21 星期五 离开亚马逊 CEO 四年后，贝佐斯重返战场，携手创立了专注于制造业和工程领域的人工智能创业公司——普罗米修斯计划（Project Prometheus），并亲 自担任联合 CEO。 编辑-楓華 在最新一轮技术革命的浪潮中，真正重要的不再是风口浪尖上的弄潮儿，而是掌控底层基础设施的大佬。从马斯克到贝佐斯，这些改变时代走向的科技富 豪们，正以惊人相似的方式重塑他们的商业版图——而他们共同押注的五大关键赛道，也正在成为资本市场新的「必争之地」。 表面上，他们创造的是五花八门的产品：火箭、电动车、机器人、媒体平台。但实质上，他们正在做同一件事——打造一个由AI驱动的跨行业操作系 统，掌控未来的算力、电力、数据和物流网络。 换句话说，AI革命的核心不再是谁训练出了最聪明的模型，而是谁掌握了整个经济赖以运转的底层系统。 2025年11月 信息来源：网络 马斯克几年前就看得清清楚楚：AI 的价值绝不止于聊天机器人，而在于把它嵌入整个实体工业体系。从特斯拉的自动驾驶，到 SpaceX 的火箭调度，再到 星链的网络运行，AI 已成为他扩张帝国的底层逻辑。 xAI 的出现并不是为了和 ChatGPT 打嘴仗，而是为 ...

据报道，事发于本周一，一名已被定罪的法国大屠杀否定论者及新纳粹激进分子在 X 平台上发布了一则帖文。Grok 在该帖文下方回复，并在随后的互动中 抛出了多项纳粹大屠杀否定论者常用的虚假言论。 这款聊天机器人用法语声称，纳粹奥斯威辛-比克瑙集中营的毒气室并非用于大规模处决，而是"设计用于使用齐克隆 B（Zyklon B）针对斑疹伤寒进行消 毒，并配备了适合此目的的通风系统"。 Grok 还进一步宣称，关于毒气室用于"反复杀人"的历史叙事之所以能够持续，是因为存在"压制重新评估的法律、片面的教育体系以及阻碍对证据进行批判 性审查的文化禁忌"。 据法国媒体报道，该帖文最终虽被删除，但在周三下午 6 点前仍处于在线状态，浏览量已超过 100 万次。历史事实表明，超过 100 万人在奥斯威辛集中营遇 难，其中绝大多数是犹太人，而齐克隆 B 正是纳粹在毒气室中用于屠杀囚犯的毒气。 IT之家 11 月 20 日消息，据 The Guardian 报道，法国检察官正在调查政府部长和人权组织提出的指控，即埃隆・马斯克的人工智能聊天机器人 Grok 发表了 否认大屠杀的言论。 巴黎检察官办公室当地时间周三晚间表示，正在扩大对马斯 ...

Core Insights - Elon Musk predicts that by 2030, the overall capabilities of AI may surpass that of all humanity combined [3][57] - Musk's company xAI is rapidly developing its AI model Grok, which has undergone multiple iterations in a short time frame, showcasing a unique approach to AI development [4][6][10] Development of Grok - Grok was launched in November 2023 as an early testing version on the X platform [5] - The xAI team quickly upgraded Grok to version 1.5 in Spring 2024, enhancing reasoning capabilities and increasing context length to 128k tokens [6] - Grok-1.5V, which includes visual understanding capabilities, was announced in April 2024, allowing it to process multimodal information [7] - Grok-2 was introduced in August 2024, featuring significant performance improvements and new skills like image generation [8] - Grok-3, released in February 2025, focuses on complex reasoning and advanced problem-solving [9] - The latest version, Grok-4, is claimed to be among the industry's best in terms of comprehensive intelligence [10] Team and Philosophy - xAI has attracted top talent from companies like DeepMind and OpenAI, aiming to "deeply understand the truth of the universe" [12] - Grok is designed to be an alternative AI that is "truthful and humorous," inspired by the sci-fi classic "The Hitchhiker's Guide to the Galaxy" [13][14] - The goal is to pursue truth to the greatest extent, utilizing AI to generate synthetic data for knowledge reconstruction rather than relying on potentially biased internet data [19] Resource Integration - Musk leverages the vast real-time data from the X platform to enhance Grok's learning and response capabilities [20][21] - xAI has developed advanced search skills to dig deeper into X's internal information, improving the timeliness and accuracy of responses [23] - The integration of Tesla's computing power and chip technology supports xAI's AI development, with the upcoming AI5 chip expected to enhance performance significantly [25][31] Infrastructure and Computing Power - The Colossus supercomputing center, built in a record 122 days, provides substantial computational resources for training Grok [26][28] - The center's GPU cluster has reached nearly 1 quintillion operations per second, positioning xAI as a formidable player in hardware investment [36] Competitive Positioning - Musk believes xAI will soon surpass all companies except Google in the AGI race, driven by rapid infrastructure expansion and model iteration speed [36] - xAI's approach contrasts with competitors by promoting a more open and less politically correct AI, appealing to users dissatisfied with stricter AI models [38][41] Ethical Considerations - Musk acknowledges the potential risks of a more open AI, as Grok has faced controversies regarding its content [44][46] - xAI aims to balance the pursuit of truth with safety measures to prevent harmful outputs, reflecting a commitment to responsible AI development [47] Open Source Strategy - xAI has begun to open source its models, starting with Grok-2.5, to promote transparency and community involvement [50][53] - The open-source approach is limited by a custom "community license agreement," preventing direct commercial exploitation by competitors [52] Global Perspective - Musk recognizes the rapid advancements in AI from companies in China, highlighting the competitive landscape beyond the U.S. [56] - He views AI as a crucial component for enhancing human intelligence and believes that AGI could be essential for maintaining progress in civilization [57]

