Musk hints at possible Tesla-SpaceX merger at All-In Summit

September 15, 2026 at 06:50 PM1 min

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Elon Musk hinted at a possible merger between Tesla and SpaceX during the All-In Summit on Monday night. He said the two companies' deepening collaboration raises the question of whether they should remain separate. Musk added that any combination would require a formal process and could not be discussed on an earnings call.

Key Facts

Musk made the remarks at the All-In Summit on Monday night.
Tesla holds an equity stake in SpaceX and entered a framework agreement earlier this year.
The Tesla Roadster reveal is slated for October 1st and may feature SpaceX thruster technology.
SpaceX's Q2 earnings call included discussion of a possible merger, but Musk declined to confirm anything.

Musk's Comments

Speaking at the All-In Summit, Musk said it was a great question whether Tesla and SpaceX should remain separate given their collaboration. He noted that with so much close collaboration in so many areas, one might imagine what action could be taken. Musk added that any combination of companies cannot be discussed on an earnings call and must be done with the appropriate process.

Existing Collaboration

Tesla holds an equity stake in SpaceX and entered a framework agreement governing future collaboration earlier this year. SpaceX has been a steady Tesla customer, buying batteries, energy products, and Cybertrucks. Grok, the AI model from Musk's xAI, is being embedded in Tesla vehicles and helping power the digital version of the Optimus robot. Starlink is being built into the Cybercab and is slated to roll out across the broader fleet.

Terafab and Roadster

Musk called Terafab, the chipmaking venture, the biggest area of overlap and a shared dependency. He warned that Tesla will be constrained in its ability to scale Optimus production without Terafab. The upcoming Tesla Roadster reveal, slated for October 1st, may feature SpaceX thruster technology.