Chapter 215: Walking with Excellent Companies
In the eyes of the investment community, Guangjia Technology can be called a unicorn among unicorns. It relies on its perovskite battery technology patent to become a cash cow, plus With its unlimited potential in commercial aerospace, it is a company with both present and future.
It is precisely because of the unlimited potential of Guangjia Aerospace that China received a lot of criticism when it took back its equity from major investment institutions.
The objects being repossessed here are not only foreign investors like Goldman Sachs and Morgan, but also several private investment institutions.
Foreign media once criticized this incident, trying to connect China's business environment with Ah San, because Ah San often confiscated corporate cash, assets, and bonds.
At present, apart from the state-owned investment institutions of China, only Chen Yuanguang and Lin Jia have shares in Guangjia Aerospace.
Now the founder and helmsman of this famous company actually said that options were useless. Lu Qi wondered for a moment whether he had heard it wrong.
"Mr. Chen, even Buffett claimed at the annual shareholder meeting that if Guangjia Aerospace were listed on Nasdaq, it would be a subject matter comparable to Apple.
He believes that Guangjia Aerospace is China’s core asset.
What’s your reason for saying that?” He was curious.
Chen Yuanguang said: "Because Guangjia Aerospace is not listed on the market, it is unrealistic to pay dividends in the short term. Our profits will be invested in reproduction.
The time to wait for dividends will be very long, and it may be as long as ten years. Unit of measurement.
To be honest, I don’t even know when Guangjia Aerospace will pay dividends." Chen Yuanguang smiled bitterly.
Lu Qi said: "No, even if it is not listed, even if it does not pay dividends for thirty, fifty or more years, as long as you are still in Guangjia Aerospace, its stock will have huge value.
And for me, I am not short of money, and something like this that can be left to future generations is more attractive to me
So I hope my compensation package includes options. "
Lu Qi hesitated for a moment and then said: "Mr. Chen, I made a layover in Xiangjiang on my journey from California to Mianyang.
I have a black card at Citigroup. This time it was not my previous personal assistant who came to provide me with services, but the vice president of Citibank Xiangjiang.
He heard that I might become an executive of Guangjia Aerospace, and then talked to me about options. What they meant was that I could use the shares as collateral to get a loan from them.
They are willing to price based on a valuation of US$200 billion. ”
After hearing this, Chen Yuanguang was a little surprised at how quickly the news spread.
Lu Qi seemed to have noticed Chen Yuanguang's surprise: "You are hiring a headhunting company to poach Chinese people all over the world, which means you cannot keep it secret.
For Citigroup, it is easy for them. Just know the list of candidates.
Of course I won’t do a deal with Citigroup, but this shows that Guangjia Aerospace’s shares are of great value.”
Chen Yuanguang listened. De nodded repeatedly: "We initially considered giving senior executives and some core employees an option pool, and then everyone could buy shares in it and conduct employee stock ownership.
This matter has always been on our agenda, because companies like Guangjia Technology have employee stock ownership and have an option system.
But later, due to various reasons, Guangjia Aerospace will not be listed in the future, and dividends are far away, so we put the option pool on hold for the time being.
Since you brought it up, I will seriously consider it. "
Lu Qi said: "Mr. Chen, I am willing to take this job even if there is no option incentive.
But for other technical talents, maybe options will be more attractive to them, especially options for Guangjia Aerospace. ”
Chen Yuanguang said: "Well, I will consider it.
Then you are welcome to join. You can contact human resources later to confirm the joining time. Our time is very urgent.
Just waiting for you Come and set up the rack.
We plan to send a robot to collect data when we deliver the human hibernation equipment to Tiangong-1 this year.
So the data collection you mentioned, We don’t have to wait until our own space station takes off.”
The emergence of Ascend 1000, in addition to causing the French media to ridicule Amerikan's AI blockade strategy in their own pages, had a far weaker impact on the capital market than expected.
Not only did Nvidia’s stock price not fall sharply, it actually rose slightly.
"As we all know, given the relationship between the Federation and China, artificial intelligence chips from China will definitely not be able to enter the Americen market. At present, the most important markets for AI chips are only Americen and Hua's technology Giants, NVIDIA has also been unable to truly enter the Chinese market
The new AI chip launched by the Chinese technology giant Huawei based on topological semi-metal will not have a substantial impact on the current situation in the future. The pattern is still that NVIDIA firmly dominates the Americen market.
