一切都是为了股价，老_老虎社区_美港股上老虎 - 老虎社区

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畜牧教主马斯克
07-07

一切都是为了股价，老套路

马斯克不造 iPhone，但他想让手机替你赚钱

图｜Jonathan Raa这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。图｜纽约时报到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……

马斯克不造 iPhone，但他想让手机替你赚钱

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arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天，《华尔街日报》报出了一条有趣的爆料：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末，《金融时报》报道称：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些：</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机，但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机，行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会（DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>）中，马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说，从马斯克历年的各种态度来看，</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机，出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用，如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底，SpaceX 可能造手机吗？不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者｜马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑｜肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克不造 iPhone，但他想让手机替你赚钱</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克不造 iPhone，但他想让手机替你赚钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/42\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">爱范儿 </p>\n<p class=\"h-time\">2026-07-07 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人，埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天，《华尔街日报》报出了一条有趣的爆料：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末，《金融时报》报道称：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些：</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机，但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机，行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会（DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>）中，马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说，从马斯克历年的各种态度来看，</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机，出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用，如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底，SpaceX 可能造手机吗？不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者｜马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑｜肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4598":"佩洛西持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4551":"寇图资本持仓","09366":"XI二南特斯-U","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 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(CPF)"},"source_url":"http://mp.weixin.qq.com/s?__biz=MjgzMTAwODI0MA==&mid=2652456875&idx=1&sn=0147abe10be264be2bc78448497c7c2d&chksm=9a851fc6bdf3e4d76704f2a57b1b1563d22d6ae1efdfced74d86f69ac2ada085ab68402288f2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2649076486","content_text":"作为那个被戏称为“被网友怂恿着买下 Twitter”的男人，埃隆·马斯克总能在新产品方面给大家出点新花样。这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。前几天，《华尔街日报》报出了一条有趣的爆料：SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和高通骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了“SpaceX 打算造手机”。图｜LsA magazine面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。就在 6 月末，《金融时报》报道称：SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。图｜Jonathan Raa这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。或者更严谨一些：那台开发中的“AI 终端”在定义上不是手机，但具有通过星链联网的能力。马牌手机，行之有年从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。图｜PCMag但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。图｜路透社早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与苹果产生过分歧。在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。在 2023 年的《纽约时报》交易录峰会（DealBook Summit）中，马斯克又表示他不认为真的需要造手机——传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。图｜纽约时报到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。图｜Ars Technica当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：图｜YouTube @PowerfulJRE总的来说，从马斯克历年的各种态度来看，他本人其实并不热衷手机行业，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——Robotaxi 出租车模式。出租手机，出租算力以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：图｜路透社和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：用户自己购买的特斯拉平时正常使用，如果报名了 Tesla Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。图｜PCMag比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：图｜WIRED而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。图｜Mirantis这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，xAI 很可能就此建成了全世界最大的移动 AI 集群。图｜Atlantis当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。归根结底，SpaceX 可能造手机吗？不太可能。但用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。作者｜马扶摇编辑｜肖钦鹏","news_type":1,"symbols_score_info":{"FDRV":0.6,"TSII":0.6,"JGRO":0.6,"IDRV":0.6,"IXN":0.6,"AAPU":0.6,"VGT":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"APLY":0.6,"TSLP":0.6,"TSLA":1.82,"TESL":0.6,"07366":0.6,"TLA":0.6,"TSLT":0.6,"TSLS":0.6,"AAPD":0.6,"TSLG":0.6,"TSLO":0.6,"VT":0.6,"TYLG":0.6,"TSDD":0.6,"MACW.SI":0.6,"TSL":0.6,"TSLR":0.6,"CRSH":0.6,"XLK":0.6,"AAPY":0.6,"FTEC":0.6,"AAPB":0.6,"AAPL":1.78,"AAPW":0.6,"SPTE":0.6,"09366":0.6,"09766":0.6,"TSLI":0.6,"SMOG":0.6,"07766":0.6,"TSLY":0.6,"ABFL":0.6,"TSYY":0.6,"TSLL":0.6,"WANT":0.6,"ROM":0.6,"TEST":0.6,"AAPX":0.6,"LIT":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":132,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}