According to @chamath, as cited by @SawyerMerritt on X (formerly Twitter), there is a contrarian forecast for 2026 where SpaceX would not pursue an IPO, but instead undergo a reverse merger into Tesla. This scenario, if realized, could significantly impact the AI industry by consolidating Tesla's leading automotive AI and robotics platform with SpaceX's advanced space technology and AI-driven satellite communications under a single corporate structure. Such a merger could accelerate integrated AI development for autonomous vehicles, satellite data analytics, and global connectivity, creating new business opportunities across automotive, aerospace, and telecommunications sectors. Source: @SawyerMerritt on X, Jan 10, 2026.