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podcast alpha
@podcast_alpha_x
Signal. Not noise. Forensic breakdowns of the world’s most influential podcasts. Substack - DM to remove clips
가입 April 2026
220 팔로잉 중    2.8K
If SpaceX acquires Tesla, Elon ends up with 60-80% voting control of the combined entity. Dave Blunden walked through the math. SpaceX already has 10-for-1 super-voting shares, giving Elon ~85% of votes there. Tesla is 1-for-1, where Elon holds ~20%. If SpaceX acquires Tesla and absorbs its one-vote shares alongside SpaceX's existing super-voting structure, the voting math tilts hard in Elon's favor. Prediction markets (Kalishi): 50-50 odds within a year. @PeterDiamandis: 100%. Two blockers: Tesla's public shareholder vote (Elon doesn't control it), and SpaceX's IPO valuation needs to compare favorably to Tesla's market cap at deal time. If Tesla stock declines relative to SpaceX post-IPO, Tesla shareholders may welcome the deal. Combined entity: EVs, energy, solar, rockets, satellites, internet, humanoid robots, Mars. First $10T company thesis. Full voting structure breakdown and what changes if SpaceX IPOs first: Source: Moonshots with Peter H. Diamandis -
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