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Musk has said SpaceX will be valued at more than $10 trillion and will be hit with a pull meter; Tencent bytes will accelerate the research and development of personal agents; four departments intend to prohibit cars from using fully hidden door handles马斯克豪言 SpaceX 估值将超1000万亿美元,遭拉表打脸;传腾讯字节加速个人智能体研发;四部门拟禁止汽车采用全隐藏式门把手

Musk has said that SpaceX is valued at more than $1000 trillion. Recently, Musk boldly predicted on social platforms that SpaceX's future valuation is expected to exceed $1000 trillion, which will far exceed the current global economy. The current valuation of SpaceX is only about 22,000...

马斯克豪言 SpaceX 估值超 1000 万亿美元,惨遭拉表打脸 近日,马斯克在社交平台大胆预测,SpaceX 未来估值有望突破 1000 万亿美元,体量将远超当前全球经济总量。目前 SpaceX 估值仅约 2.2 万…

2026年10月11日 发布 · 3 分钟阅读 · 免费

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Musk has said that SpaceX is valued at more than $1000 trillion. Recently, Musk boldly predicted on social platforms that SpaceX's future valuation is expected to exceed $1000 trillion, which will far exceed the current global economy. The current valuation of SpaceX is only about 2.2 trillion US dollars, while the total global GDP in 2025 is about 118 trillion US dollars. This highly disruptive overvaluation statement has caused heated debate and questions throughout the network. In the face of this astonishing prediction, some netizens exposed a data table titled "Do the record, and the implied discount" compiled by Wells Fargo Securities, and directly hit Musk's radical prediction. The table combed through a number of core projects of Tesla and SpaceX. The actual implementation results of key products such as Robotaxi, Semi Trucks and Starship were far from the targets previously announced by Musk. The achievement rate of many projects was extremely low, the delivery was seriously delayed, and some targets were even withdrawn. According to incomplete statistics, only about 30% of the 602 clear goals Musk has set in the past 15 years can be achieved on time. From Robotaxi's multiple ticket hops, to repeated delays in Cybertruck deliveries, to the production woes of Semi trucks, “Musk time” has long been a mockery of the tech community's overcommitment. How to translate those “deliverable” promises into actual deliverables before SpaceX hits a higher valuation may be a more realistic question for Musk. (Source: TechWeb) Meta has shelved plans to rent AI computing power to Anthropic Oct. 10, The Wall Street Journal reported in a report that Meta has shelved plans to rent AI computing power to Anthropic. Anthropic CEO Dario Amodei personally called Alexandr Wang, Meta's chief artificial intelligence officer, earlier this year to rent AI computing chips from the rival. Meta had an internal discussion on the matter, which culminated in a decision not to provide it. With the gradual release of the Muse series of self-developed models, Meta's AI business has quickly recovered from the earlier low tide, and its own demand for computing power has also grown rapidly. At this point, if you choose to sell computing power to Anthropic, it can be regarded as "aiding the enemy". The report mentioned that the allocation of computing power resources is affecting the employment selection of artificial intelligence talents, and the reason why Noam Shazeer, the core author of the Transformer architecture, left Google for the second time is related to insufficient computing power. At the same time, a large number of computing power construction promises ultimately failed, limiting the development of the AI industry. (Source: IT Home) Sources said that Nvidia is in talks to acquire/invest in Reflection AI, adding to the open source model. According to the Financial Times on October 11, people familiar with the matter said that Nvidia is conducting in-depth negotiations on acquiring or investing in Reflection AI, a US startup. Reflection AI focuses on the development of open weight models, releasing its first open weight AI model, Beam, on October 5, local time. Negotiations are at an early stage and potential deals could take many forms, including the so-called “talent merger” model, people familiar with the matter added. Under this structure, Nvidia will absorb its core team and acquire technology licenses, thereby circumventing the lengthy antitrust reviews that typically accompany full-scale mergers and acquisitions. Nvidia is currently one of Reflection's major shareholders, and may choose to further deepen its ties with the company through a new round of equity investment or a partnership that provides more chips and computing resources. Nvidia has previously injected $800 million into Reflection (the current exchange rate is about 5.365 billion yuan). According to several people familiar with the matter, the two sides are expected to finalize the plan in the coming weeks, but the parties also stressed that there is still a possibility of a breakdown in the negotiations. The terms of the deal are not yet clear, but Reflection was valued at $25 billion in its last round of funding in March (the current exchange rate is around RMB167.662 billion). (Source: IT House) After the launch of Muse, Tencent bytes were exposed to acceleration

