# CONVERGENCE: Tesla x SpaceX research atlas > CONVERGENCE is an interactive research atlas by NLT143 RESEARCH (David T Phung, @davidtphung) that maps how Tesla and SpaceX (and SpaceXSI, the combined SpaceX and xAI company) are converging: shared people, capital, governance, engineering projects, and the merger question. Every fact carries an evidence tag: LIVE/REPORTED (public filing or reporting), CLAIM (a party's statement), SCENARIO (hypothetical), DERIVED (calculated), GAP (unknown). Odds are crowd bets, not facts. Built for people and for AI assistants (ChatGPT, Claude, Gemini, Perplexity, Grok). Cite as: CONVERGENCE, NLT143 RESEARCH, https://tsxmerger.davidtphung.com ## Pages - [Interactive atlas](https://tsxmerger.davidtphung.com/): timeline, graph, lab, list, map and launch views with company, domain, status and evidence filters - [Facts and sources (no JavaScript)](https://tsxmerger.davidtphung.com/facts/): every atlas node with evidence tags and source links - [Full text for LLMs](https://tsxmerger.davidtphung.com/llms-full.txt) ## Data (JSON and CSV) - [atlas_nodes.json](https://tsxmerger.davidtphung.com/data/atlas_nodes.json): 123 atlas nodes with summaries, evidence tags and source URLs - [prediction_markets.json](https://tsxmerger.davidtphung.com/data/prediction_markets.json): live prediction market odds on a Tesla and SpaceX merger (Polymarket, Kalshi, Manifold), fetched 2026-10-23 17:45 PT - [prediction_markets.csv](https://tsxmerger.davidtphung.com/data/prediction_markets.csv): live prediction market odds on a Tesla and SpaceX merger (Polymarket, Kalshi, Manifold), fetched 2026-10-23 17:45 PT - [merger_signals.json](https://tsxmerger.davidtphung.com/data/merger_signals.json): 51 news reports, rumors, signals, joint projects and cross-company people, each tagged and sourced - [merger_signals.csv](https://tsxmerger.davidtphung.com/data/merger_signals.csv): 51 news reports, rumors, signals, joint projects and cross-company people, each tagged and sourced - [governance.json](https://tsxmerger.davidtphung.com/data/governance.json): 49 entities and 116 governance links (board seats, ownership, capital) between Tesla, SpaceX, SpaceXSI and related companies - [governance.csv](https://tsxmerger.davidtphung.com/data/governance.csv): 49 entities and 116 governance links (board seats, ownership, capital) between Tesla, SpaceX, SpaceXSI and related companies ## Key facts - Prediction markets (LIVE, crowd odds, not facts), fetched 2026-10-23 17:45 PT: - Polymarket: Tesla and SpaceX merger officially announced by December 31? 19.5% (https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30) - Polymarket: Tesla and SpaceX merger officially announced by January 31, 2027? 29.5% (https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30) - Polymarket: Tesla and SpaceX merger officially announced by December 31, 2027? 65.5% (https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30) - Polymarket: Tesla and SpaceX merger officially announced by February 28, 2027? 34.5% (https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30) - Polymarket: Tesla and SpaceX merger officially announced by June 30, 2027? 59.5% (https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30) - Kalshi: When will Tesla and SpaceX merge? : Before Nov 1, 2026 2.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before Dec 1, 2026 8.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before Jan 1, 2027 20.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before Feb 1, 2027 33.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before Mar 1, 2027 38.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before Apr 1, 2027 49.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before May 1, 2027 59.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Kalshi: When will Tesla and SpaceX merge? : Before 2028 74.0% (https://kalshi.com/markets/kxcompanyactionmerger) - Merger signals (selected, tagged): - 2025-11-06 [LIVE/REPORTED] Tesla shareholder proposal to authorize xAI investment fails. Source: https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html - 2026-01-16 [LIVE/REPORTED] Tesla agrees to invest about $2B in xAI Holdings. Source: https://www.facebook.com/spacefans1/posts/news-teslas-investment-in-xai-has-taken-an-unexpected-turn-connecting-the-electr/1547668067392197/ - 2026-02-02 [LIVE/REPORTED] SpaceX acquires xAI in all-stock deal. Source: https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/ - 2026-03-12 [LIVE/REPORTED] Tesla gets FTC clearance to convert xAI stake into SpaceX stock. Source: https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo - 2026-05-20 [LIVE/REPORTED] SpaceX S-1 calls Tesla ties 'early foundation of a strong and constructive partnership'. Source: 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 - 2026-05-20 [CLAIM] Wedbush (Ives): SpaceX and Tesla to merge in 2027. Source: https://www.businessinsider.com/spacex-ipo-tesla-merger-elon-musk-ai-dan-ives-spcx-2026-5 - 2026 [CLAIM] Wedbush raises merger odds above 80% by 2027. Source: https://finance.yahoo.com/markets/stocks/articles/tesla-spacex-merger-2027-heres-124558883.html - 2026-07-22 [CLAIM] Musk hints at merger on Tesla Q2 call, lists overlaps. Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - 2026-10-20 [CLAIM] Musk on SpaceX Q3 call: merger 'odd kabuki dance', certainty would be 'overstating it'. Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-20 [LIVE/REPORTED] Tesla has 7 independent directors eligible; SpaceX lists 6. Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-22 [LIVE/REPORTED] Tesla 10-Q: special committee to explore 'deepening Tesla's relationship with SpaceX'. Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - 2026-10-22 [LIVE/REPORTED] SpaceX 10-Q gives controlling shareholder (Musk, about 85% votes) final approval. Source: https://decrypt.co/381753/spacex-filing-elon-musk-final-word-tesla-merger - 2026-10-22 [CLAIM] Ives: 90% odds of merger, Tesla priced $500 to $550. Source: https://finance.yahoo.com/markets/stocks/articles/dan-ives-sees-90-odds-114455885.html - 2026-10-22 [LIVE/REPORTED] NPR: Musk says SpaceX and Tesla considering a merger. Source: https://www.npr.org/2026/10/22/nx-s1-6010634/elon-musk-says-space-x-and-tesla-are-considering-a-merger - 2026-10-23 [LIVE/REPORTED] Law360: committees review potential merger. Source: https://www.law360.com/articles/2541790/spacex-tesla-special-committees-review-potential-merger - Governance links (selected): - [LIVE/REPORTED] musk to spacex: board seat, Chairman, CEO and CTO since May 2002. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] shotwell to spacex: board seat, Director since Mar 2009. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] ehrenpreis to spacex: board seat, Independent director since Feb 2026. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] glein to spacex: board seat, Director since Feb 2026; board observer since 2009. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] gracias to spacex: board seat, Director since Oct 2010. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] harrison to spacex: board seat, Director since Feb 2015. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] jurvetson to spacex: board seat, Director since Mar 2009. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] nosek to spacex: board seat, Director since Jul 2008. Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to tesla: board seat, Director, Class I nominee 2026. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] denholm to tesla: board seat, Chair, Class I nominee 2026. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] straubel to tesla: board seat, Director, Class I nominee 2026; former Tesla CTO. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] kimbal to tesla: board seat, Director, Class II; Elon Musk's brother. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] murdoch to tesla: board seat, Director, Class II. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] hartung to tesla: board seat, Director, Class II. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] ehrenpreis to tesla: board seat, Director, Class III. Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm ## Optional - [Author on X](https://x.com/davidtphung) - [Sitemap](https://tsxmerger.davidtphung.com/sitemap.xml) # Full atlas nodes ## Tesla Motors founded - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla Motors is formed in July 2003. Its first seven years were funded with private money led by Elon Musk. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-repays-department-energy-loan-nine-years-early ## Musk becomes chairman - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Elon Musk becomes Tesla's chairman in April 2004, per the IPO prospectus, after leading its early funding. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-repays-department-energy-loan-nine-years-early ## Musk becomes Tesla CEO - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Musk becomes CEO in October 2008. Tesla cuts staff and delays Model S the same month. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510017054/dex109.htm - Source: The New York Times: https://www.nytimes.com/2008/10/16/technology/start-ups/16tesla.html ## $465M DOE loan - Company: tesla; domain: capital; status: retired; evidence: LIVE/REPORTED - A Department of Energy loan funds Model S and powertrain facilities. Tesla repays it in May 2013. - Source: U.S. Department of Energy: https://www.energy.gov/edf/tesla - Source: San Francisco Business Times: https://www.bizjournals.com/sanfrancisco/stories/2010/01/18/daily79.html ## Tesla IPO at $17 - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla lists on Nasdaq at $17 a share in June 2010. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-announces-pricing-initial-public-offering ## SEC settlement - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - After the 'funding secured' tweet, Musk settles with the SEC and gives up the chair role. - Source: SEC: https://www.sec.gov/newsroom/press-releases/2018-226 ## Joins the S&P 500 - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla enters the S&P 500 in December 2020. - Source: S&P Dow Jones Indices: https://press.spglobal.com/2020-12-11-Tesla-Set-to-Join-S-P-500-100-Apartment-Income-REIT-to-Join-S-P-MidCap-400 - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-tumbles-65-record-high-sp-500-debut-2020-12-21/ ## First full-year profit - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla reports its first full-year profit, $721M for 2020. - Source: Tesla: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2020-Update.pdf - Source: AP: https://apnews.com/article/coronavirus-pandemic-67705113fb4f895bd051a1bee1d23518 ## 2018 pay award litigation - Company: tesla; domain: capital; status: retired; evidence: LIVE/REPORTED - A Delaware court voids Musk's 2018 award in January 2024. Shareholders ratify it and move Tesla to Texas; Delaware's Supreme Court restores it in December 2025. - Source: Reuters: https://www.reuters.com/legal/judge-rules-favor-plaintiffs-challenging-musks-tesla-pay-package-2024-01-30/ ## Up to $1T Musk award approved - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Shareholders approve a performance award worth up to $1T to Musk in November 2025. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - Source: Reuters: https://www.reuters.com/legal/transactional/tesla-shareholders-approve-878-billion-pay-plan-elon-musk-2025-11-06/ - Source: Stock Titan: https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html ## xAI investment vote fails - Company: tesla; domain: capital; status: operational; evidence: DERIVED, LIVE/REPORTED, LIVE/REPORTED - An advisory shareholder proposal to invest in xAI does not pass in November 2025. