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This analogy is indeed a bit too fanboy-oriented. If we strip away the halo and look at the essence, these three people are actually operating in completely different dimensions:
Elon Musk is in a league of his own.
He doesn’t need a tailwind—he creates the rules and builds the framework. Whether it’s Tesla, SpaceX, or brain-computer interfaces, what he does is turn the “impossible” into “possible,” reshaping entire industries from first principles. He is the “god” tier.
Jensen Huang is the “top-tier judge + ultimate executor.”
He extremely sharply identified the mega-trend of AI computing, and with outstanding engineering execution capability, he brought Nvidia to the world’s #1 market cap position. This is a hard-fought, pure win in both technology and business.
As for Altman, his current and more accurate positioning is “excellent investor + master of tech narrative.”
We have to acknowledge that OpenAI’s achievements contain a very large element of contingency and specific historical context. Without Musk’s massive early funding and halo endorsement, and without the technical soul of a genius scientist like Ilya, OpenAI would have been very unlikely to reach where it is today. At its core, this is the victory of the Scaling Law technical route plus the dividend of first-mover advantage. The fact that Claude, with far fewer resources during the same period, could still closely follow behind also proves that this is not purely the result of Altman’s personal “design.”
If we strip away OpenAI, for Altman to be mentioned in the same breath as the other two, he still needs to create a case of a trillion-dollar-level enterprise where he is a major participant.
这样比喻确实有点过于fans向了。如果我们剥离掉光环看本质，这三位其实处于完全不同的维度：
Elon Musk 是“独一档”。
他不需要风口，他创建规则构建规则。无论是 Tesla、SpaceX 还是脑机接口，他做的事都是在把“不可能”变为“可能”，从底层逻辑重塑整个行业，是“神”。
Jensen Huang是“顶级判断者 + 极致执行者”。
他极其敏锐地判断对了 AI 计算这个超级大风口，并且拥有极强的工程落地能力，把 Nvidia 带到了全球市值第一的位置。这是硬碰硬的技术与商业双赢。
而Altman，目前更准确的定位是“优秀的投资人 + 科技叙事大师”。
我们必须看到，OpenAI 的成就有很大的偶然性和特定历史背景。早期如果没有 Musk 的巨额资金和光环背书，没有 Ilya 这种天才科学家的技术灵魂，OpenAI 很难走到今天。本质上这是 Scaling Law 技术路线的胜利和先发优势的红利，同期的 Claude 在资源更少的情况下也能紧咬其后，也证明了这不单纯是 Altman 个人的“设计”。
剥离掉 OpenAI，Altman 要和前两位并称，他还需要缔造万亿美金级企业的案例，但必须是主要参与者。
https://x.com/yangca/status/2013838985597198382?s=46
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