Can Elon Musk Form a Super-Company?

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 30 January 2026

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how Google is positioned for the future of AI. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - SpaceX and xAI’s potential merger - Big tech earnings - Dumpster diving in SaaS - Google’s Chrome update Companies discussed: The Trade Desk (TTD), Axon (AXON), Toast (TOST), Netflix (NFLX), Salesforce (CRM), ServiceNow (NOW), CH Robinson (CHRW), Mama’s Creations (MAMA), Tesla (TSLA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is Elon Musk going to make SpaceX, Tesla, and XAI a super company?
0:10.0	Molly Fool Money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.3	I'm Travis Hoyam, joined by Lou Whiteman and Emily Flippin.
0:45.2	Guys, there's a lot going on in the market.
0:46.9	We're going to get to earnings, and especially tech earnings, which really kicked off this week.
0:50.4	But I want to start with the discussion around SpaceX and X-A-I potentially merging ahead of
0:58.3	SpaceX's likely IPO in 2026.
1:02.1	Lou, this is something that we've seen before.
1:04.8	Elon Musk merged Solar City with Tesla.
1:08.1	You could argue that that was probably not a great merger, although it did work out
1:12.7	ultimately for shareholders in the long run, but the solar business kind of didn't become what
1:16.9	we thought it would be. This looks a little bit similar, but where does your head go when you see
1:21.2	another one of these huge Elon Musk companies potentially merging with each other?
1:26.0	First of all, to be fair, if I squint, I can sort of see the current energy business in Tesla,
1:31.1	which is the only part that's really growing coming out of the solar city.
1:34.2	So I guess maybe we give them credit for that in hindsight.
1:37.3	But yeah, I know what you mean.
	...

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