This past week in tech was one of the wildest y...
I barely talk about Elon Musk on this channel, but I need to outline for you just how many things he got done over the course of the last week across all of his companies. And then I want to leave you with a question, because it's a question I'm asking myself. So here's what he got done. He launched humanoid robots. Now, yes, they're not for delivery for a year and a half. They might be tele-operated. There's things you can carp at. But he launched them. They went out and walked around and served drinks. Then he launched a self-driving car. Yes, it was on the Warner lot. Yes, he's not launching it till 2026. There are things you can carp at, but he launched it. Same with the van. And that alone with Tesla would have been a fairly big week. But we weren't done yet. He literally took inspiration from a science fiction film, built something called Mechazilla to catch a gigantic rocket flying out of space, and did it on the first try. It's like this is a 400-foot tall skyscraper, and this gigantic crane caught it. You can see the video all over the internet, and I highly recommend you do so. That would have already been a history-making week, but we're not done. He launched the world's largest supercomputing cluster with a company formerly known as Twitter. 100,000 GPUs of H100s from NVIDIA. And he did it in, you want to guess? Guess the days. He turned on the whole thing from empty factory in 19 days. Now, it took him longer to build the factory, right? So again, there are things you can carp at, but 19 days is insane. So this is my takeaway. My takeaway is not this is turning into an Elon channel, because it won't. My takeaway is this person is betting the farm on multiple companies at once. He's taking an enormous amount of risk right now. So he's pivoting X into an AI company. He's pivoting Tesla into a robotics company from a car company. He's turning things that we thought were physically impossible into reality with SpaceX. If he is this risk-on, am I too risk-averse? It's a question I'm asking. It's not that I have the resources to go and turn on a supercomputing cluster in 19 days. But I am wondering, where am I more risk-averse than I should be? And are there things I need to be more risk-on about? So that's the question I have for you. Because these are non-trivial risks. I'm not going to pretend they're all going to work out. Maybe the self-driving car won't ever make it to market. Maybe the robot won't ever work. Maybe this was the first and only catch for Mechazilla. Maybe, you know, you can go on and on. Maybe, or maybe not. And if someone is willing to be that risk-on right now, it's an interesting challenge to my mode of thinking. And I'm trying to use it as a tool to help me understand myself better and see whether I'm too risk-averse. So what are your thoughts? Are you too risk-averse?
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