Tech titan drops his investment philosophy: doesn't touch stocks or portfolios at all—just builds the actual companies instead.

But here's his hot take if he had to play the market game: Google's sitting on AI infrastructure that's gonna print money for decades. Nvidia? No explanation needed at this point.

His bigger bet though? Any company absolutely dominating AI, robotics, or spaceflight will basically capture nearly all future value creation. Not some of it. Almost ALL of it.

That's a wild concentration thesis, but when you're shipping rockets and building neural networks yourself, maybe you see patterns others miss.