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465925108507/tm2530590d1_8k.htm - Source: Bloomberg: https://www.bloomberg.com/news/articles/2025-11-07/tesla-shareholders-didn-t-approve-authorizing-investment-in-xai - Source: Stock Titan: https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html ## xAI rival suit dismissed - Company: tesla; domain: capital; status: operational; evidence: CLAIM, LIVE/REPORTED - A shareholder suit arguing xAI competes with Tesla is dismissed in April 2026. - Source: CNBC: https://www.cnbc.com/2024/01/16/elon-musk-wants-more-control-of-tesla-seeks-25percent-voting-power.html - Source: Reuters: https://www.reuters.com/technology/musk-seeks-25-voting-share-tesla-2024-01-16/ - Source: Delaware Court of Chancery (via DocumentCloud): https://s3.documentcloud.org/documents/24747977/2024-06-13-e-filed-verified-stockholder-derivative-complaint-tesla-xai.pdf - Source: Delaware Court of Chancery: https://courts.delaware.gov/opinions/download.aspx?id=394270 - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm ## Deliveries fall two years running - Company: tesla; domain: vehicles; status: operational; evidence: DERIVED, LIVE/REPORTED - Deliveries fall 1.1% in 2024, Tesla's first annual decline, then 8.6% in 2025. - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-fourth-quarter-2023 - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026000016/exhibit9914.htm - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-posts-first-fall-annual-deliveries-demand-slows-2025-01-02/ ## Q3 2026: net income $787M - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Q3 2026 deliveries are 486,532 and net income falls 43% to $787M. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm - Source: Tesla: https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm - Source: CNBC: https://www.cnbc.com/2026/10/21/tesla-tsla-q3-2026-earnings-report.html - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: TechCrunch: https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/ - Source: CNBC: https://www.cnbc.com/2026/10/02/tesla-tsla-q3-2026-vehicle-delivery-production.html ## 10 millionth Tesla - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Tesla reports its 10 millionth vehicle produced and delivered. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: Tesla: https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf ## Proxy has no merger item - Company: tesla; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla's proxy for its 2026-12-03 annual meeting covers routine items only. No merger proposal is on the ballot. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm ## Master Plan 1 - Company: tesla; domain: plans; status: operational; evidence: LIVE/REPORTED - Start with an expensive low-volume sports car, use the money for a cheaper family car, then a more affordable car, and offer zero-emission power. - Source: Tesla: https://www.tesla.com/secret-master-plan - Source: Tesla: https://www.tesla.com/en_in/master-plans ## Master Plan, Part Deux - Company: tesla; domain: plans; status: operational; evidence: LIVE/REPORTED - Solar roofs with batteries, a wider lineup including trucks, self-driving about ten times safer than manual driving, and owner cars in a shared fleet. - Source: Tesla: https://www.tesla.com/master-plan-part-deux - Source: CNBC: https://www.cnbc.com/2016/07/20/tesla-motors-ceo-releases-new-master-plan.html - Source: Tesla: https://www.tesla.com/en_in/master-plans ## Master Plan Part 3 - Company: tesla; domain: plans; status: operational; evidence: LIVE/REPORTED - A white paper on electrifying vehicles and backing a renewable grid with about 240 TWh of storage. - Source: Tesla: https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf - Source: Electrek: https://electrek.co/2023/04/06/tesla-master-plan-part-3-white-paper-math-behind-plan-save-the-world/ - Source: Electrek: https://electrek.co/2023/03/01/tesla-does-the-math-transition-world-sustainable-energy/ - Source: Tesla: https://www.tesla.com/en_in/master-plans ## Master Plan Part IV - Company: tesla; domain: plans; status: operational; evidence: LIVE/REPORTED - Optimus robots, autonomous transport and storage growing alongside AI. - Source: Tesla: https://www.tesla.com/master-plan-part-4 - Source: Tesla: https://www.tesla.com/en_in/master-plans ## 20M vehicles a year goal - Company: tesla; domain: plans; status: cancelled; evidence: GAP - A goal of 20 million vehicles a year by 2030, later dropped from Tesla's materials. ## Roadster (first generation) - Company: tesla; domain: vehicles; status: unknown; evidence: LIVE/REPORTED - Tesla's first car, a low-volume electric sports car. First delivery came eight months after its announced date. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm ## Model S - Company: tesla; domain: vehicles; status: retired; evidence: LIVE/REPORTED - The four-door sedan from Master Plan 1. Deliveries began in June 2012 as the IPO prospectus promised; production ended in 2026. - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-motors-delivers-worlds-first-premium-electric-sedan ## Model X - Company: tesla; domain: vehicles; status: retired; evidence: LIVE/REPORTED - An SUV promised for 2013 that reached customers in September 2015. Production ended in 2026. - Source: Reuters: https://www.reuters.com/article/lifestyle/tesla-delivers-model-x-electric-suv-to-take-on-luxury-carmakers-idUSKCN0RU09I/ ## Model 3 - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - The mass-market sedan. The $35,000 version and the 5,000 per week rate both arrived later than promised. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000156459017014920/tsla-ex991_90.htm - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000156459018016465/tsla-ex991_6.htm ## Model Y - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Compact SUV delivered from March 2020. A cheaper Standard trim arrived in 2025, four years after the $39,000 target. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000156459020014992/tsla-ex991_6.htm - Source: Electrek: https://electrek.co/2020/03/13/tesla-model-y-deliveries-start/ ## Semi - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Electric heavy truck. Pilot deliveries began in 2022; the Nevada volume line opened in 2026, seven years after the original target. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: CNBC: https://www.cnbc.com/2026/09/24/tesla-aims-to-scale-semi-truck-production-with-nevada-factory-opening.html - Source: Electrek: https://electrek.co/2026/09/25/tesla-semi-volume-production-launch-nevada-factory/ - Source: The Verge: https://www.theverge.com/transportation/1000317/tesla-semi-launch-customer-delivery-freight-battery-engineer ## Next Gen Roadster - Company: tesla; domain: vehicles; status: delayed; evidence: LIVE/REPORTED - Unveiled in 2017 for 2020. Shown again in October 2026, still in design development, with production now targeted for 2028. - Source: TechCrunch: https://techcrunch.com/2026/10/15/tesla-reveals-spacex-powered-roadster-that-flies-and-falls-with-style/ - Source: Aviation Week: https://aviationweek.com/aerospace/emerging-technologies/tesla-demos-flying-roadster-powered-spacex-cold-gas-thrusters - Source: The Verge: https://www.theverge.com/transportation/1012552/tesla-roadster-next-gen-reveal-elon-musk ## Cybertruck - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Stainless steel pickup unveiled in 2019 for late 2021. Deliveries began in November 2023 at a higher price. - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-deliver-cybertrucks-after-musk-tempers-expectations-2023-11-30/ - Source: AP: https://apnews.com/article/tesla-cybertruck-delivery-stainless-steel-production-delay-f3654502027935dfcb325ac762be86ce ## Cybercab - Company: tesla; domain: vehicles; status: operational; evidence: DERIVED, LIVE/REPORTED - Two-seat robotaxi with no steering wheel. Production began in April 2026 and paid rides followed in Austin, its only city, in September; 169 were authorized in Texas by October 2. - Source: CNBC: https://www.cnbc.com/2026/10/03/tesla-cybercab-pressure-to-expand-after-rocky-first-month-in-austin.html - Source: Electrek: https://electrek.co/2026/04/23/tesla-cybercab-production-starts-no-nhtsa-2500-vehicle-cap/ - Source: The Verge: https://www.theverge.com/transportation/918106/tesla-cybercab-production-robotaxi-elon-musk-earnings ## Cybercab sales to buyers - Company: tesla; domain: vehicles; status: announced; evidence: CLAIM - Tesla says it will start selling Cybercabs by the end of 2026. A target, not a delivery. - Source: TechCrunch: https://techcrunch.com/2026/10/21/tesla-says-it-will-start-selling-cybercabs-by-end-of-year/ ## $25,000 car - Company: tesla; domain: vehicles; status: cancelled; evidence: GAP - Promised at Battery Day 2020 for about three years later. Reported shelved in April 2024. ## Fremont factory - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Former NUMMI plant that Tesla took over in 2010. It builds cars and, from 2026, Optimus. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000119312510232709/d8k.htm ## Gigafactory Nevada - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Battery plant built with Panasonic. Its 2020 cell target is unverified; the Semi volume line opened there in 2026. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: CNBC: https://www.cnbc.com/2026/09/24/tesla-aims-to-scale-semi-truck-production-with-nevada-factory-opening.html - Source: Electrek: https://electrek.co/2026/09/25/tesla-semi-volume-production-launch-nevada-factory/ - Source: The Verge: https://www.theverge.com/transportation/1000317/tesla-semi-launch-customer-delivery-freight-battery-engineer ## Giga Shanghai - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - First factory outside the US. Delivered its first Model 3s under a year after construction began. - Source: Reuters: https://www.reuters.com/article/us-tesla-china-delivery/tesla-delivers-first-china-made-model-3-sedans-in-just-under-a-year-idUSKBN1YY04E/ ## Giga Berlin - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED - European factory that opened in March 2022 with Model Y handovers. - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-hands-over-first-model-ys-german-gigafactory-finally-goes-live-2022-03-22/ ## Giga Texas - Company: tesla; domain: vehicles; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Austin factory opened in April 2022, next to Tesla's new headquarters. It also hosts the Cortex AI cluster. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000156459021058953/tsla-8k_20211201.htm - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-open-texas-factory-critical-growth-ambitions-2022-04-07/ ## Giga Mexico - Company: tesla; domain: vehicles; status: delayed; evidence: GAP - Announced in March 2023, then paused in July 2024. ## Shanghai Megafactory - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Megapack plant in Shanghai that started production in February 2025. - Source: Shanghai Municipal Government: https://english.shanghai.gov.cn/en-Latest-WhatsNew/20250211/b7d9ad02808d4ade949eef453fb5a614.html ## Megafactory Texas - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Started Megapack 3 output in 2026. