Gene Munster(@munster_gene):The odds that $TSLA and $SPCX come together just increased. They got a question about the topic on the call, and I was surprised they even entertained it. Elon said they have a great relationship but couldn't comment on further integration, handing it off to legal. After legal said they couldn't say much, Elon took the mic back and elaborated on the benefits the two companies bring each other, like Starlink preventing Robotaxis from going into a "Bermuda Triangle of connectivity." He said there are other benefits, too. My take: Going into the call, I thought there was an 80% chance the two companies come together in the next few years. I'm raising that to 90%.

2026.07.22 22:17

The odds that $TSLA and $SPCX come together just increased. They got a question about the topic on the call, and I was surprised they even entertained it. Elon said they have a great relationship but couldn't comment on further integration, handing it off to legal. After legal said they couldn't say much, Elon took the mic back and elaborated on the benefits the two companies bring each other, like Starlink preventing Robotaxis from going into a "Bermuda Triangle of connectivity." He said there are other benefits, too. My take: Going into the call, I thought there was an 80% chance the two companies come together in the next few years. I'm raising that to 90%.

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