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之前对马斯克（@elonmusk ）不算太感冒，直到昨天听了他接受访谈的一个播客。他提到了Kardashev尺度（卡尔达舍夫尺度），人类文明进化的本质上是能源掌控能力的提升。在构建商业叙事上，目前看，还没有人比他更宏大的。 目前人类还处于Type 0阶段，在能源利用上，几乎微不足道： • Type 0：我们目前基本还在这里，勉强能利用地球上的一点能源，整体对文明的能量掌控微乎其微。 • Type I ：能有效掌控整个行星的能源（大气、海洋、地热等）。 • Type II：掌控整个恒星系统的能量（如戴森球/环，利用太阳全部输出）。 • Type III：掌控整个星系的能量。 从他的描述中，感觉他想要的远不止是商业竞争，他要的是，同时让人类掌控更多的能量，进而向更高级别文明迈进，比如进入Type I级别。 这样，可以理解他想要完成的事情，通过Starship实现低成本、大规模入轨，把人类推向Type I，并为Type II铺路。他并不单纯是为了赚巨额财富和赢得名望，同时也在思考如何提升文明的能量利用水平。 特别是SpaceX的“太空算力”计划： • Starship的作用：完全可重复使用后，入轨成本接近推进剂成本，以实现每年百万吨级载荷发射。支持大规模部署卫星、月球工厂等。 • 太空AI数据中心/算力卫星：计划部署高达百万颗AI卫星，利用太空无限太阳能（无大气衰减）和真空散热。比地面建数据中心更便宜、更可扩展。预计2-3年内，太空将成为AI算力最经济的地方。 • Starlink迭代：新一代星链提供通信，同时作为AI卫星的互联 backbone（激光链路），支持轨道分布式超级计算机。 • 芯片与制造：自建超级工厂（TeraFab级），解决地球芯片产能瓶颈。结合人形机器人实现太空/月球制造闭环。 • 更宏大的图景：用月球质量驱动器等，把AI硬件大规模送入深空，真正开始利用太阳系能量。最终服务于火星殖民、多行星文明。 不仅是要“打败竞争对手赚更多钱”，更是要把能源-计算-制造-扩展作为一个整体系统来推进。地球电力和散热瓶颈过于明显，太空是自然解法，也直接服务于长期生存目标。 当然，毫无疑问，这也是Space X进行史上最大规模IPO造势的一部分。 马斯克在进行叙事的升级：将其从单纯的“火箭+卫星互联网”升级为“太空算力帝国”，利用太空无限太阳能、无散热限制+Starlink激光互联+Starship低成本发射，解决地球电力瓶颈，进而让AI算力指数级扩张，从而改变其估值逻辑：SpaceX不只是航天公司，更是新一代的AI基础设施玩家。 这样宏大的商业叙事，前所未有，即便如此，也不代表他的格局是假的。

From “It’s standing up!” to the brink of history, what a journey. 🚀🚀 That raw, unforgettable video of Elon Musk in mission control, eyes wide, voice cracking with pure awe: “It’s standing up… Holy smokes, man!”, captures the exact moment everything changed. December 21, 2015. The first successful Falcon 9 booster landing. A feat many called impossible. Back then, reusable rockets were a dream. Failures piled up. Skeptics laughed. But that single, perfect touchdown on Landing Zone 1 didn’t just save a booster, it ignited a revolution. Launch costs plummeted. Cadence exploded. Starlink connected the world. NASA crews flew safely. And the road to Mars became real. Fast forward to today. Hundreds of landings later. Night landings on drone ships. Boosters flying dozens of times. Starship catching towers. And now, SpaceX stands on the cusp of its historic IPO, set to debut as one of the largest in history, valuing the dream at over a trillion dollars. This isn’t just about rockets or stock prices. It’s about belief. About a team that kept iterating through explosions, setbacks, and doubt. About Elon and every engineer, technician, and dreamer at SpaceX who refused to accept “that’s how it’s always been done. From that magic moment in 2015 to this milestone today, congratulations, @SpaceX. To @elonmusk, the entire team, and everyone who believed. The future isn’t coming. SpaceX is building it, booster by booster. What an inspiration!