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: Electrek: https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/ ## Powerwall - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Home battery unveiled in April 2015. Powerwall 2 followed alongside the Solar Roof in 2016. - Source: TechCrunch: https://techcrunch.com/2015/04/30/tesla-powerwall-home-battery/ ## SolarCity acquisition - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Tesla closes its acquisition of SolarCity in November 2016, as Part Deux proposed. - Source: SEC / Tesla Motors, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000119312516773705/d292845d8k.htm - Source: SEC / SolarCity Corporation: https://www.sec.gov/Archives/edgar/data/1408356/000119312516665616/d230733dex991.htm - Source: Supreme Court of the United States, Docket 17-368: https://www.supremecourt.gov/DocketPDF/17/17-368/35575/20180215152031895_SolarCity%20Name%20Change.pdf ## Hornsdale grid battery - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - A 129 MWh battery in South Australia, finished within the promised 100 days. - Source: Neoen: https://neoen.com/en/news/2017/charged-up-and-ready-as-renewable-energy-to-be-delivered-around-the-clock/ - Source: Reuters (via trust.org): https://news.trust.org/item/20171201063949-ys2y2/ ## Megapack - Company: tesla; domain: energy; status: operational; evidence: DERIVED, LIVE/REPORTED - Utility-scale battery launched in 2019. Storage deployments rose 48.7% in 2025, with data centers a growing buyer. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026000016/exhibit9914.htm - Source: Tesla IR: https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments - Source: Tesla: https://www.tesla.com/blog/introducing-megapack-utility-scale-energy-storage - Source: Electrek: https://electrek.co/2019/07/29/tesla-megapack-massive-energy-storage-product/ ## Megapack 3 and Megablock - Company: tesla; domain: energy; status: operational; evidence: LIVE/REPORTED - Unveiled in September 2025; volume output began at Megafactory Texas in 2026 as targeted. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: Electrek: https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/ ## 4680 battery cell - Company: tesla; domain: energy; status: unknown; evidence: GAP - A larger in-house cell presented at Battery Day 2020 with a plan to cut cost per kWh by 56%. Current output is not in our sources. ## Autopilot hardware - Company: tesla; domain: ai; status: operational; evidence: LIVE/REPORTED - Driver-assist hardware added to Model S in October 2014. - Source: Tesla: https://www.tesla.com/blog/dual-motor-model-s-and-autopilot ## FSD computer (HW3) - Company: tesla; domain: ai; status: operational; evidence: LIVE/REPORTED - Tesla's own self-driving chip, revealed at Autonomy Day in April 2019 with a claim of robotaxis in 2020. - Source: TechCrunch: https://techcrunch.com/2019/04/22/teslas-computer-is-now-in-all-new-cars-and-a-next-gen-chip-is-already-halfway-done/ - Source: The Verge: https://www.theverge.com/2019/4/22/18510828/tesla-elon-musk-autonomy-day-investor-comments-self-driving-cars-predictions ## FSD (Supervised) - Company: tesla; domain: ai; status: operational; evidence: LIVE/REPORTED - Driver-supervised software. Beta began in 2020, it was renamed in 2024 and approved in nine EU countries by October 2026. - Source: Electrek: https://electrek.co/2020/10/20/tesla-full-self-driving-beta-rollout-elon-musk-slow-cautious/ ## Unsupervised FSD for owners - Company: tesla; domain: ai; status: delayed; evidence: CLAIM - Self-driving with no supervision in customer cars. Promised repeatedly since 2016; now targeted for Q2 2027 in Robotaxi zones. - Source: Electrek: https://electrek.co/2026/10/21/tesla-unsupervised-fsd-q2-2027-robotaxi-fleet/ - Source: The Verge: https://www.theverge.com/transportation/1016118/tesla-robotaxi-customer-owned-vehicle-fleet-network-q3-2026-earnings ## Robotaxi service - Company: tesla; domain: ai; status: operational; evidence: DERIVED, LIVE/REPORTED - Paid rides began in Austin in June 2025 with safety monitors. As of October 2, 2026, 589 robotaxis were authorized in Texas: 169 Cybercabs and 420 Model Y. - Source: CNBC: https://www.cnbc.com/2026/10/03/tesla-cybercab-pressure-to-expand-after-rocky-first-month-in-austin.html - Source: TechCrunch: https://techcrunch.com/2025/06/22/tesla-launches-robotaxi-rides-in-austin-with-big-promises-and-unanswered-questions/ ## Owner cars join Robotaxi - Company: tesla; domain: ai; status: announced; evidence: GAP - Tesla says owners will be able to add their cars to the Robotaxi fleet in 2027. A target, first described in Part Deux. ## Dojo supercomputer - Company: tesla; domain: ai; status: cancelled; evidence: GAP - Training supercomputer built on Tesla's D1 chip, shown in 2021. The team was disbanded in August 2025. ## Cortex training cluster - Company: tesla; domain: ai; status: operational; evidence: CLAIM, LIVE/REPORTED - About 50,000 H100 GPUs at Giga Texas. Tesla targets 400 MW of training compute by the end of 2026. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: Tesla: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2024-Update.pdf ## $16.5B Samsung chip deal - Company: tesla; domain: ai; status: operational; evidence: LIVE/REPORTED - A reported $16.5B supply deal for Tesla chips made by Samsung. - Source: Reuters: https://www.reuters.com/business/tesla-samsung-165-billion-supply-deal-may-spur-chipmakers-us-contract-business-2025-07-28/ ## AI5 inference chip - Company: tesla; domain: ai; status: in_development; evidence: GAP - Next car and robot chip. Taped out at Samsung in July 2026; production targeted for 2027. ## AI6 chip - Company: tesla; domain: ai; status: announced; evidence: CLAIM - Targeted for 2028, with a possible tape-out in December 2026. - Source: Reuters: https://www.reuters.com/business/autos-transportation/samsung-elec-plans-produce-tesla-chips-starting-late-2027-2026-03-18/ - Source: Reuters: https://www.reuters.com/business/autos-transportation/musk-says-tesla-may-tape-out-next-generation-ai6-chips-december-2026-03-19/ ## Approval needed to drive unsupervised - Company: tesla; domain: ai; status: operational; evidence: LIVE/REPORTED - Supervised FSD needed regulator approval in Europe. No approvals for unsupervised driving in personal cars appear in our sources. - Source: RDW: https://www.rdw.nl/over-rdw/nieuws/2026/toelichting-rdw-op-europese-typegoedkeuring-tesla - Source: Reuters: https://www.reuters.com/business/teslas-self-driving-software-gets-dutch-go-ahead-boost-eu-ambitions-2026-04-10/ ## Optimus - Company: tesla; domain: robotics; status: in_development; evidence: LIVE/REPORTED - Humanoid robot announced in 2021. Prototypes came in 2022 and 2023; production on Fremont lines began in 2026 with no unit count. - Source: CNBC: https://www.cnbc.com/2021/08/19/tesla-unveils-dojo-d1-chip-at-ai-day.html - Source: The Verge: https://www.theverge.com/2022/9/30/23374729/tesla-bot-ai-day-robot-elon-musk-prototype-optimus-humanoid - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm - Source: Business Insider: https://www.businessinsider.com/elon-musk-tesla-optimus-humanoid-robot-unveiling-date-2026-4 - Source: SEC: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: TechCrunch: https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/ - Source: The Verge: https://www.theverge.com/tech/1016492/tesla-optimus-robots-production-musk-q3-earnings ## Optimus at 20,000 a week - Company: tesla; domain: robotics; status: announced; evidence: GAP - Musk's stated goal of 20,000 robots a week by the end of 2027. A target only. ## SpaceX founded - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - Space Exploration Technologies Corp. is founded on March 14, 2002. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm ## NASA COTS award - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - NASA picks SpaceX to demonstrate cargo delivery to orbit, funding Falcon 9 and Dragon development. - Source: NASA: https://www3.nasa.gov/home/hqnews/2006/aug/HQ_06295_COTS_phase_1.html ## NASA ISS cargo contract - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - NASA awards SpaceX a contract to carry cargo to the space station. - Source: SpaceNews: https://spacenews.com/nasa-awards-space-station-commercial-resupply-services-contracts-to-spacex-and-orbital/ ## SpaceX invests $2B in xAI - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - Reported $2B SpaceX investment in xAI in July 2025. - Source: The Wall Street Journal: https://www.wsj.com/tech/spacex-to-invest-2-billion-into-elon-musks-xai-413934de - Source: Reuters: https://www.reuters.com/science/spacex-invest-2-billion-musks-xai-startup-wsj-reports-2025-07-12/ ## EchoStar spectrum deal - Company: spacex; domain: satellites; status: operational; evidence: LIVE/REPORTED - SpaceX agrees to buy EchoStar spectrum for $17B in 2025. The FCC approves the transfer in May 2026. - Source: EchoStar Corporation: https://ir.echostar.com/static-files/1d978538-a035-4ac1-9ffe-f230db411d2a - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm - Source: EchoStar Corporation: https://ir.echostar.com/news-releases/news-release-details/echostar-announces-spectrum-sale-and-commercial-agreement-spacex - Source: TechCrunch: https://techcrunch.com/2025/11/06/spacexs-starlink-secures-more-spectrum-and-airlines-as-it-passes-8-million-customers/ ## SpaceX acquires xAI - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - SpaceX merges with xAI, including X, in February 2026. Reported values conflict: $250B for xAI per Reuters, $125B per the BBC. - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/exhibit21-sx1.htm - Source: xAI: https://x.ai/news/xai-joins-spacex - Source: Reuters: https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/ - Source: Bloomberg: https://www.bloomberg.com/news/articles/2026-02-02/elon-musk-s-spacex-said-to-combine-with-xai-ahead-of-mega-ipo - Source: SpaceX: https://www.spacex.com/updates - Source: Elon Musk on X (via Thread Reader App): https://threadreaderapp.com/thread/1905731750275510312.html ## S-1 filed for IPO - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - SpaceX files its IPO registration statement with the SEC in May 2026. It reports 2025 revenue of $18.674B, with xAI and X included. - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm ## IPO at $135, ticker SPCX - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - SpaceX prices its IPO at $135 a share and begins trading on June 12, 2026. Gross proceeds are about $85.7B with the underwriters' option. - Source: SpaceX Investor Relations: https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Closing-of-Initial-Public-Offering-Including-Full-Exercise-of-Underwriters-Option-to-Purchase-Additional-Shares-2026-RgoR-Y1Vwh/default.aspx - Source: CNBC: https://www.cnbc.com/2022/06/07/spacex-starlink-ipo-elon-musk-says-offering-is-3-or-4-years-away.html - Source: CNBC: https://www.cnbc.com/2021/02/09/spacexs-starlink-accepting-99-preorders-as-musk-considers-ipo.html - Source: SpaceX Investor Relations: https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Pricing-of-Initial-Public-Offering/default.aspx - Source: SpaceX Investor Relations: https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Launch-of-Initial-Public-Offering/default.aspx - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm ## Q3 2026: $14.6B revenue - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Revenue rises 161% to $14.6B with $4.4B net income, SpaceX's first quarter as a public company. - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm - Source: The Motley Fool: https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/ ## Musk controls the SpaceX vote - Company: spacex; domain: capital; status: operational; evidence: LIVE/REPORTED - Musk held about 82% of SpaceX voting power after the IPO and about 85% in October 2026 reporting. Any deal needs his approval. - Source: Reuters: https://www.reuters.com/world/musks-spacex-prices-record-75-billion-ipo-135-share-2026-06-11/ - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374 ## Falcon 1 - Company: spacex; domain: launch; status: unknown; evidence: LIVE/REPORTED - Small rocket that failed three times, then reached orbit on its fourth flight in September 2008. - Source: SpaceNews: https://spacenews.com/spacex-successfully-launches-falcon-1-to-orbit/ ## Falcon 9 - Company: spacex; domain: launch; status: operational; evidence: DERIVED, LIVE/REPORTED, LIVE/REPORTED - Medium-lift rocket that first flew in June 2010. A record 165 Falcon launches came in 2025. - Source: Space.com: https://www.space.com/space-exploration/private-spaceflight/spacex-shatters-its-rocket-launch-record-yet-again-167-orbital-flights-in-2025 - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm - Source: Spaceflight Now: https://spaceflightnow.com/falcon9/001/100604launch/index.html ## Booster landing and reuse - Company: spacex; domain: launch; status: operational; evidence: DERIVED, LIVE/REPORTED - First booster landing in 2015 and first reflight in 2017. By 2026 one booster had flown 37 times. