Unverified: Kobeissi Letter Says SpaceX and Tesla Could Merge as Soon as December
BREAKING: SpaceX, $SPCX, and Tesla, $TSLA, could merge as soon as December in what would be the largest merger of all time, per Bloomberg. The companies’ boards and advisors are now reportedly “hammering out” the terms of the agreement.
Context
A merger of SpaceX and Tesla would be a huge change in who owns two of the most important companies in AI infrastructure and vehicles, but this claim has not been confirmed.
The Kobeissi Letter posted that SpaceX and Tesla could merge as soon as December in what would be the largest merger of all time, according to Bloomberg. The same post said the companies' boards and advisors are now reportedly hammering out the terms of the agreement. No official post from SpaceX, Tesla, or Bloomberg on this claim was found above the view floor, so the lead is secondhand and the claim is unverified.
Deep dive
The Kobeissi Letter, a market commentary account, posted on November 12 that SpaceX and Tesla could merge as soon as December in what would be the largest merger of all time, according to Bloomberg. The post said the companies' boards and advisors are now reportedly "hammering out" the terms of the agreement.
The post itself is the only source used here. No official statement from SpaceX, Tesla, Elon Musk, or Bloomberg was found above the view floor that confirms a merger timetable or that talks are underway. SpaceX did post the same day about supercompute campuses in Texas and Arizona, but that announcement does not mention a merger with Tesla.
Until a first hand account, an official filing, or a Bloomberg post on its own account appears, the merger claim should be treated as unverified. The wording in the Kobeissi post is also tentative: it says the companies could merge as soon as December, not that a deal has been signed.
What to expect next
Watch for a confirmation or denial from SpaceX, Tesla, or Musk, or for Bloomberg to post the report on its own account. A securities filing or an official board announcement would be the first hard evidence that talks are real. Until then, treat any market reaction as a response to an unverified report, not to a completed deal. It is also worth keeping this claim separate from SpaceX's official campus announcement, which does not depend on a Tesla merger.