I read this as 2 phrases
“I agree with Elon now”
Meaning now I agree, and
“that SpaceX and Tesla are the 'same' company”
With ‘same’ in quotes meaning they are not literally the same but conceptually they are the same.
FTR I do not agree they are the ‘same’ company and I think the circular relationships between Musk’s companies is kind of like a shell game.
Sorry I did not mean to be vague you hit the nail on the head but I think the circular relationships he's made between his companies has real pay off.