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▶ 0:53 · $SPCX · Elon Merged SpaceX and xAI in the Biggest Deal Ever. Is Tesla Next?
episode briefing
Limitless Podcast

Elon Merged SpaceX and xAI in the Biggest Deal Ever. Is Tesla Next?

2026-02-04 · 10 company · 6 thematic
sentiment
6 bull3 bear1 neu
speakers
ejaaz

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

josh kale

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

quote
“this merger officially makes this company the most valuable private company in the world, $1.25 trillion. It valued XAI at $250 billion and SpaceX at $1 trillion. And if you've been watching the show, you know that there's a rumored IPO of…”
—ejaaz
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OpenAI lacks space launch access to compete with SpaceX-xAI compute advantage
OpenAI's lack of proprietary low-cost launch capability puts it at a structural compute cost disadvantage versus the vertically integrated SpaceX-xAI entity.
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$NVDA···bearish· mediumjosh kale
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