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1. paxys+39[view] [source] 2026-02-02 22:23:42
>>g-mork+(OP)
Just a neat bit of financial engineering. You can tell because Elon picked SpaceX instead of Tesla – which would have actually made sense at some level (Optimus Robots + AI). But Tesla is public and so he'd need to follow laws and reporting requirements.
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2. broken+D9[view] [source] 2026-02-02 22:25:58
>>paxys+39
does he need spacex/xai to prop up tesla or the other way around?
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3. paxys+rb[view] [source] 2026-02-02 22:31:51
>>broken+D9
Tesla is still very profitable, as is SpaceX I assume. Twitter/X has been a $44 billion dollar failure, and xAI is a vanity project so Musk can go around saying he is a player in the AI space. Investors in both X and xAI need to be bailed out, hence this announcement.
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4. spikel+fi[view] [source] 2026-02-02 22:55:26
>>paxys+rb
The $44B Twitter/X buyout was not a failure. For example Fidelity has its $19M investment in the buyout - now xAI common shares - marked at $62M (up over 3X) as of 12/31/25. It was certainly valued even higher on 1/31/26 after xAI had an oversubcribed fund raise in January. All before this merger announcement.
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5. cowsan+Jp[view] [source] 2026-02-02 23:27:27
>>spikel+fi
> xAI had an oversubcribed fund raise in January

My understanding is that it was not oversubscribed and would not have closed without Tesla’s investment.

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6. spikel+bK[view] [source] 2026-02-03 01:25:29
>>cowsan+Jp
It was originally for $15B. They raised $20B of which $2B was from Tesla.

Your sources might be shady (Elektrek?).

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