Nima Shayegh

Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.

Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.

Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.