entrepreneur，long time serious tech investor，$TSLA and #tesla owner, tech enthusiast. I am American, not left or right; sorry I usually don’t respond to DM
Los Angeles, CA
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I rarely weigh in on U.S.–China relations, but as a Chinese American, I see the complexity firsthand. Opposing Chinese government policies shouldn't mean shutting down diplomacy between two global leaders. The focus must stay on fair trade and fair competition.
Everyday people just want a better life, fairness, and respect. I chose to become an American because I believe in American values, and I’m grateful for that choice. I have my own personal grievances with the regime that I keep private, but I will always wish the best for the ordinary people of China.
It would be ideal for everyday people to have governments that work for the people’s interests instead of politicians ambitions, but people should be reminded by the ongoing Russia-Ukraine war that even for countries supposedly to be the closest brothers are turned against each other because of their governments. Ultimately their own people are the ones choosing their leaders, some countries had votes but with frauds and propaganda, some countries use guns and fears in additional to propaganda. World peace does not come easily, public also should take responsibility for their actions or inactions.
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Palantir Karp calling Michael Burry: How’s your $PLTR short position, got your balls squeezed?
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My first Tesla , 2019 model X standard, satisfied with the battery: 69K miles, 90% range at 211 miles, battery degraded 6.2%. Quite unbelievable. The first set of tires lasted more than 50K miles.
My 2022 X plaid degraded more than 10% already. Don’t know if it’s because the use of the Plaid mode or the drag race mode. I know the drag race killed the tire at 25K miles. I did drive across coast to coast with FSD, and drained out the battery quite low often.
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Tesla Robovan ready to take Elon Musk and the tech gang to White House for Trump-Xi summit ?
That would be nice
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Someone changed my life — and I may never get the chance to pay them back.
Eleven months into learning Japanese, I keep thinking the same thing: I wish I had understood what languages actually do much earlier.
I was a terrible student. I scored 9% on an 8th-grade English test and decided I was finished. No high school. Just quit.
Then that summer my high school English teacher wrote me a letter.
He said I should get the diploma even if I never used it. If I walked away now, I would never get that chance again.
The first morning of high school, I showed up. Because of that letter. Because of him.
He only taught me for one year. I still remember his classes. After he explained an article once, I could recite the entire thing. While the rest of the class read along out loud, I closed the book and recited it from memory.
I scored the highest in the class. Highest in the region on the college entrance exam. I kept topping exams through college, and later got full scholarship from America. A vibe brought by a single teacher out of me, that’s real and even today it’s still unbelievable.
It was a no-name countryside high school. I was a nobody. That teacher still cared.
In college, my sweetheart was stunned when I recited the Gettysburg Address from memory. That night she looked at me like I was the smartest person she had ever met.
After I came to America, I somehow basically stopped learning language. My English barely moved. My Chinese got worse. I forgot that language is not just words — it is culture, connection, the ability to talk to people as they actually are.
Now I travel and meet people everywhere. I wish I could speak to them in their own language.
I’m giving myself one more year with Japanese. After that: Spanish and Cantonese. Then French. Then Korean, Vietnamese, German, Italian…
I just want that high-school fire back. The one a teacher lit in a kid who almost walked away.
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President Trump announced that the U.S. has reached an agreement with Denmark and Greenland giving Washington “permanent control over security, and all other needs” in Greenland. He called it an “Infinite Life” deal—no expiration, no cost to the United States—barring adversaries from bases, military presence, or sensitive investments without U.S. written approval, and said the U.S. will expand its military footprint.
This did not start today. In 1951, under President Truman, the U.S. and Denmark signed the Defense of Greenland Agreement, giving the United States broad rights to operate defense areas while recognizing Danish sovereignty—the basis for Thule, now Pituffik Space Base. In 2004, under President George W. Bush, that pact was updated with Greenland’s Home Rule government for radar/missile-defense upgrades and added cooperation.
Trump may be strategically right. Greenland’s location and resources matter, and locking out adversaries is a real U.S. interest. But the insults and public humiliation of allies and neighbors are still disgusting. Even if the goal is to look “authentic” to people who want a harder line, conducting it as open bullying teaches the world that intimidation is a legitimate way to deal with partners. That is poison.
That is not a defense of far-left political correctness. Allies are not saints in this picture. Denmark and others have long benefited from U.S. power and protection. They often want equal standing—or terms that constrain U.S. options—while the United States carries the heavier load. That imbalance is real, and it is fair to push back on it.
I also have no respect for politicians who use polite language while doing things that hurt American interests. Nice words and bad results are not better than crude words and a better bargain. Manner and outcome are both part of the record.
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today as chairman of Berkshire Hathaway.
I have more than respect for this man. I have a debt to him.
