of 10-Q",
  "companies": "SpaceX;Tesla",
  "tag": "LIVE/REPORTED",
  "source_url": "https://decrypt.co/381753/spacex-filing-elon-musk-final-word-tesla-merger",
  "source_name": "Decrypt"
 },
 {
  "date": "2026-10-22",
  "type": "rumor",
  "title": "Ives: 90% odds of merger, Tesla priced $500 to $550",
  "summary": "Now at Yorkville Ives",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://finance.yahoo.com/markets/stocks/articles/dan-ives-sees-90-odds-114455885.html",
  "source_name": "Yahoo Finance"
 },
 {
  "date": "2026-10-22",
  "type": "news",
  "title": "NPR: Musk says SpaceX and Tesla considering a merger",
  "summary": "National coverage",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.npr.org/2026/10/22/nx-s1-6010634/elon-musk-says-space-x-and-tesla-are-considering-a-merger",
  "source_name": "NPR"
 },
 {
  "date": "2026-10-23",
  "type": "news",
  "title": "Law360: committees review potential merger",
  "summary": "Legal press",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.law360.com/articles/2541790/spacex-tesla-special-committees-review-potential-merger",
  "source_name": "Law360"
 },
 {
  "date": "2026-10-23",
  "type": "news",
  "title": "CNBC: merger chatter takes center stage after earnings",
  "summary": "Market coverage",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.cnbc.com/2026/10/23/spacex-tesla-merger-chatter-takes-center-stage-after-earnings.html",
  "source_name": "CNBC"
 },
 {
  "date": "2026-10-20",
  "type": "signal",
  "title": "Shared director: Ira Ehrenpreis independent on both Tesla and SpaceX boards",
  "summary": "Chairs SpaceX comp and nominating committee",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/",
  "source_name": "TechCrunch"
 },
 {
  "date": "2026-10-20",
  "type": "signal",
  "title": "Antonio Gracias on SpaceX board, ex-Tesla director; Valor holds 3.4% of SpaceX and financed AI hardware leasebacks",
  "summary": "Shared investor/director network",
  "companies": "SpaceX;Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/",
  "source_name": "TechCrunch"
 },
 {
  "date": "2026-10-22",
  "type": "signal",
  "title": "Q3 2026: SpaceX bought $151M Megapacks (9M $480M); Tesla booked $221M revenue, $729M receivable, $648M deferred revenue",
  "summary": "Related-party flows growing",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://finance.yahoo.com/markets/stocks/articles/tsla-spcx-boards-confirm-special-223448287.html",
  "source_name": "Yahoo Finance (10-Qs)"
 },
 {
  "date": "2026-08-05",
  "type": "signal",
  "title": "SpaceX spent more on Megapacks in Q2 for AI data centers",
  "summary": "CNBC",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.cnbc.com/2026/08/05/spacex-tesla-megapack-ai-data-centers.html",
  "source_name": "CNBC"
 },
 {
  "date": "2026-05-20",
  "type": "signal",
  "title": "S-1: SpaceX and xAI bought about $650M of Tesla products combined, incl. $131M Cybertrucks in 2025",
  "summary": "Related-party disclosure",
  "companies": "Tesla;SpaceX;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.businessinsider.com/spacex-bought-tesla-cybertrucks-megapack-ipo-s1-2026-5",
  "source_name": "Business Insider"
 },
 {
  "date": "2026-05-20",
  "type": "signal",
  "title": "S-1 also discloses jets and stock investment links across Musk companies",
  "summary": "Reuters summary",
  "companies": "SpaceX;Tesla",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898",
  "source_name": "Reuters via Investing.com"
 },
 {
  "date": "2026-07-20",
  "type": "signal",
  "title": "Tesla: 'Starlink V5 directly integrated in Cybercab'",
  "summary": "Joint X posts with cutaway",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-08-10",
  "type": "signal",
  "title": "First Cybercab with Starlink antenna shown at Giga Texas",
  "summary": "@robotaxi post",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-10-23",
  "type": "signal",
  "title": "Tesla support page: Grok is 'your SI companion built by SpaceXSI'",
  "summary": "Grok in AMD Teslas; Grok Bot and Connectors need 2026.26+",
  "companies": "Tesla;SpaceXSI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.tesla.com/support/grok",
