Yɛsrɛ sɛ kɔka The Information ho wɔ New York Stock Exchange Memeneda, April 27, wɔ yɛn “Financing the AI Revolution” nhyiam no ase. Tie adwumayɛfoɔ mpaninfoɔ ne sikasɛm mu asisifoɔ hɔ wɔ sɛdeɛ AI a ɛrenya nkɔsoɔ ntɛmntɛm no resan asiesie tech, sikasɛm ne sika kɛseɛ gua. Sua pii wɔ ha.SpaceX sikasɛm mu nsɛnnennen no ada adi pefee wɔ dapɛn a atwam no mu, esiane amanneɛbɔ foforo a efi me yɔnko dwumayɛni Cory Weinberg hɔ nti. Dapɛn a etwaam no, ɔbɔɔ amanneɛ wɔ SpaceX’s bɛyɛ dɔla ɔpepepem 5 a ɔhweree afe a etwaam no ho, na Memeneda no, ɔfaa nsɛm a ɛfa Starlink nkɔso ne adehwere a ɛbaa adwumakuw no ahunmu ne AI nnwuma mu ho.Armed with that information, it becomes clear how it will be for Elon Musk to raise the cash he wants at anywhere near SpaceX’s most recent $1.25 trillion valuation. It explains why he’s pushing so hard to juice demand by getting the stock quickly added to the major stock indexes.Sɛ́ ebia ɛrenkyɛ na stock no akɔka S&P 500 ne index akɛse afoforo ho no ho hia kɛse, efisɛ sɛ wɔde ka indexes ho a, ɛde dɔla ɔpepepem du du a wɔhwehwɛ fi index investors a wɔbɛhyɛ wɔn ma wɔatɔ SpaceX kyɛfa no hɔ, ɛmfa ho sɛnea wɔte nka wɔ n’adwuma anaa ne bo a ɛsom ho.I am watching with an extra degree of curiosity to see how the indexes di eyi ho dwuma, efisɛ mfe kakraa bi a atwam no meboaa ma wɔpaw stocks a ɛyɛ Dow Jones Industrial Average no. Na ɛyɛ m’adwuma no fã a ɛyɛ nwonwa sen biara sɛ mɛhwɛ sikasɛm ho amanneɛbɔ so wɔ The Wall Street Journal.Saa bere no, na Journal’s samufo panyin no asɛyɛde ne sɛ ɔpaw sika 30 a ɛwɔ Dow no mu. Wɔ nneyɛe mu no, krataa no sikasɛm ho samufo atitiriw no mu biako na ɔyɛɛ adwuma no nyinaa. Ná ɛno ne me. (The Journal’s editor no longer picks the stocks.)Ná botae no ne sɛ wobenya nnwumakuw a wɔadi afra a ɛda U.S. sikasɛm adi, a na wɔatwe wɔn ho afi mfiridwuma mu akɔ sikasɛm, mfiridwuma ne akwahosan ho. Tech was easy: Yɛde Microsoft ne Intel kaa ho wɔ 1999. Na pharma nnwumakuw akɛse no da adi pefee. Yɛde sikasɛm nnwumakuw te sɛ sikakorabea ne insurance adwumakuw nso kaa ho. Ná saa nnwuma no renya nkɔso ntɛmntɛm, esiane nkɔso bere a na mfɛntom a ɛba fam koraa ne adan ho gua a ɛkɔ soro nti. Ɛno kyerɛ sɛ wɔde dan ka tɔn baako, a ɛboaa ma sikasɛm mu nnoɔma foforɔ a ɛbaa nsuyiriɛ baeɛ, a ɛka ho ne ɛka a wɔde abɔ bosea ne bosea a wɔmfa nsie a ɛdanee awuduru wɔ sikasɛm a ɛkɔɔ fam no mu.Wɔ afe 2008 mfitiaseɛ no, yɛde Bank of America kaa ho. Asram bi akyi no, nea ɛwɔ fam no hwee ase fii sikasɛm nhyehyɛe no mu. Wɔ afe ne fã a edi hɔ no mu no, yɛtwee Citigroup ne AIG (ne General Motors) fii index no mu bere a Washington gyee wɔn nyinaa fii afiase akyi no. Ɔkwan bɛn so na eyi ne SpaceX wɔ abusuabɔ? Efisɛ ɛyɛ nkaebɔ a ɛkyerɛ sɛnea nneɛma betumi asɛe wɔ nea wususuw sɛ ɛyɛ kyakyatow pɔtee bi so. Wɔ mfe a edii afe 2008 anim pɛɛ no mu no, nnipa kakraa bi na wogye dii sɛ adan a ɛrenya nkɔso no bɛba awiei. Nanso ɛbaa saa, na ɛmaa afie bo kɔɔ fam wɔ ɔman no mu nyinaa a na ɛnsii da. Sikakorafo a na wosusuw sɛ adan ho ka yɛ nea ahobammɔ wom na sika a wɔde asie a ɛma wonya sika pii no hweree sika kɛse. Saa sikakorafoɔ no bi ne sikakorabea ne insurancefoɔ a yɛde wɔn ahyɛ Dow.Fast-forward to the present. Bere