Translation:
Author: Winslow
Content:
829 words in total
Estimated reading time: 5 minutes
I have been writing about Tesla for nearly a year now, purely to allow myself to iterate on my thoughts about something faster, rather than any other reason. The more I write, the more I realize that Tesla is a unique company, gradually recognizing how difficult it is to adhere to what one believes to be correct, and how success can only be achieved by having a relatively deep understanding of the essence of things.
Being bullish on Tesla in the long term means being unaffected by short-term volatility and having a long-term outlook spanning a decade or several decades.
The reason why I am optimistic about Tesla in the long run is not due to certain numbers or statements, such as how many cars sold this month or this quarter, whether the car prices have gone up or down, or whether the recent public opinion is about brake problems or “cutting leek”. These short-term events may only promote and delay the development of things, but do not have any impact on the core essence of things.
So, what is the core essence of Tesla?
In Mao Zedong’s theory of the contradiction, it is said that in the development of things, “the external conditions are the changing conditions, and the internal factors are the changing basis, and the external conditions act through the internal factors.”
In other words, the internal factors are fundamental, while the external conditions are catalysts. All creations are ultimately created by “people”, and I believe that Elon Musk and his team are the most important internal factors for Tesla. Therefore, here, the internal factors are Elon Musk and his team, while the external factors are the market environment.
So, to study why one is bullish on Tesla in the long run, it is necessary to study its most important internal factors, namely, Elon Musk and his team.
How to study Elon Musk and his team specifically?
Six years ago, Apple released a product catalog to commemorate Steve Jobs, which was hundreds of pages long but had only a few pages of text. A sentence in the opening introduction struck me like a lightning bolt, and I suddenly became enlightened.
I also shared this sentence on my WeChat Moments:
“This is a book of few words.”
…
“This book showcasing our products is not about our design team, not about our creative process, and not about our product development. It simply objectively showcases our products. Interestingly, this is exactly what defines us as a group of people – how we work, our values, our thinking, and our goals. We hope to be defined by what we do, rather than by what we say.”
That is to say, the products we receive define what Elon Musk and his team are like, enabling us to have an insight into their values, thoughts, and goals.
It is also necessary to study Tesla’s products in order to study the core essence of Tesla.
(To be continued)
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.