  "source_name": "Tesla Support"
 },
 {
  "date": "2026-07-22",
  "type": "signal",
  "title": "Musk: Starlink 'will be integrated into all of our vehicles' where active",
  "summary": "Statement, not shipped",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-01-29",
  "type": "signal",
  "title": "Tesla sold $430M Megapacks to xAI in 2025 (Colossus)",
  "summary": "Shared facility power",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.cnbc.com/2026/01/29/tesla-sold-430-million-worth-of-its-megapack-batteries-to-xai-in-2025.html",
  "source_name": "CNBC"
 },
 {
  "date": "2026",
  "type": "signal",
  "title": "Tesla AI5 built by Samsung and TSMC; surplus chips may support xAI data centers",
  "summary": "Shared chip supply; xAI use is reported intent",
  "companies": "Tesla;xAI",
  "tag": "CLAIM",
  "source_url": "https://www.tomshardware.com/tech-industry/elon-musk-claims-teslas-new-ai5-chip-is-40x-more-performant-than-previous-gen-ai5-next-gen-custom-silicon-for-vehicle-ai-to-now-be-built-by-samsung-and-tsmc",
  "source_name": "Tom's Hardware"
 },
 {
  "date": "2026-10-15",
  "type": "signal",
  "title": "Next Gen Roadster unveiled at a SpaceX Texas test site",
  "summary": "Shared facility use",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.theverge.com/transportation/1012552/tesla-roadster-next-gen-reveal-elon-musk",
  "source_name": "The Verge"
 },
 {
  "date": "",
  "type": "signal",
  "title": "Job postings naming both companies",
  "summary": "Not searched behind logins; none found in public search",
  "companies": "Tesla;SpaceX",
  "tag": "GAP",
  "source_url": "https://www.tesla.com/careers",
  "source_name": "Tesla Careers"
 },
 {
  "date": "",
  "type": "signal",
  "title": "Trademark and domain filings linking brands",
  "summary": "USPTO not queried this pass",
  "companies": "Tesla;SpaceX",
  "tag": "GAP",
  "source_url": "https://tmsearch.uspto.gov/",
  "source_name": "USPTO"
 },
 {
  "date": "2026-03-22",
  "type": "project",
  "title": "Terafab joint chip fab",
  "summary": "Tesla, SpaceX, xAI; Austin start, later Grimes County ~$16.8B initial; 1 TW compute/yr goal; test chip 1H27, volume Q3 2028 (Musk); non-binding framework per S-1",
  "companies": "Tesla;SpaceX;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/",
  "source_name": "Reuters"
 },
 {
  "date": "2026-05-20",
  "type": "project",
  "title": "Terafab framework is not binding",
  "summary": "No financial terms, IP, timeline or obligation",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-10-15",
  "type": "project",
  "title": "Roadster with SpaceX cold-gas thrusters",
  "summary": "Production 2028; flying trim invite-only, not road legal",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://aviationweek.com/aerospace/emerging-technologies/tesla-demos-flying-roadster-powered-spacex-cold-gas-thrusters",
  "source_name": "Aviation Week"
 },
 {
  "date": "2026-07-20",
  "type": "project",
  "title": "Starlink in Cybercab",
  "summary": "Antenna in production hardware",
  "companies": "Tesla;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/",
  "source_name": "Electrek"
 },
 {
  "date": "2025-07",
  "type": "project",
  "title": "Grok in Tesla vehicles",
  "summary": "Software 2025.26+; Grok Bot 2026.26+",
  "companies": "Tesla;SpaceXSI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.tesla.com/support/grok",
  "source_name": "Tesla Support"
 },
 {
  "date": "2026-07-22",
  "type": "project",
  "title": "Grok driving 'digital Optimus'",
  "summary": "Musk statement only",
  "companies": "Tesla;xAI",
  "tag": "CLAIM",
  "source_url": "https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/",
  "source_name": "Electrek"
 },
 {
  "date": "2026-05-20",
  "type": "project",
  "title": "Macrohard (xAI agent software) tie to Tesla",
  "summary": "Referenced alongside Terafab as not finalized in S-1",
  "companies": "xAI;Tesla",
  "tag": "CLAIM",
  "source_url": "https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/",
  "source_name": "Electrek"
 },
 {
  "date": "2025",
  "type": "project",
