来源：笔记侠整理 2025年11月2日，埃隆·马斯克做客乔里根（Joe Rogan）的播客直播间，进行了长达3小时的对谈。 在谈话中，马斯克认为美国是一个 曾被"思想病毒"所侵蚀的社会，这是他收购推特的原始动机，让真相发声，并致力于构建安全的社交沟通平台（XChat）。 在他的描述中，SpaceX一直 在挑战物理极限——7000磅的星舰在25倍音速下像流星一样飞到印度洋实现软着陆；而赛博卡车则是他想展现的阳刚之美。 他还认为，人工智能现在充 满着谎言，所以在开发Grok时，竭尽全力让它追求真相，抛却互联联网中的垃圾。 而人工智能最大的影响，除了就业形式发生极大改变，更大的改变可 能是手机将被取代。 他还给日益高涨的美国国债开出了药方——必须全力投入到人工智能（AI）和机器人技术之中，这是唯一能拯救美国负债的途径。 最后，他肯定了"模拟理论"，世界由某种神秘的力量模拟运行着，最有力的证明是，电子游戏与现实世界越来越相似。 01 SpaceX，最伟大的事业 1.星舰，挑战最高难度的游戏 其实任何人都能去看星舰发射，它确实很棒。南帕德里岛是看星舰发射的绝佳视角——很多游客在春假时常去那个地方。 未来会经常有星舰从德 ...

而人工智能最大的影响，除了就业形式发生极大改变，更大的改变可能是手机将被取代。 内容来源：乔里根与马斯克的播客访谈内容分享。 高级笔记达人 | 李云 责编 | 柒排版| 沐言 第 9257 篇深度好文：7619字 | 17 分钟阅读 商业思维 笔记君说： 2025年11月2日，埃隆·马斯克做客乔里根（Joe Rogan）的播客直播间，进行了长达3小时的对谈。 在谈话中，马斯克认为美国是一个曾被"思想病毒"所侵蚀的社会，这是他收购推特的原始动机，让真相发声，并致力于构建安全的社交沟通平台 （XChat）。 在他的描述中，SpaceX一直在挑战物理极限——7000磅的星舰在25倍音速下像流星一样飞到印度洋实现软着陆；而赛博卡车则是他想展现的阳刚之美。 他还认为，人工智能现在充满着谎言，所以在开发Grok时，竭尽全力让它追求真相，抛却互联联网中的垃圾。 他还给日益高涨的美国国债开出了药方——必须全力投入到人工智能（AI）和机器人技术之中，这是唯一能拯救美国负债的途径。 最后，他肯定了"模拟理论"，世界由某种神秘的力量模拟运行着，最有力的证明是，电子游戏与现实世界越来越相似。 一、SpaceX，最伟大的事业 1.星舰 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 奥特曼否认"OpenAI明年上市"，称OpenAI年收入远超130亿美元 在一档播客采访中，OpenAI CEO奥特曼否认了有关于OpenAI计划明年上市的报道。他称上市没有具体 的日期，董事会也没有就此做出任何决定。"我只是觉得事情最终会朝着那个方向发展。"他还透露 OpenAI的年收入远远超传闻中的130亿美元。 中国移动0元划转4198万股，中石油成为股东 11月3日晚间，中国移动发布公告称，中国移动集团拟通过国有股份划转方式将其持有的中国移动 4198.1348万股A股股份无偿划转给中国石油天然气集团有限公司。划转完成后，中国移动集团持有中国 移动的股份将从69.05%降至68.85%，中国石油集团持有其0.19%股份。 微软CEO：公司可能重启招聘，前提是现有员工掌握与AI协作的技能 据报道，美国微软公司首席执行官纳德拉近日公开表示，公司可能在未来一年内重启招聘，但前提是现 有员工必须学会与人工智能协作的新工作模式。比如，员工需要学会 ...

Elon Musk says, ‘XChat uses Bitcoin like encryption’ https://t.co/zzvp7CbTlJ ...

X's new encrypted messaging feature, XChat, has some red flags. https://t.co/yBKX2kn0Wh ...

Though the feature shipped in beta in May, XChat is now accessible for more users, including those who do not subscribe to X Premium. https://t.co/SkCF7zPdxP ...

