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没有巴菲特们的钞票，马斯克用外星人的投资吗？
就巴菲特和马斯克而言，他们分别属于平行世界另一边的人。
只是印钞票而不从事生产和服务没什么用。“如果你不生产东西，就没东西可用，”他说，“你不能只是利用刺激方案来解决事情。”
精明的芒格早就想到这个问题了
看王兴的饭否，他至少两次diss“护城河”这个概念，感觉他跟马斯克看法差可能有相似性。如何调和需要消耗资本的创新和不需要消耗资本的“护城河”这两个概念呢？实际上不需要调和。真正的创新一定是有护城河的，因为足够差异化且不可替代，而没有护城河的创新其创新性是很有限的，你不做别人也会做，而且很快有人会比你做的好（我感觉马斯克搞的创新都是这样的，早年做支付也是，PayPal收购他的公司后发现它的用户质量很差）。护城河本身就是提升效率节约社会资源的，而且护城河本身也是持之以恒的投资带来的，只不过不是简单的资本投资，更多是品牌、生态、企业文化的投资。
世界因为有了各种不同的人才能发展的这样好。
非常值得一听的访谈，JRE是美国最火的播客。国内有些媒体把马一龙的部分评论概括为 “像巴菲特这种人应该少一些”。其实这属于曲解和误解，他说的原话分别是“巴菲特这种工作比较无聊”，以及“美国从事金融和法律的聪明人太多了，我这么说既有褒义也有批评的意思；我的看法是应该多一点人来造东西”。美国人说话直接，这完全属于对事不对人的正常评论。
根据访谈上下文的意思，我理解马一龙重视的行业大致排序是：科技、普通制造业、与实业或日常生活相关的普通服务业、金融法律。
$特斯拉(TSLA)$
Elon Musk (00:07:44):
There's a conflation of consumption and capital allocation. Take Warren Buffet, for example, and to be totally frank I'm not his biggest fan, but you know, he does like have full allocation and he reads a lot of annual reports of companies and all the accounting and it's pretty boring really. He's trying to figure out does Coke or Pepsi deserve more capital? I mean it's kind of a boring job if you ask me.
Elon Musk (00:08:18):
It's still a thing that's important to figure out. Like, which is a company deserving of more or less capital. Should that company grow or expand? Is it making products and services that are better than others or worse? If a company is making compelling products and services, it should get more capital and if it's not, it should get less or go out of business.
Joe Rogan (00:08:40):
Well, there's a big difference, too, between someone who's making an incredible amount of money designing and engineering fantastic products versus someone who's making an incredible amount of money by investing in companies or moving money around in the stock market or doing things along those lines. It's a different thing and to put them all in the same category seems, it's very simple. As you pointed out, it's an attack vector.
Elon Musk (00:09:06):
Yeah, for sure. I think it's really, I do think there, in the United States especially, there's an over-allocation of talent in finance and law. Basically, too many smart people go into finance and law. This is both a compliment and a criticism. We should have, I think, fewer people doing law and fewer people doing finance and more people making stuff.
原访谈文字版：
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你觉得现在的股市适合做长线吗？
巴菲特不想着创新。只想找垄断。对于价值创造不关心，只关注价值收割。
潘序伦：“国家好比一架飞机，一翼是军工科技，一翼是财经会计，只有这样，国家才能腾飞于世界民族之林。”