SpaceX (SPCX)
Starship reached orbit Sept 28, 2026; Starlink has 13.6M subscribers; Q3 2026 revenue $14.6B. Public since June 12, 2026; ~$1.83T market value. Owns xAI, X and Cursor since 2026.
SpaceX Unpacked
Portfolio
The companies
Two of them are worth about $3.4 trillion together and are talking about merging. The rest build tunnels, brain implants, chips and AI. Every one, with where it stands.
Photo: SpaceX (CC BY-NC 2.0)
Everything he runs or founded
Tesla (TSLA)
Driverless Cybercabs in six cities, Optimus in production since Oct 21, 2026, the Roadster revealed Oct 15. Q3 2026 revenue $28.05B; ~$1.58T market value. Musk holds a $1T performance award.
Tesla UnpackedxAI → SpaceXSI
Grok 4.7, the Colossus supercomputers, Cursor and X. Acquired by SpaceX for $250B in Feb 2026; renamed SpaceXAI, then SpaceXSI.
DetailsX (formerly Twitter)
550M monthly users with Grok; X Money launched July 2026; XChat; The X Subscription bundle. Folded into the AI division.
DetailsTerafab
Tesla–SpaceX–Intel chip fab in Grimes County, Texas: $16.8B first phase, construction from Dec 1, 2026, production late 2028.
Terafab on Tesla UnpackedNeuralink
21+ participants implanted; a speech-restoration participant hit 75 words a minute in Oct 2026; Blindsight awaiting regulators. ~$9B valuation.
DetailsThe Boring Company
$23B valuation (Sept 2026); Vegas Loop past 4M riders; Nashville and Dubai tunnelling.
DetailsEarlier: Zip2, X.com/PayPal, SolarCity, OpenAI
Zip2 sold for $307M (1999); PayPal for $1.5B (2002); SolarCity merged into Tesla (2016); OpenAI co-founded 2015, board seat left 2018 — his lawsuit against it was dismissed in May 2026.
BiographyThe merger question
On October 20, 2026 SpaceX and Tesla formed special board committees to study a merger. Musk recused himself as “a conflicted party” and called the idea “a good idea” with “quite a high hurdle” — Tesla needs a yes from half of all its shares. The full story is in Elon's Universe.