TSLA directional thesis
Chamath treats a Tesla-into-SpaceX consolidation under one Elon entity as a near-certainty, and unlike privately held SpaceX, Tesla is the only publicly tradeable leg of that merger. A long on TSLA is the routable way to own the upside if the entities combine.
“I still don't like the fact that Tesla's over here. And as I've told you, that will get merged in.”59:50claim_id
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