Alvin Foo✓

@alvinfoo

Venture Partner | ex-Google | Decoding AI • Motivational stories on innovation & resilience • Tesla/SpaceX insights 🚀

12.2K Following167K Followers136K Posts
  1. Alvin Foo✓@alvinfoo
    Huawei Built a European Palace for 35,000 Researchers, Then Spent $28 Billion on R&D in a Single Year I walked into what looked like a European palace. Marble floors. Crystal chandeliers. Gilded railings. Classical statues. Vaulted ceilings that belong in a ministry building in Vienna or Paris. Then the giant screen lit up with the Huawei logo. This is not a government building.
This is Huawei’s Shanghai research campus. A self-contained research city with lakes, landscaped grounds, modern laboratory blocks, elevated walkways, and its own internal light-rail system. Designed for 35,000 researchers. Current density is already extreme: roughly 80% hold a master’s degree or higher. About 10% are PhDs. Throw a stone and you hit advanced technical talent. In 2025, Huawei generated CNY 880.9 billion in revenue. 
It spent CNY 192.3 billion on R&D, 21.8% of total revenue, roughly US$27.9 billion. That single-year R&D outlay exceeds the entire GDP of multiple countries with larger populations. 
Total employees: ~213,000.
R&D headcount: 114,000 (53.7% of the workforce). Most companies and most nations still treat research as a residual. Huawei treats it as the core operating expense. The result is not just beautiful architecture. It is sustained technological capacity under pressure. This is the case study that matters. Resource allocation at this intensity, sustained for more than a decade, produces outcomes that incremental budgets and short-term political cycles cannot match. Have you visited a corporate campus that genuinely changed how you think about what’s possible? Video produced and edited by Arianne, my beloved daughter 😍
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  2. Alvin Foo✓@alvinfoo
    4 years ago today… how time flies… twitter to X has completely game-changed freedom of speech. Musk’s takeover fundamentally pivoted X from an ad-dependent social media platform to an “everything app”, emphasizing diversification, AI, and user monetization. This should be made into a case study!
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  3. Alvin Foo✓@alvinfoo
    Which College Degrees Have the Best ROI?
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  4. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @KobeissiLetter: China's 2008 is happening now. Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record. This marks a deterioration from a -20% YoY decline in the first 8 months of 2026. The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic. Property investment in China has now contracted every month since 2022, its longest declining streak on record. For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth. China's property sector is experiencing a historic downturn.
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  5. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @KobeissiLetter: BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg. Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible. This reflects ~27% of Microsoft's total workforce.
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  6. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @SawyerMerritt: Anthropic has officially revealed in its IPO filing today that the company expects to spend up to $120.5 billion on @SpaceX SI compute through 2029. • Monthly payments up to $3.1B, or $37.2B annually. • SpaceX is expected to deliver all contracted computing capacity by Dec 2026. • Anthropic (and SpaceX) can terminate the agreements with 90 days' notice after the initial contract periods end in early 2027. Here's the exact wording directly from the filing: "Between May and October 2026, we entered into and amended several agreements with SpaceXAI to access compute powered by Nvidia GPUs. Under the SpaceXAI arrangements, we agreed to spend an aggregate of up to $120.5 billion over terms extending into 2029, consisting of approximately $3.1 billion in the aggregate per month once all capacity has been delivered, which we expect in December 2026, with different fees during capacity ramping periods. Following initial non-cancelable periods ending in January 2027 and March 2027 under the respective agreements, each agreement may be cancelled by either party upon 90 days’ advance written notice."
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  7. Alvin Foo✓@alvinfoo
    Leadership isn't just a title, it's a way of life! The most effective leaders make the greatest impact!
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  8. Alvin Foo✓@alvinfoo
    The real costs of having Zero kids: $12.7 million. Three kids: $3.7 million. Same income. Same 40 years. Same S&P 500. The difference is the money you spent on diapers, daycare, food, cars, college, and everything else that disappears when you add children.
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  9. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @Kalshi: JUST IN: Chinese robotics company says robots will be able to do 80% of household chores by 2028
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  10. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @Barchart: China just pumped 129 Billion Yuan ($19 Billion) into their stock market to try and stop the longest losing streak in their history 🚨