SpaceX Starbase: Helping Lift Brownsville Out of Poverty and Bring Wealth to Local Families For many years, Brownsville and the Rio Grande Valley carried the difficult reputation of being among the poorest regions in the United States. High poverty rates shaped daily life for families across Cameron County for decades. In the 1990s, the area was even designated a federal Rural Empowerment Zone in recognition of these long-standing challenges. Today, the trajectory is changing. Poverty rates in Cameron County have been declining steadily. They fell from the mid-30s percent range around 2010 to 28.9% in the 2015–2019 period, and now stand at 24.8% according to the latest U.S. Census Bureau data (2020–2024 American Community Survey 5-year estimates). While the rate is still higher than state and national averages, the consistent downward trend reflects real, measurable progress. A New Wave of Investment and Job Creation Recent data from the Greater Brownsville Economic Development Corporation’s FY 2025 Annual Impact Report shows strong momentum. Between October 2024 and September 2025, the organization helped attract $183.7 million in new investment and supported the creation of 3,288 jobs. The report also shows 10,604 jobs retained during that period and 7,116 jobs already committed for 2026. *Greater Brownsville EDC FY 2025 Key Economic Highlights (see infographic below) These figures reflect broad economic activity across the region, with SpaceX’s Starbase playing a significant role as a major anchor project. Starbase has brought thousands of direct jobs to the area and has helped attract suppliers and related investment. This type of large-scale development is helping address long-standing needs for stable employment and skills development in Brownsville and surrounding communities. Local voices are also noticing the change. Former Brownsville City Councilwoman Jessica Tetreau, @JessicaTetreau at Starbase beach at sunset described the shift she has witnessed in her own community: “Before, in the past in Brownsville, people would talk about the brain drain, how all of our youth would have to leave to San Antonio, to Austin to find jobs… And now these young people that are from the community are finding these amazing jobs.” She shared that in her own neighborhood, parents are now working at SpaceX, and children are growing up excited about launches and rocket engineering, “just like their fathers.” “The kids that are graduating from UTRGV and local universities, they’re coming to work here. It’s really exciting. Engineering is now one of the hottest and exciting things to have in this area.” Direct Support for Education and Downtown Renewal In addition to job creation, there has been targeted investment in the community’s future. In 2021, Elon Musk and the Musk Foundation committed $30 million to the area. $20 million to schools across Cameron County and $10 million for the revitalization of downtown Brownsville. Brownsville Independent School District received more than $2.4 million of the school funding. The money has supported the expansion of Career and Technical Education programs, helping prepare young people for the skilled jobs now available locally. The downtown portion included a $1 million grant to the Brownsville Community Improvement Corporation to strengthen the historic core of the city. Below are a few photos I took while touring downtown Brownsville with Jessica Tetreau right after Starship Launch 12, showing the renewed energy through spots like Main Street Deli, a local bookstore, and Dodici Pizza & Wine. A Community Moving Forward Brownsville has always been a resilient place. In recent years, it has gained access to meaningful new employment opportunities, investment in education, and visible improvements in its downtown. These developments are helping lift families, create local wealth, and support the renewal of the community. Challenges remain, as they do in any place working to overcome long-term economic hardship. But the direction is positive. New jobs are being created, young people are gaining access to better training, and the heart of the city is showing signs of renewal. This is the quieter but very real story of progress happening in Brownsville today that legacy media will keep quiet about.

Tomorrow is going to be a historic day (June 12, 2026) The world's most ambitious company is going public: SpaceX For the first time, everyday investors have a chance to own a piece of the company that changed the trajectory of space forever After years of building the future of space travel, reusable rockets, Starlink, and the path to Mars, SpaceX is stepping into the public markets This is a company that has completely redefined what’s possible in space, and now everyday investors can be part of it From Starship to Starlink to the future of humanity's multiplanetary life, SpaceX is the key that unlocks the door Tomorrow marks a new chapter

