I have been contemplating this quotes from Naval Ravikant: First, In making decision if you are not sure, then don't do it.
Second, if it boils down only 2 options and it's fifty/fifty then choose the one that is painful in the short term and bring equanimity in the longer term. Like should i do sports this today or not? Should I eat healthy food or not?
The first one it seems you have 1 option to choose vs myriads of options. This seems to me if people have some money in their pocket. so they have this liberty to keep their option in life to always open.
Especially we are now living in an exponentially option abundance in our time because of the proliferation of technology. So, ideally we always want to keep our options/choice open in life until we are pretty damn sure we want to do it whole heartedly. Meaning not just with your mind but also with your heart and soul. I think this boils down do what you want! Not what the society/parents/obligation tells you what to do! In ot…
What is Tesla moat? Moat is define by what is the core strength of company(Tesla) that prevent other players to compete with it and as such unable to provide value to the market.
Tesla has been ramping up their car production up to 6000/week, they have been learning the hard way to ramp up their production hell season.
The gigafactory: They have investing a lot in their gigafactory for their battery technology and according to Ark Invest and Mark Munro (on youtube) their battery technology is superior (about 3 years advance than others) plus the fact they own their own factory. The battery is the ICE world is like the engine part. While BMW, Mercedez and other cars company seems to just outsource their battery technology to third party instead of making on their own.
So, there are 2 points here: one is the battery technology is superior, and two is Tesla control the battery availability and they make sure the supply is there. The first point probably is kind of debatabl…