Product Update - X is testing screenshot blocking in XChat on Android [1]

Core Viewpoint - Elon Musk has expressed a desire to replicate WeChat's comprehensive functionality in his new messaging platform, XChat, which includes features like encryption, self-destructing messages, and file sharing capabilities [1][3]. Group 1: Product Features - XChat is currently in beta testing and aims to provide encryption, message self-destruction, and support for various file types, as well as audio and video calls [1][3]. - The platform's primary goal is to become the second-largest encrypted messaging service after Telegram, focusing on "active privacy control" [8]. Group 2: Competitive Landscape - XChat faces significant competition from established platforms such as Facebook, Telegram, WhatsApp, and WeChat, each with unique strengths and large user bases [3][4]. - Facebook, with its extensive social media ecosystem, and WhatsApp, boasting 3 billion monthly active users, present formidable challenges for XChat in attracting users [6]. - Telegram is known for its strong encryption and user-friendly experience, appealing to privacy-conscious users, which adds to the competitive pressure on XChat [6][10]. Group 3: Technical Aspects - XChat employs Bitcoin-like encryption technology, utilizing public and private keys to secure communications, ensuring that only intended recipients can access messages [8][10]. - The encryption methods include elliptic curve cryptography (ECC) and hashing algorithms, which are essential for maintaining the confidentiality of messages and files [10]. Group 4: Market Challenges - Implementing payment functionalities within XChat may prove difficult due to the established payment systems in the U.S. and user habits, as many users prefer using existing services like Apple Pay and PayPal [11][12]. - The challenge of integrating multiple functionalities (social, payment, e-commerce) into a single app is significant, as users in the U.S. are accustomed to using different apps for different needs [12].

Group 1 - Lei Jun, the founder of Xiaomi, announced at the investor conference that the pricing for the new Xiaomi YU7 will not be the rumored 235,900 yuan, with the official price to be confirmed shortly [3] - Xiaomi has been investing in robotics for five years, and its automotive chip development is underway, expected to be launched soon [3] Group 2 - TSMC is set to begin production of its 2nm process technology, marking a significant advancement in the semiconductor manufacturing sector [7] - The total cost from R&D to mass production for TSMC's 2nm process is reported to be $725 million, with the foundry price for each wafer reaching $30,000 (approximately 216,000 yuan) [7] - The anticipated price for the more advanced 1.4nm process is expected to be $45,000 (approximately 324,000 yuan) [7] Group 3 - Microsoft is planning to reduce its aggressive promotion of the Edge browser, particularly in the European Economic Area (EEA), in response to the EU's Digital Markets Act [10] - The new regulations require Microsoft to respect user choices and limit forced promotions of its browser [10]

Group 1 - Lei Jun, founder of Xiaomi, stated that the delivery volume of the Xiaomi SU7 model exceeded 28,000 units in May 2025, and he commented that "slander is itself a form of admiration" [5] - Lei Jun's statement is speculated to be a response to Huawei's executive Yu Chengdong's remarks about the marketing capabilities of companies from other industries that have successfully sold cars [5] - Yu Chengdong claimed that despite the quality and performance of Huawei's products being superior, they are outsold by these other companies due to their strong marketing abilities [5] Group 2 - Apple is not expected to rename the iPhone 17, despite speculation about significant changes to its operating system naming conventions [6][7] - Analyst Mark Gurman noted that changing the iPhone naming convention could surprise consumers who are accustomed to the current system, as it may make older models seem outdated [6][7] Group 3 - Apple's global smartwatch market share has decreased from 28% in Q4 2024 to 20% in Q1 2025, representing a 9% year-over-year decline, although it remains the leading brand [8][14] - In Q1 2025, China accounted for 29% of global smartwatch shipments, experiencing a 40% year-over-year growth, driven by brands like Huawei, iQOO, and Xiaomi [14] Group 4 - A report highlighted that China's AI capabilities are rapidly advancing, with DeepSeek's latest model ranking second globally, just behind OpenAI [13][15] - The report indicated that several Chinese AI labs are adopting an "open weights" strategy, with DeepSeek's R1 series solidifying its leading position in the market [15] Group 5 - The CEO of Anthropic warned that AI could replace up to half of white-collar jobs in the next five years, potentially raising unemployment rates to between 10% and 20% [20][22] - He emphasized the need for policymakers to prepare for the societal impacts of AI, as many people are unaware of the imminent changes [22] Group 6 - Faraday Future's CEO Jia Yueting announced that the FX Super One model will have its global online launch on July 17, 2025, following a private event on June 29, 2025 [25] - The FX Super One is expected to be a pure electric vehicle, with plans for a version featuring a super AI hybrid electric drive system [25]