当下最热门的App是哪个？
估计不少会说Clubhouse，这个App目前估值达到10亿美元，在不到一年的时间里就成为独角兽。
据悉，Clubhouse由PaulDavison和前谷歌员工RohanSeth共同开发，在去年4月上线，目前采用邀请制注册，已拥有超过200万用户。
2月1日，埃隆·马斯克首次登录了Clubhouse，并参加了一场a16z聊天室问答活动。与他一起聊天的嘉宾，还包括知名风投公司A16Z的联合创始人MarcAndreessen、知名天使投资人SriramKrishnan等。
在2月1日的分享中，马斯克分享了有关比特币及区块链、GameStop、Robinhood等热门话题。
比特币与狗狗币
关于比特币，马斯克提到2013年，一个朋友用比特币给他送了一块蛋糕。
他表示："我应该在8年前就买它，在这一点上，比特币是个好东西。我是一个支持者。我加入的时间比较晚，但我支持它。"
马斯克另外提到，很明显比特币正在被传统金融界接受。
"我对其加密他货币没有什么意见。"但他表示狗狗币最开始是作为MEME来取笑加密货币的，但"命运就是喜欢讽刺"。
而在马斯克分享的观点中，他提到自己非常喜欢混乱。"最有趣的结果是最有可能的。"他说最讽刺的结果是狗狗币成为未来的通用货币。
不过马斯克另外提到他之前开了一个关于比特币的玩笑，很快他的Twitter账户被封了。
马斯克把他带回来：“人们要求答案，他们想知道真相。”
Gamestop与Robinhood
戏剧性转折，随着RobinhoodCEO——VladTenev的到来出现。
马斯克直接问Vlad：来告诉我们到底发生了什么，是不是有什么内幕？
马斯克所指的事情，是上周“Gamestop事件”之后，Robinhood宣布对包括游戏驿站GameStop和电影院线AMC等多支股票限制交易，仅允许用户卖出股票，并调高了对部分个股的保证金的要求。
此举令Robinhood遭到集体诉讼。用户要求Robinhood赔偿因交易中断所带来的损失。Robinhood在周五一度放松限制。
Vlad对此的回复道：上周四凌晨3:30，我们的运营团队从NSCC(国家证券结算公司)那里收到了一份文件。这就是Robinhood的用武之地。我们必须根据一些因素向NSCC注资，包括某些证券的交易活动的波动性。所以，他们给了我们一份存款文件，要求大约30亿美元，你知道，这比通常的数额高出了一个数量级。”
马斯克对Vlad的回复似乎更加感兴趣，很专业的追问了一系列问题，包括“这30亿美元是怎么算出来的？”、“凌晨3:30收到邮件，很可疑啊”、“有人要挟你吗？”……
对这样穷追不舍的盘问，Vlad最后只能草草回复道：有点阴谋论了。
附马斯克Clubhouse分享听写全文：
MuskinitiallytalkedaboutgoingtoMarsandsaiditwaslikelytobe“hard”fortheearlypioneers,butthattheendeavorultimatelywouldbeamatterofkeepingthe“candleofcivilizationaliveinthedark”.
Askedifhebelievedinaliens,hesaidtherewasn’tasinglepieceofconclusiveevidencefortheexistenceofaliens,althoughit’s“quitepossible”thereissuchathingasAlientechnology,atleastata“7/11”level,andajokedthattheevidencesofarsuggeststheymightbeatthe“500Megapixelcamera”or“atleastiPhone6level”.
马斯克领导的团队宣布成立X.AI的人工智能公司:金色财经报道，马斯克领导的团队宣布成立X.AI的人工智能公司，该公司的目标是理解“宇宙的真实本质”。X.AI公司表示，团队将于7月14日举行推特spaces聊天。[2023/7/13 10:51:32]
HesaidhiskidswerenotquiteintotheideaofgoingtoMars.
Askedaboutmemesonlinehequipped:“Hewhocontrolsthememescontrolstheuniverse”andit’saboutwhat“influencesthezeitgeist”.Memesareacomplexformofcommunication,hesaid:unlikepictures,memesare“10,000wordsnot1,000words”.Theyareaspirationalandfunny.“Ilovememes,theycanbeveryinsightful,”headded.
DoeshetrytosoundcrazyonTwitter?“IstartedcrazyonTwitter,”hejoked.
Hesaidhedoesn’tfollowmemeshimself.Instead,hehas“memedealers,”friendswhopickoutandsendhimmemestheythinkhewouldlike.
HetalkedabouthiscompanyNeuralinkandalsoaddedthatTeslahadoneofthestrongestAIteamsintheworld.
WithAI,it’sabout“howdowestayrelevant”andatleast“stay‘alongfortheride’inthegoodscenario”andcoupleourmindswithAItoharnessitspower.
“Peoplearealreadyacyborg,”hesaid,referringtoatertiarylayerintheformofsmartphones.Thebit-rateofustypingintoaphoneis100bits.Soit’sliketryingtotalktoatree,foroursmartphones.Sowithadirectneuralinterface,weincreaseitbyahugemagnitude,andalsospendlongertimewithahighermagnitudeofprocessingbecauseofthis.
