“#Jaytrading: put some small trades on for $WRD $PONY $LCID $RIVN recently. Thesis: consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making. [He expects all four companies to be acquired within 24 months and the positions, as a group, to double in value in less than two years.]”
Angel investor, founder of Launch, co-host of the All-In podcast
Made in September 2026; none of WeRide, Pony.ai, Lucid or Rivian has been acquired as of the prediction date, and the 24-month window runs to September 2028.