gloryjulio
Joined 4 years ago
Joined 4 years ago
I think the nuance is always there. The disagreement seems to be the semantics.
- He has track record of making bets in the past and payoff.
- He is way better at working in hardware space than software. His ai data center built out is very fast.
- He is similar to Zuck that he would pivot fast towards whatever is making money. The llm bet might not pan out as good as he thought, but he quickly transitioned into a compute seller
- He is very good at financial engineering. This is an often overlooked quality of musk. His spacex ipoed at the best time and beat both anthropic/openai to the market. Now the other 2 are trapped in the current financial situation.
However Elon was able to ipo before them which took a lot liquidity of the market. Their financials are exposed. The market condition and sentiment now is in the gutter. It would be very interesting to see how these would pan out
A senior(l5) is the tech lead on the project level. He is not in charge of handling the team's scope. As long as he handled his own projects well, he would usually pass the review cycle. The difference is crucial. At staff and above, the engineer's responsibility is vastly larger than a senior's.
I am not saying a senior can't do a staff's job - that's how he get promoted once he demonstrated that he is operating at a staff level, i.e "inventing" scope for his team. But a senior's scope is much smaller than a staff's.
This applies to almost all US medium to large tech companies
But for staff engineers, they need to to discover the scope themselves. That's where "inventing" coming from. Not saying inventing is a good word here, but requirement alone is not enough for staff level's work
The next few years would be fun.
If it's so easy to disrupt visa/mastercard payment network, they wouldn't be able to charge this much. Payment is a highly competitive business. We witnessed so many payment companies went under or were bought out, but these two stay for years and are still profitable.
The truth is their moat is considered very durable and hard to build. A global n banks to n banks payment network is not as simple as how people thought.
In the end if there are enough incentives(usually money) people would work on those.
Shang being an villain fits this narrative.