Why A SpaceX IPO Could Leave Tesla Eating Rocket Dust
April 28, 2026
20 min
Full
13 of 15
April 28, 2026
Why A SpaceX IPO Could Leave Tesla Eating Rocket Dust
0:00 / 20:53
Excerpt playback isn’t available for this episode — use the full-episode link.
Search the Record
Moment search isn’t open for this episode yet
When it opens, you’ll be able to type any phrase and jump straight to the second it was said.
Forbes Episodes Around April 28, 2026
Episode 13 of 15 — walk the feed in the order it was published.
20:53This episodeWhy A SpaceX IPO Could Leave Tesla Eating Rocket Dust
Summary
Tesla’s biggest problem may no longer be Chinese competitors, slowing demand for its EVs or the still-theoretical payoff from robotaxis and humanoid robots.
It might be SpaceX.
If Elon Musk’s rocket and satellite-internet company goes public at anything close to the rumored $1.75 trillion valuation, it will not just be one of the biggest IPOs in history. It will give Tesla investors tired of waiting for the CEO’s promises to materialize something they haven’t had in a while: a potentially bigger, more exciting way to invest in the Musk myth. Certainly, SpaceX, with its reliable and steady leadership under long-time president Gwynne Shotwell, is shaping up to be a shinier proxy — with fewer close competitors or awkward quarterly questions about exactly when Tesla can take on Waymo in self-driving tech or actually deliver its C-3PO-style robot.
By Alan Ohnsman,
Senior Editor
Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode details and artwork are published by the show’s own feed. Sentinel plays short cited excerpts and links every episode back to its publisher.