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm - Source: SpaceX: https://www.spacex.com/launches/orbcomm2 - Source: SpaceX: https://new.spacex.com/mission ## Falcon Heavy - Company: spacex; domain: launch; status: operational; evidence: LIVE/REPORTED - Promised for 2013, first flew in February 2018 carrying a Tesla Roadster. - Source: NASA: https://www.nasa.gov/history/5-years-ago-first-flight-of-the-falcon-heavy-rocket/ - Source: Space.com: https://www.space.com/39607-spacex-falcon-heavy-first-test-flight-launch.html ## Starship - Company: spacex; domain: launch; status: demonstrated; evidence: LIVE/REPORTED, LIVE/REPORTED - Fully reusable super heavy rocket. Revealed in 2016; Musk said orbit within six months in 2019. First orbit came in September 2026. - Source: Space.com: https://www.space.com/42499-spacex-bfr-mars-spaceship-name-change.html - Source: SpaceX: https://www.spacex.com/launches/starship-sn15 - Source: Reuters: https://www.reuters.com/business/aerospace-defense/spacex-starship-rocket-prototype-achieves-first-safe-landing-2021-05-06/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-2 - Source: SpaceNews: https://spacenews.com/starship-super-heavy-lifts-off-on-second-flight/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-4 - Source: Reuters: https://www.reuters.com/business/aerospace-defense/spacexs-next-starship-test-flight-surviving-hypersonic-return-is-key-2024-06-06/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-7 - Source: Reuters: https://www.reuters.com/technology/space/spacex-launches-seventh-starship-mock-satellite-deployment-test-2025-01-16/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-8 - Source: Reuters: https://www.reuters.com/business/aerospace-defense/faa-says-spacex-starship-explosion-disrupted-nearly-240-flights-2025-03-07/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-11/ - Source: Reuters: https://www.reuters.com/business/aerospace-defense/spacex-launches-another-starship-rocket-test-reusable-design-2025-10-13/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-14/ - Source: Reuters: https://www.reuters.com/business/media-telecom/spacexs-starship-launches-14th-flight-first-headed-orbit-2026-09-28/ - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm ## Tower catch of the booster - Company: spacex; domain: launch; status: demonstrated; evidence: LIVE/REPORTED - The launch tower caught a Super Heavy booster on Flight 5 in October 2024. A caught booster reflew on Flight 9. - Source: SpaceX: https://www.spacex.com/launches/starship-flight-5 - Source: Reuters: https://www.reuters.com/technology/space/spacex-launches-fifth-starship-test-eyes-novel-booster-catch-2024-10-13/ ## Ship catch - Company: spacex; domain: launch; status: delayed; evidence: GAP - Catching the upper stage was promised for 2025. A double catch attempt is planned for Flight 15. ## Starship V3 - Company: spacex; domain: launch; status: demonstrated; evidence: LIVE/REPORTED - Third version, promised for 2025. It debuted on Flight 12 in May 2026 and reached orbit on Flight 14. - Source: SpaceX: https://www.spacex.com/launches/starship-flight-12 - Source: Reuters: https://www.reuters.com/science/faa-orders-spacex-investigate-starship-booster-mishap-2026-05-27/ - Source: Reuters: https://www.reuters.com/business/media-telecom/faa-closes-starship-review-ahead-spacexs-next-test-flight-this-week-2026-07-13/ ## Ship-to-ship propellant transfer - Company: spacex; domain: launch; status: announced; evidence: GAP - Refilling one Starship from another in orbit, needed for Moon and Mars missions. A test is targeted for 2027. ## Weekly Starship launches - Company: spacex; domain: launch; status: announced; evidence: GAP - Musk's stated goal for 2027, then twice weekly. A target only. ## Starbase - Company: spacex; domain: launch; status: operational; evidence: LIVE/REPORTED - Starship's build and launch site in South Texas, incorporated as a city in May 2025. - Source: Cameron County Elections: https://www.cameroncountytx.gov/elections/wp-content/uploads/2025/05/City-of-Starbase-Summary.pdf - Source: AP: https://apnews.com/article/elon-musk-starbase-texas-city-7863bf3bac65e9718eef19b27978933b - Source: Reuters: https://www.reuters.com/science/spacex-gets-faa-approval-ramp-up-starship-launches-texas-2025-05-06/ ## Louisiana spaceport - Company: spacex; domain: launch; status: announced; evidence: GAP - First launch from a Louisiana site is targeted for 2029. ## Dragon cargo - Company: spacex; domain: launch; status: operational; evidence: LIVE/REPORTED - First commercial spacecraft recovered from orbit (2010) and the first to reach the space station (2012). - Source: SpaceX (archived): https://web.archive.org/web/20141006095016/http:/www.spacex.com/news/2013/02/09/spacexs-dragon-spacecraft-successfully-re-enters-orbit - Source: Reuters: https://www.reuters.com/article/idUSTRE6B327P20101209/ ## Crew Dragon - Company: spacex; domain: launch; status: operational; evidence: LIVE/REPORTED - Carried NASA astronauts from 2020, then private crews and the first commercial spacewalk. - Source: NASA: https://www.nasa.gov/news-release/nasa-astronauts-launch-from-america-in-historic-test-flight-of-spacex-crew-dragon/ ## Starship Moon lander (HLS) - Company: spacex; domain: launch; status: in_development; evidence: GAP - NASA's $2.89B lander award in 2021 targeted a crewed landing as early as 2024. SpaceX now focuses on a 2027 Moon landing. ## NASA reshapes Artemis III - Company: spacex; domain: plans; status: operational; evidence: LIVE/REPORTED - NASA makes Artemis III a 2027 test mission, changing what the lander must show first. - Source: NASA: https://www.nasa.gov/news-release/nasa-adds-mission-to-artemis-lunar-program-updates-architecture/ ## Mars program - Company: spacex; domain: plans; status: delayed; evidence: GAP - Crewed Mars was promised for 2024 in 2016. Uncrewed ships for 2026 were dropped; in February 2026 SpaceX put the Moon first. - Source: Spaceflight Now: https://spaceflightnow.com/2016/09/27/spacexs-elon-musk-announces-vision-for-colonizing-mars/ - Source: SpaceNews: https://spacenews.com/spacex-drops-plans-for-powered-dragon-landings/ - Source: Spaceflight Now: https://spaceflightnow.com/2017/08/18/spacex-informed-nasa-of-slowdown-in-its-commercial-mars-program/ - Source: The Planetary Society: https://www.planetary.org/articles/20170929-spacex-updated-colonization-plans - Source: Reuters: https://www.reuters.com/article/world/uk/musk-shrinks-spacex-mars-rocket-to-cut-costs-idUSKCN1C40MS/ - Source: SpaceX: https://www.spacex.com/launches/starship-flight-14/ ## dearMoon lunar flyby - Company: spacex; domain: launch; status: cancelled; evidence: GAP - A private Starship flight around the Moon announced for 2023. It was cancelled. - Source: Spaceflight Now: https://spaceflightnow.com/2017/02/27/spacex-to-send-two-private-citizens-around-the-moon-and-back/ - Source: Ars Technica: https://arstechnica.com/science/2017/02/spacex-says-it-will-send-two-people-around-the-moon-in-late-2018/ - Source: Reuters: https://www.reuters.com/article/us-spacex-tourism/elon-musks-spacex-to-name-first-passenger-for-moon-voyage-idUSKCN1LX2IY/ ## Starlink - Company: spacex; domain: satellites; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Satellite internet announced in 2015. Public beta opened in 2020; 13.6M subscribers by September 2026. - Source: SpaceX: https://www.spacex.com/launches/sl-6-1 - Source: SpaceNews: https://spacenews.com/spacex-launches-first-upgraded-starlink-satellites/ - Source: TechCrunch: https://techcrunch.com/2025/11/06/spacexs-starlink-secures-more-spectrum-and-airlines-as-it-passes-8-million-customers/ - Source: CNBC: https://www.cnbc.com/2020/10/27/spacex-starlink-service-priced-at-99-a-month-public-beta-test-begins.html ## Starshield - Company: spacex; domain: satellites; status: operational; evidence: LIVE/REPORTED - Government satellite business unveiled in 2022, with a reported NRO network and a $4.16B Space Force tracking contract. - Source: Reuters: https://www.reuters.com/business/aerospace-defense/musks-spacex-is-frontrunner-build-trumps-golden-dome-missile-shield-2025-04-17/ - Source: Breaking Defense: https://breakingdefense.com/2026/05/spacex-wins-4-16b-space-force-contract-to-detect-airborne-moving-targets/ - Source: DefenseScoop: https://defensescoop.com/2026/05/29/spacex-amti-contract-space-force/ - Source: SpaceNews: https://spacenews.com/spacex-rolls-out-new-business-line-focused-on-military-satellite-services/ ## Direct to Cell - Company: spacex; domain: satellites; status: operational; evidence: LIVE/REPORTED - Starlink satellites that connect to ordinary phones. The first launched in January 2024. - Source: SpaceX: https://www.spacex.com/launches/sl-7-9 - Source: Starlink: https://starlink.com/public-files/DIRECT_TO_CELL_FIRST_TEXT_UPDATE.pdf - Source: T-Mobile Newsroom: https://www.t-mobile.com/news/un-carrier/first-spacex-satellites-launch-for-breakthrough-direct-to-cell-service-with-t-mobile ## Starlink V3 satellites - Company: spacex; domain: satellites; status: demonstrated; evidence: LIVE/REPORTED - Larger satellites that need Starship. First deployed on a suborbital test in July 2026, then to orbit in September. - Source: SpaceX: https://www.spacex.com/launches/starship-flight-13 - Source: Reuters: https://www.reuters.com/business/media-telecom/spacexs-starship-rocket-lifts-off-texas-13th-test-flight-2026-07-24/ ## Orbital AI compute - Company: spacex; domain: satellites; status: announced; evidence: CLAIM - An FCC filing for up to 1 million data center satellites. SpaceX targets AI compute in orbit by 2028. - Source: SpaceX: https://www.spacex.com/spacexai/starmind - Source: SpaceX: https://www.spacex.com/updates ## xAI founded - Company: xai; domain: ai; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - Musk launches xAI in July 2023. It raises $6B Series B and C rounds in 2024 and a $20B Series E in January 2026. - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Reuters: https://www.reuters.com/technology/elon-musks-ai-firm-xai-launches-website-2023-07-12/ ## Grok - Company: xai; domain: ai; status: operational; evidence: LIVE/REPORTED - xAI's model family, announced in November 2023. Grok 3 came in February 2025 and Grok 4 in July 2025. - Source: TechCrunch: https://techcrunch.com/2025/01/02/xais-next-gen-grok-model-didnt-arrive-on-time-adding-to-a-trend/ - Source: xAI: https://x.ai/news/grok-3 - Source: xAI: https://x.ai/news/grok - Source: Reuters: https://www.reuters.com/technology/musks-xai-set-launch-first-ai-model-select-group-2023-11-03/ ## Grok 5 - Company: xai; domain: ai; status: delayed; evidence: GAP - Promised for late 2025, then Q1 2026. Not released in our sources. ## Colossus (Memphis) - Company: xai; domain: ai; status: operational; evidence: LIVE/REPORTED - xAI's training supercomputer, built in 122 days with 100,000 GPUs. Its sites reached about 780,000 GPUs in 2026, per press reports. - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm - Source: NVIDIA: