Sources: Tesla execs were told to prepare for a separation of its China unit ahead of a potential SpaceX merger; advisers weighed a sale, spinoff, or closure
THE SO WHAT
If a flagship U.S. OEM is willing to carve out its second-largest market to enable a domestic space/defense-adjacent merger, that’s a new ceiling on how far firms will go to de-risk China exposure. Multinationals with dual-use tech or sensitive IP should be modeling structural separation scenarios now—governance, data, and capex plans included.
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