大道至简

美股，宏观，价值投资

[大道至简 @ftian15]

tesla的护城河是单一车型能活得很好，这使得大规模数据收集成为可能，进而孕育出好用的fsd。

[大道至简 @ftian15]

想实现通用机器人，从自动驾驶开始研发好像是必然

[大道至简 @ftian15]

tesla apple amazon google 都是少有的追求利润之上的公司

[大道至简 @ftian15]

世界一共有8B 手机，1.4B汽车。苹果手机1k 刀，tsla 20k。假设最终利润率相似，市占率相似，tsla的市值是苹果的3倍。

[大道至简 @ftian15]

我们要投资一个不可或缺的行业中成本最低效率最高的公司。

[大道至简 @ftian15]

@elonmusk @SawyerMerritt @MarioNawfal r u going to sell this year？

[Chamath Palihapitiya @chamath]

Most of the world’s GDP and revenues are from companies that aren’t in Silicon Valley.

They can’t, and won’t simply “move fast and break things”. They would rather “go slow to go fast” or “be accurate and right the first time”.

Today’s AI tools are largely meant to build slopware. They are app crappers. This is why many enterprise companies who adopt AI end up getting frustrated and move away from it beyond test budgets and small use cases for CYA purposes.

This is why I started 8090.

My belief is that the market needs the exact opposite of vibe coding.

It needs a collaborative but highly structured, detailed, well documented and rigidly guardrailed system to build next gen software.

That is what 8090’s Software Factory is. It is the antidote to app crappers and slopware.

Our customers are all large enterprises. Our use cases are the critical business processes that power millions of customer/patient/user interactions and generate billions of dollars of revenue for them.

If this is appealing to you, please consider trying it.

https://t.co/fkfTXgdfXK

[大道至简 @ftian15]

@MarioNawfal @grok is this real

[大道至简 @ftian15]

@BillAckman @realDonaldTrump I overestimated your intelligence.

[大道至简 @ftian15]

AI降低了智能的成本，导致高端工作的收入分布开始受到power law的支配。

[大道至简 @ftian15]

@alex_avoigt @grok what are the price of the two cars

[大道至简 @ftian15]

@jordanwangbtc @grok what’s the game

[大道至简 @ftian15]

@BillAckman It seems that they stop loss at 100%.

[大道至简 @ftian15]

@oguzerkan You don’t know how to evaluate a company properly.

[大道至简 @ftian15]

@elonmusk $TLT get ready

[大道至简 @ftian15]

市场认为trump政府会大幅增加支出，导致国债利率上涨，这个逻辑是正确的吗？Trump如果打算肆无忌惮的花费还怎么maga，还请elon提升政府效率干什么。我认为Trump将会是美国减少财政赤字，走向盈余的一届政府。并且在世界通缩，美国通胀的环境下，美国大通胀概率很低。综上，$TLT 出现了投资机会。

[大道至简 @ftian15]

@tj_research 老马没有过多的展示关于robotaxi的实施方案，缓解了市场对uber的担忧，和自动驾驶没有直接关系。如果老马展示了打车软件和进军rider sharing市场的方案，市场的反应说不定就反过来了。

[大道至简 @ftian15]

TSLA has been undervalued for some time; if tomorrow's results are strong, it could start a journey to $600.
https://t.co/93JIsdKRH6

[大道至简 @ftian15]

$TSLA's Q2 earnings release is tomorrow, with a consensus EPS 0.62. This is a crucial technical and fundamental point, marking a potential shift from a car company to an AI company.

[大道至简 @ftian15]

@onenewbite @elonmusk 做不到别人恐惧我贪婪的原因是没能做到别人贪婪我恐惧。