Ua kōkua au e koho i nā waiwai no ka Dow. Ke nānā pono nei au i ka IPO SpaceX

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E ʻoluʻolu e hui pū me The Information ma New York Stock Exchange ma ka Pōʻakahi, ʻApelila 27, no kā mākou "Financing the AI ​​Revolution" forum. E hoʻolohe mai nā luna kiʻekiʻe a me nā mea hoʻopukapuka e pili ana i ke kūkulu ʻana o AI i ka ʻenehana, kālā a me nā mākeke kālā. E aʻo hou ma aneʻi. Ua ʻoi aku ka maʻalahi o nā pilikia kālā o SpaceX i ka pule i hala, mahalo i ka hōʻike hou ʻana mai kaʻu hoa hana ʻo Cory Weinberg. I ka pule i hala aku nei, ua haʻi aku ʻo ia i ka nūhou e pili ana i ka make ʻana o SpaceX ma kahi o $5 biliona i ka makahiki i hala, a ma ka Pōʻakahi, ua ʻimi ʻo ia i nā kikoʻī e pili ana i ka ulu ʻana o Starlink a me nā poho o ka hui a me nā ʻoihana AI. Ua wehewehe ʻo ia i ke kumu e hoʻoikaika nui ai ʻo ia i ka noi wai ma o ka hoʻohui koke ʻana i ke kumukūʻai i nā mea waiwai nui. pehea ka hana ʻana o nā indexes i kēia, no ka mea, i kekahi mau makahiki i hala ua kōkua au e koho i nā lāʻau i hoʻokumu ʻia i ka Dow Jones Industrial Average. ʻO ia ka mea ʻē aʻe o kaʻu ʻoihana e holo ana i ka uhi kālā ma The Wall Street Journal. I kēlā manawa, ʻo ka luna hoʻoponopono o ka Journal ke kuleana no ke koho ʻana i nā waihona 30 i ka Dow. Ma ka hoʻomaʻamaʻa, hana kekahi o nā mea hoʻoponopono kālā kiʻekiʻe o ka pepa i nā hana āpau. ʻO wau kēlā. (ʻAʻole koho hou ka mea hoʻoponopono o ka Journal i nā waihona.) ʻO ka pahuhopu ka loaʻa ʻana o kahi hui o nā hui e hōʻike ana i ka hoʻokele waiwai o US, ka mea i neʻe aku mai ka ʻoihana ʻoihana a i ke kālā, ka ʻenehana a me ka mālama olakino. Ua maʻalahi ka ʻenehana: Ua hoʻohui mākou iā Microsoft a me Intel i ka makahiki 1999. A ʻike ʻia nā hui lāʻau lapaʻau nui. Ua hoʻohui pū mākou i nā hui kālā e like me nā panakō a me nā mea hoʻolako. Ke ulu wikiwiki nei kēlā mau ʻoihana, mahalo i ka wā boom me ka haʻahaʻa haʻahaʻa haʻahaʻa a me kahi mākeke hale piʻi. ʻO ia ka manaʻo o ka nui o nā moraki, ka mea i kōkua i ka hoʻoulu ʻana i ka nui o nā mea hou kālā, e komo pū ana me nā kuleana ʻaiʻē i hoʻopaʻa ʻia a me nā swap paʻamau ʻaiʻē i lilo i mea ʻawaʻawa i ka hāʻule. Ma hope o nā mahina, ua hāʻule ka lalo mai ka ʻōnaehana kālā. I ka makahiki a me ka hapa e hiki mai ana, ua huki mākou iā Citigroup a me AIG (a me General Motors) mai ka papa kuhikuhi ma hope o ka hoʻokuʻu ʻana o Wakinekona iā lākou āpau. Pehea e pili ai kēia me SpaceX? No ka mea he mea hoʻomanaʻo ia pehea e hiki ai i nā mea ke hele hewa i ka mea āu e manaʻo ai he mau pili. I nā makahiki ma mua o ka makahiki 2008, he kakaikahi ka poʻe i manaʻoʻiʻo e pau ka boom hale. Akā ua hana ia, e alakaʻi ana i ka emi ʻana o nā kumukūʻai home ʻaʻole i loaʻa ma mua. ʻO ka poʻe hoʻopukapuka i manaʻo he palekana ka moraki a ua lilo nui nā hoʻopukapuka kālā. Ma waena o kēlā mau mea hoʻopukapuka kālā nā panakō a me nā mea hoʻolako i hoʻokomo mākou i ka Dow. Fast-forward a hiki i kēia manawa. ʻOiai ua paʻakikī ka ʻenehana i kēia makahiki, hiki i ka poʻe ke noʻonoʻo i kahi kūʻai aku i hoʻokahi makahiki e hoʻopau i nā