5-1b1a7 Technology’s ‘function’ consists of many parts, and you have to have an explanation for how each contributes to the whole (i.e., ‘vertically-integrated’)

Forced vertical integration made Tesla intimately familiar with the complex supply chain required to build a car. Good counter-argument to outsourcing everything.

Musk thinks 3-4 years medium-term bottleneck (short-term limiting factor is power and electricity) would be chip production capacity, and is hence working on TaraFab, and plans to do logic, memory, and packaging in-house (20260207, from interview with Dwarkesh).

Next:

• 5-1b1a8 ‘Opportunity cost’ and ‘comparative advantage’ must be rooted in explanations. Never use them as ad hoc criteria.

Related:

• 9-4b2a1b Build the Idea Maze - Explain the history around an idea, and why yours is a good one. Virtually render the history of the evolution of that idea.

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