Musk’s $1T Mega-Merger Plan 🚀

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
Elon might merge SpaceX, Tesla, xAI, and X into a $1 trillion Voltron (and still find time to tweet). GameStop’s CEO is plotting a “very, very, very big” acquisition to make the meme stock worth hundreds of billions. And Deezer just declared war on AI bands.
Let’s unpack the wildest business stories. Buckle up.

Hot Takes 🚀

1. Elon Might Smash All His Companies Together Before SpaceX Goes Public 🚀🧠
SpaceX is considering a merger with Musk’s xAI (and maybe even Tesla), which would lump rockets, satellites, chatbots, and robotaxis under one mega-umbrella. The result? A super-company so sci-fi, it might IPO straight into the metaverse.
👉 How Musk’s trillion-dollar merger might actually happen

2. GameStop CEO: We’re About to Buy Something Huge 💸🧨
Ryan Cohen wants to acquire a “very, very, very big” consumer brand to make GameStop worth hundreds of billions. He didn’t say which one, just that it’s undervalued and led by sleepy management. Bold or bonkers? Yes.
👉 Cohen’s “megadeal” playbook is either genius—or financial fanfic

3. AmEx Doubles Down on Rich People 💳💎
American Express is shifting focus from cashback peasants to the Platinum elite ($895 annual fee, if you’re wondering). First-class flights up 9%, luxury hotel spending up 12%. If the top 1% keep buying champagne with points, AmEx wins.
👉 Why your credit card isn't fancy enough for AmEx

4. Eli Lilly Is Building a $3.5B Obesity Drug Factory in Pennsylvania 🏭💉
Lilly’s next-gen fat-burning injection could outshine Ozempic. To keep up, they’re pouring billions into a new U.S. facility. The obesity drug market is so hot, it might be the next gold rush—except the gold is pants two sizes smaller.
👉 Lilly’s plan to dominate the $100B weight-loss drug war

5. Food Delivery = Guilt + Ice Cream 📉🍝
Americans love food delivery. They also kind of hate themselves for it. It’s freedom with a side of regret. People are paying $15 for a single scoop of ice cream—and questioning their life choices while tracking the order.
👉 Why delivery is our favorite guilty pleasure

Quick Hits 📰

• 🎬 Hollywood’s Out of Ideas: 2026 is stacked with sequels (again), but box office recovery is still shaky. Franchises alone won’t save the cinema.
  👉 Hollywood’s IP obsession is wearing thin

• 🪛 Home Depot Fights Back with AI and Burgers: The retail giant is adding AI project tools—and Wahlburgers—to stores to win back DIYers.
  👉 Home Depot’s new tools: algorithms and cheeseburgers

• 🤖 Anthropic’s Plug-Ins Just Got Supercharged: Claude’s agentic plug-ins now work across departments. Think Slack bots that actually do your job.
  👉 Claude plug-ins are coming for your workflows

• 💰 Microsoft Cashed In $7.6B from OpenAI: Microsoft’s OpenAI deal is paying off—literally. The tech giant’s profits got a massive AI-powered boost.
  👉 OpenAI is now Microsoft’s favorite side hustle

• 🎧 Deezer Lets Other Platforms Ban AI Music Too: Deezer’s 99.8% accurate AI-detection tool is now available to other music platforms.
  👉 How Deezer is fighting back against fake Drake

• 💼 LinkedIn Quietly Hit $5B in Revenue: Microsoft’s “overpriced” acquisition is now a $20B/year beast, powered by TikTok-style video ads.
  👉 LinkedIn is the new B2B influencer platform

• 🐱‍💻 OpenClaw’s Viral AI Assistant Now Raising Security Alarms: A message-based AI assistant that runs on your computer? Cool. Until scammers show up.
  👉 Why OpenClaw might be too powerful for its own good

• 👓 Snap Spins Off Its AR Glasses: Say hello to Specs Inc., a new standalone AR glasses company inside Snap. Because who needs phones?
  👉 Snap’s next-gen smart specs just got serious

• ⛈️ Weather Influencers Are the New Meteorologists: With cable dying, stormchasers on YouTube are becoming America’s favorite forecasters.
  👉 Meet the influencers monetizing Mother Nature

• ⚓ Rust Buckets Wanted: GMS wants to legally buy and scrap shady “dark fleet” oil tankers from Iran and Russia. They're calling it recycling. We’re calling it James Bond meets Junkyard Wars.
  👉 Inside the plan to dismantle the global shadow fleet

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