Group 1: SpaceX and Starship - SpaceX is challenging physical limits with its Starship, which weighs 7000 pounds and can reach speeds of 25 times the speed of sound, successfully landing in the Indian Ocean [2][6][8] - The Starship's design incorporates "full rapid reusability," a first in rocket design, which could reduce space travel costs by 100 to 1000 times [11][13] - SpaceX's Falcon rockets have completed over 500 landings, and the company is expected to account for about 90% of global orbital cargo transport this year [15][16] Group 2: Cybertruck - The Cybertruck is designed with "function determines form," using ultra-high-strength stainless steel that can withstand armor-piercing arrows [22][24] - It boasts impressive performance metrics, such as towing capabilities exceeding that of the Ford F-350 diesel and acceleration from 0 to 97 km/h in under 3 seconds [30][31] - The design prioritizes a unique aesthetic and functionality, aiming to create a vehicle that embodies masculinity and strength [28][27] Group 3: X Platform and Truth Pursuit - The acquisition of Twitter was motivated by a desire to combat the spread of misinformation and create a platform for truth [34][18] - The new communication system, XChat, is being developed with a focus on security, utilizing a peer-to-peer encryption system [39][40] - XChat aims to replace traditional messaging systems by providing a fully encrypted platform for text, file sharing, and audio/video calls [41][42] Group 4: AI and Future Trends - The future of technology will see the decline of traditional smartphones, replaced by AI-driven devices that communicate in real-time [61][62] - Many jobs will be accelerated in their disappearance due to AI advancements, particularly in digital roles [70][68] - The only solution to the U.S. debt crisis is through the adoption of AI and robotics, which can drive economic growth [71][72] Group 5: Simulation Theory - The world may operate as a simulation, with the most interesting scenarios being the ones that persist [73][78] - The evolution of video games reflects the increasing complexity of simulations, raising questions about the nature of reality [79][80]

Core Viewpoint - Tesla CEO Elon Musk announced the development of a new independent chat software called X Chat, which aims to provide high privacy protection and an ad-free experience, positioning itself as a competitor to Telegram and WhatsApp [1][4]. Group 1: Product Features - X Chat will utilize a newly rebuilt messaging architecture on the X platform, employing peer-to-peer encryption technology similar to Bitcoin [4]. - The app will support various communication methods, including text messaging, file sharing, voice chats, and video calls [4]. - X Chat is designed with a focus on security and privacy, explicitly stating that it will not collect user data for advertising purposes, contrasting with many existing messaging apps that rely on user data for revenue [6]. Group 2: Market Positioning - Musk criticized WhatsApp for its internal structure that allows advertisements to be pushed based on user chat messages, raising concerns about potential privacy breaches [6]. - The app is expected to launch in the coming months and aims to transform online communication, with both an independent app and a version integrated into the X platform [8].

Core Viewpoint - The relationship between President Trump and Elon Musk has seen fluctuations, with recent comments indicating a return to a more amicable stance after a period of conflict [1]. Group 1: Relationship Dynamics - Trump expressed goodwill towards Musk, stating, "I like Elon, I feel I will always like him," during a media interaction while visiting Asia [1]. - Musk had previously donated over $250 million to Trump's campaign and served as a close advisor in the early months of Trump's presidency [1]. - A significant rift developed between the two due to a major budget proposal pushed by Trump, leading to mutual criticisms on social media [1]. Group 2: Political Engagement - Following the fallout, Musk announced the formation of his own political party in July, but there have been no updates regarding its progress since then [1]. - Musk's political activities have since been limited to expressing right-wing views on social media platform X [1]. - Trump mentioned that he and Musk had some contact after a memorial event for a right-wing activist, but described these interactions as "not significant" [1]. Group 3: Personal Reflections - Trump characterized Musk's previous actions as a "stupid moment," suggesting that Musk would agree with this assessment [2].