https://nvidianews.nvidia.com/news/spectrum-x-ethernet-networking-xai-colossus - Source: NPR: https://www.npr.org/2024/09/11/nx-s1-5088134/elon-musk-ai-xai-supercomputer-memphis-pollution ## Memphis turbine permits - Company: xai; domain: energy; status: operational; evidence: LIVE/REPORTED - Colossus' gas turbines drew pollution complaints. xAI got a permit for 15 turbines in July 2025. - Source: The Commercial Appeal: https://www.commercialappeal.com/story/money/business/development/2025/07/02/elon-musk-xai-turbines-in-memphis-permit/84451755007/ ## xAI acquires X - Company: xai; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - xAI combines with X in an all-stock deal valuing xAI at $80B and X at $33B. - Source: Elon Musk on X (via Thread Reader App): https://threadreaderapp.com/thread/1905731750275510312.html - Source: Reuters: https://www.reuters.com/markets/deals/musks-xai-buys-social-media-platform-x-45-billion-2025-03-28/ - Source: Bloomberg: https://www.bloomberg.com/news/articles/2025-03-28/musk-says-that-his-xai-startup-has-acquired-x-for-33-billion - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm ## Cursor acquisition - Company: spacex; domain: ai; status: operational; evidence: LIVE/REPORTED - SpaceX agrees in June 2026 to buy Cursor for $60B in stock; Cursor is wholly owned from August 2026. - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Reuters: https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/ - Source: TechCrunch: https://techcrunch.com/2026/06/16/spacex-to-acquire-cursor-for-60b-in-stock-days-after-blockbuster-ipo/ - Source: SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026056945/spcx-20260814.htm ## SpaceXAI renamed SpaceXSI - Company: xai; domain: ai; status: operational; evidence: LIVE/REPORTED - Musk announces the AI unit's new name in October 2026. A completed legal name change is not verified. - Source: Fox Business: https://www.foxbusiness.com/technology/elon-musk-rebrands-spacexai-following-trump-directive - Source: SpaceXSI (xAI): https://x.ai/news ## Grok runs Starlink support - Company: spacex; domain: ai; status: operational; evidence: LIVE/REPORTED - Grok Voice handles Starlink customer support from October 2026. - Source: xAI: https://x.ai/stories/starlink - Source: PCMag UK: https://uk.pcmag.com/networking/164390/hi-this-is-ai-starlinks-customer-support-now-features-grok-voice-chatbot - Source: xAI (SpaceXSI): https://x.ai/news/grok-voice-3 - Source: Reuters: https://www.reuters.com/science/spacex-invest-2-billion-musks-xai-startup-wsj-reports-2025-07-12/ ## Shared materials engineering - Company: joint; domain: vehicles; status: operational; evidence: LIVE/REPORTED - One materials engineering chief served both companies from 2016, with reported joint work and tooling transfers in 2018. - Source: Electrek: https://electrek.co/2016/02/24/apple-alloy-expert-tesla-spacex/ - Source: Electrek: https://electrek.co/2025/05/01/tesla-tsla-reveals-web-transactions-between-elon-musk-companies/ ## Starship steel in Cybertruck - Company: joint; domain: vehicles; status: operational; evidence: LIVE/REPORTED - Cybertruck's body uses the stainless alloy developed for Starship, per press reports. No filing confirms it. - Source: TechCrunch: https://techcrunch.com/2019/11/22/teslas-cybertruck-is-made-of-the-same-stainless-steel-alloy-that-spacex-is-using-for-starship/ - Source: Popular Mechanics: https://www.popularmechanics.com/space/rockets/a25953663/elon-musk-spacex-bfr-stainless-steel/ ## Tesla staff and parts to SpaceX - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - A 2020 Tesla filing, reported by CNBC, showed about 20 Tesla employees working temporarily at SpaceX and parts sold to it. - Source: Electrek: https://electrek.co/2020/05/29/tesla-spacex-ramp-up-synergy-battery-purchases/ - Source: CNBC: https://www.cnbc.com/2020/05/28/tesla-sent-20-employees-to-temp-at-spacex-filing-shows.html - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Reuters via Investing.com: https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898 ## Starlink at Superchargers - Company: joint; domain: satellites; status: operational; evidence: LIVE/REPORTED - Reported use of Starlink to connect Tesla Supercharger sites from 2021. - Source: Electrek: https://electrek.co/2021/11/14/tesla-starts-deploying-starlink-satellite-internet-systems-supercharger-stations/ - Source: Electrek: https://electrek.co/2022/07/08/tesla-expands-deployment-starlink-satellite-internet-systems-supercharger-stations/ ## Tesla GPUs redirected to X - Company: joint; domain: ai; status: operational; evidence: LIVE/REPORTED - Nvidia chips allocated to Tesla were redirected to X and xAI in 2024, per reports. - Source: CNBC: https://www.cnbc.com/2024/06/04/elon-musk-told-nvidia-to-ship-ai-chips-reserved-for-tesla-to-x-xai.html - Source: The Verge: https://www.theverge.com/2024/6/4/24171165/elon-musk-tesla-x-nvidia-ai-chips-divert ## Tesla engineers move to xAI - Company: joint; domain: ai; status: operational; evidence: LIVE/REPORTED - Reported moves of Tesla AI engineers to xAI in 2024; a suit alleged at least 11. - Source: Electrek: https://electrek.co/2024/04/03/elon-musk-xai-poaches-engineer-tesla-clear-conflict-of-interest/ - Source: TechCrunch: https://techcrunch.com/2024/06/13/tesla-shareholders-sue-musk-for-starting-competing-ai-company/ - Source: Delaware Court of Chancery (via DocumentCloud): https://s3.documentcloud.org/documents/24747977/2024-06-13-e-filed-verified-stockholder-derivative-complaint-tesla-xai.pdf ## Megapacks power Colossus - Company: joint; domain: energy; status: operational; evidence: DERIVED, LIVE/REPORTED, LIVE/REPORTED - Tesla Megapacks back up xAI's Memphis data centers. Tesla booked $430M of Megapack revenue from xAI in 2025. - Source: Electrek: https://electrek.co/2025/05/01/tesla-tsla-reveals-web-transactions-between-elon-musk-companies/ - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/R24.htm - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: DatacenterDynamics: https://www.datacenterdynamics.com/en/news/xai-deploys-168-tesla-megapacks-to-power-its-colossus-supercomputer-in-memphis/ - Source: Teslarati: https://www.teslarati.com/xai-tesla-megapack-colossus-2/ - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm - Source: Electrek: https://electrek.co/2026/05/01/tesla-tsla-web-transactions-musk-companies-spacex-xai-10ka-2025/ ## SpaceX buys Megapacks - Company: joint; domain: energy; status: operational; evidence: LIVE/REPORTED - Tesla recognized $626M of Megapack revenue from SpaceX in the first nine months of 2026: $87M, $318M and $221M by quarter. - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000162828026026673/R20.htm - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/0001628280-26-066880-index.htm - Source: TeslaNorth: https://teslanorth.com/2026/10/22/spacex-tesla-megapack-purchases-10q/ ## SpaceX buys Cybertrucks - Company: joint; domain: vehicles; status: operational; evidence: LIVE/REPORTED - SpaceX spent $131M on Cybertrucks in 2025 at list price. - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm - Source: Bloomberg: https://www.bloomberg.com/news/articles/2026-04-16/tesla-leans-on-elon-musk-s-spacex-to-buoy-sagging-cybertruck-sales - Source: Electrek: https://electrek.co/2026/04/16/tesla-cybertruck-spacex-1279-q4-sales-inflated/ - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898 - Source: Business Insider: https://www.businessinsider.com/spacex-bought-tesla-cybertrucks-megapack-ipo-s1-2026-5 ## Grok in Tesla cars - Company: joint; domain: ai; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - xAI's Grok assistant ships in Tesla vehicles from July 2025 and gives Optimus its voice, per reports. - Source: Tesla: https://www.tesla.com/support/grok - Source: Electrek: https://electrek.co/2025/07/12/tesla-launches-software-update-with-grok-but-doesnt-interface-car/ - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm - Source: Teslarati: https://www.teslarati.com/elon-musk-confirms-tesla-optimus-v3-uses-grok-voice-ai/ - Source: Electrek: https://electrek.co/2026/07/10/musk-tells-tesla-staff-switch-grok/ - Source: TeslaNorth: https://teslanorth.com/2026/09/22/tesla-engineers-are-using-grok-4-7-to-ship-fsd-and-cybercab-features-overnight/ - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm ## Macrohard agent project - Company: joint; domain: ai; status: in_development; evidence: LIVE/REPORTED - A joint software agent built on Tesla AI4 hardware and xAI servers. Financial and IP terms are not final. - Source: Reuters: https://www.reuters.com/business/autos-transportation/musk-unveils-joint-tesla-xai-project-macrohard-eyes-software-disruption-2026-03-11/ - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Electrek: https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/ ## Terafab chip fab - Company: joint; domain: ai; status: in_development; evidence: CLAIM, LIVE/REPORTED, LIVE/REPORTED - Chip factory planned by SpaceX and Tesla in Texas under a framework agreement: neither Tesla nor Intel is obligated to stay, and no definitive agreement exists. Ground was broken in August 2026. - Source: Reuters: https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/ - Source: Reuters: https://www.reuters.com/business/autos-transportation/elon-musk-lays-out-terafab-ai-chip-project-plan-2026-05-06/ - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/spacex-and-teslas-terafab-targets-2028-for-volume-chip-production-musk-says-4961351 - Source: Reuters (via StreetInsider): https://www.streetinsider.com/Reuters/Musk+says+SpaceX-Tesla+merger+is+a+good+idea+as+companies+form+deal+committees/27210510.html - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: Electrek: https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/ - Source: Reuters: https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/ - Source: SpaceX: https://www.spacex.com/updates - Source: Reuters: https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06/ - Source: Engadget: https://www.engadget.com/science/elon-musk-announces-terafab-project-he-claims-will-be-the-largest-chip-manufacturing-facility-ever-171718545.html - Source: Bloomberg: https://www.bloomberg.com/news/articles/2026-03-22/elon-musk-says-tesla-xai-spacex-terafab-to-start-in-austin - Source: SpaceX: https://www.spacex.com/updates/terafab - Source: Office of the Texas Governor: https://gov.texas.gov/news/post/governor-abbott-announces-spacex-expansion-in-grimes-county ## Starlink antenna in Cybercab - Company: joint; domain: satellites; status: operational; evidence: LIVE/REPORTED - A Starlink antenna is reported to be built into Cybercab. No commercial terms are public. - Source: Electrek: https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/ - Source: Electrek: https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/ ## Starlink in every Tesla - Company: joint; domain: satellites; status: announced; evidence: GAP - Musk says Starlink will be in all Teslas. A statement with no timeline or terms. ## Tesla's xAI stake becomes SpaceX stock - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla agrees in January 2026 to invest about $2B in xAI preferred stock. In March 2026 the stake becomes SpaceX common stock, under 1% of SpaceX, worth $2.865B at September 30. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm - Source: Reuters: https://www.reuters.com/business/autos-transportation/tesla-revenue-beats-estimates-despite-weaker-vehicle-deliveries-2026-01-28/ - Source: xAI: https://x.ai/news/series-e - Source: Reuters: https://www.reuters.com/business/musks-xai-raises-20-billion-upsized-series-e-funding-round-2026-01-06/ - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - Source: U.S. Federal Trade Commission: https://www.ftc.gov/legal-library/browse/early-termination-notices/20260932 - Source: Bloomberg: https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm - Source: SEC / Space Exploration Technologies Corp.: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - Source: SEC / Tesla, Inc.: https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm ## Shared director on both boards - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED - Tesla director Ira Ehrenpreis also sits on the SpaceX board. