Nceda ujoyine iNgcaciso kwiNew York Stock Exchange ngoMvulo, ngo-Aprili 27, kwiforum yethu ethi "Financing the AI Revolution". Yiva kubaphathi abaphezulu kunye nabatyali-mali malunga nendlela ukwakhiwa okukhawulezayo kwe-AI kubutshintsha ngayo ubuchwephesha, imali kunye neemarike ezinkulu. Funda ngakumbi apha.Imingeni yezemali ye-SpaceX iye yacaca ngakumbi kwiveki ephelileyo, ngenxa yengxelo entsha evela kumlingane wam uCory Weinberg. Kwiveki ephelileyo, uye wathetha nge-SpaceX malunga nelahleko ye-5 yeebhiliyoni zeedola kulo nyaka uphelileyo, kwaye ngoMvulo, wafumana iinkcukacha zokukhula kwe-Starlink kunye nelahleko kwindawo yenkampani kunye namashishini e-AI. Exhobe ngolo lwazi, kuyacaca ukuba kuya kuba nzima kangakanani ku-Elon Musk ukunyusa imali ayifunayo naphi na kufutshane nexabiso le-SpaceX lamva nje le-1.25 yetriliyoni. Ichaza ukuba kutheni etyhala kakhulu kwimfuno yejusi ngokufumana isitokhwe ngokukhawuleza songezwe kwizalathisi ezinkulu zesitokhwe.Ingaba isitokhwe ngokukhawuleza sijoyina i-S&P 500 kunye nezinye izalathisi ezinkulu zibaluleke kakhulu, kuba ukufakwa kwizalathisi kudala amashumi eebhiliyoni zeedola kwimfuno evela kubatyali-mali abaya kunyanzelwa ukuba bathenge izabelo ze-SpaceX, kungakhathaliseki ukuba baziva njani malunga neshishini layo okanye i-valuation degree. phatha oku, kuba kwiminyaka embalwa emva ndancedisa ukukhetha izitokhwe ezenza iDow Jones Industrial Average. Kwakuyeyona nto ingaqhelekanga yomsebenzi wam oqhuba i-finance coverage kwi-Wall Street Journal.Ngelo xesha, umhleli we-Journal oyintloko wayejongene nokuthatha i-30 stocks kwi-Dow. Enyanisweni, omnye wabahleli bezemali abaphezulu bephepha wenze wonke umsebenzi. Yayindim lowo. (Umhleli weJournal akasayi kukhetha amasheya.) Injongo yayikukuba nomxube weenkampani ezibonisa uqoqosho lwase-US, oluye lwasuka kwicandelo loshishino kunye nezezimali, iteknoloji kunye nokunakekelwa kwezempilo. I-Tech yayilula: Songeze iMicrosoft kunye ne-Intel ngo-1999. Kwaye iinkampani ezinkulu ze-pharma zazicacile. Siphinde songeza iinkampani zemali ezifana neebhanki kunye neinshorensi. Loo mizi mveliso ibikhula ngokukhawuleza, enkosi kwixesha elikhulayo elinamazinga enzala aphantsi nokonyuka kwemarike yezindlu. Oko kwakuthetha ukubambisa iitoni, eziye zanceda ekukhuthazeni ukuveliswa kwezinto ezintsha zemali, kubandakanywa izibophelelo zetyala ezibambiseneyo kunye nokutshintshwa kwetyala lokungagqibeki kwetyala elijike libe yityhefu ekuweni.Ekuqaleni kowama-2008, songeze iBhanki yaseMelika. Kwiinyanga kamva, umzantsi wehla kwinkqubo yezemali. Kunyaka olandelayo kunye nesiqingatha, sakhupha iCitigroup kunye ne-AIG (kunye neGeneral Motors) kwisalathiso emva kokuba iWashington ibakhuphe bonke. Ingaba oku kunxulumana njani ne-SpaceX? Kuba sisikhumbuzo sendlela izinto ezinokuthi zingahambi kakuhle ngayo kwinto ocinga ukuba kukubheja okuthile. Emuva kwiminyaka eyandulela i-2008, bambalwa ababekholelwa ukuba i-boom yezindlu iya kuphela. Kodwa yenzekile, yakhokelela ekwehleni kwelizwe lonke kwamaxabiso asekhaya okungazange kwenzeke ngaphambili. Abatyali-mali ababecinga ukuba imali yokubambisa ikhuselekile kwaye utyalo-mali olunengeniso baphulukene kakhulu. Phakathi kwabo batyali-mali kwakukho iibhanki kunye neinshorensi esizifake kwiDow.Fast-forward ukuza kuthi ga ngoku. Ngelixa itekhnoloji izabalazile kulo nyaka, bambalwa abantu abanokucinga ukuthengisa okude okutshabalalisa iitriliyoni