trillions i nā hoʻopukapuka. Akā ʻoi aku ka kiʻekiʻe o nā kumukūʻai, ua piʻi aʻe nā pae aie a ua hoʻopaʻa ʻia ka ʻāpana iā ia iho i ka mākeke booming akā ʻaʻole i hōʻoia ʻia no AI. Ua hoʻopaʻa pū ʻo Musk iā SpaceX i ka AI boom me kāna ʻōlelo hoʻohiki e kau i nā kikowaena data i ka lewa, e like me kaʻu hoa hana ʻo Theo Wayt i hōʻike ai. ʻO ia paha ka manaʻo o Musk no ka loiloi ʻana o ka hui rocket holomua akā lohi ka ulu ʻana o SpaceX, kāna ʻoihana liʻiliʻi, ke kālā kālā AI a me kāna lawelawe pūnaewele satellite. Inā hele mai nā makana mua o SpaceX, a ma hope ʻo Anthropic a me OpenAI, ma lalo o nā manaʻolana kiʻekiʻe o nā mea hoʻopukapuka, hiki ke pālahalaha ʻia ka pōʻino. ʻO ka māhele tech e pili ana i kahi hapakolu o ka waiwai kūʻai o ka US stock market, a me ka hapa nui o kāna mau loaʻa i nā makahiki ʻekolu i hala. ʻAʻole e hui pū ʻo SpaceX i ka Dow i kekahi manawa koke. ʻAʻole ia he mea nui no ka mea liʻiliʻi loa ke kālā e hahai i kēlā pae. ʻO ka index mea nui ka S&P 500-ma kahi o $ 20 trillion i loko o nā waihona index ʻelua a me nā hoʻopukapuka e kūʻē iā ia. He koi koʻikoʻi ko S&P e pili ana i ka ʻae ʻana i nā ʻoihana. E hala ʻo SpaceX i ka hapa nui o lākou akā hiki ke hoʻopaʻa ʻia e nā koi e pono ai nā ʻoihana a me nā lula e pili ana i kā lākou lana, ʻo ia ka ʻāpana o nā ʻāpana o kahi ʻoihana e kālepa ana ma ka mākeke. Inā komo ʻo SpaceX i ka papa kuhikuhi mahe $1.25 trillion ka helu ʻana, e pae ke kumukūʻai ma ka 10 kiʻekiʻe o ka mākeke ma nā kumukūʻai o kēia manawa, ma hope pono o Tesla a loaʻa i kahi 2% o ka papa kuhikuhi. ʻO ia ka mea e hoʻoulu ai i kahi $ 400 biliona o ke kūʻai. ʻIke i kēlā mau mea kūʻai koi e kali ana ma nā ʻēheu, hiki i nā mea hoʻopukapuka kālā ke hoʻopukapuka me ka hilinaʻi e piʻi ana kā lākou mau ʻāpana. Eia kahi e ulu ai nā pilikia. Hōʻike ka hōʻike a koʻu hoa hana ʻo Cory ua nalowale ʻo SpaceX i $ 5 biliona i ka makahiki i hala a ʻo $ 11.4 biliona o kāna $ 18.7 biliona kālā i loaʻa mai kāna hui pūnaewele satellite, ʻo Starlink. Ua puhi ka lewa a me nā ʻoihana AI i $ 17 biliona i ke kālā, ʻoiai ʻo Starlink i hana ma kahi o $ 3 biliona. Eia nō naʻe, ua helu ʻia ʻo SpaceX ma 266 mau manawa i ka makahiki i hala ma mua o ka ukupanee, ʻauhau, depreciation a me amortization. ʻO kēlā me kēia hui ma luna aʻe o ka nui e kūʻai ʻia ma kahi hapa o ia nui koe wale nō ʻo Tesla, e hele mai ana i nā manawa 119. Inā ʻaʻole i hoʻokō ʻia nā moeʻuhane o Musk no robotaxis, robots a me nā kikowaena data ma ka lewa, hiki i nā miliona o nā mea hoʻopukapuka ke paʻa i ka paʻa ʻana i ʻelua mau kumukūʻai kūʻai me ka nui ʻole e hōʻoia i kā lākou kumukūʻai. ʻAʻole ia he pilikia kālā ʻē aʻe, akā e hoʻolilo ʻo ia i nā poho maoli ma nā mākeke. Nā mea hou mai kā mākou mea hoʻolahaExclusiveOpenAI hoʻolālā i ke kumu kūʻai hou no nā hoʻolaha ChatGPT, e ʻimi i nā mea hoʻomaikaʻi ʻē aʻe na Ann GehanExclusivePolymarket Reverses Course ma nā Startups That Piggyback on Insider TradesBy Michael RoddanAI InfrastructureMicrosoft Slowed AI hoʻolimalima. Ke pāʻani nei ʻo CatchupNa Ann Davis Vaughan

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