Dan Ives

speaker

71 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Dan Ives’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

Okay, X, XAI, XAI, SpaceX, SpaceX goes public.

And then over an 80% chance over the next year by 2027 that SpaceX and Tesla merge.

My whole view is, okay, first off, it's a data game.

And now with me, I almost would view it as a no-brainer move for Musk to do that.

And obviously it depends on price and what they'd have to acquire Tesla at.

Then it comes down to like cross-pollination between Tesla and SpaceX, which has always existed in some form.

And this would really be like the golden vision.

I mean, I think it's the vision from Musk always to have all of his companies under one hood, as well as also like from an ownership perspective, and Elon talked about this, is that making sure that he has control over everything.

ai within his companies that he throws more and more in and i think this would essentially be what i kind of view as like a watershed move you know if that happened but do you not worry about those types of moves i mean there's something like look if you're buying spacex you're buying much i mean you and there's really no different than tesla i mean you're buying into that

Now, does that cause concern in terms of just must get bigger and bigger?

Maybe at first there's a concern about owning too much.

But I think over time that will settle out.

Look, I think they are different.

I mean, you can compare Tesla and SpaceX in terms of different times, different periods.

But look,

My view is that those investors that ultimately buy in the space that you're buying in for Musk, and then it goes back to those that bet against Musk with Tesla.

I mean, you've talked about it so many times over the years.

Even though there were moments where it felt like maybe that negative bet was going to work out, that ultimately was the wrong bet for so many investors that bet against Tesla.

I think if you look what SpaceX has done, it's clearly proven itself out.

They obviously will have to continue to execute significantly in terms of especially some of the valuations that's being talked about.

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