kutyalo-mali. Kodwa uqingqo-maxabiso luphezulu kakhulu, amatyala anyukile kwaye icandelo lizifake kwimakethi ekhulayo kodwa engaqinisekiswanga ye-AI. UMusk uphinde wabopha i-SpaceX kwi-AI boom ngesithembiso sakhe sokubeka amaziko edatha kwindawo, njengoko umlingane wam uTheo Wayt uye wabika. Eso sisizathu esiqikelelwayo sikaMusk sokuxabisa i-SpaceX yenkampani yerokethi eyimpumelelo kodwa ekhula kancinci, inkampani yayo eqhwalelayo, etshisa imali ye-AI kunye nenkonzo yayo ye-intanethi esebenza ngokuzinzileyo. Ukuba izibonelelo zokuqala zikawonke-wonke ze-SpaceX, kwaye kamva i-Anthropic kunye ne-OpenAI, zingena ngaphantsi kolindelo oluphezulu lwabatyali-mali, umonakalo unokusasazeka. Icandelo le-tech libalelwa malunga nesithathu kwixabiso le-stock market yase-US, kunye nenxalenye enkulu yeenzuzo zayo kwiminyaka emithathu edlulileyo. I-SpaceX ayisayi kujoyina iDow nanini na kungekudala. Ayinamsebenzi kangako kuba imali encinci kakhulu ilandelela loo benchmark. Isalathiso esibalulekileyo yi-S & P 500-malunga ne-20 yezigidigidi zeedola kuzo zombini iimali zesalathiso kunye notyalo-mali luphawulwe ngokuchasene nayo. I-S&P ineemfuno ezingqongqo malunga nokuvumela iinkampani zingene. I-SpaceX iyakudlula uninzi lwazo kodwa inokukhubeka ngokweemfuno zokuba iinkampani zenze inzuzo kunye nemithetho malunga nokuhamba kwazo, okuthetha ukuba inxalenye yezabelo zenkampani ezirhweba kwimarike. Ukuba i-SpaceX ingena kwisalathiso ngoixabiso le-1.25 yeebhiliyoni zeedola, isitokhwe siza kuhlala kwi-10 ephezulu yeemarike kumaxabiso angoku, emva kweTesla kunye nokwenza malunga ne-2% yesalathisi. Oko bekuya kubangela ukuba kuthengwe malunga neebhiliyoni ezingama-400 zeerandi. Ukwazi ukuba abo bathengi banyanzelekileyo babelinde emaphikweni, abatyali-mali banokutyala ngokuzithemba ukuba izabelo zabo ziya kunyuka.Ukhuseleko olunjalo olubonwayo kwizinto eziyingozi ngokwenene luye lwaba ngunobangela weengxaki zemali. Apha kulapho iingxaki zinokuvela khona. Ingxelo yomlingane wam uCory ibonisa ukuba i-SpaceX ilahlekelwe yi-5 yeebhiliyoni zeedola kulo nyaka uphelileyo kwaye i-11.4 yeebhiliyoni zeedola ye-18.7 yeebhiliyoni zeerandi kwingeniso ivela kwinkampani ye-intanethi ye-satellite, i-Starlink. Indawo kunye namashishini e-AI atshise i-17 yeebhiliyoni zeedola ngemali, ngelixa i-Starlink yenza malunga ne-3 yeebhiliyoni zeedola. Nangona kunjalo i-SpaceX ixabiswa ngamaxesha angama-266 kwingeniso yonyaka ophelileyo ngaphambi kwenzala, irhafu, ukuhla kwexabiso kunye nokunciphisa imali. Yonke inkampani engaphezulu kwayo ngobukhulu ixabiswa kwiqhezu leso sixa ngaphandle kweTesla, engena ngamaxesha e-119. Ukuba amaphupha kaMusk e-robotaxis, iirobhothi kunye namaziko edatha kwindawo ayifezekanga, izigidi zabatyalo-mali zinokubambelela zibambe ii-stocks ezimbini ezibizayo ngaphandle kokuninzi ukulungelelanisa amaxabiso abo. Ayiyi kuba enye ingxaki yezemali, kodwa iya kubangela ilahleko yangempela kwiimarike. Intsha evela kwiiNgxelo zethu zeNgxeloI-ExclusiveOpenAI iCwangcisa amaxabiso amatsha eeNtengiso ze-ChatGPT, iphonononga olunye uHlaziyoNgu-Ann GehanExclusivePolymarket ibuyisela umva ikhosi kwi-Startups ePiggyback kuRhwebo lwaNgaphakathiNguMichael RoddanAI i-InfrastructureMicrosoft Icothe i-AI yokuchitha. Ngoku idlala iCatchup nguAnn Davis Vaughan
Ndincedise ekukhetheni izitokhwe zeDow. Ndijonge i-SpaceX IPO ngononophelo
By Creator Economy
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