On October 20, 2026, Elon Musk said SpaceX and Tesla had formed independent director committees to consider a possible merger. At the time, the committees had not agreed on terms, and Musk said there was no guarantee of a deal.
What Musk said about the merger talks
Speaking during SpaceX’s third-quarter earnings call, Musk said shareholders had asked each company to form a special committee. He said he could not participate in their discussions because he was a conflicted party, and that shareholders would need to support any deal.
The technology links under discussion
Musk cited possible cooperation on superintelligence software, chip design, Terafab, robotics, getting mass to orbit with the Starmind constellation, and connectivity. He presented these as reasons he favored combining the companies.
In an interview, researcher Jorge Varela Barreras discussed other possible connections: satellite connectivity, supercomputing, semiconductor development, and autonomous-driving integration. Those were his analysis of potential synergies, not plans announced by SpaceX or Tesla.
