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汽车只是序章?马斯克勾勒特斯拉“终局”:机器人、AI、自动驾驶驱动30万亿美元帝国
Hua Er Jie Jian Wen· 2025-07-28 03:45
Group 1 - The core vision of Tesla, as articulated by CEO Elon Musk, is to evolve into a $25 trillion to $30 trillion business empire centered around humanoid robots and AI, rather than just automobiles [1][4][5] - Musk emphasizes the potential demand for the Optimus humanoid robot, predicting a market size of hundreds of billions of units, which could generate annual revenues of $30 trillion if mass production is achieved [1][5][26] - The Robotaxi business model will operate on a hybrid ownership structure, combining Tesla-owned vehicles with those owned by customers, similar to Uber and Airbnb [4][8][22] Group 2 - Tesla's core competencies in AI, energy, and advanced manufacturing are seen as foundational to achieving Musk's ambitious vision [2][4] - The energy business is projected to be a significant growth driver, with expected revenue of approximately $10.1 billion in 2024, reflecting a 67% year-over-year increase [2][7] - Musk's AI company, xAI, is pursuing $12 billion in debt financing to support AI model training and data center construction, highlighting the importance of computational power in AI development [2][6] Group 3 - The Optimus robot is positioned as Tesla's most significant product to date, with a potential market demand of 20 billion to 50 billion units, surpassing the automotive business [5][26] - Musk plans to initiate mass production of a redesigned version of the Optimus robot next year, focusing on high-value applications such as caregiving for the disabled [5][25] - The AI advancements are described as a "supersonic tsunami," indicating rapid progress that could lead to transformative productivity gains [2][6][32] Group 4 - The Robotaxi service will feature a dual ownership model, allowing customers to contribute their vehicles to the fleet, thus creating a flexible transportation network [4][8][22] - Musk envisions the initial applications of the Optimus robot in high-value sectors, such as healthcare and hazardous work environments [5][27] - The integration of AI and robotics is expected to significantly alter the labor market and societal structures, raising philosophical questions about the meaning of life in a future dominated by machines [2][6][30]
太空是属于谁的呢?反正肯定不是咄咄逼人的马斯克
Sou Hu Cai Jing· 2025-05-06 02:26
撰文 | 王鹏凯 编辑 | 姜妍 包括美国流行歌手凯蒂·佩里在内的6名女性乘坐杰夫·贝索斯的商业飞船"蓝色起源"(Blue Origin)不久前完成了一次太空航行。航行大约持续了11分钟, 与佩里一样,其余的5位成员都不是专业宇航员,在视频画面中,她们失重漂浮在船舱里,像兴奋的观光客一般看向舷窗外的地球,发出阵阵惊叹,飞船 降落回到地球时,成员们激动地跪下亲吻地面。 组织者试图将此次全女机组航行营造为女性主义的进步时刻——这是60年前苏联宇航员瓦伦廷娜·特雷什科娃独自进入太空执行任务以来的首次全女性航 天行动。凯蒂·佩里表示:"你所做的是找到对自己的爱,我现在真的感受到了那种神圣的女性气质。"可实际上,这次航行引来了各界的广泛批评,有人 认为这只是为了兜售富人的太空旅行,而非为了科学、知识和人类进步,也有人指出,参与者对"地球母亲"的关心是建立在大量地球资源的投入与消耗之 上。 穿过云层进入太空,在遥远的宇宙凝视地球,思考世俗与宏大,凯蒂·佩里们的镜头又一次将人们带回这种古老的太空想象。这在当下已经不再只是科幻 作家的幻想,现代技术正在一步步将太空旅行乃至移民变为现实,而这又进一步牵涉起复杂的社会意识——谁才 ...