Musk: Don't draw analogies, think in terms of first principles!

Elon Musk advocates for a shift from analogical thinking to "first principles" thinking to drive true innovation. He argues that people often rely on copying existing solutions, but real breakthroughs come from deconstructing problems to their most fundamental truths and rebuilding from there.

  • Using electric vehicle batteries as an example, he notes the common assumption that they are inherently expensive because they always have been.
  • Applying first principles, one should ask: What are batteries made of? What is the market price of those raw materials (cobalt, nickel, aluminum, etc.)?
  • This analysis reveals the actual material cost is far lower than perceived, highlighting that the high price stems from traditional manufacturing and supply chain logic, not physical necessity.
  • True innovation, therefore, requires starting from the ground up to overturn established perceptions and reconstruct underlying systems, rather than merely iterating on existing ideas.
Summary

In an interview, Musk pointed out that most people like to attribute problems to "analogy," that is, to copy what others do and do the same thing as others.

But Musk then proposed his own way of thinking, namely "first principles," which breaks down a matter to its most basic level, starts from the essence of things, and then deduces step by step to rebuild cognition.

He used "electric vehicle batteries" as an example: for instance, everyone says that it is "only natural" for batteries to be expensive, because batteries have been expensive for a long time.

But if you start from "first principles," the question you should ask is: What are batteries actually made of? What are the real market prices of these materials (cobalt, nickel, aluminum, etc.)? Then you'll find that the value of the raw materials is far lower than you imagine, but nobody has done the math or restructured this approach.

True innovation is not just about "rephrasing" things, but about starting from the ground up and overturning old perceptions.

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Author: PA影音

This content is for informational purposes only and does not constitute investment advice.

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