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Charlie Munger, Warren Buffett’s longtime partner:
Long-term investing inevitably involves booms and busts. Accept market ups and downs as you would the changing of day and night.

Charlie Munger quotes:

- On learning: “I’ve never met a wise person who didn’t read all the time—none, zero.”

- On goals: “The surest way to get what you want is to make yourself worthy of it.”

- On thinking: “Invert, always invert.” Knowing what you don’t know is more useful than being merely smart.

- On investing: “A great business at a fair price is far better than a fair business at a great price.” In the short term, the market is a voting machine; in the long term, it’s a weighing machine.

- On patience: “We make money by remembering the obvious rather than by mastering the esoteric.” Wait most of the time, then make a big bet when a great opportunity comes along.

- On life: “If I knew where I was going to die, I would never go there.” When tragedy strikes, don’t let one misfortune turn into more.

The four principles Munger emphasized time and again were: rationality, patience, lifelong learning, and knowing the limits of your circle of competence.
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On the ground at Jensen Huang’s GTC: Future telecom base stations could evolve into distributed AI networks, with all telecom operators offering AI computing power

🚀 Jensen Huang’s Berlin GTC makes headlines! AI factories and computing networks are once again in the spotlight
NVIDIA CEO Jensen Huang unveiled his latest AI vision at GTC in Berlin, sharing a wealth of insights. A must-read for AI enthusiasts! 👇

🔥 Key takeaways:
1️⃣ Telecom base stations = distributed AI networks
Huang said that all telecom operators will offer AI computing power in the future, and traditional telecom base stations could be transformed directly into distributed AI networks!

2️⃣ The “five-layer cake” model of the AI economy
Huang divides the AI economy into: energy ➡️ computing power ➡️ AI factories ➡️ models ➡️ applications.
Worth noting: NVIDIA was the only company logo shown in the computing layer!

3️⃣ Cost of a 1-gigawatt (GW) data center
The total cost can reach $50 billion, including land, electricity, equipment, storage, cooling, and other expenses.

4️⃣ New tools arrive: DSX Pod & liquid cooling technology
DSX Pod: Deployment can be completed in as little as 14 days, accelerating the development of AI infrastructure in Europe.
Highly sustainable: Closed-loop liquid cooling and dry cooling bring water consumption close to zero. At a 2 GW scale, this could save 54 million liters of water per day; DSX MaxLPS software can reduce power consumption by up to 30%.

5️⃣ OpenShell architecture and next-generation security controls
Combines Vera Rubin infrastructure, Vera CPUs, and BlueField-4 DPUs.
Massive performance gains: Vera Rubin NVL72 delivers up to 30 times more throughput per megawatt on agent workloads than its predecessor!
Hardware-level isolation: The NVIDIA Sentry framework enables security isolation in milliseconds, preventing agents from crossing boundaries. Major players including Microsoft, Google Cloud, OpenAI, and Anthropic have joined the ecosystem.

💡 From distributed AI base stations to computing factories, breakthroughs in hardware infrastructure are providing powerful foundational support for crypto-and-AI narratives such as decentralized physical infrastructure networks (DePIN) and AI agents. Computing power is electricity, and the AI economy is taking shape at an accelerating pace.
💬 What do you think the future holds for “distributed computing networks”? Are you bullish on AI + DePIN? Join the discussion in the comments! 👇
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🚀 SpaceX Q3 earnings blow expectations away! AI business surges 830% to become the biggest dark horse 🌌 Expectations of a “merger” between SpaceX and Tesla have set Wall Street ablaze!

SpaceX just released its Q3 2026 earnings, smashing expectations across the board. Its share price briefly surged more than 8% after hours! Here are the key highlights 👇

📊 Key earnings figures
Total revenue: $14.58 billion (up 161% year over year), far exceeding expectations!

Net income: $4.4 billion (vs. $1.88 billion expected), more than doubling expectations!

Diluted EPS: $0.35 (vs. $0.15 expected)
🤖 AI “Superintelligence (SI)” becomes the company’s largest revenue source
SI business revenue: $7.56 billion (up a whopping 830% year over year!), surpassing Starlink for the first time to become the company’s largest revenue pillar!

Growth drivers: Strong demand for cloud services, synergies from the acquisition of Cursor, and explosive growth in applications of the Grok model.

📡 Starlink and space businesses continue steady expansion
Satellite internet: Revenue of $5.25 billion (up 69% year over year), with Starlink subscribers surpassing 13.6 million!

Space launches: Revenue of $1.77 billion. Starship’s 14th flight successfully deployed Starlink V3 satellites into orbit and contributed commercial revenue for the first time!

💡 Outlook and highlights
Accelerating computing capacity: Q3 capital expenditure was nearly $20 billion, of which 84% went toward building AI/SI infrastructure (the COLOSSUS II computing center is being expanded).

Musk’s big announcement: Executives revealed on the earnings call that next year’s annual recurring revenue (ARR) target could reach as high as $1 trillion, and confirmed that a potential merger with Tesla is under discussion!
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🚀 Musk to “airdrop” SpaceX shares to every child in America? The ultimate revolution in traditional philanthropy!
After Anthropic announced the creation of a “public benefit fund,” allocating 5% of its equity to traditional foundations for indirect distribution, Musk fired back boldly on X with a blockbuster plan:
> “Next year, I will give one share of SpaceX stock to every child in America. Giving the public shares that represent a stake in the economy of the future directly is the right way to go.”
>
📌 “SpaceX Airdrop for Everyone” in One Minute
* Estimated scale: Around 73 million children under the age of 18 in the United States.
* Airdrop value: Based on a post-IPO SpaceX valuation of $2 trillion and an estimated share price of about $147.96, this “massive airdrop” would have a high face value, yet account for only a tiny fraction of Musk’s personal wealth.
* Connecting the dots: The plan is expected to link up with the U.S. Treasury’s “Trump Accounts” for minors.
💡 A Clash of Two Distribution Models: Intermediary Trusts vs. Direct “Airdrops”
| Dimension | Anthropic model (traditional Web2 philanthropy) | Musk 2.0 model (direct capital distribution) |
|---|---|---|
| Approach | Contribute to a foundation ➔ board approval ➔ indirect funding | Eliminate intermediaries ➔ deliver directly to individuals ➔ share ownership for all |
| Rationale | High bureaucratic and administrative overhead; relies on intermediary organizations | Assets delivered directly to recipients, who benefit from the long-term premium of top-tier tech |
| Perspective | Passive recipients of aid | Cultivating an “ownership perspective” on the economy of the future |
⚠️ Three Major Questions and Controversies Behind the Excitement
* Will the shares actually be delivered?
Musk’s past commitments, including an OpenAI donation and a $6 billion donation to the UN World Food Programme, have been disputed. This plan lacks specific custody arrangements and legal details, so observers are still waiting to see whether it will actually happen.
* Who qualifies, and what about taxes?
Will this be limited to U.S. citizens, or include all minors living in the United States? When will recipients be able to sell their shares and cash out? How will taxes be handled?
* Can “giving shares” replace “public support”?
Critics argue that stocks are volatile assets whose value lies in the future and cannot meet people’s immediate needs. Public welfare should still be built on a transparent tax system, rather than on the “selective giving” of the wealthy.
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