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The speaker discusses the growth of a business from selling 40,000 cars a year to 1.8 million, leading to concerns about overinvesting in one stock. Despite previously selling a stake due to this worry, the investment in SpaceX is predicted to potentially increase 20 times in the next 15 years. With current holdings at around $3.5 billion to $4 billion, there is a need to monitor and potentially trim investments to avoid being too heavily invested.