  "title": "Megapacks powering Colossus and SpaceX AI sites",
  "summary": "Ongoing supply",
  "companies": "Tesla;xAI;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.cnbc.com/2026/08/05/spacex-tesla-megapack-ai-data-centers.html",
  "source_name": "CNBC"
 },
 {
  "date": "2026-04",
  "type": "person",
  "title": "Michael Nicolls: Starlink SVP named xAI president",
  "summary": "Said xAI 'clearly behind'",
  "companies": "SpaceX;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.businessinsider.com/elon-musk-reorganizes-xai-ahead-of-spacex-ipo-2026-4",
  "source_name": "Business Insider"
 },
 {
  "date": "2026-03",
  "type": "person",
  "title": "Ashok Elluswamy: Tesla AI software leader joined xAI Macrohard work",
  "summary": "Per xAI org chart viewed by Bloomberg",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/",
  "source_name": "Bloomberg"
 },
 {
  "date": "2026",
  "type": "person",
  "title": "Gwynne Shotwell, Bret Johnsen, Brian Bjelde: SpaceX execs with xAI operating, finance, HR roles",
  "summary": "Per Bloomberg org chart",
  "companies": "SpaceX;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/",
  "source_name": "Bloomberg"
 },
 {
  "date": "2026",
  "type": "person",
  "title": "Jared Birchall, James Burnham, Terrence O'Shaughnessy, Anno van den Akker listed among xAI leaders",
  "summary": "Musk lieutenants across companies; roles per Bloomberg",
  "companies": "xAI;SpaceX",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/",
  "source_name": "Bloomberg"
 },
 {
  "date": "2024-03",
  "type": "person",
  "title": "Ethan Knight: Tesla Autopilot computer vision lead to xAI",
  "summary": "Musk said he was headed to OpenAI otherwise",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.businessinsider.com/tesla-xai-elon-musk-ai-startup-poaching-talent-war-2024-4",
  "source_name": "Business Insider"
 },
 {
  "date": "2026-10-20",
  "type": "person",
  "title": "JB Straubel: former Tesla CTO, independent Tesla director",
  "summary": "Eligible for Tesla committee",
  "companies": "Tesla",
  "tag": "LIVE/REPORTED",
  "source_url": "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/",
  "source_name": "TechCrunch"
 },
 {
  "date": "2026-10-21",
  "type": "person",
  "title": "Lars Moravy (Tesla) defends SpaceX-thruster Roadster production",
  "summary": "X post",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://finance.yahoo.com/markets/stocks/articles/tsla-spcx-boards-confirm-special-223448287.html",
  "source_name": "Yahoo Finance"
 },
 {
  "date": "2026-07-22",
  "type": "person",
  "title": "Vaibhav Taneja (Tesla CFO) backs Starlink connectivity pitch",
  "summary": "Q2 call",
  "companies": "Tesla;SpaceX",
  "tag": "CLAIM",
  "source_url": "https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/",
  "source_name": "Electrek"
 },
 {
  "date": "2024",
  "type": "person",
  "title": "Pattern: at least 11 xAI hires ex-Tesla, 6 from Autopilot",
  "summary": "Count from WSJ via xAI site and LinkedIn",
  "companies": "Tesla;xAI",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.wsj.com/tech/elon-musk-tesla-shore-up-ai-business-d4e2187f",
  "source_name": "WSJ"
 },
 {
  "date": "2024-06",
  "type": "person",
  "title": "Pattern: at least 10 Tesla to xAI and 18 Tesla to Neuralink moves",
  "summary": "Mostly after 2024 Tesla layoffs",
  "companies": "Tesla;xAI;Neuralink",
  "tag": "LIVE/REPORTED",
  "source_url": "https://www.businessinsider.com/elon-musk-fills-out-xai-former-tesla-staffers-after-layoffs-2024-6",
  "source_name": "Business Insider"
 },
 {
  "date": "",
  "type": "person",
  "title": "Pattern: Tesla battery/manufacturing to Starship engineers",
  "summary": "No sourced count found",
  "companies": "Tesla;SpaceX",
  "tag": "GAP",
  "source_url": "https://www.linkedin.com/",
  "source_name": "LinkedIn (public search only)"
 },
 {
  "date": "",
  "type": "person",
  "title": "Merger committee member names",
  "summary": "Not disclosed by either company",
  "companies": "Tesla;SpaceX",
  "tag": "GAP",
  "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm",
  "source_name": "Tesla 10-Q"
 }
]