一路前行

Product and business model design inventor; patent licensing/sale of a modular automatic flood barrier system; supplier for U.S. federal government procurement.

[Muskonomy @muskonomy]

NEWS: SpaceX President Gwynne Shotwell is now worth $1.3 billion.

She joined SpaceX in 2002 as its 11th employee. Today she runs the company's day to day operations as President and COO.

Forbes just placed her on its 2026 list of America's Richest Self-Made Women.

Employee number 11 to billionaire.

[墓碑科技 @mubeitech]

马斯克把早餐换了。

牛排加鸡蛋，不吃面包。
他管这叫“直接开了外挂”（power-up）。

来，听听这个最强大脑是怎么折腾自己身体的。
我们从小被灌输的“健康早餐”是什么？
燕麦、面包、橙汁，满满的精制碳水。
结果就是：吃完血糖狂飙，刚到中午就困得想死，脑���像一团糨糊。

马斯克现在不吃这一套了。
他跟 Joe Rogan 聊天时说，他现在早上只吃纯肉和蛋。
没有碳水带来的血糖大起大落，只有一整天稳如老狗的能量输出。

Joe Rogan 顺着解释了背后的原理：
高蛋白、高脂肪饮食，能逼着身体切换到“酮体”供能。
这才是人类祖大脑最喜欢的、最平稳的高效燃料，根本没有所谓的“午后崩溃”。

但既然这么好用，为什么主流媒体天天妖魔化纯肉饮食？
马斯克在节目里直接开炮了：
因为我们脑子里被灌满了极左环保主义者的宣传垃圾。
他们天天在媒体上复读：畜牧业是全球变暖的头号元凶，为了地球，大家都去吃素、吃人造肉。
马斯克用一句话定性：“这就是彻头彻尾的胡扯（hot bullshit）。”

一边是写在基因里的高效燃料，一边是政治正确的“环保素食”。
聪明人已经开始用脚投票了。
毕竟，身体的能量和脑子的清醒，永远骗不了人。

[AYi @AYi_AInotes]

看完 SpaceX 的 IPO 宣传片，
才明白什么叫降维打击级的家底。

1️⃣龙飞船五十多次往返空间站，是唯一常态化载人的商业飞船。
2️⃣猎鹰 9 号拿下全球最多发射次数，一级回收把发射成本打穿了地板。
3️⃣三芯并联的猎鹰重型，六十三吨���地运力，是现役火箭的运力天花板。
4️⃣七千颗星链卫星覆盖上百国，是现在最稳的现金牛。
5️⃣更狠的还在后面，单台推力两百三十吨的猛禽发动机，三十三台并联推起星舰，总推力碾压人类史上所有火箭，不锈钢船身高五十米，目标是单次百吨入轨，载人登月球去火星。
5️⃣一万三千名员工平均年龄三十二岁，和特斯拉共享工程与制造技术，把二十年前仓库里的狂想，硬生生砸成了招股书里的业务线。

整个给我的感觉不只是公司上市路演，更像是人类多行星文明的开工剪彩。

[投机实验室 @LabSpeculation]

贝索斯说，妥协是处理矛盾最烂的方法。

你说天花板 12 英尺，我说 11 英尺，最后大家取个中间值，算 11.5 英尺，省事是省事，但离真相反而更远了。

真想知道答案，就该拿���尺去量。

另一种同样很糟糕的方式，是两个人一直互相耗着，看谁先撑不住，谁先让步，问题看起来解决了，真相并没有出现，团队士气也会被一起耗掉。

把时间花在找答案上，比花在互相消耗上有意义得多。

[才谷 | 哪吒商业评论 @realCaigu]

奈飞联合创始人：“做生意靠的不是 good idea.”