a tech apere afe yi no, nnipa kakraa bi na wobetumi asusuw mfe pii a wɔbɛtɔn a ɛbɛpopa sika ɔpepepem pii a wɔde asie no ho. Nanso bo a wɔabɔ no korɔn koraa, ɛka dodow akɔ soro na adwuma no abɔ ne ho akuturuku wɔ AI gua a ɛrenya nkɔso nanso wonnyaa adanse biara nni ho no so. Musk nso de ne bɔhyɛ a ɔde data centers bɛto ahunmu no akyekyere SpaceX wɔ AI boom no ho, sɛnea me yɔnko dwumayɛni Theo Wayt abɔ amanneɛ no. Ɛno ne nea wosusuw sɛ ɛyɛ Musk ntease a ɔde bu SpaceX’s rocket adwumakuw a edi yiye nanso ɛrenya nkɔso brɛoo, ne AI adwumakuw a ɛka akyi, a ɛhyew sika ne ne satellite intanɛt dwumadi a ɛyɛ adwuma denneennen no bo. Sɛ SpaceX, ne akyiri yi Anthropic ne OpenAI a wɔde ma baguam mfiase no, ba fam sen sikasɛm mu asisifo akwanhwɛ a ɛkorɔn a, ɔsɛe no betumi atrɛw. Mfiridwuma dwumadibea no yɛ U.S. sikakorabea no bo bɛyɛ nkyem abiɛsa mu biako, ne mfaso a enyae wɔ mfe abiɛsa a atwam no mu no fã kɛse nso. SpaceX renkɔka Dow ho nnansa yi ara. Ɛno ho nhia pii efisɛ sika kakraa bi pɛ na edi saa benchmark no akyi. Index a ɛho hia ne S&P 500—wɔde bɛyɛ dɔla ɔpepepem 20 a ɛwɔ index sikakorabea ne sika a wɔde asie nyinaa mu no toto ho. S&P has pretty strict requirements about letting companies in. SpaceX bɛtwam wɔn mu dodow no ara nanso ebetumi ahwe ase denam ahwehwɛde ahorow a ɛne sɛ nnwumakuw benya mfaso ne mmara ahorow a ɛfa wɔn float ho, a ɛkyerɛ sɛ adwumakuw bi kyɛfa fã a edi gua wɔ gua so no so. Sɛ SpaceX yɛ kɔ index no mu wɔa $1.25 trillion valuation, stock no bɛkɔ fam wɔ top 10 a ɛwɔ gua so wɔ mprempren bo, akyi pɛɛ wɔ Tesla na ɛbɛyɛ bɛyɛ 2% wɔ index no mu. Ɛno bɛma wɔatɔ nneɛma bɛyɛ dɔla ɔpepepem 400. Esiane sɛ na wonim sɛ saa adetɔfo a wɔhyɛ wɔn ma wɔtɔ nneɛma no retwɛn wɔ ntaban no mu nti, na sikakorafo betumi de ahotoso aka sika sɛ wɔn kyɛfa bɛkɔ soro.Ahobammɔ a wosusuw sɛ ɛte saa wɔ nea ɛyɛ agyapade a asiane wom ankasa mu no taa de sikasɛm mu ahokyere aba. Ɛha na ɔhaw ahorow betumi asɔre. Me yɔnko dwumayɛni Cory amanneɛbɔ kyerɛ sɛ SpaceX hweree dɔla ɔpepepem 5 afe a etwaam no na ne sika dɔla ɔpepepem 18.7 a wonyae no mu dɔla ɔpepepem 11.4 fi ne satellite intanɛt adwumakuw, Starlink hɔ. Ahunmu ne AI nnwuma no hyew sika dɔla ɔpepepem 17, bere a Starlink nyaa bɛyɛ dɔla ɔpepepem 3. Nanso SpaceX bo yɛ afe a etwaam no sika a wonyae no mmɔho 266 ansa na wɔabɔ mfɛntom, tow, ne bo a ɛso atew ne sika a wɔsɛe no. Adwumakuw biara a ɛboro so wɔ ne kɛse mu no bo yɛ saa sika no fã ketewaa bi gye Tesla a ɛba mpɛn 119. Sɛ Musk adaeso a ɛfa robotaxis, robɔt ne data centers wɔ ahunmu ho no amma mu a, sikakorafo ɔpepem pii betumi akɔ so akura stock abien a ne bo yɛ den a wonni pii a ɛbɛma wɔabu wɔn bo no bem. Ɛrenyɛ sikasɛm mu ahokyere foforo, nanso ɛbɛma wɔahwere ade ankasa wɔ gua ahorow so. Foforo Fi Yɛn AmanneɛbɔfoExclusiveOpenAI Yɛ Nhyehyɛe Bo Foforo Ma ChatGPT Dawurubɔ, Hwehwɛ Nkɔso AfoforoBy Ann GehanExclusivePolymarket San Adesua a Ɛfa Startups a Piggyback wɔ Insider TradesBy Michael RoddanAI InfrastructureMicrosoft Slowed AI Spending. Seesei Ɛrebɔ CatchupAnn Davis Vaughan na ɔkyerɛwee
Meboaa ma Wɔpaw Stocks maa Dow. M’ahwɛ SpaceX IPO no yiye
By Creator Economy
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