Perfect Information Communicates Knowledge In New Growth

Watching one of Herbert's interviews, this time with Joe Justice. It is all about how to pick your investments. Joe worked at Tesla, and he is telling what in hindsight seems very logical: pace of innovation is the most important metric to invest on.

The video also shows a lot about how Tesla operates, and where it is probably way more impactful than other companies. It shows where Tesla, SpaceX and basically all Musk companies are more agile than other companies. Joe is now telling very passionately how Tesla applied lean technologies into an even leaner machine. Comparing other (car) companies to Tesla feels like comparing turtles to cheetahs!

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