My connection with $TSLA goes back to 2017, when I helped manage the charging and power systems for the development of the Model 3. Tesla’s lead R&D engineer struck me as someone who was extremely passionate about his work and highly professional. I personally wasn’t very interested in mechanical R&D, even though I had published three first-author SCI papers and, by the time I earned my master’s degree, met the standard for a PhD graduate.
But I really disliked technical drawings. What caught my interest instead were Tesla’s financial reports and the secondary market. So if we’re talking about crypto, my connection with $BTC really began with Tesla. It was also thanks to that collaboration that, around 2019, after the fires dealt the company a major blow, I wrote to several large institutions saying that I believed Tesla had tenfold upside.
Of course, some institutions took it as a joke, especially some domestic ones, which may have been rather arrogant in their mockery. But one top-tier American investment bank replied very seriously and discussed it with me. At the time, I felt they treated opportunities with great care. You can see the same thing in venture capital: European and American investors seem more willing to get hands-on and try new things, while some Chinese investors prefer to flock in once success is clearly within sight. That’s why I feel some Chinese institutions are pretty average at going from 0 to 1 (with the exception of state-backed institutions), but very good at going from 1 to 2.
But against the broader backdrop, our country’s pace of development has already been a miracle. I believe things will get better and better, and that our openness to innovation and spirit of exploration will keep improving too.
I vaguely remember what a well-known financial adviser said to me in 2018: “Why should I bring on a career-switching newcomer who’s just returned from overseas? That’s too risky. I’d prefer someone with a finance background.” (That company has since gone bust.)
By contrast, the exact words of the European-region managing director at the time—who is now the CEO of a top American bank—were: “You have experience and judgment from mechanical R&D that people who studied finance and investment will never have. As for financial and investment knowledge, if you’re interested, two years of self-study will be enough. Don’t ever give up on pursuing what you want. If you want to go to JP in the UK, you can list me as a reference.”
Those words subtly but truly showed two completely different attitudes toward risk. I can’t say who was right or wrong—after all, there are plenty of charlatans here at home too. But the two people clearly seemed to be on completely different levels.
#股票财报季
But I really disliked technical drawings. What caught my interest instead were Tesla’s financial reports and the secondary market. So if we’re talking about crypto, my connection with $BTC really began with Tesla. It was also thanks to that collaboration that, around 2019, after the fires dealt the company a major blow, I wrote to several large institutions saying that I believed Tesla had tenfold upside.
Of course, some institutions took it as a joke, especially some domestic ones, which may have been rather arrogant in their mockery. But one top-tier American investment bank replied very seriously and discussed it with me. At the time, I felt they treated opportunities with great care. You can see the same thing in venture capital: European and American investors seem more willing to get hands-on and try new things, while some Chinese investors prefer to flock in once success is clearly within sight. That’s why I feel some Chinese institutions are pretty average at going from 0 to 1 (with the exception of state-backed institutions), but very good at going from 1 to 2.
But against the broader backdrop, our country’s pace of development has already been a miracle. I believe things will get better and better, and that our openness to innovation and spirit of exploration will keep improving too.
I vaguely remember what a well-known financial adviser said to me in 2018: “Why should I bring on a career-switching newcomer who’s just returned from overseas? That’s too risky. I’d prefer someone with a finance background.” (That company has since gone bust.)
By contrast, the exact words of the European-region managing director at the time—who is now the CEO of a top American bank—were: “You have experience and judgment from mechanical R&D that people who studied finance and investment will never have. As for financial and investment knowledge, if you’re interested, two years of self-study will be enough. Don’t ever give up on pursuing what you want. If you want to go to JP in the UK, you can list me as a reference.”
Those words subtly but truly showed two completely different attitudes toward risk. I can’t say who was right or wrong—after all, there are plenty of charlatans here at home too. But the two people clearly seemed to be on completely different levels.
#股票财报季