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Alvin Foo
@alvinfoo
Venture Partner | ex-Google | Decoding AI • Motivational stories on innovation & resilience • Tesla/SpaceX insights 🚀
12.2K Following    164.6K Followers
Travis Kalanick nailed the Tesla piece, inference silicon, real-world fleet data, batteries, and factories that actually ship. Add SpaceX and the stack gets wider, Starlink as the global comms layer, reusable launch as the space-side manufacturing and logistics arm. That’s not just the Google of physical AI. That’s Earth-to-orbit infrastructure most robotics companies will spend a decade just trying to rent.
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This is genuinely a beautiful and inspiring story. It captures something rare and uplifting: a hardworking woman in her 40s, far from home, raising someone else’s kids while carrying her own quiet responsibilities, suddenly finds a completely new chapter in a place that values her skills, warmth, and character over her background. The fact that her long-time employers stood by her as family at the wedding makes it even sweeter. What stands out most is the contrast the post draws so clearly. In one culture the class lines feel almost unbreakable; in another, personal qualities, fluency, competence, kindness, good cooking, can open doors that status alone never could. Jane didn’t change who she was; the environment simply stopped treating those traits as “just what a maid does” and started seeing them as highly attractive. That’s the part that feels hopeful. Stories like this remind us that mobility isn’t only about money or titles. Sometimes it’s about landing somewhere that finally notices the full person you already are. Fate, timing, and a little courage on the dating apps did the rest. Truly a sparrow-to-phoenix moment worth celebrating.
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The economics are hard to argue with. When a model delivers strong and in many agentic/coding workloads competitive performance at a fraction of the price with dramatically better cache behavior and speed, high-volume usage shifts. We are already seeing this in the data: Chinese open-weight models (DeepSeek, Qwen, Xiaomi MiMo and others) now account for the majority of token volume on major neutral routers, around 60%+ versus US models in recent measurements, driven exactly by the cost and accessibility advantages highlighted here. This looks a lot like the Android story. Android never needed to win every premium benchmark or every enterprise RFP the way iOS did; it won by being open, cheap enough for the mass market, and good enough for the vast majority of real workloads. The result has been a durable ~70% global share. Chinese open-source models are following a similar path in the LLM space: flooding the open/inference layer where volume and price sensitivity dominate. 70-80% of the overall market is an aggressive but plausible ceiling for the open/commodity tier over the next couple of years if the current trajectory continues. Frontier closed models (Claude, GPT, Gemini) will keep the high-value, high-trust, multimodal, and heavily regulated slices, much like iOS keeps the high-margin end. But for the bulk of tokens processed in the world, the Android parallel is increasingly the right mental model. Cost and openness are winning the volume war.
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DeepSeek’s bar on that Bloomberg chart is so flat it looks like a rounding error. Chinese labs are shipping frontier-level models at prices that make GPT-5.6 and Claude look like luxury goods. This isn’t just competition, it’s a full-on price war that’s turning the API market into a death zone for anyone still charging Western rates.
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Who said you can’t be a billionaire by being employed! Tom Mueller. SpaceX employee #1#, his 0.06% stake is now worth ~1.11 billion!!
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From “It’s standing up!” to the brink of history, what a journey. 🚀🚀 That raw, unforgettable video of Elon Musk in mission control, eyes wide, voice cracking with pure awe: “It’s standing up… Holy smokes, man!”, captures the exact moment everything changed. December 21, 2015. The first successful Falcon 9 booster landing. A feat many called impossible. Back then, reusable rockets were a dream. Failures piled up. Skeptics laughed. But that single, perfect touchdown on Landing Zone 1 didn’t just save a booster, it ignited a revolution. Launch costs plummeted. Cadence exploded. Starlink connected the world. NASA crews flew safely. And the road to Mars became real. Fast forward to today. Hundreds of landings later. Night landings on drone ships. Boosters flying dozens of times. Starship catching towers. And now, SpaceX stands on the cusp of its historic IPO, set to debut as one of the largest in history, valuing the dream at over a trillion dollars. This isn’t just about rockets or stock prices. It’s about belief. About a team that kept iterating through explosions, setbacks, and doubt. About Elon and every engineer, technician, and dreamer at SpaceX who refused to accept “that’s how it’s always been done. From that magic moment in 2015 to this milestone today, congratulations, @SpaceX. To @elonmusk, the entire team, and everyone who believed. The future isn’t coming. SpaceX is building it, booster by booster. What an inspiration!
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Ronny Chieng to Harvard Class of 2026: “I tried introducing my friend to Buddhism with Buddhism Made Simple. Instead of reading it, he asked AI to summarize it in 10 seconds. Believe it or not, he didn’t reach enlightenment.” Speedrunning Buddhism misses the entire point. The journey isn’t just how we acquire skills. The journey is the point. AI gives you the summary. Real growth demands the struggle, the confusion, the reps. In the age of instant answers, choosing the harder path is how you actually build depth. Maybe the real Harvard was the friends we made along the way, and the work we refused to outsource. Resist the shortcut.
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Elon Musk Drops Truth Bomb: China’s Army of Brilliant, Relentless Talent Is Far More Powerful Than Most Outsiders Realize Elon Musk, speaking candidly in a recent interview, cut through the noise: “I want to emphasize the sheer number of smart, talented people in China who work very hard… I think most people outside of China don’t understand the power of China. It really is something special.” Musk is right. China produces a massive volume of rigorously trained STEM talent, hundreds of thousands of engineers and scientists annually, combined with an unmatched cultural drive for disciplined execution. This shows up in lightning-fast infrastructure builds, EV manufacturing dominance, high-speed rail scale, and surging research output. The deeper lesson is universal and inspiring: when raw population-scale intelligence meets relentless hard work and focused systems, it generates extraordinary capability. This isn’t zero-sum. It’s a reminder that human potential, properly harnessed, reshapes the world. Nations and individuals serious about the 21st century should study these strengths without illusion or sentimentality. Underestimating this reality is a strategic mistake. Progress demands clear-eyed recognition of what actually works.
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Does China just copy others? Let’s get real. The tired line “China copies but doesn’t innovate” completely misses how the world actually works. In Chinese culture, copying has always been a profound sign of respect and mastery. Take calligraphy, one of the pinnacle arts. The greatest masters didn’t chase wild originality from day one. They spent years meticulously copying the old masters, stroke by stroke. Perfect replication was the highest endorsement of genius. It proved you truly understood the essence. That same spirit lives on today. Yes, China copies, aggressively. But so does everyone. In business around the world, that’s exactly how it works. Look at any successful model: everyone copies and optimizes everyone else. The best restaurants, apps, retail concepts, SaaS products if something works, competitors study it, replicate the winning parts, then improve. Smart players don’t reinvent the wheel when a proven path exists. China takes this to another level while adding massive original creation. As of early 2026, they hold over 5.53 million valid invention patents (many high-value) and file nearly half of all global patent applications, leading the world by far. Copying what works + relentless innovation = powerful progress. It’s not weakness. It’s wisdom. Humility to learn + ambition to build better. Real advancement comes from studying the best, refining it, and pushing forward faster. China’s blend of ancient mastery mindset with modern scale is genuinely inspiring. What do you think, isn’t strategic copying one of the smartest moves in business and innovation?
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