Ka kopo ikopanye le The Information ho New York Stock Exchange ka Mantaha oa la 27 Mmesa, bakeng sa foramo ea rona ea "Financing the AI ​​Revolution". Utloa ho tsoa ho balaoli ba phahameng le bo-ramatsete mabapi le hore na ho aha ka potlako AI ho nchafatsa theknoloji, lichelete le mebaraka ea lichelete. Ithute haholoanyane mona.Mathata a lichelete a SpaceX a hlakile haholoanyane bekeng e fetileng, ka lebaka la tlaleho e ncha ea mosebetsi-'moho le 'na Cory Weinberg. Bekeng e fetileng, o ile a phatlalatsa litaba tse mabapi le tahlehelo ea hoo e ka bang limilione tse likete tse 5 tsa SpaceX selemong se fetileng, 'me ka Mantaha, o ile a fumana lintlha tse mabapi le kholo ea Starlink le tahlehelo sebakeng sa k'hamphani le likhoebo tsa AI. A hlometse ka boitsebiso boo, ho hlakile hore na ho tla ba thata hakae ho Elon Musk ho phahamisa chelete eo ae batlang kae kapa kae haufi le SpaceX ea morao-rao ea $ 1.25 trillion. E hlalosa hore na ke hobane'ng ha a sutumetsa ka thata ho batla lero ka ho kenya thepa ka potlako ho li-index tse kholo tsa thepa. Ho sa tsotellehe hore na setoko se kena haufinyane S&P 500 le li-index tse ling tse kholo ke tsa bohlokoa haholo, hobane ho kenyelletsoa ha li-index ho etsa liranta tse libilione tse hlokahalang ho tsoa ho batseteli ba li-index ba tla qobelloa ho reka likarolo tsa SpaceX, ho sa tsotellehe hore na ba ikutloa joang ka khoebo ea eona kapa ho bona hore na ba ikutloa joang ka khoebo ea eona kapa ba shebelli ba li-index. tšoara sena, hobane lilemo tse 'maloa morao ke ile ka thusa ho khetha metšoasong e entseng Dow Jones Industrial Average. E ne e le karolo e makatsang ka ho fetisisa ea mosebetsi oa ka o tsamaisang litaba tsa lichelete ho The Wall Street Journal. Ka nako eo, mohlophisi e moholo oa Journal o ne a ikarabella ho khetha li-stock tsa 30 ho Dow. Ha e le hantle, e mong oa bahlophisi ba ka sehloohong ba lichelete ba pampiri o entse mosebetsi oohle. E ne e le nna. (Mohlophisi oa Journal ha a sa khetha li-stock.) Sepheo e ne e le ho ba le motsoako oa lik'hamphani tse bontšang moruo oa U.S., o neng o tlohile ho tloha lefapheng la indasteri le ho ea licheleteng, theknoloji le tlhokomelo ea bophelo bo botle. Tech e ne e le bonolo: Re kentse Microsoft le Intel ka 1999. 'Me lik'hamphani tse kholo tsa pharma li ne li hlakile. Hape re kentse lik'hamphani tsa lichelete tse kang libanka le li-insurers. Liindasteri tseo li ne li ntse li hola ka potlako, ka lebaka la nako e ntseng e eketseha e nang le phaello e tlase haholo le 'maraka o ntseng o phahama oa matlo. Seo se ne se bolela mekoloto ea thepa e ngata, e thusitseng ho tsosa lets'oao la mats'oafo a lichelete, ho kenyeletsoa le melato e kentsoeng ka har'a mekoloto le ho feto-fetoha ha mekitlane ho ileng ha fetoha chefo nakong ea ho putlama. Mathoasong a 2008, re ile ra eketsa Bank of America. Likhoeli hamorao, tlase e ile ea theoha tsamaisong ea lichelete. Selemong se latelang le halofo, re ile ra ntša Citigroup le AIG (le General Motors) ka ntle ho index ka mor'a hore Washington e ba lefelle kaofela. See se amana joang le SpaceX? Hobane ke khopotso ea hore na lintho li ka senyeha joang ho seo u nahanang hore ke libethe tse itseng. Morao koana lilemong tse tlang pele ho 2008, ke ba fokolang ba neng ba lumela hore ho tsosoa ha matlo ho tla fela. Empa e ile ea fela, ea lebisa ho theoheng ha litheko tsa lehae naheng ka bophara ho neng ho e-so ka ho etsahala pele. Batseteli ba neng ba nahana hore mekoloto ea matlo e bolokehile mme matsete a chelete e ngata a ile a lahleheloa haholo. Har'a batseteli bao e ne e le libanka le li-insurers tseo re neng re li kentse ho