Elon Musk: An Infinite Gamer in Pursuit of Stimulation

Musk insists that the benchmark for evaluating the autonomous driving system should not be whether it can eliminate *all* accidents, but whether it can *reduce the overall accident rate*. This stance is logically defensible—but it overlooks an emotional reality: one person killed *by* the autonomous system feels far more chilling than 100 people killed *due to human driver error*. Musk admits the process has proven far more difficult than he anticipated in 2016. “Ultimately,” he says, “achieving full self-driving actually requires solving real-world AI first.” This admission reveals several underlying issues: 1. Though Musk operates very close to the technical front line, his lack of hands-on engineering execution means some ideas that *seem theoretically feasible* turn out to be practically unworkable. 2. Musk’s obsessive fixation on autonomous driving—and his emotionally detached, hyper-rational mindset—means any accident involving self-driving technology gets amplified infinitely in public discourse. This is a major reason Tesla remains mired in persistent reputational crises. Turbulent Relationships Sharp Commentary on 'The Don': Trump appeared genuinely surprised by the idea of sending humans to Mars, then reiterated his desire to “get NASA sailing again.” Musk found the meeting oddly surreal—yet noted Trump was personally quite friendly. “He seems kind of crazy,” Musk later remarked, “but he might also maintain a normal-person state.” On Trump’s first day as president, Musk attended a White House roundtable with CEOs of leading U.S. companies; two weeks later, he attended another similar meeting. His conclusion? Trump behaves no differently as president than he did as a candidate—the clownish theatrics aren’t just performance. “Trump may be one of the greatest BS artists the world has ever seen,” Musk said, “just like my father: when he BSes, people can’t tell what’s real. But if you treat Trump’s statements as those of a con artist performing a role, his behavior suddenly makes sense.” When the president announced the U.S. withdrawal from the Paris Agreement, Musk immediately resigned from the President’s Council of Advisors. Amber Heard Musk told Heard she reminded him of ‘Angela Ziegler’—his favorite character in the video game *Overwatch*. Inspired, she spent two months designing and commissioning a full-head-to-toe ‘Angela’ costume from a third party, so she could embody the character for him. Musk’s chief of staff, Sam Teller, compared her to a supervillain from comic books: “She’s like the Joker in *Batman*—her sole purpose is chaos. She takes pleasure in destroying every stable state.” Musk and Heard would argue all night, sometimes until the next afternoon—when he’d finally wake up. Musk’s Masochistic Tendencies One insight she arrived at was that Musk’s deep-seated fascination with dramatic conflict stems from his need for intense external stimulation to sustain energy and focus. Even after their final breakup, their emotional ties remained strong. “I love him deeply,” she said. She understood him well: “Elon loves fire—and sometimes, he gets burned by it.” Elon’s attraction to Amber, in part, reflects a recurring pattern in his intimate relationships. “He falls for people who are extremely harsh toward him—it’s truly tragic,” said Kimbal Musk. “Yes, they’re undeniably beautiful—but they harbor profoundly dark inner worlds. Elon knows this perfectly well. These relationships are toxic.”

June 24 Investment Brief

1. AI Sector Rally Transmission Pathway [Xingzheng Strategy] Following the rhythm of the new-energy sector rally in 2020–2021, a manufacturing-cycle-driven industrial bull market typically unfolds in this sequence: manufacturing → equipment → materials. 2. Electronics Sector Q2 2026 Earnings Outlook 3. Memory Chips 1) Micron will release its earnings report tomorrow morning. 2) SK Hynix has filed an F-1 registration statement with the U.S. Securities and Exchange Commission (SEC), planning to list on the Nasdaq in July. 3) SK Hynix plans to build four wafer fabrication plants in Yongin, South Korea—and is currently discussing advancing the completion date of the fourth plant from the originally scheduled 2044 to 2034. 4. Apple’s Foldable iPhone According to TheElec, Apple will begin mass production of its first foldable iPhone in late July. Although recent rumors suggest the launch may be delayed due to hinge-related issues, insiders confirm Apple remains committed to its original September release timeline. 5. Semiconductor Equipment According to Bloomberg, the Netherlands is lobbying the U.S. government not to expand export controls on semiconductor equipment—arguing such restrictions would hinder ASML’s ability to sell products to China. 6. Liquid Cooling Intel has completed validation of single-phase cold-plate liquid cooling fluids. This milestone establishes a critical quality benchmark for liquid cooling fluids—enhancing reliability and stability for liquid-cooled data centers. 7. Strategic Mineral Export Controls On June 24, 2026, China’s Ministry of Commerce issued a notice refining procedures for reporting and handling violations related to the export control of dual-use strategic minerals. The regulation takes effect on July 1, 2026. The notice specifies 13 types of suspected violations, including unauthorized exports, exports exceeding license scope, and exports of prohibited items.