{"type":"analysis","id":"analysis:research-spacex-s-ai-numbers-are-in-its-filings-the-tesla-merger-committees-exist-only","slug":"research-spacex-s-ai-numbers-are-in-its-filings-the-tesla-merger-committees-exist-only","title":"SpaceX's AI numbers are in its filings; the Tesla merger committees exist only in Musk's words","description":"SpaceX's SEC-filed Q3 release confirms $7.56 billion in quarterly \"Super Intelligence\" revenue and $16.4 billion in AI capex in the quarter. The SpaceX–Tesla special committees rest so far on Musk's earnings-call remarks, with no filed terms, members or advisers.","published_at":"2026-10-22T10:00:00.000Z","updated_at":"2026-10-22T10:00:00.000Z","record_date":"2026-10-22","topics":["cursor","research"],"source_urls":["https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm","https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/","https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/","https://247wallst.com/investing/2026/10/21/tesla-and-spacex-just-formed-special-committees-to-weigh-a-merger/","https://www.teslarati.com/tesla-tsla-q3-2026-earnings-results/"],"language":"en","routes":{"html":"https://newruntime.com/analysis/research-spacex-s-ai-numbers-are-in-its-filings-the-tesla-merger-committees-exist-only/","markdown":"https://newruntime.com/analysis/research-spacex-s-ai-numbers-are-in-its-filings-the-tesla-merger-committees-exist-only.md","json":"https://newruntime.com/analysis/research-spacex-s-ai-numbers-are-in-its-filings-the-tesla-merger-committees-exist-only.json"},"author":{"role":"author","name":"Andrey Reshetnikov","profile":"https://newruntime.com/owner-profile.md","profile_json":"https://newruntime.com/owner-profile.json","same_as":["https://www.linkedin.com/in/reshetnikov1/","https://t.me/lapetuse"]},"editorial_provenance":{"desk":"authorial","target_ref":"deep_research:587b33d6-6581-4cbf-9fd6-67bc77786a54","authorial_article_id":"587b33d6-6581-4cbf-9fd6-67bc77786a54"},"next_reads":[{"type":"topic","path":"/topics/cursor/","url":"https://newruntime.com/topics/cursor/","title":"Cursor","reason":"Explore the cursor topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/cursor.md","json_url":"https://newruntime.com/topics/cursor.json"},{"type":"topic","path":"/topics/research/","url":"https://newruntime.com/topics/research/","title":"Research","reason":"Explore the research topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/research.md","json_url":"https://newruntime.com/topics/research.json"},{"type":"collection","path":"/analysis/","url":"https://newruntime.com/analysis/","title":"Analysis","reason":"Open the latest authorial analysis.","media_type":"text/html","json_url":"https://newruntime.com/analysis.json"},{"type":"collection","path":"/source-ledger.json","url":"https://newruntime.com/source-ledger.json","title":"Source Ledger","reason":"Inspect the public source evidence graph.","media_type":"application/json"}]}