[墓碑科技 @mubeitech]

一个月前，SpaceX 还没有云服务。
现在，按某些指标算，它已经是全球第四大云了，直接超越了甲骨文（Oracle）。

他们只用了一个月。

来，看看马斯克是怎么降维打击科技巨头的。

现在的 AI 算力大战，本质上就拼两件事：电力，和 GPU。

电力卖家急着变现，谁能最快建好机房把电用上，电就给谁；
手握 GPU 的黄仁勋，同样只想把芯片卖给能立马跑起算力的人。

而 SpaceX 的执行力，只能用变态来形容。

他们以极高的速度，在地面上把吉瓦（GW）级别的电力迅速转变成算力，直接套现。

但这只是起点。
SpaceX 真正的野心，在天上：

第一步，实现 Starship（星舰）的完全复用；
第二步，把 Starlink V3 卫星送入轨道，开启手机直连；
第三步，直接把算力搬上太空，实现“轨道计算”（Orbital Compute）。

这是一条有具体里程碑、让投资人能一步步追踪的商业闭环。

以前你觉得它是一家造火箭、放卫星的公司。
现在，它是一个正在用太空算力颠覆万万亿云服务市场的巨无霸。

别急，让我们看看一年后它会变成什么样。

[谢嘉琪 Jiaqi @XieJackie]

挖到一段2007年几乎失传的马斯克老采访，看完真的感慨，这人二十多年对SpaceX的想法一点没变。太可怕了

当年他就认准要送人类上火星。那会贝佐斯的蓝色起源、NASA还有中国全是对手。但他回答：“我们没有真正的竞争对手。” 这话真应验了。现在对于特斯拉FSD他也在说同样的话。

他说SpaceX最该担心的 从来不是竞品，而是自己内部犯错。他在特斯拉上也说过类似的话，如果特斯拉不能真给社会创造价值，被淘汰他都无所谓。

他当年在SpaceX只有一个小格子间，和大家坐在一起，没有单独的大办公室。这种反官僚、扁平化的风格，20多年后依然没有改变。

主持人问他有钱了不想去沙滩躺平吗？他说闲着对他是折磨。他创立公司只看这件事成了能不能改变世界。轻松来钱的路子遍地都是，他偏选火箭、电车这种烧钱又难成的赛道，早年做互联网那会儿行业都没人盈利，他照样一头扎进去。

SpaceX能走到今天真不是运气，从头到尾就一份初心死磕到底。

[KanekoaTheGreat @KanekoaTheGreat]

Antonio Gracias on @SpaceX IPO: he's not selling.

"It's one of the most consequential companies in human history."

"Think of it as owning the British East India Company as you colonize the solar system and beyond."

"We have 20,000 people here. They are some of the best engineers in the world. We're building the entire stack from energy to compute to launch to orbital compute."

"It's really building the future."

"I plan on personally holding my stake as long as I can."

His firm, Valor Equity Partners, holds 7% of SpaceX, the second-largest stake behind Elon Musk himself.

With SPCX currently at $174, that's ~$160+ billion.

[一路前行 @usidea001]

@qkl2058 天下文章一大抄，这个版本我这两天看过4-5遍，发布些新分析新动态吧

[一路前行 @usidea001]

马斯克说马上就可实现的东西一般都要延迟5 ～8年，但是会实现

[区块链行情研究 @qkl2058]

🚨突发新闻

埃隆·马斯克再次抛出颠覆性预言：人工智能与机器人将创造出史无前例的物质丰裕，最终可能导致货币失去意义。

他构想的未来并非“基本收入”，而是“普遍高收入”——人们无需工作，只需领取货币即可。

更引人深思的是他的警告：“人工智能将耗尽人类可做之事。” 当机器接管一切，人类的价值与意义将何去何从？

[Milk Road AI @MilkRoadAI]

Gwynne Shotwell just gave CNBC the clearest explanation of what SpaceX's AI strategy actually is and most investors are still processing it as a rocket company (Save this).

The first thing she clarifies is the question everyone gets wrong.

When CNBC asked whether orbital compute makes Earth-based data centers obsolete, Shotwell said no, you will need both.

But @Gwynne_Shotwell was direct about where the growth goes, compute expansion in space will far outpace compute expansion on Earth over time, because the physical constraints that limit data center growth on Earth land, power, cooling, permitting, simply do not exist in orbit.

Radiative cooling in space is free, solar energy in orbit is constant and abundant.

The reason every hyperscaler is fighting over land and power rights for data centers today is because Earth is a constrained environment and space is not.