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - Source: TechCrunch: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ ## Musk leads both companies - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED - Musk is CEO of Tesla and of SpaceX, which now contains xAI and X. Tesla's 10-K says he does not devote his full time to Tesla. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828025003063/tsla-20241231.htm - Source: SpaceX / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm ## Special committees formed - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - In October 2026 both boards form special committees to evaluate a possible combination. Musk calls a merger a good idea, but SpaceX's 10-Q says no determination has been made. - Source: Tesla / SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - Source: TechCrunch: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - Source: Reuters (via StreetInsider): https://www.streetinsider.com/Reuters/Musk+says+SpaceX-Tesla+merger+is+a+good+idea+as+companies+form+deal+committees/27210510.html - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/analysismusks-political-baggage-clouds-prospects-for-spacextesla-deal-4965229 - Source: Bloomberg: https://www.bloomberg.com/news/features/2026-10-22/tesla-spacex-merger-why-musk-wants-a-deal-before-trump-leaves-office - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm ## Deal needs Musk's approval - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED - SpaceX says no determination has been made and any deal needs its committee, its board and Musk as controlling shareholder. - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm ## Tesla vote: half of all shares - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED - Musk says the Tesla side would need approval from 50% of all outstanding shares, not just votes cast. - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374 - Source: Business Insider: https://www.businessinsider.com/tesla-spacex-merger-exploratory-commitees-2026-10 ## No terms agreed - Company: joint; domain: capital; status: operational; evidence: LIVE/REPORTED, LIVE/REPORTED - No exchange ratio, price, structure or timeline has been disclosed or agreed as of October 23, 2026. - Source: Reuters (via Investing.com): https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374 - Source: SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm # All merger signals - 2025-11-06 [LIVE/REPORTED] (news) Tesla shareholder proposal to authorize xAI investment fails: 1.059B for, 916.3M against, 473.1M abstain; abstentions count as against under bylaws Source: https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html - 2026-01-16 [LIVE/REPORTED] (news) Tesla agrees to invest about $2B in xAI Holdings: Per Tesla proxy timeline Source: https://www.facebook.com/spacefans1/posts/news-teslas-investment-in-xai-has-taken-an-unexpected-turn-connecting-the-electr/1547668067392197/ - 2026-02-02 [LIVE/REPORTED] (news) SpaceX acquires xAI in all-stock deal: Values xAI $250B, SpaceX $1T, combined $1.25T; largest M&A ever per Reuters Source: https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/ - 2026-03-12 [LIVE/REPORTED] (news) Tesla gets FTC clearance to convert xAI stake into SpaceX stock: HSR filings dated Mar 11 list Tesla as acquirer of SpaceX stake from Musk Source: https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo - 2026-05-20 [LIVE/REPORTED] (news) SpaceX S-1 calls Tesla ties 'early foundation of a strong and constructive partnership': Prospectus language on limited commercial engagements Source: 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 - 2026-05-20 [CLAIM] (rumor) Wedbush (Ives): SpaceX and Tesla to merge in 2027: Analyst note after S-1; cites Tesla stake and Terafab Source: https://www.businessinsider.com/spacex-ipo-tesla-merger-elon-musk-ai-dan-ives-spcx-2026-5 - 2026 [CLAIM] (rumor) Wedbush raises merger odds above 80% by 2027: Analyst view Source: https://finance.yahoo.com/markets/stocks/articles/tesla-spacex-merger-2027-heres-124558883.html - 2026-07-22 [CLAIM] (news) Musk hints at merger on Tesla Q2 call, lists overlaps: Grok in cars, Grok driving 'digital Optimus', Starlink in all vehicles, Terafab needed for Optimus scale Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - 2026-10-20 [CLAIM] (news) Musk on SpaceX Q3 call: merger 'odd kabuki dance', certainty would be 'overstating it': Committees formed at shareholder request; no terms agreed Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-20 [LIVE/REPORTED] (news) Tesla has 7 independent directors eligible; SpaceX lists 6: Ehrenpreis is independent on both boards Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-22 [LIVE/REPORTED] (news) Tesla 10-Q: special committee to explore 'deepening Tesla's relationship with SpaceX': Could include a business combination; no assurance; members not named Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - 2026-10-22 [LIVE/REPORTED] (news) SpaceX 10-Q gives controlling shareholder (Musk, about 85% votes) final approval: Decrypt analysis of 10-Q Source: https://decrypt.co/381753/spacex-filing-elon-musk-final-word-tesla-merger - 2026-10-22 [CLAIM] (rumor) Ives: 90% odds of merger, Tesla priced $500 to $550: Now at Yorkville Ives Source: https://finance.yahoo.com/markets/stocks/articles/dan-ives-sees-90-odds-114455885.html - 2026-10-22 [LIVE/REPORTED] (news) NPR: Musk says SpaceX and Tesla considering a merger: National coverage Source: https://www.npr.org/2026/10/22/nx-s1-6010634/elon-musk-says-space-x-and-tesla-are-considering-a-merger - 2026-10-23 [LIVE/REPORTED] (news) Law360: committees review potential merger: Legal press Source: https://www.law360.com/articles/2541790/spacex-tesla-special-committees-review-potential-merger - 2026-10-23 [LIVE/REPORTED] (news) CNBC: merger chatter takes center stage after earnings: Market coverage Source: https://www.cnbc.com/2026/10/23/spacex-tesla-merger-chatter-takes-center-stage-after-earnings.html - 2026-10-20 [LIVE/REPORTED] (signal) Shared director: Ira Ehrenpreis independent on both Tesla and SpaceX boards: Chairs SpaceX comp and nominating committee Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-20 [LIVE/REPORTED] (signal) Antonio Gracias on SpaceX board, ex-Tesla director; Valor holds 3.4% of SpaceX and financed AI hardware leasebacks: Shared investor/director network Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-22 [LIVE/REPORTED] (signal) Q3 2026: SpaceX bought $151M Megapacks (9M $480M); Tesla booked $221M revenue, $729M receivable, $648M deferred revenue: Related-party flows growing Source: https://finance.yahoo.com/markets/stocks/articles/tsla-spcx-boards-confirm-special-223448287.html - 2026-08-05 [LIVE/REPORTED] (signal) SpaceX spent more on Megapacks in Q2 for AI data centers: CNBC Source: https://www.cnbc.com/2026/08/05/spacex-tesla-megapack-ai-data-centers.html - 2026-05-20 [LIVE/REPORTED] (signal) S-1: SpaceX and xAI bought about $650M of Tesla products combined, incl. $131M Cybertrucks in 2025: Related-party disclosure Source: https://www.businessinsider.com/spacex-bought-tesla-cybertrucks-megapack-ipo-s1-2026-5 - 2026-05-20 [LIVE/REPORTED] (signal) S-1 also discloses jets and stock investment links across Musk companies: Reuters summary Source: https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898 - 2026-07-20 [LIVE/REPORTED] (signal) Tesla: 'Starlink V5 directly integrated in Cybercab': Joint X posts with cutaway Source: https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/ - 2026-08-10 [LIVE/REPORTED] (signal) First Cybercab with Starlink antenna shown at Giga Texas: @robotaxi post Source: https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/ - 2026-10-23 [LIVE/REPORTED] (signal) Tesla support page: Grok is 'your SI companion built by SpaceXSI': Grok in AMD Teslas; Grok Bot and Connectors need 2026.26+ Source: https://www.tesla.com/support/grok - 2026-07-22 [CLAIM] (signal) Musk: Starlink 'will be integrated into all of our vehicles' where active: Statement, not shipped Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - 2026-01-29 [LIVE/REPORTED] (signal) Tesla sold $430M Megapacks to xAI in 2025 (Colossus): Shared facility power Source: https://www.cnbc.com/2026/01/29/tesla-sold-430-million-worth-of-its-megapack-batteries-to-xai-in-2025.html - 2026 [CLAIM] (signal) Tesla AI5 built by Samsung and TSMC; surplus chips may support xAI data centers: Shared chip supply; xAI use is reported intent Source: 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 - 2026-10-15 [LIVE/REPORTED] (signal) Next Gen Roadster unveiled at a SpaceX Texas test site: Shared facility use Source: https://www.theverge.com/transportation/1012552/tesla-roadster-next-gen-reveal-elon-musk - [GAP] (signal) Job postings naming both companies: Not searched behind logins; none found in public search Source: https://www.tesla.com/careers - [GAP] (signal) Trademark and domain filings linking brands: USPTO not queried this pass Source: https://tmsearch.uspto.gov/ - 2026-03-22 [LIVE/REPORTED] (project) Terafab joint chip fab: 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 Source: https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/ - 2026-05-20 [LIVE/REPORTED] (project) Terafab framework is not binding: No financial terms, IP, timeline or obligation Source: https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/ - 2026-10-15 [LIVE/REPORTED] (project) Roadster with SpaceX cold-gas thrusters: Production 2028; flying trim invite-only, not road legal Source: https://aviationweek.com/aerospace/emerging-technologies/tesla-demos-flying-roadster-powered-spacex-cold-gas-thrusters - 2026-07-20 [LIVE/REPORTED] (project) Starlink in Cybercab: Antenna in production hardware Source: https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/ - 2025-07 [LIVE/REPORTED] (project) Grok in Tesla vehicles: Software 2025.26+; Grok Bot 2026.26+ Source: https://www.tesla.com/support/grok - 2026-07-22 [CLAIM] (project) Grok driving 'digital Optimus': Musk statement only Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - 2026-05-20 [CLAIM] (project) Macrohard (xAI agent software) tie to Tesla: Referenced alongside Terafab as not finalized in S-1 Source: https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/ - 2025 [LIVE/REPORTED] (project) Megapacks powering Colossus and SpaceX AI sites: Ongoing supply Source: https://www.cnbc.com/2026/08/05/spacex-tesla-megapack-ai-data-centers.html - 2026-04 [LIVE/REPORTED] (person) Michael Nicolls: Starlink SVP named xAI president: Said xAI 'clearly behind' Source: https://www.businessinsider.com/elon-musk-reorganizes-xai-ahead-of-spacex-ipo-2026-4 - 2026-03 [LIVE/REPORTED] (person) Ashok Elluswamy: Tesla AI software leader joined xAI Macrohard work: Per xAI org chart viewed by Bloomberg Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - 2026 [LIVE/REPORTED] (person) Gwynne Shotwell, Bret Johnsen, Brian Bjelde: SpaceX execs with xAI operating, finance, HR roles: Per Bloomberg org chart Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - 2026 [LIVE/REPORTED] (person) Jared Birchall, James Burnham, Terrence O'Shaughnessy, Anno van den Akker listed among xAI leaders: Musk lieutenants across companies; roles per Bloomberg Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - 2024-03 [LIVE/REPORTED] (person) Ethan Knight: Tesla Autopilot computer vision lead