Dow.Fast-forward ho fihlela joale. Le ha theknoloji e ntse e sokola selemong sena, ke batho ba fokolang ba ka inahanelang thekiso ea nako e telele e felisang libilione tsa matsete. Empa litekanyetso li batla li phahame, maemo a mekoloto a nyolohile mme lekala le iketselitse 'marakeng o ntseng o hola empa o sa netefatsoa oa AI. Musk o boetse o tlamahantse SpaceX ho boom ea AI ka tšepiso ea hae ea ho beha litsi tsa data sebakeng, joalo ka ha mosebetsi-'moho le 'na Theo Wayt a tlalehile. Seo mohlomong ke lebaka la Musk bakeng sa ho lekanya boleng ba k'hamphani ea rokete e atlehileng empa e ntse e hola butle ea SpaceX, k'hamphani ea eona ea AI e salang, e chesang chelete le ts'ebeletso ea eona ea sathelaete e sebetsang ka thata. Haeba linyehelo tsa pele tsa sechaba tsa SpaceX, 'me hamorao Anthropic le OpenAI, li kena ka tlase ho litebello tse phahameng tsa bo-ramatsete, tšenyo e ka ata. Lefapha la thekenoloji le nka karolo ea boraro ea boleng ba 'maraka oa US, hammoho le karolo e kholo ea melemo ea eona lilemong tse tharo tse fetileng. SpaceX e ke ke ea ikopanya le Dow haufinyane. Seo ha se na taba haholo hobane chelete e nyane haholo e latela benchmark eo. Lenane la bohlokoa ke S&P 500-hoo e ka bang $20 trillion licheleteng tsa index le matsete a bapisoa le eona. S&P e na le litlhokahalo tse thata haholo mabapi le ho lumella lik'hamphani ho kena. SpaceX e tla feta boholo ba tsona empa e ka khoptjoa ke litlhoko tsa hore lik'hamphani li be le phaello le melao mabapi le phallo ea tsona, ho bolelang karolo ea likarolo tsa k'hamphani e hoebang 'marakeng. Haeba SpaceX e kena ho index hotekanyetso ea $ 1.25 trillion, setoko se ne se tla fihla ho tse 10 tse holimo 'marakeng ka litheko tsa hajoale, ka morao ho Tesla le ho etsa hoo e ka bang 2% ea index. Seo se ne se tla etsa hore ho rekoe ka liranta tse limilione tse likete tse 400. Ho tseba hore bareki bao ba qobelloang ba ne ba emetse mapheong, batseteli ba ne ba ka tsetela ka kholiseho hore likarolo tsa bona li ne li tla nyoloha. Tšireletseho e joalo e lemohuoang ho seo e hlileng e leng matlotlo a kotsi hangata e bile sesosa sa mathata a lichelete. Mona ke moo mathata a ka hlahang. Tlaleho ea mosebetsi-'moho le 'na Cory e bontša hore SpaceX e lahlehetsoe ke liranta tse limilione tse likete tse 5 selemong se fetileng le hore liranta tse limilione tse likete tse 11.4 tsa chelete ea eona ea liranta tse limilione tse likete tse 18.7 li tsoa k'hamphaning ea eona ea marang-rang, Starlink. Sebaka le likhoebo tsa AI li chesitse chelete ea $ 17 billion, ha Starlink e hlahisitse chelete e ka bang $ 3 billion. Leha ho le joalo SpaceX e nkoa e le ea bohlokoa ka makhetlo a 266 moputso oa selemo se fetileng pele ho tsoala, makhetho, ho theoha ha boleng le phaello ea chelete. Khampani e 'ngoe le e' ngoe e ka holimo ho eona ka boholo e nkoa e le karoloana ea chelete eo ntle le Tesla, e kenang ka makhetlo a 119. Haeba litoro tsa Musk tsa robotaxis, liroboto le litsi tsa data sebakeng li sa phethahale, ba limilione ba lichelete ba ka 'na ba khomarela li-stock tse peli tse theko e boima ntle le ho hongata ho lokafatsa theko ea bona. E ke ke ea e-ba bothata bo bong ba lichelete, empa bo tla baka tahlehelo ea sebele limmarakeng. E Ncha e Tsoa ho Batlalehi ba RōnaExclusiveOpenAI e Rera Litheko tse Ncha tsa Lipapatso tsa ChatGPT, E Lekola Lintlafatso Tse LingKa Ann GehanExclusivePolymarket Reverses Course on Startups That Piggyback on Insider TradesKa Michael RoddanAI InfrastructureMicrosoft e Liehile AI Ho Sebelisa. Hona joale e se e Bapala CatchupKa Ann Davis Vaughan

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