The four lines that the brothers have been talking about lately, the more I look at them, the more reliable they seem.

It's not just slogans; it's directly focusing on the industrial chain.
For robots, don't chase the whole machine; chase motors, reducers, sensors. No matter whose product sells out, they can't bypass these.
Drones are the earliest to achieve a commercial closed loop in physical AI, with both military and civilian applications maturing together.
Spatial computing is most easily underestimated. 3D vision, LiDAR – AI must use them to understand the three-dimensional world.
Space exploration is even farther out, but he himself has actually been up there.
He invests very shrewdly, not betting on a single company, but on the must-have needs of the upstream and downstream.
In 2016, he called out NVIDIA and Bitcoin. Later, he said short-term chip shortage, long-term energy shortage, always storage shortage.
The person is very controversial, but his vision is truly sharp. The physical AI line might really be starting.