Elon Musk 最近和 SpaceX 团队坐下来，讲了一套非常疯狂的路线图： 如何把人类推进到 Kardashev Type 2 civilization 核心不是单纯去火星 而是把火箭、卫星、AI 数据中心、芯片制造、月球工业和深空能源串成一张网 他提到，人类现在使用的太阳能量，还不到太阳总输出的一万亿分之一 在 Kardashev scale 上，我们几乎还没有真正“注册” 所以 SpaceX 的目标，不只是发射更多火箭 而是大幅提高人类能调用的能源和算力规模 Starship 是这套系统的起点 Musk 的逻辑很简单： 汽车、飞机、船、自行车，大家都默认可以重复使用 但火箭过去一直是一次性消耗品 如果飞机每飞一次就要扔掉，几乎没人坐得起飞机 所以 fully reusable rocket 是关键 SpaceX 现在已经承担了地球轨道发射质量的 85–90% 但这还不是 Starship 真正开始后的状态 他们内部目标是： 从每年 2,500 吨入轨，提升到每年 100 万吨 大概 3 年内做到 然后是 AI 数据中心上天 按 Musk 的说法，SpaceX 目标是在明年年底前，把 1GW AI compute 放到轨道上 之后每年 10x： 2.5 年到 10GW 3.5 年到 100GW 最后到 terawatt 级别 AI satellite 的结构反而没那么复杂： solar panels radiator 一排 GPUs 最难的部分，Starlink 已经解决过了 现在只是把它做大 很多人以为 orbital compute 会有很高延迟 但他提到，从轨道到地面的 latency 大约是 3ms light 每毫秒大约走 300km 所以低轨算力并不一定离你很远 再往后，就是 terafab Musk 提到的规模是 100 million square feet 大约是 Tesla Gigafactory Texas 的 10 倍 因为如果未来要做到 terawatt 级 AI compute，现有全球芯片产业的产能级别可能不够 所以他们选择自己做 但要超过 terawatt，就要去月球 没有大气 地球六分之一重力。 可以用月球材料制造 solar panels 和 radiators 然后用 electromagnetic rail gun，也就是 mass driver，把 AI satellites 发射到 deep space 不需要火箭 这也是他路线图里的下一步 如果月球上已经有足够大规模的工业和发射能力，那普通人去月球也会变得更现实 Musk 原话是： “我认为每个人都应该至少去一次月球。” 整套方案听起来很科幻 但它的底层逻辑其实很一致： fully reusable rocket → 发射成本下降 → 大规模卫星网络 → 轨道 AI 数据中心 → 太空能源和通信 → terafab 制造能力 → 月球工业 → deep space infrastructure 很多人看 SpaceX，看到的是火箭公司 但 Musk 讲的更像是一套面向 Type 2 civilization 的基础设施系统 SpaceX 最终会被理解成一家航天公司，还是人类进入太空能源和太空算力时代的基础设施公司？

Elon Musk just unveiled SpaceXAI's first AI satellite. • 150 kW peak power / 120 kW sustained compute power • 150 kW solar array using SpaceX-manufactured solar technology • Centralized AI compute payload designed for high-performance AI workloads • 70-meter wingspan when fully deployed • 110 m² deployable liquid radiators to remove waste heat in space • Redundant cooling loops with integrated micrometeoroid shielding • Designed to launch on Starship, enabling the mass-to-orbit needed for large-scale space computing • Uses laser links while avoiding many of the complex communications systems required by Starlink satellites • SpaceX believes future versions can scale far beyond this first design Elon Musk says the path to scaling AI in space requires 3 things: • Massive launch capability (Starship) • Enormous solar power generation • Large radiators to reject heat from AI chips He also suggested that truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, implying millions of tons of infrastructure in orbit.

I wanted to push Grok to its limits to create a longer-form video, beyond the current 30-second limits of Grok Imagine in a single generation. The idea was to bring the full SpaceX and Tesla ecosystem together in one short film: a massive Starship fleet launching from Earth to serve as boosters for a giant Cybertruck “space station” acting as the mothership to Mars. The Cybertruck then transforms into a large Optimus robot that joins other giant Optimus robots already on Mars and explores a futuristic colony featuring xAI, the Boring Company, Tesla Energy, Neuralink, and Starlink. This project took over four weeks and hundreds of attempts to get each segment and detail right and to flow from one part to the next as seamlessly as possible before stitching them into a coherent story. I am not a professional designer or filmmaker by any shape or form. In fact, quite the opposite. But it showed me that you don’t need to be a pro to create something meaningful with Grok. It’s a remarkable creation and was there helping at every step. Scored with Hans Zimmer’s Summit. @elonmusk @SpaceX @Tesla @xAI @Neuralink @Starlink @boringcompany @teslaenergy @Tesla_Optimus Huge credit and gratitude to @grok and @imagine for all the help and support. And thanks to @realDonaldTrump for making a cameo appearance. #SpaceX# #Tesla# #xAI# #Cybertruck# #Optimus# #Starlink# #Neuralink# #BoringCompany#

ELON MUSK: “SpaceX was less than 10 people back then. We didn’t even have office furniture.” From a tiny team with almost no resources to the company operating Starlink, Falcon 9 and Starship, it’s a reminder of how small some of the biggest ideas start.