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  11. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @Napoleon__Bon: SpaceX has 4 massive AI compute deals • Anthropic → ~$1.25B/month • Google → ~$920M/month • Reflection AI → ~$150M/month • Unnamed AI customer → ~$1.11B/month starting December 1 SpaceX also signed a separate $6.7 BILLION cloud services deal over six months, starting to ramp in October That's around $4.55 BILLION per month across all five deals Or nearly $55 BILLION in annualized compute revenue Also SpaceX is planning to bring around 200,000 GB300 GPUs online every month The company is also targeting a massive training cluster with 440,000 Vera Rubin computers by the end of Q2 2027 Elon Musk just confirmed that SpaceX has closed $40 BILLION in debt financing to fund GPU purchases • The financing is primarily callable debt • GPUs are expected to arrive in Q1 and Q2 2027 • SpaceX has investment-grade credit status • Starlink and launch revenue help support its access to financing SpaceX continues expanding its computing capacity
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  12. Alvin Foo✓@alvinfoo
    Elon Musk says debt markets just cut off funding for any AI company without real, non-AI revenue. 200+ neoclouds are heading for guppy-level death and consolidation. Most won’t make it. SpaceX just closed $40B in GPU debt because it’s investment-grade with Starlink and launch revenue. The rest of the AI infrastructure boom is about to turn into a bloodbath.
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  13. Alvin Foo✓@alvinfoo
    Lee Kuan Yew’s formula for finding leaders was brutally practical: you either have “it” or you don’t. Corporate leadership can be trained; political leadership mostly can’t. He hunted for what he called helicopter quality, analytical brainpower, a firm grip on reality, imagination, dynamism, then ranked character and genuine motivation to serve the public above all of it. A very smart person with weak character does more damage than a mediocre one. The final filter was the ability to persuade and move people, not just issue orders.
    Lee Kuan Yew Geopolitics! @LKYMM23
    LKY on how to find Great Leaders!
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  14. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @historyinmemes: Volvo’s iconic “Epic Split” commercial starring Jean-Claude Van Damme remains one of the most remarkable advertising stunts ever captured on camera. Before filming, the truck drivers reportedly spent eight days practicing the intricate maneuver, perfecting the timing and positioning of two Volvo trucks reversing in formation. When Van Damme finally arrived, he positioned himself between their side mirrors and performed his legendary split as the vehicles gradually separated. Remarkably, the breathtaking sequence was reportedly completed in a single take, transforming days of meticulous preparation into an unforgettable cinematic moment. What makes the stunt even more extraordinary is the incredible coordination required to execute it. Both trucks had to reverse at precisely controlled speeds while maintaining perfect alignment, leaving almost no room for error. At the same time, Van Damme relied on his exceptional flexibility, balance, and composure to hold the split as the distance between the vehicles increased. Contrary to the popular myth, his legs weren’t physically keeping the trucks apart. The illusion of effortless stability came from the drivers’ precision, extensive rehearsals, and carefully engineered execution. The advertisement quickly became a viral phenomenon, combining an astonishing physical performance with brilliantly simple filmmaking. Van Damme’s peaceful expression, the slowly separating trucks, and the dramatic soundtrack created a moment that seemed almost too incredible to be real. Beyond showcasing his legendary athleticism, the stunt highlighted Volvo’s advanced steering technology and the extraordinary skill of its drivers. Eight days of preparation, one unforgettable take, and a commercial that secured its place in advertising history.
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  15. Alvin Foo✓@alvinfoo
    Alvin Foo
    RT @XH_Lee23: China’s drone control system has gone insanely next-level. 33,615 drones completed high-precision flight simultaneously, looking like they were building a parallel world in the sky. This has also refreshed the Guinness World Record that China set before.
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  16. Alvin Foo✓@alvinfoo
    The old lady handed her bank card to a bank teller and said, “I would like to withdraw $10 The teller told her, “For withdrawals less than $100 please use the ATM.” The old lady wanted to know why ... The teller returned her bank card and irritably told her, “These are the rules. Please leave if there is no other matter. There is a line of customers behind you.” The old lady remained silent for a few seconds, then handed the card back to the teller and said, “Please help me withdraw all the money I have.” The teller was astonished when she checked the account balance. She nodded her head, leaned down and respectfully told her, you have $300,000 in your account and the bank doesn't have that much cash currently. Could you make an appointment and come again tomorrow? The old lady then asked how much she could withdraw immediately. The teller told her any amount up to $3000… "Well, please let me have $3000 now", she The teller then handed it very friendly and respectfully to her. The old lady put $10 in her purse and asked the teller to deposit $2990 back into her account. The moral of this tale : Don't be difficult with old people, they spent a lifetime learning the skills
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