Ndokumbira ubatane neRuzivo kuNew York Stock Exchange nemusi weMuvhuro, Kubvumbi 27, kune yedu "Financing the AI ​​Revolution" foramu. Inzwa kubva kune vatungamiriri vepamusoro uye vanoisa mari kuti kukurumidza kuvaka-kunze kweAI kuri kugadzirisa sei tekinoroji, mari uye misika mikuru. Dzidza zvakawanda pano.Matambudziko emari eSpaceX ave kujeka musvondo rapfuura, nekuda kwekuzivisa kutsva kubva kune wandaishanda naye Cory Weinberg. Svondo rapfuura, akapamha nhau pamusoro pekurasikirwa kweSpaceX kungangoita mabhiriyoni mashanu emadhora gore rapfuura, uye nemusi weMuvhuro, akawana ruzivo rwekukura kweStarlink uye kurasikirwa kuri munzvimbo yekambani uye mabhizinesi eAI. Aine ruzivo irworwo, zvinova pachena kuti zvichave zvakaoma sei kuna Elon Musk kukwidza mari yaanoda chero kupi zvako pedyo neSpaceX ichangoburwa madhora miriyoni 1.25. Inotsanangura kuti sei ari kumanikidzira zvakanyanya kudiwa kwejusi kuburikidza nekuita kuti mari yacho ikurumidze kuwedzerwa kune makuru makuru ezvitoro.Kuti masheya akakurumidza kujoinha S&P 500 nemamwe ma indexes makuru akakosha zvakanyanya, nekuti kuiswa muma indexes kunogadzira makumi emabhiriyoni emadhora mukudiwa kubva kune index investers vanozomanikidzwa kutenga SpaceX shares, zvisinei kuti vanonzwa sei nezve bhizinesi rayo kana dhigirii rekuwedzera kuona madhigirii ekuwedzera. bata izvi, nekuti makore mashoma kumashure ndakabatsira kutora masheya akagadzira iyo Dow Jones Industrial Avhareji. Chakanga chiri chikamu chinoshamisa chebasa rangu kufambisa kuvharwa kwemari paThe Wall Street Journal.Panguva iyoyo, mupepeti weJournal-mukuru ndiye aive nebasa rekutora makumi matatu emasheya muDow. Mukuita, mumwe wevapepeti vepamusoro vezvemari vakaita basa rese. Ndini uyo. (Mupepeti weJournal haachasarudze mashizha.) Chinangwa chaive chekuve nemusanganiswa wemakambani airatidza hupfumi hweU.S., hwakanga hwasimuka kubva kuindasitiri yeindasitiri uye kuenda kumari, tech uye hutano hwehutano. Tech yaive nyore: Takawedzera Microsoft neIntel muna 1999. Uye makambani makuru emishonga aive pachena. Takawedzerawo makambani emari akaita semabhanga nemainishuwarenzi. Iwo maindasitiri anga achikura nekukurumidza, nekuda kweiyo nguva yeboom ine yakaderera mubereko uye musika uri kukura wedzimba. Izvi zvaireva matani ezvimba, izvo zvakabatsira kukurudzira mafashama ekuvandudza kwemari, kusanganisira zvisungo zvechikwereti zvakabatikana uye kiredhiti default swaps izvo zvakazoita chepfu mukuderera. Mukutanga kwa2008, takawedzera Bank of America. Mwedzi yakati gare gare, pasi yakawira kunze kwehurongwa hwemari. Kwegore rakatevera nehafu, takaburitsa Citigroup neAIG (uye General Motors) kunze kweindekisi mushure mekunge Washington yavaburitsa vese. Izvi zvine chekuita sei neSpaceX? Nekuti chiyeuchidzo chekuti zvinhu zvinogona kushata sei pane zvaunofunga kuti mamwe mabheti. Kare mumakore achangopfuura 2008, vashoma vaitenda kuti imba yaizopera. Asi zvakazoita, zvichikonzera kudzikira kwemitengo yedzimba izvo zvisati zvamboitika. Vanoisa mari vaifunga kuti mbavha dzaive dzakachengeteka uye mari inobhadhara yakarasika. Pakati pemainvestors iwayo paive nemabhanga nemainsurer atakanga taisa muDow.Fast-forward kusvika parizvino. Nepo tekinoroji yakaomerwa gore rino, vanhu vashoma