Video taking off 14x its usual first day

Ron Baron forecasts "hundreds of billions" from Musk investments

The investor won't reveal his reasoning on a possible Tesla-SpaceX merger, but tells CNBC he'll support whatever decision emerges.

Channel:

CNBC Television Story of November 7, 2026Trari Newsroom

Why this story? The video opened at a pace of 199,114 views a day, 14 times a normal first day on this channel (14,067).

Ron Baron on his Musk investments: Can make 'hundreds of billions of dollars' over the next 10 years

Things we can learn from the video

Press to jump

0:42Baron declines to disclose his merger reasoning and says he'll support Musk and the independent committees' decision.
1:26He predicts his firm's Tesla and SpaceX investments could generate hundreds of billions of dollars over the next decade.
2:53Baron forecasts space-based data centers beginning in 2027-2028, linking computing expansion to the need for more power.
4:23Responding to robotaxi production questions, he favors long-term business prospects over individual quarterly results.
6:33Baron says understanding the businesses he invests in is the part he can control.

Andrew Ross Sorkin asks about combining Tesla and SpaceX. Ron Baron has discussed his reasoning privately with Elon Musk, but he isn't sharing it on air.

"Whatever their decision is, I'm going to support them," the Baron Capital founder tells Squawk Box, referring to Musk and the independent committees considering the question.

His prediction for the investments is considerably less guarded: "I think that over the next 10 years, I think we're going to make hundreds of billions of dollars." That is Baron's forecast for his firm's investments, not an announced return or a merger agreement.

The interview drew about 156,000 views in its first 15 hours, already far beyond CNBC Television's usual full-day audience for a regular upload. It sits alongside unusually fast-starting discussions of the tech sell-off, including JPMorgan's Jack Caffrey describing it as a normal correction and the Investment Committee examining a rebound that had not erased Thursday's losses.

Baron takes a much longer view. Asked about reported production shifts toward robotaxis, he argues for looking beyond individual quarters and recalls holding Tesla through volatility. He describes Tesla and SpaceX as the most remarkable investments of his career.

His ambitions also extend beyond cars and rockets carrying conventional cargo. Connecting America's need for more electricity with the expansion of computing infrastructure, Baron predicts data centers in space in 2028. Near the end, he brings the discussion back to the work he can actually do: "The only thing I can control is understanding the businesses in which we invest."

Published on Trari

Where next?

Also in Money, investing and businessVideo taking off 15x its usual first dayVivian Tu makes the case for a slower AI boomAn unconfirmed Anthropic IPO delay is the starting point for her argument about what data centers should offer their neighbors.Channel: Your Rich BFF · Story of November 7, 2026

A different discovery todayVideo taking off 29x its usual first dayJimmy Kimmel meets a 19-year-old clerk-elect who is "not just any 19-year-old"Before Sebastian Matta's video call, Kimmel offers a $129 Doomsday Food Bucket and a countdown of Trump's unkept pledges.Channel: Jimmy Kimmel Live · Story of November 7, 2026

Or follow us on Telegram

The facts

Channel: CNBC Television
Subscribers: 3,420,000 ▲ 10,000 this week
Channel views, last 7 days: 8,377,197
Channel views, pace per day: 638,701 (on a normal day: 1,068,959)
Video published: November 6, 2026
Video views so far: 155,523 (less than a day online)
Video views, pace per day: 199,114

The numbers

Baron's interview is running well above CNBC Television's usual opening pace. Several discussions of the technology sell-off are also drawing unusually large audiences.

the video's first day

usual first day here

14,067

this video

199,114

subscribers

3,420,000

▲ 10,000 in the last 7 days

total views

2,708,147,526

views per day

638,701