There is a certain probability that China will not reject the cooperation of Americen chip manufacturers, which means that in the future, we may see NVIDIA using topological semi-metal. The birth of the chip is good news for them"
It is precisely based on this expectation that Nvidia's stock price rose slightly, while technology giants such as Apple, Microsoft, and META fell sharply.
“In the past, in AI applications, Chinese counterparts were separated by Silicon Valley technology giants due to the gap in computing power. With the emergence of Ascend 1000, computing power will no longer be a bottleneck. , and even after their advantages, China's AI applications will catch up in the future. This is not good news for META and Microsoft, but what is more fatal is Apple. Both Ark and Ascension have fully proved it. The versatility of topological semimetal materials in the chip field
In the future, Apple will face huge pressure from Chinese smartphones equipped with better performance chips.”
< br>The response from the capital market must be the fastest. Shengteng 1000 is just a press conference, and Wall Street analysts can’t wait to give their own judgments.
This matter has inadvertently shown its huge power in various colorful numbers on US stocks, big A, and Hong Kong stocks.
"Elon, when you came to our show last year, you said that an AI that is smarter than anyone else will appear by the end of next year. Do you still think so?" Nicola Tangen asked.
Nikola is the CEO of Norway’s sovereign wealth fund, which has a scale of US$1.6 trillion.
In addition to this identity, he is also the host of a broadcast and hosting program called "Walking with Excellent Companies".
General financial bloggers will definitely thank you repeatedly if they can invite a big shot like Musk to be interviewed, but Nikola only needs to say at the beginning how many shares of your company we bought and why. Just choose your company.
Even for these big names in the business world, it is an honor for them to be on this show.
Musk nodded in the video: "Of course, I still see it this way. GPT has shown unprecedented progress, and Google is also releasing its own artificial intelligence step by step.
Artificial Intelligence is what I The fastest-growing technology we have ever seen, it is even more exaggerated than the years when chips were developing most rapidly.
Starting in the second half of last year, we saw a revolution in the chip field, and topological semi-metal was advancing rapidly. Replacing silicon as the foundation of the entire chip industry, this replacement is faster than I expected
This means that artificial intelligence will have stronger power
So I have no doubt that we will see AI smarter than humans later this year. "
Nicholas immediately took over: "You just mentioned topological semi-metal. Do you know your competitor, does Wright plan to enter the field of artificial intelligence? "
Musk nodded: "Of course, I noticed that he is still using the light armor aerospace as a carrier to massively expand the scale of the artificial intelligence team, and at the same time, he has acquired local robotics companies in China. I predict that Wright will The goal should be robotic intelligence.
This is completely different from the direction in which most companies on the market currently invest.
Also, I would like to correct one thing. Wright and I are not competitors. There is no competition between SpaceX and Light Armor Aerospace. There is very little market overlap between us.
Wright and I are friends, more friends than competitors. "
Nicola laughed: "Okay, can you invite Wright to our show? I can't contact him. We are on a remote video connection. He doesn't have to worry about being assassinated by the federation when he comes to participate.
I also hold more than 10 billion RMB of Guangjia Technology’s stock. I have always wanted to invite him to participate in our program and let him talk about his thoughts on the future development of Guangjia Technology.
You know, Wright has too much energy. Most of the changes in the world in the past two to three years have been participated by Wright. He has put too little energy into Light Armor Technology, which is an outstanding company. , but I can’t see its future clearly.
I believe that our audience friends who hold Guangjia Technology stocks urgently need Wright to find our future direction. ”
Musk: "No problem, I will contact him to see if he is willing to participate in your show.
We have a crazy plan recently, and I can take the opportunity to chat with him."< br>
Nikola was obviously very interested: "What plan? Are you short of money? I can invest in you in my own name."
This time it was Musk's turn to laugh: "I Will He Wright be short of money?”
Some media have estimated that if Guangjia Aerospace can be listed, Chen Yuanguang will become the world’s richest man.
Now that Guangjia Aerospace has not been listed, the market value is difficult to estimate. Even so, Chen Yuanguang and Musk have been among the top ten in the world's richest lists ranked by various media.
Nicholas said seriously: "Of course we will if we go to Mars."
Musk said: "It's a pity not to go to Mars.
If we go to Mars you Do you want to invest?”
Nicholas thought for a while: “I will invest all my mobile funds for a year. I want to see what you two crazy guys can do.”
Musk smiled and said: "Well, unfortunately not."
Nicola then asked: "Wright has invested his energy in the field of artificial intelligence, trying to combine artificial intelligence and robots.
I think It should be used for future space mining, using a lot of robots.
What do you think of this, and does SpaceX have similar plans?”
(End of this chapter)