David T Phung 🇺🇸

today's warren buffet's last day as the ceo of bershire hathaway, an end of an era. celebrating buffett’s lessons with my favorite clip from the sage of omaha in 2025: 1. find your "sound" like glenn miller struggling for 15 years before hitting gold, keep looking until you find the work that clicks. don't settle for the wrong job just for the salary. 2. choose bosses wisely be very careful who you work for because you will eventually take on the habits of the people around you. 3. risk management: "you only have to get rich once." never risk what you have and need just to chase something you don't need. 4. perspective: you live in the greatest country at the greatest time in history. enjoy the game and find people you trust to play it with. 5. american innovation: you have the "greatest playing field" in the world. the us capitalistic system lets you create things nobody else can, an opportunity you wouldn't have had if you were born in 1700. cheers to warren and good luck to greg abel! never met against america 🇺🇸

Humanity's greatest need right now, beyond new tech, is HOPE. A compelling, abundant vision of the future that people WANT to live in.

Tesla's FSD: 5.3 million miles between accidents. US driving average: 660,000.  That's 9x safer. And it's only getting better.

California already spent $114 million on this unfinished wildlife crossing bridge (leading nowhere)

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

3 years ago I organized a meetup in a park in SF to discuss important passages from The Fountainhead Josh Kushner just did an interview saying it’s the most influential book he has read. His brother Jared bought him an original copy for his 40th bday Thinking of running another version of this again. Dm me if you’re interested