美国独立日，美国企业家马斯克突然在社交平台X发帖，宣布成立美国党，并声称今年的独立日应该是 美国从两党政治中独立出来的日子。而就在7月4日，美国总统特朗普刚在白宫签署了引起巨大争议 的"大而美"法案，马斯克抨击该法案削弱了美国面向未来产业的投资与创新活力，并会显著推高联邦赤 字和债务。这位亿万富翁与昔日盟友分道扬镳，以成立美国党来回应"大而美"法案的通过，给美国政治 格局带来了新的变数。 这并非马斯克一时兴起，而是硅谷精英近年来"右转"轨迹的最新拐点，是硅谷文化及企业家圈子逐步演 变的结果。直至21世纪10年代初，硅谷整体仍以自由派价值为主，选票和资金大都流向民主党。随着美 国社会和政治环境的变化，一些硅谷企业家们开始逐步偏向右翼政治主张，倡导减税、限制移民、支持 加密货币等政策。他们的政治参与逐渐从单纯的"自由市场"思想发展为对传统民主制度的深刻质疑和挑 战。 PayPal的创始人彼得·蒂尔、马斯克、大卫·萨克斯等人，凭借其在科技领域的成功，建立了一个独特的 社交和商业网络，被戏称为"PayPal黑帮"（PayPal Mafia）。他们离开公司后创建或投资了包括 YouTube、LinkedIn、Space ...

Core Viewpoint - The article discusses Elon Musk's recent political ambitions, including the establishment of a new political party, and critiques the underlying motivations and implications of such actions in the context of American politics and society [3][10]. Group 1: Musk's Political Aspirations - Musk's announcement of forming a new political party, referred to as the "American Party," is seen as a continuation of his political ambitions, which some view as a response to the perceived failures of existing political structures [10][12]. - The article argues that Musk's political ideals are not aligned with the majority of American voters, suggesting that his views are more representative of a niche group within Silicon Valley rather than the broader electorate [12][15]. Group 2: Ideological Underpinnings - The article highlights that Musk and other Silicon Valley figures, such as Peter Thiel, possess distinct political ideals that are intertwined with their business interests, suggesting that their political actions are driven by a desire to protect their economic empires [5][6]. - It is noted that Musk's vision of establishing a utopia on Mars reflects a broader desire among certain right-wing factions to escape what they perceive as a deteriorating social order in the U.S. [8][9]. Group 3: Critique of Governance Philosophy - The article critiques Musk's approach to governance, arguing that his business-oriented mindset, which emphasizes cost-cutting and efficiency, is ill-suited for managing a nation, as it overlooks the complexities of societal needs [13][15]. - The tension between Musk's technological optimism and the realities of political governance is emphasized, suggesting that his reliance on technology as a panacea for societal issues is fundamentally flawed [19][21]. Group 4: Challenges Ahead - The article points out the inherent challenges Musk faces in establishing a viable political party, including the difficulty of gaining traction in a political landscape dominated by two major parties and the need to build local support networks [16][24]. - It concludes that Musk's political endeavors are likely to fail due to a disconnect with the broader electorate and the complexities of American political dynamics [15][24].

Core Viewpoint - Elon Musk has abandoned his political vision of Mars colonization, reducing it to a mere technological experiment, which critiques the capitalist pursuit of space colonization fantasies [1][3]. Group 1: Political and Ideological Implications - Musk's Mars colonization dream was intertwined with political ideals, aiming to create a "libertarian paradise" free from Earth's political and economic constraints [3]. - The failure of this vision highlights the inability of capitalists to escape the complex political and social structures on Earth, revealing deep ideological constraints [3][4]. - The conversation between Musk and DeepMind CEO Demis Hassabis underscores that societal issues and AI regulations will persist regardless of planetary migration [4]. Group 2: Symbolism of Failure - The explosion of SpaceX's Starship in June serves as a tangible symbol of the collapse of this political utopia, representing the clash between ambitious capital-driven dreams and harsh realities [6]. - Musk's resignation from government roles appears to be an attempt to evade political burdens, yet the underlying political dilemmas remain unresolved [6]. Group 3: Broader Reflections on Capitalism - The shattered dream of interstellar escape reveals the dangers of ignoring reality in the blind pursuit of technological utopias, with Mars becoming a new prison controlled by "political correctness" and AI [7]. - The capitalist vision of space colonization is criticized as a facade serving capital interests rather than genuine human progress [7][9]. - The article argues that humanity should focus on addressing terrestrial issues rather than escaping to Mars, emphasizing the need for fairness, justice, and global cooperation for sustainable development [9].

