Part 9/11:
A notable point raised was Elon Musk’s long-standing interest in separating and possibly IPO-ing SpaceX in the future, particularly to reward Tesla shareholders. However, with SpaceX’s current high valuation and financial muscle, the best strategic move might involve acquiring more Tesla stock at favorable prices—especially since Tesla's current valuation appears to be a bargain relative to its future potential.
Furthermore, the anticipated SpaceX IPO, possibly in mid-2026, is expected to raise substantial capital—at least $50 billion—to fund its ambitious projects, including expanding data centers in space. For SpaceX investors, acquiring Tesla shares during this period could be highly advantageous, given Tesla’s growth prospects in autonomy, humanoid robots, and energy solutions.