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Over the years, one thing I’ve learned in my investing journey is that the most important factor in any company is the person running it bc leadership is what really determines where a company ends up. Bc of this fact, I’ve spent A LOT of time studying founders and CEOs. I’ve looked at how they think, how they execute, how they make decisions when things get hard. Literally everything I could. And honestly, I’ve never seen anyone operate at the level that Elon does. What makes him different is much more than just big ideas. A lot of people have big ideas. I believe that’s the easy part. The difference is he actually goes for it and builds them. Like reusable rockets, self driving electric cars, global internet from space, humanoid robots, AI… most people would spend their entire career chasing just one of those things. He’s doing all of them at the same time. The speed he moves at, the scale he thinks at, and the risks he’s willing to take are on another level. He’s constantly pushing entire industries forward while most companies are just trying to protect what they already have. That’s why, as an investor, I pay so much attention to leadership. And after studying so many founders over the years, I can honestly say I’ve never come across someone who operates like Elon Musk. Love him or hate him, the level he’s playing at is simply unmatched. I think he’s the greatest entrepreneur we’ve ever witnessed. And I really don’t say that lightly.

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