to xAI: Musk said he was headed to OpenAI otherwise Source: https://www.businessinsider.com/tesla-xai-elon-musk-ai-startup-poaching-talent-war-2024-4 - 2026-10-20 [LIVE/REPORTED] (person) JB Straubel: former Tesla CTO, independent Tesla director: Eligible for Tesla committee Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - 2026-10-21 [CLAIM] (person) Lars Moravy (Tesla) defends SpaceX-thruster Roadster production: X post Source: https://finance.yahoo.com/markets/stocks/articles/tsla-spcx-boards-confirm-special-223448287.html - 2026-07-22 [CLAIM] (person) Vaibhav Taneja (Tesla CFO) backs Starlink connectivity pitch: Q2 call Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - 2024 [LIVE/REPORTED] (person) Pattern: at least 11 xAI hires ex-Tesla, 6 from Autopilot: Count from WSJ via xAI site and LinkedIn Source: https://www.wsj.com/tech/elon-musk-tesla-shore-up-ai-business-d4e2187f - 2024-06 [LIVE/REPORTED] (person) Pattern: at least 10 Tesla to xAI and 18 Tesla to Neuralink moves: Mostly after 2024 Tesla layoffs Source: https://www.businessinsider.com/elon-musk-fills-out-xai-former-tesla-staffers-after-layoffs-2024-6 - [GAP] (person) Pattern: Tesla battery/manufacturing to Starship engineers: No sourced count found Source: https://www.linkedin.com/ - [GAP] (person) Merger committee member names: Not disclosed by either company Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm # All governance links - [LIVE/REPORTED] musk to spacex: board seat, Chairman, CEO and CTO since May 2002 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] shotwell to spacex: board seat, Director since Mar 2009 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] ehrenpreis to spacex: board seat, Independent director since Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] glein to spacex: board seat, Director since Feb 2026; board observer since 2009 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] gracias to spacex: board seat, Director since Oct 2010 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] harrison to spacex: board seat, Director since Feb 2015 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] jurvetson to spacex: board seat, Director since Mar 2009 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] nosek to spacex: board seat, Director since Jul 2008 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to tesla: board seat, Director, Class I nominee 2026 Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] denholm to tesla: board seat, Chair, Class I nominee 2026 Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] straubel to tesla: board seat, Director, Class I nominee 2026; former Tesla CTO Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] kimbal to tesla: board seat, Director, Class II; Elon Musk's brother Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] murdoch to tesla: board seat, Director, Class II Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] hartung to tesla: board seat, Director, Class II Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] ehrenpreis to tesla: board seat, Director, Class III Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] gebbia to tesla: board seat, Director, Class III Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] wilson_thompson to tesla: board seat, Director, Class III Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] gracias to tesla: former board seat, Tesla director 2007 to 2021, Lead Independent Director 8 years Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] jurvetson to tesla: former board seat, Tesla director 2009 to 2020 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] gracias to neuralink: board seat, Neuralink board since May 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] gracias to boring: board seat, Boring Company board since May 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] gracias to solarcity: former board seat, SolarCity director 2012 to 2016 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to tesla: executive role, CEO since Oct 2008, Technoking Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to xai: executive role, CEO and director of xAI from Mar 2023 until acquired Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to x: executive role, CTO and director of X from Oct 2022 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to neuralink: executive role, Founder and CEO Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to boring: executive role, Founder and CEO; controlling voting interest per SpaceX 10-Q Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] shotwell to spacex: executive role, President and COO since 2008 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] johnsen to spacex: executive role, CFO since 2011 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] shotwell to xai: executive role, Reported xAI operating role per Bloomberg org chart Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [LIVE/REPORTED] johnsen to xai: executive role, Reported xAI finance role per Bloomberg org chart Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [LIVE/REPORTED] bjelde to xai: executive role, SpaceX HR head with reported xAI HR role Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [LIVE/REPORTED] birchall to xai: executive role, Listed among xAI leaders (Musk family office head) Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [CLAIM] taneja to tesla: executive role, Tesla CFO; backed Starlink-in-vehicles pitch on Q2 call Source: https://electrek.co/2026/07/22/elon-musk-hints-tesla-spacex-merger-earnings-call/ - [LIVE/REPORTED] gracias to valor: executive role, Founder, CEO and CIO of Valor since 2001 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] glein to dfj_growth: executive role, Co-founder and managing partner Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] harrison to google: executive role, President, Global Partnerships and Corporate Development at Google Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] nosek to founders_fund: former executive role, Co-founded Founders Fund Apr 2006, GP to Jul 2017 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] nosek to gigafund: executive role, Co-founder and managing partner since Jul 2017 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] jurvetson to future_ventures: executive role, Co-founder of Future Ventures (2019) Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] ehrenpreis to dbl: executive role, Founder and managing member Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to spacex: ownership/voting stake, 12.3% of Class A, 93.6% of Class B, 85.1% combined voting (pre-IPO) 85.1% voting Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk to tesla: ownership/voting stake, 699,580,882 shares, 19.8%; 207,498,721 shares pledged 19.8% Source: https://muskularity.com/companies/tesla-2026-proxy/ - [LIVE/REPORTED] valor to spacex: ownership/voting stake, 503,414,530 Class A shares held by Valor Entities (Gracias disclaims except pecuniary interest) 7.3% of Class A Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to spacex: ownership/voting stake, 18,990,195 SpaceX Class A shares, under 1%; equity method <1% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] nosek to spacex: ownership/voting stake, 32,987,360 Class A shares, 2,381,000 pledged <1% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] shotwell to spacex: ownership/voting stake, 5,460,400 Class A and 7,113,550 Class B shares <1% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] ehrenpreis to spacex: ownership/voting stake, 809,050 Class A and 564,650 Class B shares via trust <1% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] vanguard to tesla: ownership/voting stake, 210,796,512 shares per 13G filed Apr 30 2026 5.3% Source: https://muskularity.com/companies/tesla-2026-proxy/ - [LIVE/REPORTED] google to spacex: ownership/voting stake, Party to Investors' Rights Agreement (registration rights); stake size not disclosed in 5% table undisclosed Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] dfj_growth to spacex: ownership/voting stake, Party to Investors' Rights Agreement; stake size not disclosed undisclosed Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] google to spacex: financing/support, Google and Fidelity invested $1B $1.0B combined Source: https://en.wikipedia.org/wiki/SpaceX - [LIVE/REPORTED] fidelity to spacex: financing/support, Fidelity and Google invested $1B $1.0B combined Source: https://en.wikipedia.org/wiki/SpaceX - [GAP] founders_fund to spacex: ownership/voting stake, Current SpaceX stake not found in S-1 5% table or 13F pass GAP Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [GAP] baillie to spacex: ownership/voting stake, Not found in S-1 5% table; 13F not checked this pass GAP Source: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&company=baillie+gifford - [GAP] baillie to tesla: ownership/voting stake, Not in Tesla 2026 proxy 5% table; 13F not checked this pass GAP Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm - [LIVE/REPORTED] spacex to xai: ownership/voting stake, Wholly owned after all-stock xAI Merger effective 2026-02-02 100% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] xai to x: ownership/voting stake, xAI acquired X Holdings effective 2025-03-28 100% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] spacex to starlink: ownership/voting stake, Starlink is SpaceX's Connectivity segment segment Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] spacex to boring: ownership/voting stake, SpaceX holds equity in TBC (equity method, fair value); $561M unrealized gain Q3 2026 $561M gain Q3 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] spacex to tesla: related-party transaction, SpaceX purchased Megapacks (to 2025-12-31 cumulative, at MSRP) $506M Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] spacex to tesla: related-party transaction, SpaceX purchased Cybertrucks at MSRP $131M Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] spacex to tesla: related-party transaction, SpaceX purchased Megapacks Q3 / 9M 2026 $151M Q3; $480M 9M Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] tesla to spacex: related-party transaction, Tesla revenue from SpaceX Megapack purchases $221M Q3; $626M 9M; A/R $729M; deferred rev $648M Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - [LIVE/REPORTED] spacex to tesla: related-party transaction, SpaceX goods and services obtained from Tesla $11M 2023; $4M 2024; $144M 2025; $0.2M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] xai to tesla: related-party transaction, xAI goods and services obtained from Tesla (incl. Megapacks) $191M 2024; $506M 2025; $34M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to xai: related-party transaction, xAI revenue from Tesla $2M 2025; $0.4M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to x: related-party transaction, Tesla advertising on X $0.5M 2024; $4M 2025 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to spacex: related-party transaction, Tesla pays SpaceX for Musk/Tesla staff use of SpaceX aircraft $1M 2023; $1M 2024; $2M 2025 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] x to boring: related-party transaction, X office lease from Boring subsidiary $0.1M 2024; $1M 2025; $0.1M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] spacex to boring: related-party transaction, Tunnel construction at Bastrop, TX $1M Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] xai to musk_industries: related-party transaction, xAI leases real property owned by Musk Industries LLC $0.5M 2024; $2M 2025; $0.2M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] spacex to security_co: related-party transaction, Security services for Musk $2M 2023; $3M 2024; $4M 2025; $1M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] spacex