Investor: Musk Wins by Nailing Rare Irreversible Decisions

Investor Gabriel argues that Musk's success comes from consistently making the few truly irreversible decisions correctly, while other mistakes are retryable. He extends AI's 'bitter lesson' to markets, predicting exponential demand for energy, compute, infrastructure and autonomy.

2026-09-28 ~ 2026-09-28 · 2 related posts

• Investor: Musk keeps winning the few irreversible decisions that actually matter — gabriel1 · 2026-09-28
• Bitter lesson for free markets: everything needs exponentially more energy and compute — gabriel1 · 2026-09-28