vanogona kufungidzira kutengeswa-kwemakore kunobvisa mabhirioni mukudyara. Asi kukosha kwacho kwakakwira, zvikwereti zvakwira uye chikamu chakazvipinza pamusika uri kusimukira asi usina kuvimbiswa weAI. Musk akasungirawo SpaceX kuAI boom nevimbiso yake yekuisa nzvimbo dzedata munzvimbo, sezvakataurwa nemumwe wangu Theo Wayt. Ndiko kukonzeresa kwaMusk kwekuyerwa kweSpaceX yakabudirira asi inononoka kukura roketi kambani, yakarembera, inopisa mari AI kambani uye yayo inoshanda yakasimba setiraiti internet service. Kana izvo zvekutanga zveruzhinji zvinopihwa zveSpaceX, uye gare gare Anthropic uye OpenAI, zvikauya pazasi pezvinotarisirwa zvakanyanya zvevanoisa mari, kukuvara kunogona kupararira. Iyo tekinoroji chikamu inotora chikamu chetatu chekukosha kwemusika weUS, pamwe nechikamu chikuru chezvayakawana mumakore matatu apfuura. SpaceX haisi kuzobatana neDow chero nguva munguva pfupi. Izvo hazvina basa zvakanyanya nekuti ishoma mari inoteedzera iyo bhenji. Indekisi yakakosha ndiyo S&P 500- ingangoita madhora makumi maviri emadhora mune ese ari maviri index mari nekudyara zvakamisikidzwa pazviri. S&P ine zvinodikanwa chaizvo zvekubvumidza makambani kupinda. SpaceX ichapfuura mazhinji acho asi inogona kugumburwa nezvinodiwa zvekuti makambani awane pundutso uye atonge nezvekuyangarara kwavo, zvichireva chikamu chemasheya ekambani anotengeserana pamusika. Kana SpaceX ikapinda mune index paa $ 1.25 trillion valuation, iyo masheya yaizomhara pamusoro gumi pamusika pamitengo yazvino, kuseri kweTesla uye kuita ingangoita 2% ye index. Izvi zvingakurudzira mari inosvika mabhiriyoni mazana mana emadhora ekutenga. Kuziva kuti vatengi vanomanikidzwa vakanga vakamirira mumapapiro, vatengesi vaigona kuisa mari nechivimbo kuti migove yavo yaizokwira.Kuchengeteka kwakadai kunofungidzirwa mune izvo chaizvoizvo zvinhu zvine ngozi kwave kuri chikonzero chematambudziko emari. Apa ndipo apo matambudziko anogona kumuka. Kutaura kwemumwe wangu Cory kunoratidza kuti SpaceX yakarasikirwa nemabhiriyoni mashanu emadhora gore rapfuura uye kuti madhora zviuru gumi nemazana mana emadhora emadhora ayo emadhora zviuru gumi nemasere emari yakabva kukambani yayo yesataneti internet, Starlink. Nzvimbo uye mabhizinesi eAI akapisa madhora bhiriyoni gumi nenomwe mumari, ukuwo Starlink yakagadzira mabhiriyoni matatu emadhora. Zvakadaro SpaceX inokosheswa 266 nguva yemuhoro wegore rapfuura mubereko, mutero, kudzikira uye amortization. Kambani imwe neimwe iri pamusoro payo muhukuru inokosheswa nechikamu cheiyo mari kunze kweTesla, iyo inouya panguva 119. Kana zviroto zvaMusk zve robotaxis, marobhoti uye nzvimbo dze data munzvimbo dzisingazadziki, mamiriyoni evashambadziri angave akanamatira kubata mashizha maviri anodhura pasina zvakawanda kuti aruramise mitengo yavo. Hazvizove imwe dambudziko rezvemari, asi richakonzera kurasikirwa kwechokwadi mumisika. Nyowani Kubva KuVatori Vedu VezvenhauExclusiveOpenAI Inoronga Mutengo Mutsva weChatGPT Ads, Inoongorora Zvimwe KukwidziridzwaNaAnn GehanExclusivePolymarket Inodzosera Kosi paKutanga Iyo Piggyback paInsider TradesNaMichael RoddanAI InfrastructureMicrosoft Yakanonoka AI Kushandisa. Ikozvino Yave Kutamba CatchupNaAnn Davis Vaughan

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