Youcandecideifyouwanttobearobotoraperson.Butwhenyouwakeinthemorningyouwouldn’thavetobethesame‘mind’asyouwereyesterday.It’sanalogoustoavideogame,notunlikethe“AlteredCarbon”Netflixseries.
ThereareprimitiveversionsofthisintheNeuralinkidea,withtinywiresgoingintoyourbrain.
HeclaimedNeuralinkwillbereleasingnewvideosinamonthorso,suchasofamonkeyplayingvideoswiththeirmind.Hedidn’tappeartocommentontheethicsbehindthis(oneofthemanytimesMuskwasnotchallengedinwhathesaid).Thevalueoftheearlyimplantwillbeenormousandoutweightherisks,ishistake.
Themoderatorsaskedhimabouteducating5-year-olds:whatshouldtheylearnthesedays?
Musktalkedabouthowvideogamesengagechildren,butexplaining“thewhy”wasimportant.
“Weareprogrammedtoforgetthelow‘probabilityofthings’iftheyaren’trelevant,”hesaid.Forexample,takingapartanengineandputtingittogether.Weneedtools,soweunderstandtherelevance.It’sbetterthantakinga“courseonwrenches”.
马斯克：对收购推特的情况感到兴奋:金色财经报道，特斯拉CEO埃隆·马斯克表示，对（收购）推特的情况感到兴奋。[2022/10/20 16:30:50]
Hewasasked“whyaretherenotmoreElonMusks”?Hishard-knocksresponse:“Ifyouneedencouragingwords,don’tdoastartup.”
Healsogavehistwobitcoinsoncrypto.
Afriendsenthimasliceofcakeusingbitcoinin2013.“Ishouldhaveboughtit8yearsago.”hesaid.“AtthispointBitcoinisagoodthing.Iamasupporter.Iamlatetotheparty,butIamasupporter.”
HesaiditwasclearBitcoinwasgettingbroaderacceptancebythefinancialworld.“Idon’thaveastrongopiniononothercurrencies.”Dogecoin,hesaid,wasmadeasjoketomakefunofcryptocurrencies,but“fatelovesirony.”
Anditalsoseemstolovechaos,inMusk’svioew.“Themostentertainingoutcomeisthemostlikely,”hesaid.ThemostironicoutcomewouldbeDogecoinbecomingthecurrencyofthefuture.
Butmaybenotifsomesocialplatformshaveanythingtodowithit.HesaidhemadeajokeaboutBitcoinandhisTwitteraccountgotlocked.
AttentionthenturnedtohiselectriccarcompanyTesla.Thetargetistomake20millioncarsandtrucksperyear.Thisisawild—andagain,veryunchallenged—statement:recallthatin2020itmadelessthan500,000cars,andevenlesstrucks.Thatalongroadtotravel,inotherwords.
Healsohadsomethoughtsonself-driving.Autonomousvehiclescouldreachthepointwhereyouwouldrelyonthemforasignificantamountoftimeintheaweek.Autonomouscarswouldtakeoverforroughlyathirdofthehoursinaweeks,so60hoursinsteadof12,eventually,inhisprojection.(Again,veryblueskystatementshere,astherearenofullyautonomouscarsinfreeuseonroadsatthispoint.)
Healsohadsomethoughtsonworkinthepandemicandpost-pandemicworld.WorkingremotelyonZoomhasbeentrickyforhim,hesaid.“Fearisnotthemind-killer,contextswitchingthemind-killer,”hesaid,ofhavingtoswitchbetweendisparatesubjectsoncalls.
WouldhestartanothercompanytoaddressCovid-19insomeway?HejokedthatheprettymuchhashishandsfullwithTesla,SpaceX,TheBoringCompanyandotherstodate.
Hetalkedaboutthehugeadvancesinvaccinetechnology,suchastheMRNAtechwhichmadetheCovid-19vaccinepossible.Heseemedverybullishaboutthevaccine.
微博网友：马斯克去年通过苏富比花费2400万美元购买了107个BAYC，并附带107万APE代币:金色财经报道，据微博用户链金术在微博透露，特斯拉CEO 埃隆·马斯克去年通过苏富比花费2400万美元购买了107个BAYC，并附带107万APE代币。
据查询，马斯克此前用作Twitter头像的BAYC NFT系列便是此次购买的其中之一，编号为BAYC #5809。据行情显示，APE当前报价17.36美元，24小时涨幅为16%。[2022/5/4 2:49:42]
Whilethenewstodayisaboutthethedearthofsupplyinvaccines,itseemslikehethinksthespaceforCovid-19medicines,andspecificallyinoculationsagainstit,isacrowdedmarketlongerterm.“Thereisgoingtobeanavalancheofvaccine,”cominghesaid.“Iguaranteeyou‘it’willbethrownawaythisyear.”
