This afternoon, I happened to hear Duan Yongping on a podcast saying he doesn’t want to be friends with Musk, and he wouldn’t invest even if offered money. But he immediately added: 'Being able to create SpaceX is truly remarkable.' Top investors are always like this—focused on facts, not emotions; focused on value, not positions. This is also the hardest part of investing: when facts change, adjusting your views is often more important than sticking to your opinions or saving face.