The Anthropic deal is the part that reveals SpaceX's actual posture in the compute market.

Anthropic is paying SpaceX $1.25 billion per month through May 2029, but the contract includes a six-month exit clause and Shotwell explained exactly why that clause is there.

SpaceX will never sell compute it actually needs.

SpaceX is building compute for itself first, selling the overflow to companies like Anthropic second and reserving the right to pull that compute back the moment internal demand requires it.

The Cursor situation adds another layer entirely.

Most investors are treating it as a done deal, but Shotwell's framing is more interesting than the acquisition itself.

She describes it as a model company with excellent training data meeting a company with enormous compute and says they are currently looking at each other's models, learning from each other, and collaborating closely before any final decision is made.

The vertical integration picture that emerges from all of this is unlike anything else trading in the public markets today.

SpaceX is building its own natural gas pipelines, mining its own propellant, constructing its own launch infrastructure, building its own chips, deploying its own satellites, operating its own data centers on Earth and in orbit, running its own AI models and selectively selling overflow capacity to the most sophisticated AI companies in the world.

Bullish on SpaceX

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[动物园园长 @weiyux2021]

阿里巴巴收购饿了么，花了665亿，亏了。

阿里巴巴投资恒大足球，花了12亿，亏了。

阿里巴巴投资苏宁易购，投了200亿，亏了。

阿里巴巴收购优酷视频，花了几十亿，亏了。

阿里巴巴收购土豆视频，花了几十亿，亏了。

阿里巴巴收购UC浏览器，花了43亿美元，亏了。

阿里巴巴投资盒马鲜生，几年���来亏了几百亿。

阿里巴巴收购大润发，亏了。

其实这些年，阿里巴巴投资的项目都在亏损状态，为什么阿里巴巴不会因为亏损而倒闭？

[WangNextDoor @WangNextDoor2]

八大核心硬件材料是人形机器人量产的核心，多款关键部件曾被海外垄断，如今国内已有对应企业布局突破。 六维力传感器��行星滚珠丝杠、高性能磁材等部件各司其职，分别决定机器人感知、承重、动力续航能力。 各赛道国产化进度分化，传感器、减速器率先受益，丝杠、电机等领域尚处爬坡阶段，潜力集中在中长期。 人形机器人产业起步不久，底层硬件赛道仍具备长期发展机遇。

[WangNextDoor @WangNextDoor2]

特斯拉擎天柱机器人即将量产，超七成核心零部件由中国供应链提供，国产配套实力突出。 国内多家企业分别拿下执行器、传动、传感、散热等关键部件订单，多款产品实现性能对标海外竞品。 此次合作也印证了中国制造正摆脱低端代工，稳步切入高端装备核心供应链领域。

[WangNextDoor @WangNextDoor2]

NFA, but if you must hold only 3 stocks for the next 5 years, here's the list:
1. $NVDA, central to AI infrastructure as every major player aims for AGI.
2. $TSLA, the only true AI application with FSD interacting with the physical world, moving towards AI robotics with unlimited TAM.
3. $BTC ETF, the internet and AI/machines' currency, poised to replace gold as a reserve, worldwide adoption imminent

If you need to diversify slightly, make these three 90% of your portfolio, with 10% in something like $PLTR.

[bodila @51bodila]

Goldman Sachs called him "worst analyst in the firms history" - fired him, he went all in with last $100K and turned it into $10 billion

he predicted the biggest global crash and sold everything before it happened

in a Harvard chimpanzee lab, Fernando De Leon studying how primates trade food and power

now he uses it to read markets

in 2007 - sold everything before the crash

in 2008 - went "all in 200 times in a row" while everyone else was running

Forbes named him #40 on the Self-Made 250 - greatest living self-made Americans

bookmark & watch today ↓

[bodila @51bodila]

"Einstein of Wall Street" survived all 5 global market crashes - and for 40 years has traded $1 billion every day

he said: "Invest in stocks, not stuff "

and yet - he never bought a single stock in his life - only made money on commissions

for 2 years he dressed up every morning and went to Wall Street completely broke

- now he is considered the most experienced and smartest man in the market

bookmark & watch - trading advice from the most experienced man on Wall Street