Disclosure
Anthony Pompliano said on the October 22, 2026 episode quoted below that he owns Tesla stock and does not own SpaceX stock.
Moez Kassam is co-founder and CIO of Anson Funds, which was one of the investors in the June 2025 financing for ProCap Financial, the company now known as Silvia, Inc., according to the deal announcement. Anthony Pompliano is Chairman and CEO of Silvia, Inc.
The short answer: Tesla (Nasdaq: TSLA) is an Austin-based maker of electric vehicles, batteries and energy storage, led by CEO Elon Musk. It was worth about $1.47 trillion as of October 23, 2026. In October 2026, the boards of Tesla and SpaceX each formed special committees to review a possible merger, and Dan Ives told The Pomp Podcast a deal is "a matter of when, not if."
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 25, 2026.
Key takeaways
Tesla is an Austin-based maker of electric vehicles, batteries and energy storage that also runs a robotaxi service; Elon Musk is CEO.
It was worth about $1.47 trillion at the October 23, 2026 close.
No SpaceX merger has been agreed; both boards formed special committees in October 2026 to review one.
What is Tesla?
Tesla was founded in 2003 and is headquartered in Austin, Texas, according to its company profile. It went public in 2010. Elon Musk is CEO. Tesla sells the Model 3, Model Y and Cybertruck, builds Megapack and Powerwall batteries, and runs a robotaxi service. Its third-quarter 2026 update says it started giving Robotaxi rides in Cybercabs in Austin on September 3, 2026.
How big is Tesla?
Tesla's market value was about $1.47 trillion at the close on October 23, 2026, according to StockAnalysis. That ranked it 11th in the world by that measure. Its market value was up about 4% over the prior year.
How did Tesla do last quarter?
In its third-quarter 2026 update, Tesla reported:
Total revenue of $28.05 billion, compared with $28.10 billion a year earlier.
Automotive revenue of $20.56 billion, energy revenue of $2.88 billion and services and other revenue of $4.61 billion.
GAAP net income of $0.8 billion and non-GAAP net income of $1.7 billion.
486,532 vehicle deliveries, down 2% from a year earlier.
The same update shows Tesla holds an equity investment in SpaceX.
Are Tesla and SpaceX merging?
Nothing has been agreed. On October 20, 2026, TechCrunch reported that the boards of SpaceX and Tesla had each formed special committees of independent directors to review a possible merger. Musk, who is CEO and the largest individual shareholder of both companies, said he cannot take part in the committees' discussions because he is a conflicted party. For the full story, read our piece on the Tesla and SpaceX merger and What Is SpaceX?.
This is a developing story. As of October 25, 2026, no deal terms had been announced.
What did The Pomp Podcast say about Tesla?
Tesla came up on several recent episodes, mostly around the possible SpaceX merger and self-driving cars. Quotes below are from the episodes, with timestamps.
On the October 22, 2026 episode with Dan Ives, "85% Of The AI Boom Is Still Ahead Of Us | Dan Ives", Ives said:
"Oh, it's a matter of when, not if, in my view."
Ives said a deal would likely need to price Tesla at around $500 to $550 a share, which he described as a 30% to 40% premium to where the stock was trading. Those are his estimates. Later in the episode, Pomp said:
"I own Tesla stock. I do not own SpaceX stock right now."
On the October 17 episode with Jordi Visser, "Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser", Pomp described a post he wrote:
"I tweeted on Thursday morning, as a shareholder, I would fully support a Tesla SpaceX merger."
"it is likely that SpaceX would acquire Tesla and would have to do it at a premium to the current Tesla valuation."
That was Pomp's speculation, not a reported deal term. Other guests talked about Tesla's self-driving ambitions. GameStop CEO Ryan Cohen, on October 13:
"I could see a world where I get out of my self-driving car that was part of like a Tesla robo taxi fleet."
Chris Camillo, on October 12, said the change will come slowly at first:
"autonomous cars happened meaningfully more slowly than anyone would have anticipated, including Elon and all the Tesla guys."
And Anson Funds co-founder Moez Kassam explained why his fund stays away from the most crowded names:
"I'll avoid situations like Tesla and SpaceX for the most part, because it's too, there's too many people looking at it"
Every Pomp Podcast episode that discussed Tesla
Tesla came up in 5 recent episodes of The Pomp Podcast. Each link opens the YouTube video at that moment.
Oct 22, 2026: 85% Of The AI Boom Is Still Ahead Of Us | Dan Ives. Ives argued a Tesla and SpaceX merger is coming. Timestamps: 21:28 ("a matter of when, not if"), 22:19 (deal price), 34:05 (Tesla as the biggest opportunity), 34:32 (Pomp owns Tesla).
Oct 20, 2026: Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam. Kassam said his fund avoids Tesla and SpaceX. Timestamps: 25:30 (too crowded).
Oct 17, 2026: Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser. Pomp said he would support a merger as a shareholder. Timestamps: 55:44 (Pomp's tweet), 56:35 (premium speculation).
Oct 13, 2026: GameStop CEO: The Machines Are Already Smarter Than Us | Ryan Cohen. Ryan Cohen described a future with self-driving cars. Timestamps: 9:09 (Tesla robotaxi fleet).
Oct 12, 2026: How to Spot the Next Big Trade Before Wall Street | Chris Camillo. Camillo said self-driving is arriving slower than expected. Timestamps: 4:26 (autonomous cars).
Watch or listen to the episode
85% Of The AI Boom Is Still Ahead Of Us | Dan Ives, released October 22, 2026. The Tesla and SpaceX discussion starts at 21:28.
Opinions from guests on The Pomp Podcast are their own. Nothing on this page is a recommendation to buy or sell any security.
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Frequently asked questions
What is Tesla?
Tesla is an Austin-based company that makes electric vehicles, batteries and energy storage products and runs a robotaxi service. Elon Musk is CEO.
How much is Tesla worth?
About $1.47 trillion at the October 23, 2026 close, according to StockAnalysis.
Is Tesla merging with SpaceX?
Nothing has been agreed. In October 2026, the boards of Tesla and SpaceX each formed special committees of independent directors to review a possible merger, TechCrunch reported.
What did Dan Ives say about Tesla and SpaceX?
On the October 22, 2026 episode, Ives said a merger is "a matter of when, not if" and estimated a deal would value Tesla at about $500 to $550 a share.
How many cars did Tesla deliver last quarter?
Tesla delivered 486,532 vehicles in the third quarter of 2026, down 2% from a year earlier.
Does Anthony Pompliano own Tesla stock?
Yes. He said on the October 22, 2026 episode that he owns Tesla stock and does not own SpaceX stock.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
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This profile is for informational purposes only and reflects reporting available as of October 25, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
