John Malone Predicts Possible Skydance-SpaceX Investment and Output Deal
Media mogul John Malone predicted an upcoming global output deal and an $8 to $10 billion investment by SpaceX into David Ellison's Skydance to help deleverage the company's heavy debt pile. Ben Thompson and Andrew Sharp note the deep financial ties between Elon Musk and Larry Ellison.
“I predict, big prediction, that you'll see a global output deal for Skydance with SpaceX an investment by SpaceX into Skydance to delever Skydance and take a little bit of the burden off David Ellison's shoulders because he's taking on a pretty big pile of debt.”
Andrew Sharp
Heard on Sharp Tech with Ben Thompson — “Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything”, published Friday, October 23, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.