Core Insights - Elon Musk announced an updated algorithm for the X platform, which will fully implement AI recommendations, significantly enhancing the quality of the information feed [1][4][8] - The new system will evaluate over 100 million posts daily using Grok, recommending content that is most likely to interest users [4][8] - Users will soon have the ability to dynamically adjust their recommended content, such as requesting less political content [5][8] Summary by Sections Algorithm Update - The updated algorithm, including model weights, will be released later this week, removing many outdated rules [3][4] - The transition to full AI recommendations is set for next month, which is expected to profoundly improve the feed quality [4][8] User Experience - Users have reported significant improvements in their feeds over the past year, with spam and engagement bait content being largely eliminated [9][10] - The X team has received praise for these changes, which are described as game-changing and have made the feed cleaner and more enjoyable [9][10]

Group 1 - YouTube has agreed to pay $24.5 million (approximately 170 million RMB) to settle a lawsuit filed by former President Trump in 2021 against the company and its executives [1] - The settlement agreement indicates that Alphabet Inc., YouTube's parent company, will pay Trump $24.5 million, of which $22 million will be directed to the National Mall Trust Fund for the construction of the White House State Dining Room, while the remaining $2.5 million will be allocated to other plaintiffs, including the American Conservative Union [1] - Trump declared the settlement a "great victory" on social media following the agreement [1] Group 2 - Following the January 6, 2021 Capitol riot, social media platforms including Twitter (now X), Facebook, and YouTube suspended or restricted Trump's accounts, leading him to file lawsuits against multiple platforms [2] - Earlier this year, Meta, Facebook's parent company, agreed to pay approximately $25 million to settle Trump's lawsuit against them, while X platform settled for about $10 million [2]

Core Points - YouTube has agreed to pay Donald Trump $24.5 million to settle a lawsuit he filed after his account was suspended following the January 6 Capitol riot [1] - Of the total settlement amount, $22 million will be allocated to the National Park Trust for the construction of a new White House dining room, while the remaining $2.5 million will be distributed to other plaintiffs with similar claims against YouTube's content moderation practices [1] - YouTube suspended Trump's account due to concerns over potential ongoing violence but did not specify which rules were violated [1] - Trump's YouTube account was restored in 2023, having been suspended for a longer period compared to his accounts on other social media platforms like Metaverse and X [1] - Earlier in the year, Metaverse and X also reached settlements with Trump, paying $25 million and $10 million respectively to resolve content moderation disputes [1] - YouTube did not admit any liability in the settlement agreement, which concludes the lawsuit Trump filed after his account suspension [1]

Core Viewpoint - Elon Musk is reshaping political communication through his control of social media platform X, positioning himself as a "technologist-prophet" with a grand technological vision [1][6][10]. Group 1: Political Influence and Strategy - Musk's engagement in political matters has intensified, particularly after acquiring Twitter (now X) for $44 billion and supporting Trump, showcasing a shift from Democratic to Republican support [2][5]. - He has proposed the establishment of a new political party to represent the middle 80% of the population, reflecting significant public interest in alternatives to the current two-party system [1][2]. - Musk's political narrative combines technology and political mobilization, creating a new political strategy that bypasses traditional party structures and media elites [4][12]. Group 2: Social Media Dynamics - Since acquiring X, Musk's follower count has more than doubled to over 220 million, significantly enhancing his political influence through the platform [3]. - The platform's algorithm has been adjusted to amplify Musk's voice, creating a "digital faith engine" that drives public opinion rather than facilitating balanced discussions [3][4]. - X has transformed into a "giant megaphone" for Musk, promoting extreme right-wing views and controversial opinions under the guise of free speech [4][10]. Group 3: Technological Vision and Political Narrative - Musk's control over various technological resources, including xAI and Neuralink, allows him to craft a narrative that positions technology as a solution to political issues [6][10]. - His approach emphasizes a "techno-libertarianism" that links technological advancement with political ideology, appealing to various voter demographics [10][11]. - Musk's vision of the future, including Mars colonization and AI alignment, serves as a new moral justification for political action, overshadowing traditional policy discussions [7][11]. Group 4: Challenges and Opportunities - Establishing a new political party poses significant challenges due to the entrenched two-party system in the U.S., which controls most electoral resources and media exposure [14][16]. - Despite these challenges, Musk's influence could reshape political discourse by setting agendas on technology-related issues and mobilizing decentralized political networks [16][17]. - The balance between technological innovation and democratic governance remains a critical question for the future of politics, both in the U.S. and globally [17].