Before the dot-com wreck, he laid out how markets actually get priced—interest rates as gravity, earnings as the only weight that lasts. That speech taught me valuation when everyone else was talking about a new economy. I bought my first house in 1999, two years into my first job, because of what he said an ordinary investor should do. In 2003 I bought the larger house. I did not get crushed in the crash. I still have that to thank him for.
For more than twenty-five years the portfolio has beaten the market. Not because I am clever. Because I kept his discipline: look forward, not in the rearview; build a valuation, don’t chase the hot story; don’t panic-sell when the crowd does. That habit bought financial freedom.
Legend of the market. Unselfish with what he knew. Warren Buffett is in a class of one. No one else comes close.
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You need to watch this data, because 1.16 million people got killed in car accident from human driver errors annually.
This is not saying Waymo safety is worse than Tesla FSD, the fatal accidents 1. Waymo involved was not Waymo’s fault. Also Waymo does not have significant number of miles to have a solid comparisons to US average.
2. Tesla FSD are supervised, there is human factor in it.
3. Tesla FSD is improving. Tesla unsupervised FSD (unsupervised robotaxi) do not have enough miles to proved statistically sound comparisons.
Tesla has 7X few accidents based on miles between accidents.
It is insane for anyone or institutions still are against autonomous driving. It is not perfect yet but it’s obvious that safe autonomous driving will save millions of lives. If anything, the public should demand faster rollout of high quality safe autonomous vehicles. Any responsible competitions should be encouraged.
My data is based on research of NHTSA/IIHS data. Tesla FSD involved accurate fatality data is hard to get, data is from search with AI help.
One piece of data is certain, so far, no at fault fatality from either Waymo or Rotobaxi.
@robotaxi @Tesla
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I’m an ear guy and I absolutely enjoyed listening to your audiobook on Auditable.
Thanks for sharing the truly amazing life experiences!
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Both in hard copy and audible.
Definitely worth to read, or listen to. You’ll find out a lot of amazing facts and stories that you don’t know about before.
@mayemusk
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Fed increases rate by 0.25.
Trump appointed Kelvin Warsh because Jerome Powell refused to cut rates.
Now instead of cut, Kelvin Warsh’s fed hike rate and is not even done yet.
Largely has to do with Iran war.
I call it miscalculation.
What’s also a miscalculation is the market somehow has some delusion that Kevin Warsh might be able to hold the rate steady to please Trump. So market got spooked after the rate hike was announced.
In reality the dot plot published in SEP is actually considered dovish for people live in data driven reality.
Another thing good come out of this though, the fed maintains its independence and that reputation is important.
What this means to the national debt? More expensive. The only way out of this is through high growth, and high inflation that wash away the average consumer’s savings without knowing it.
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US vs China AI scoreboards:
1. US spends more and collects more dollars.
2. China (open weights) takes most of the tokens.
3. US companies pay 10–50× for frontier models when the job can’t fail.
4. Cheap Chinese-origin models do the bulk work — drafts, search, everyday coding. It relies on distillation of USA frontier models to achieve low training cost and leap forward to stay competitive.
3. On routers: US token share ~70% → ~30% in a year.
4. DeepSeek-class: lots of queries, tiny slice of spend.
US labs: fewer queries, most of the money.
5. No cost advantage for the US.
Advantage is who pays premium.
China’s advantage is price.
6. Two layers: expensive agents on top, cheap tokens underneath. That split is the market.
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There are bad billionaires and good billionaires. There are bad poor people and good poor people. Why is that so hard to understand? Why do so many politicians insist it has to be one class against another?
When the Communist Party took over China under Mao, they killed or ruined almost anyone who owned land or wealth. That was the have-nots destroying the haves. What followed were successive economic disasters. Tens of millions starved. Only after Deng Xiaoping allowed private ownership, entrepreneurship, and the chance to get rich through hard work did China recover. Today China runs a mostly capitalist economy.
Western countries are now drifting toward the same class-war and socialist ideas that have already failed everywhere they were tried.
On top of that, many Western countries are importing large numbers of people who reject Western values and want to impose the ideology and culture of the places they left. Instead of prioritizing legal immigrants who support Western civilization and want to contribute, governments often admit people who arrive illegally or under the cover of refugee status.
I am a first-generation immigrant to the United States. I do not understand why so many people here choose an ideology that history has already shown to be destructive.
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Tesla just took back more than half the U.S. EV market.
52% through August, up from 43% a year ago. One in every three EVs sold in America this year is a Model Y.
That is not a Tesla boom. Tesla’s own U.S. sales are still down 16%. The rest of the EV market fell 30%, so Tesla’s share rose because rivals shrank faster. Honda is leaving the U.S. battery-EV market after the Prologue. VW ended ID.4 production in Chattanooga. Ford killed the F-150 Lightning. GM is winding down the new Bolt so the Kansas plant can build gas crossovers.
The share story is real. The volume story is a shrinking pie.
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I actually sat in this Roadster 1.0.
It sold for $250K back then and actually now worth more than the original price
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