大卫·埃利森旗下的Skydance公司与埃隆·马斯克的SpaceX之间，是否正在酝酿着一笔重大交易呢？媒体大亨约翰·马龙认为很有可能。
Could a major deal between David Ellison’s Skydance and Elon Musk’s SpaceX be brewing?
周三在佩利中心（Paley Center）举行的国际理事会峰会上，马龙与Liberty Global的首席执行官迈克·弗里斯（Mike Fries）共同表示，他们预计马斯克和埃利森会达成某种协议：一方面帮助Skydance公司缓解财务压力，另一方面让SpaceX获得Skydance的内容或其他资产。
The media mogul John Malone thinks so.
“我认为这笔交易肯定会发生，”马龙说，并提到了一个具体的投资金额——80亿至100亿美元。“我大胆预测，Skydance将与SpaceX达成一项全球内容合作协议，同时SpaceX也会对Skydance进行投资，从而减轻大卫·埃利森的财务负担——因为他目前背负着巨额债务。”
Speaking at the Paley Center International Council Summit on Wednesday with Liberty Global chief Mike Fries, Malone predicted that Musk and Ellison would cut some sort of deal to help the media company delever while also giving Musk’s company access to content or other assets.
不过，SpaceX在这笔交易中能获得什么具体利益尚不明确。不过，作为华纳兄弟 Discovery 公司交易的主要策划者之一（与大卫·扎斯拉夫共同参与了该交易），马龙指出：“马斯克和大卫·埃利森的父亲拉里·埃利森之间的关系非常密切。”
“I think there’s a deal coming there,” Malone said, citing an eyebrow-raisingly specific $8 billion to $10 billion investment figure. “I predict, big prediction, that you’ll see a global output deal for Skydance with SpaceX, and 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.”
“埃隆收购Twitter时，是谁帮助他提供资金的呢？正是拉里·埃利森。拉里·埃利森又是如何为Skydance的创立提供资金的呢？通过出售特斯拉的股票。我毫不怀疑，很快就会有关于这笔交易的官方公告。”
What exactly SpaceX would get in that deal is less obvious, though Malone, who was the architect of the Warner Bros. Discovery deal alongside David Zaslav, noted that Musk and David Ellison’s father, Larry Ellison, “are very intertwined.”
SpaceX正致力于扩展其Starlink卫星互联网服务，并一直在收购广播频谱。CBS作为一家拥有众多地方电视台的公司（尤其是在多个市场拥有多家电视台），或许愿意出售部分频谱给SpaceX。此外，SpaceX还拥有X平台（前身为Twitter），该平台拥有成熟的广告业务，也可能成为这次合作的一部分。
“Who helped Elon finance Twitter when he bought it? Larry Ellison,” Malone said. “How did Larry Ellison come up with some of the money to put into the creation of Skydance? Tesla stock. And I would not doubt for a minute that before very long you’re going to see an announcement.”SpaceX is seeking to expand its Starlink internet service, and has been buying broadcast spectrum. Perhaps CBS, which owns a slew of local stations (including in many markets where it owns multiple stations), could be willing to sell some of that spectrum. SpaceX also owns X (formerly Twitter), which has a real advertising business and could be part of any tie-up.
鉴于马龙与泰德·特纳（Ted Turner）、鲁珀特·默多克（Rupert Murdoch）、巴里·迪勒（Barry Diller）等人的复杂关系及过往的商业合作经历，他在接受《好莱坞报道者》（The Hollywood Reporter, THR）采访时提到：“他在媒体和电信行业有着丰富的经验。”
Malone knows a thing or two about media and telecom dealmaking, given his friendships and battles with the likes of Ted Turner, Rupert Murdoch, Barry Diller and many others, as he recounted in an excerpt from his memoir in THR.
有传言称，马斯克可能会投资 Skydance，这可能是埃里森（Ellison）和 RedBird 公司试图将该公司的股权进行联合投资的一部分；不过，如果 SpaceX 与 Skydance 真正建立正式的合作关系，那么事情将会更进一步（即合作程度会更加深入）。
It has been rumored that Musk could invest in Skydance as part of Ellison and RedBird’s effort to syndicate equity in the company, though a formal SpaceX tie-up would take things a step further.