At first, people thought the e-commerce landscape was set with Taobao and JD.com, but then Pinduoduo emerged and claimed the throne in just three years. At first, everyone thought Tencent's moat was unbreakable and its social connections irreplaceable, but who would have thought ByteDance would come along and surpass Tencent. Buffett not investing in tech stocks does make sense in its own way. Next, Musk might just take care of GPUs, CPUs, and all that.