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Ordinary bosses start a business aiming to open a shop; great bosses aim to go public; Musk seems to aim to bundle up the industrial chains on Earth and then launch them into space.
Recently, news that SpaceX and Tesla are discussing a merger has drawn attention. The two companies have formed special committees of independent directors to begin examining this bold idea. But don't pop the champagne just yet: this is only at the discussion stage, and there is no final transaction agreement.
Why might these two companies come together?
Because what they are doing is increasingly like a huge tech puzzle.
Tesla no longer wants to just sell electric vehicles; it is also advancing autonomous driving, robotics, and energy businesses. SpaceX, too, is not just launching rockets: satellite internet and AI computing infrastructure have also become key development priorities.
One excels at manufacturing hardware, while the other has control of space transportation and satellite networks. Add shared areas such as chips and artificial intelligence, and there is indeed room for collaboration.
If they really merge, future meetings could be interesting: the automotive division says it wants to cut costs, the rocket division says it wants to increase payload capacity, and the AI division just asks, “Can someone give me a bit more computing power?”
Of course, jokes aside, the business world isn't a game of building blocks. How to value the two companies, whether shareholders will agree, and whether regulators will approve it can't be resolved with a simple “for the future.”
My view is that what Musk really wants to push forward may not be simply putting the two companies in the same folder, but creating a more tightly coordinated system across AI, robotics, energy, and space businesses.
But the grander the strategy, the more important execution becomes. After all, whether a rocket can take off depends on its engine; whether a corporate merger can succeed depends on interests, institutions, and cash flow.
What do you think—will Musk next look into having Tesla self-driving cars drive straight into rockets?$MU