to craft: related-party transaction, Aircraft maintenance by Musk affiliate $1M 2023; $1M 2024; $3M 2025; $1M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] musk_industries to musk: ownership/voting stake, Owned by Musk 100% Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] valor to xai: related-party transaction, Three AI hardware equipment leases (failed sale-leaseback), guaranteed by SpaceX; aggregate payments $6,986M + $6,633M + $6,587M $20,206M commitments; paid $885M 2025, $857M Jan-Feb 2026 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] valor to spacex: financing/support, Valor lease debt on balance sheet $2,181M current + $10,716M noncurrent; interest $864M 9M 2026 $12,897M debt at 2026-09-30 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] valor to x: related-party transaction, Valor paid X for API services $1M 2024; $1M 2025 Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to xai: related-party transaction, Tesla Megapack sales to xAI (Colossus) $430M revenue Source: https://www.cnbc.com/2026/01/29/tesla-sold-430-million-worth-of-its-megapack-batteries-to-xai-in-2025.html - [LIVE/REPORTED] tesla to redwood: related-party transaction, Tesla related party per 10-Q; amounts immaterial immaterial Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - [LIVE/REPORTED] tesla to xai: financing/support, Tesla invests about $2B in xAI preferred, converted to SpaceX common Mar 2026 $2.00B Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - [LIVE/REPORTED] spacex to xai: financing/support, SpaceX agreed to invest $2B in xAI's $5B equity round $2B Source: https://www.reuters.com/science/spacex-invest-2-billion-musks-xai-startup-wsj-reports-2025-07-12/ - [LIVE/REPORTED] spacex to xai: financing/support, All-stock xAI Merger: xAI $250B, SpaceX $1T $1.25T combined Source: https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/ - [LIVE/REPORTED] spacex to solarcity: financing/support, SpaceX bought SolarCity bonds ~$255M Source: https://en.wikipedia.org/wiki/SolarCity - [LIVE/REPORTED] musk to x: financing/support, Musk sold Tesla shares after agreeing to buy Twitter ($44B deal) $22.93B over four rounds Source: https://www.forbes.com/sites/dereksaul/2022/12/15/elon-musk-has-now-sold-229-billion-in-tesla-shares-since-buying-twitter-and-dragged-down-teslas-market-cap-by-700-billion-in-the-process/ - [LIVE/REPORTED] musk to x: financing/support, Musk $33.5B equity commitment plus $13B bank debt for Twitter $46.5B financing Source: https://www.reuters.com/markets/us/how-will-elon-musk-pay-twitter-2022-10-07/ - [LIVE/REPORTED] musk to tesla: financing/support, Pledged Tesla shares as loan collateral; policy caps borrowing at lesser of $3.5B or 25% of pledged value 207.5M shares pledged Source: https://muskularity.com/companies/tesla-2026-proxy/ - [LIVE/REPORTED] musk to spacex: financing/support, 237,530 SpaceX Class A shares pledged for personal debt 237,530 shares Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to terafab: shared facility or project, Non-binding framework; financial terms, IP and term not finalized Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] spacex to terafab: shared facility or project, SpaceX owner/builder; reported $55B initial plan $55B (reported) Source: https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06/ - [LIVE/REPORTED] tesla to macrohard: shared facility or project, Collaboration with xAI; terms not finalized Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] xai to macrohard: shared facility or project, xAI agent software project Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm - [LIVE/REPORTED] tesla to colossus: shared facility or project, Tesla Megapacks deployed at Colossus 2 Source: https://www.datacenterdynamics.com/en/news/xai-to-deploy-telsa-megapacks-at-colossus-ii-supercomputing-site-in-memphis-tennessee/ - [LIVE/REPORTED] xai to colossus: shared facility or project, xAI operates Colossus Source: https://www.datacenterdynamics.com/en/news/xai-to-deploy-telsa-megapacks-at-colossus-ii-supercomputing-site-in-memphis-tennessee/ - [LIVE/REPORTED] starlink to tesla: shared facility or project, Starlink V5 antenna integrated in Cybercab Source: https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/ - [LIVE/REPORTED] xai to tesla: shared facility or project, Grok in Tesla vehicles ('built by SpaceXSI') Source: https://www.tesla.com/support/grok - [LIVE/REPORTED] spacex to tesla: shared facility or project, Roadster with SpaceX cold-gas thrusters, unveiled at SpaceX Texas site Source: https://aviationweek.com/aerospace/emerging-technologies/tesla-demos-flying-roadster-powered-spacex-cold-gas-thrusters - [LIVE/REPORTED] nicolls to xai: talent move, Starlink SVP named xAI president Source: https://www.businessinsider.com/elon-musk-reorganizes-xai-ahead-of-spacex-ipo-2026-4 - [LIVE/REPORTED] nicolls to starlink: former executive role, Starlink SVP before xAI move Source: https://www.businessinsider.com/elon-musk-reorganizes-xai-ahead-of-spacex-ipo-2026-4 - [LIVE/REPORTED] elluswamy to xai: talent move, Tesla AI software leader joined xAI Macrohard work Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [LIVE/REPORTED] elluswamy to tesla: executive role, Tesla AI software leader Source: https://www.bloomberg.com/features/2026-elon-musk-xai-allies-spacex-ipo/ - [LIVE/REPORTED] knight to xai: talent move, Tesla Autopilot vision lead to xAI Source: https://www.businessinsider.com/tesla-xai-elon-musk-ai-startup-poaching-talent-war-2024-4 - [LIVE/REPORTED] tesla to xai: talent move, At least 11 xAI hires ex-Tesla, 6 from Autopilot 11+ people Source: https://www.wsj.com/tech/elon-musk-tesla-shore-up-ai-business-d4e2187f - [LIVE/REPORTED] tesla to neuralink: talent move, At least 18 Tesla to Neuralink moves 18+ people Source: https://www.businessinsider.com/elon-musk-fills-out-xai-former-tesla-staffers-after-layoffs-2024-6 - [GAP] tesla to spacex: talent move, Tesla to Starship engineer flows: no sourced count GAP Source: https://www.linkedin.com/ - [LIVE/REPORTED] tesla_sc to tesla: merger committee, Special Committee of disinterested directors to explore deepening relationship with SpaceX, possibly a business combination Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - [LIVE/REPORTED] spacex_sc to spacex: merger committee, Special committee to evaluate potential combination; needs committee, board and controlling shareholder approval Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] tesla_sc to spacex_sc: merger committee, Counterpart committees reviewing a potential Tesla and SpaceX combination; no terms agreed Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] musk to spacex_sc: merger committee, Musk's consent as controlling shareholder (85.1% voting) required for any deal veto Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] musk to tesla_sc: merger committee, Musk recused from both committees, called merger 'a good idea' Source: https://www.axios.com/2026/10/20/spacex-tesla-merger-talks - [GAP] ehrenpreis to tesla_sc: merger committee, Independent on both boards; whether he serves on either committee not disclosed Source: https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/ - [GAP] tesla_sc to tesla: merger committee, Committee member names not disclosed GAP Source: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm - [GAP] spacex_sc to spacex: merger committee, Committee member names not disclosed GAP Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [DERIVED] tesla to spacex: merger committee, Combined value about $3.5T (Reuters framing) ~$3.5T Source: https://www.streetinsider.com/Reuters/SpaceX+says+potential+Tesla+merger+would+need+Elon+Musks+approval/27223289.html - [GAP] tesla to spacex: merger committee, Exchange ratio, structure, timing GAP Source: https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm - [LIVE/REPORTED] kimbal to musk: family, Brothers; only family relationship on Tesla board Source: https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm # All prediction markets - Polymarket: Tesla and SpaceX merger officially announced by December 31? 19.5% resolves 2027-01-01T04:59:00Z https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30 - Polymarket: Tesla and SpaceX merger officially announced by January 31, 2027? 29.5% resolves 2027-02-01T04:59:00Z https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30 - Polymarket: Tesla and SpaceX merger officially announced by December 31, 2027? 65.5% resolves 2028-01-01T04:59:00Z https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30 - Polymarket: Tesla and SpaceX merger officially announced by February 28, 2027? 34.5% resolves 2027-03-01T04:59:00Z https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30 - Polymarket: Tesla and SpaceX merger officially announced by June 30, 2027? 59.5% resolves 2027-07-01T03:59:00Z https://polymarket.com/event/tesla-and-spacex-merger-officially-announced-by-june-30 - Polymarket: SpaceX IPO: Officially added to S&P 500 in 2026? 1.9% resolves 2027-01-01T04:59:00Z https://polymarket.com/event/spacex-ipo-officially-added-to-sp-500-in-2026-20260608202834697 - Kalshi: When will Tesla and SpaceX merge? : Before Nov 1, 2026 2.0% resolves 2026-11-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before Dec 1, 2026 8.0% resolves 2026-12-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before Jan 1, 2027 20.0% resolves 2027-01-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before Feb 1, 2027 33.0% resolves 2027-02-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before Mar 1, 2027 38.0% resolves 2027-03-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before Apr 1, 2027 49.0% resolves 2027-04-01T03:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before May 1, 2027 59.0% resolves 2027-05-01T03:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: When will Tesla and SpaceX merge? : Before 2028 74.0% resolves 2028-01-01T04:59:00Z https://kalshi.com/markets/kxcompanyactionmerger - Kalshi: Will SpaceX acquire any major U.S. telecom business before 2028? : Yes 32.0% resolves 2028-01-01T04:59:00Z https://kalshi.com/markets/kxacqannouncespacex - Manifold (play money): Will Tesla merge with any of xAI, X, SpaceX or Neuralink, before 2027? 10.5% resolves 2026-12-31 https://manifold.markets/Bayesian/will-tesla-merge-with-any-of-xai-x - Manifold (play money): Will Tesla merge with or be acquired by SpaceX before 2028? 71.0% resolves 2027-12-31 https://manifold.markets/HillaryClinton/will-tesla-merge-with-or-be-acquire - Manifold (play money): SpaceX & Tesla Merger before 2028 69.0% resolves 2027-12-31 https://manifold.markets/Babawagen/spacex-tesla-merger-before-2028 - Manifold (play money): Will Tesla merge with xAI by the end of 2027? 69.0% resolves 2027-12-31 https://manifold.markets/TimothyJohnson5c16/will-tesla-merge-with-xai-by-the-en - Manifold (play money): Will Starlink spin out of SpaceX and IPO before the end of 2026? 6.8% resolves 2026-12-31 https://manifold.markets/strutheo/will-starlink-spin-out-of-spacex-an-cee0261a6e83 - Manifold (play money): Will SpaceX market cap be higher 1 year after IPO? 44.9% resolves 2027-05-15 https://manifold.markets/Jack1/will-spacex-market-cap-be-higher-1 - Manifold (play money): Will a share of SpaceX be worth $150 or more one year after IPO? 75.3% resolves 2027-06-12 https://manifold.markets/strutheo/will-a-share-of-spacex-be-worth-150 - Manifold (play money): Will SpaceX market cap be higher 1 year after IPO? 46.2% resolves 2027-05-15 https://manifold.markets/JasonMendoza2008/will-spacex-market-cap-be-higher-1-qEqn5zUdOC - Manifold (play money): Will Anthropic have a higher market cap than SpaceX after both IPO? 48.6% resolves 2031-04-20 https://manifold.markets/Simon74fe/will-anthropic-have-a-higher-market-sh9tNdntql