A Tesla-SpaceX merger is a foregone conclusion; Tesla is 'worthless' without it because XAI owns the AI/FSD IP. He is holding SpaceX shares long-term.
He personally invested in Twitter/X and now holds SpaceX shares. He advises retail investors to wait for lockup expirations and buy gradually, warning that IPOs are volatile and most investors panic-sell. He notes SpaceX has better management than Tesla and would survive without Elon Musk.