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And it's really, really hard for retail to put on that trade. Like, how do you get long robotics if you think that's going to be a game-changing innovation over the next few years? Like, Tesla is probably the easiest way right now, but generally it's a very hard trade to put on."},"performance":{"entryPrice":399,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_1d6b9188e9cc05c347","url":"/trace/claims/mcl_1d6b9188e9cc05c347","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"SpaceX reverse-merges into Tesla, not an IPO; one cap table consolidating Elon's two seminal assets.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"TSLA","name":"TSLA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=yEb2DX0TzKM&t=3626s","sourceUrl":"https://youtube.com/watch?v=yEb2DX0TzKM","timecode":"1:00:26","startMs":3626000,"endMs":null,"excerpt":"I don't think SpaceX will IPO. 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I can tell you now, nobody will remember that Tesla ever made a car. 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