Google's investments in CapEx and data centers allowed them to build a competitive advantage over time, despite facing criticism from analysts, and eventually attracted more users to their product.
Discussing the progress and success of Tesla, the speakers analyze the company's business strategies and its ability to reinvent the energy generation and transportation categories, while also highlighting the importance of demonstrating incremental progress to make smart bets.
The mastery of working on a single task for an extended period is a personality trait some possess. Progress in humanity often does not correlate with money spent on business ventures.