Core Points - Elon Musk's recent political maneuvers and challenges to President Trump have led to significant backlash, prompting him to reconsider his stance due to threats of nationalization of his companies like SpaceX [1][2][4] - Musk's business empire, including Tesla and SpaceX, is heavily intertwined with political dynamics, affecting market confidence and stock performance [3][4][11] - The relationship between Musk and Trump is complex, with potential implications for regulatory environments and business operations, particularly in the context of upcoming elections [6][10][23] Group 1: Political Dynamics - Musk's public challenge to Trump and subsequent retreat highlights the precarious balance between his political ambitions and business interests [1][2] - The political landscape is influencing Musk's business strategies, as he navigates the potential for regulatory scrutiny and market reactions to his actions [4][11] - Musk's alignment with Trump could benefit his business empire, but also poses risks due to the volatile nature of political alliances [9][10] Group 2: Business Performance - Tesla's stock has shown volatility, with a significant drop following Musk's public disputes with Trump, indicating market sensitivity to political developments [18] - Despite challenges, Tesla's stock rebounded by 70% after Musk's announcements regarding autonomous driving and Robotaxi services, reflecting investor optimism [4][16] - The upcoming launch of Robotaxi services is seen as a critical moment for Tesla, with expectations that successful implementation could enhance market value [21][22] Group 3: Regulatory Environment - Musk's companies face ongoing scrutiny from multiple federal agencies, which could be exacerbated by his political actions and statements [7][12] - The potential appointment of Musk's allies to key regulatory positions could shift the regulatory landscape in favor of his business interests [6][7] - Trade policies and tariffs initiated by Trump are impacting Tesla's operational costs and market strategy, particularly in relation to supply chains [12][16]

森特代表着三股势力（Reuters） 马斯克、特朗普、贝 河浪武史：特朗普的民粹主义、贝森特等致力于重组的全球主义、以及马斯克等酝酿的自由意志 主义，这三股势力在破坏现有体制上是一致的，但他们各自追求的"黄金时代"是不同的。特朗普 政府可能在四年内什么也建立不起来…… 河浪武史： 第二届特朗普政府已上台100天。政府刚上台时被亲昵地称为"蜜月期"，但特朗普所 推进的却是对战后80年秩序的彻底破坏。 "美中贸易有可能最多减少80％",敲响这一警钟的是世界贸易组织（WTO）总干事奥孔乔·伊韦阿 拉。特朗普政府对全世界课征额外关税，迅速将战后贸易秩序逼迫到了崩溃的边缘。 奥孔乔·伊韦阿拉的另一个烦恼是，WTO突然陷入资金困境。美国是承担WTO预算10％的最大出 资国，但特朗普政府冻结了相关资金。世界卫生组织（WHO）等机构也因美国冻结资金而面临 裁员担忧。 特朗普冻结的不只是对外资金。哈佛大学等美国知名大学的部分资助金也被叫停。从事癌症治疗 等研究的全球性组织"美国国立卫生研究院（NIH）"将裁员愈1000人，就连美国航空航天局 （NASA）也在讨论削减一半科学预算的问题。 美国一直用充裕的资金来培养最顶尖的人才， ...

早在 2009 年——就在贝拉克·奥巴马（Barack Obama）上任之后，那时许多严肃的思想家还在庄重 地预测种族主义和共和党的终结——蒂尔就在卡托研究所（Cato Institute）发表了一篇题为《一个 自由意志主义者的觉醒》（TheEducation of a Libertarian）的文章。 文中，他几乎预测并构想了特朗普及其追随者正在付诸实践的一切：政府机构的大规模解构、历史 多样性的抹除、监管和公共援助的削减，甚至对加密货币的痴迷。 导 语：彼得·蒂尔在一篇文章中写道："试图教育广大民众，已成为一种徒劳的尝试。" 彼得·蒂尔（Peter Thiel）赢了。 在特朗普（Donald Trump）政府混乱的首月背后，隐藏着一套由蒂尔精心策划的政治蓝图。这位亿 万富翁科技投资人、PayPal 联合创始人、Gawker 终结者，早已为当下的政治局势铺好了道路。 的确，《2025 计划》（Project 2025）为特朗普的反政府战争绘制了蓝图，埃隆·马斯克（Elon Musk）也正以他在 Twitter 施展的大刀阔斧方式清除联邦工作人员。但蒂尔主义（Thielism）远早 于这一切。 斯坦福大学（S ...