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马斯克豪言 SpaceX 估值超 1000 万亿美元,惨遭拉表打脸 近日,马斯克在社交平台大胆预测,SpaceX 未来估值有望突破 1000 万亿美元,体量将远超当前全球经济总量。目前 SpaceX 估值仅约 2.2 万亿美元,而 2025 年全球 GDP 总量约 118 万亿美元,此番极具颠覆性的超高估值言论引发全网热议与质疑。 面对这一惊人预测,有网友晒出富国银行证券整理的一张名为「说到做到记录,以及其所隐含的折价」数据表格,直接打脸马斯克的激进预测。 表格梳理了特斯拉、SpaceX 多项核心项目,Robotaxi、Semi 卡车、星舰等重点产品的实际落地成果与马斯克此前公布的目标差距悬殊,多项项目达成率极低、交付严重延期,部分目标甚至已被撤回。 据不完全统计,马斯克在过去 15 年间提出的 602 个明确目标中,仅有约三成能够按期实现。从 Robotaxi 的多次跳票,到 Cybertruck 交付的反复推迟,再到 Semi 卡车的量产困境,「马斯克时间」早已成为科技界对过度承诺的一种调侃。 在 SpaceX 冲击更高估值之前,如何将那些「说到做到」的承诺转化为实际交付,或许是马斯克需要面对的更现实的问题。(来源: TechWeb) 消息称 Meta 已搁置向 Anthropic 出租 AI 算力的计划 10 月 10 日消息,《华尔街日报》在一篇报道中提到,Meta 已搁置向 Anthropic 出租 AI 算力的计划。 报道指出,Anthropic 首席执行官 Dario Amodei 今年早些时候曾亲自致电 Meta 首席人工智能官汪滔 (Alexandr Wang),希望从这家竞争对手处租赁 AI 计算芯片。Meta 就此事进行过内部讨论,最终做出了暂不提供的决定。 随着 Muse 系列自研模型的逐步发布,Meta 的 AI 业务从早些时候的低潮中快速恢复,自身对算力的需求也迅速增长。此时若选择向 Anthropic 出售算力可算是「资敌」行为。 报道提到,算力资源分配正影响人工智能人才的就业选择,Transformer 架构核心作者 Noam Shazeer 之所以二次离职谷歌就与算力不足有关。与此同时,大量的算力建设承诺最终落空,限制了 AI 产业的发展。(来源:IT 之家) 消息称英伟达洽谈收购 / 追加投资 Reflection AI,加码开源模型 10 月 11 日消息,据金融时报消息,知情人士透露,英伟达正就收购美国初创公司 Reflection AI 或向其追加投资展开深入谈判。 Reflection AI 专注于开发开放权重模型,于当地时间 10 月 5 日发布旗下首款开放权重 AI 模型 Beam。 知情人士补充称,目前的谈判尚处初期阶段,潜在交易可能采取多种形式——包括所谓「人才兼并」模式。在这一架构下,英伟达将吸纳其核心团队并获取技术授权,从而绕开全面并购通常伴随的漫长反垄断审查。 英伟达目前已是 Reflection 的主要股东之一,也可能选择通过新一轮股权投资,或以提供更多芯片与算力资源的合作方案,进一步加深与该公司的绑定。英伟达此前已向 Reflection 注资 8 亿美元(现汇率约合 53.65 亿元人民币)。 据多位知情人士透露,双方有望在未来几周内敲定方案,但各方也强调谈判仍存在破裂的可能。目前具体的交易条款尚未明确,但在今年 3 月的上一轮融资中,Reflection 的估值已达 250 亿美元(现汇率约合 1,676.62 亿元人民币)。(来源:IT 之家) Muse 推出后,腾讯字节被曝加速

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