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X @Elon Musk
Elon Musk· 2025-07-15 08:37
RT SpaceX (@SpaceX)Watch Dragon and Ax-4 return to Earth https://t.co/n97iYzRQv5 ...
一笔1500倍回报诞生了
投资界· 2025-07-15 07:55
Core Viewpoint - The article highlights the remarkable rise of AI cloud computing company CoreWeave, which saw its stock price surge from an IPO price of $40 to $132, resulting in a market capitalization of approximately $64.6 billion, creating significant wealth for early investors like Leslie Wexner who achieved a return of 1500 times on his investment of $1.6 million [1][11]. Company Background - CoreWeave was founded in 2016 by three individuals who initially started by mining Ethereum using a GPU, eventually evolving into a company with a dedicated data center in New Jersey [3]. - The company initially sought funding from private investors and family offices rather than institutional investors, which led to early financing rounds that included notable figures like Leslie Wexner [4]. Growth and Market Position - The AI boom in 2022 increased demand for GPU resources, positioning CoreWeave as a key player in the market, attracting major tech companies as clients [5][6]. - CoreWeave completed significant funding rounds, including a $221 million Series B round and a $2.3 billion debt financing, raising over $12 billion in total from various investors [6][10]. IPO and Stock Performance - CoreWeave's IPO was initially met with challenges, including a reduced valuation and share count, leading to a first-day market cap of approximately $18.9 billion [8]. - Following the IPO, the stock price experienced a dramatic increase, driven by strong quarterly earnings and investor optimism regarding AI infrastructure demand, leading to a peak market cap of nearly $73 billion [9][10]. Recent Developments - CoreWeave announced a $9 billion all-stock acquisition of cryptocurrency mining company Core Scientific, raising concerns in the market due to the high costs and the unrelated nature of the revenue [11]. - Despite the recent acquisition, the company's market cap has decreased to $64.6 billion, but early investors like Wexner still hold significant value in their shares [11]. Industry Context - The article discusses the broader AI landscape, noting that companies like NVIDIA have reached unprecedented valuations, with NVIDIA's market cap surpassing $4 trillion [13]. - The rapid growth of AI companies has led to extraordinary returns for early investors, with some achieving returns exceeding 1000 times their initial investments [15]. - However, there are warnings about potential market bubbles and the sustainability of such rapid growth, as many AI companies are still not profitable and face high debt levels [16].
50票反对?马斯克或被驱逐,美国局势将迎大变革
Sou Hu Cai Jing· 2025-07-15 06:07
在这次表决尘埃落定的前一天,外界已经通过多条渠道感受到了紧绷气氛。围绕该法案,无论是国会内部还是社会各界,意见分歧都很明显,不只是政客们 激烈争辩,甚至涉及到了商界巨头、前总统等人。人们的讨论范围逐渐从法案文本扩展到了美国现行政治体制的问题,许多人感到现有制度已经不足以反映 社会多元诉求。 当中最引人关注的就是马斯克的介入。他在法案通过前夜连发数十条社交媒体帖子,对该法案提出了极为苛刻的批评。他警告称,如果该法案同样顺利通过 众议院,他会立即着手创建新政党"美国党",声称要为那些对现有两党格局不满的选民提供选择。马斯克此前还曾就建立新政党进行网络民意调查,竟有超 过八成参与者对这个想法表示支持。 马斯克的反对不仅因为政策方向,他对现有两党之争带来的分裂状态长期不满。美国政治场基本由民主党和共和党牢牢把控,实际上让许多民众在选举中难 以表达真正的意愿,只能无奈在两党之间做选择。马斯克声称,建立一个第三力量正是应对这种困境的出路。他把希望寄托在"美国党"身上,认为这能让政 治生态出现转机。 7月1日,美国参议院以51比50的微弱优势通过了被外界称为"大而美"的税收及支出法案。这场投票在压力和争执声中落下帷幕,最后 ...
SpaceX预计将从第四季度开始在越南推出星链服务
news flash· 2025-07-15 03:35
SpaceX预计将从第四季度开始在越南推出星链服务 金十数据7月15日讯,越南官方媒体周二援引一名政府官员的话说,SpaceX预计将从今年第四季度开始 在越南推出星链卫星互联网服务。据越南青年报报道,越南科技部副部长表示:"科技部的目标是在投 资者完成投资程序并在越南建立法人实体后,立即批准低轨道卫星试点服务,目标是在2025年第四季度 部署服务。"报道称,SpaceX目前正在与越南财政部合作,以完成在越南设立一家全资子公司所需的程 序。 ...
7月15日电,SpaceX将于第四季度在越南推出星链卫星互联网服务。
news flash· 2025-07-15 03:17
Group 1 - SpaceX plans to launch Starlink satellite internet service in Vietnam in the fourth quarter [1]
X @SpaceX
SpaceX· 2025-07-15 00:52
Dragon and the @Axiom_Space Ax-4 crew are on track to reenter Earth’s atmosphere and splash down off the coast of San Diego at ~2:31 a.m. PT tomorrow.Dragon will also announce its arrival with a brief sonic boom prior to splashing down in the Pacific Ocean https://t.co/dS3KuHVWdH ...
跟特朗普“离婚”,马斯克会把商业帝国搬到中国?
Guan Cha Zhe Wang· 2025-07-15 00:11
Group 1 - Tensions between President Trump and Elon Musk have escalated due to a tax and spending bill, leading to speculation about Musk potentially relocating his business empire to China [1][5] - China is seen as a favorable destination for Tesla due to its advanced supply chain, policy incentives, and consumer base, although full knowledge transfer to China could provoke political backlash in the U.S. [3][4] - Tesla's market share in China's electric vehicle sector has significantly declined from over 16% in 2020 to 6% recently, facing increasing competition from local companies like BYD and Xpeng [3] Group 2 - Musk's other ventures, such as Neuralink and the Boring Company's Hyperloop, may face challenges in China, despite the country's leadership in high-speed rail technology [4] - The political climate in the U.S. poses risks for Musk, as Trump has criticized the subsidies Musk's companies receive, amounting to $38 billion from government contracts, loans, and tax credits [5] - The potential for Musk to be expelled from the U.S. due to his South African birth and Canadian citizenship raises complex legal and political issues, making such actions unlikely [5]