Therecouldbeanopportunityforproducingtheseinhiscurrententerprises,hehinted.“TheTeslamachinecanmakeabazilliondosessuperfast,”heclaimed.(Again,nochallengeorfollowuponthatone,either.)
Allinall,hemadehispoisonclearonvaccines:“Iamnotananti-vaxxer,Iamapro-vaxxer.”
Thenaturntohisfirstyearsintechnology.InSiliconValleyintheearlydays,hesaid,hehadtoaskhimself:“DoIwatchtheinternetbeingbuiltinfrontofmeordoIgetinvolved?”
Still,herecalledbeing“tooshy”tospeaktoanyoneinthelobbyofNetscape.
Thenhetriedtocode.Hewrotethefirstmapsanddirectionsontheinternet.Byhand.TheWebsiteonlyworkedduringthenightashewasusingtheserveronthecomputerduringthedaytocode.
MarcAndreessen,whowasalsoontheclubhousesession,thenquippedthathewouldgetajobthenexttimehehangsoutinthelobbyofoneofhiscompanies.
Muskgaveahat-tipto‘TheLastKing’andCobraKaiforhisstreamingenjoyment.TheExpanse’splotlinessometimesseemtoofantasticaltohim,hesaid.HewasrecommendedDevs,MythicQuestandRavensBanquetbymoderators.Tenetwas“prettygood”too,hesaid.Didheunderstandit?“Ifyouthinktoohardaboutit,it’snotgoingtomakecompletesense,butit’sagoodmovie.”
HisknowledgeofTheHitchhikersGuidetotheGalaxy,remainsimpressivelyintact.
Then,abigswitchingofthegears,as“VladTheStockImpaler”wasbroughtintotheClubhouseroomtotalkabouttheGameStopphenomenon.
“Vlad”—morespecificallyVladTenev,CEOofRobinhood—beganwithan,attimes,stumblingattempttoexplainwhathappenedlastweekbutwaseventuallyinterrogatedmorethoroughlybyMusk.
马斯克已持有Twitter9.2%的股份 推特美股盘前涨超26%:金色财经消息，据彭博社报道，截至3月14日，马斯克已持有社交媒体巨头Twitter9.2%的股份。推特美股盘前涨超26%。此前马斯克曾在推特上发文讨论社交媒体的未来以及是否应该去中心化。在被问及是否会创立新的去中心化社交平台时，马斯克表示正在认真考虑。[2022/4/4 14:03:34]
Muskatthispointturnedinterviewer,andwe’reheredoingabitmorecomprehensivetranscribingbecauseit’sworthkeepingTenev’swordsinfull.
“Allright,telluswhatreallyhappened.Giveustheinsidescoop,”Musksaid
“Thishasbeenaverysurrealweekendandweekforme,”saidVlad.
Vladsaid“oneofthereallygreatthingsisallthepeople“comingoutofthewoodwork”tooffersupportforthecompanytoofferadvice.HesaidthiswashisfirsttimeusingClubhouse.Hethenmadeajokeyremarkaboutbeinganadherentofthe“simulationhypothesis”.
Muskbroughthimback:“Thepeopledemandananswerandtheywanttoknowthetruth.”
Vladsaid:“Sothere’sanintroducingbroker-dealercalledRobinhoodFinancial,andthatbasicallyistheappthatyouknowandlove,itprocessestrades.You’reacustomerofRobinhoodFinancial.Thenthere’saclearingbroker-dealer,RobinhoodSecurities,thatclearsandsettlesthetrades.AndthenwehaveRobinhoodCrypto,whichisourCryptobusiness…Allofthesearedifferententitiesthataredifferentlyoperated.So,basicallyWednesdayoflastweek.Wejusthad,youknow,unprecedentedvolume,unprecedentedloadonthesystem.Alotofthese,youknow,so-calledmemestockswere,youknow,goingviralonsocialmedia,andpeoplewerepeoplearejoiningRobinhoodandtherewasalotofnetbuyactivityonthem.”
HesaidRobinhoodbecamenumberoneontheiOSAppStoreandprettycloseifnotnumberoneonGooglePlaystore.
“ThursdaymorningI’msleeping.At3:30amPacific,ouroperationsteamreceivesafilefromtheNSCC,whichistheNationalSecuritiesClearingCorporation.So,basicallyasabrokerasaclearingbroker.AndthisiswhereRobinHoodSecuritiescomesin.WehavetoputupmoneytotheNSCCbasedonsomefactorsincludingthingslikethevolatilityofthetradingactivityintocertainsecurities.Andthisisistheequitiesbusinesssoit’sbasedon,stocktradingandnotoptionstradingoranythingelse.
So,theygiveusafilewiththedepositandtherequestwasaround$3billion,whichis,youknow,aboutanorderofmagnitudemorethanwhatittypicallyis.”
马斯克发推提及Doge Day:3月14日消息，SpaceX及特斯拉创始人马斯克发推再提狗狗币，并提出了“狗狗币之日”一说。其写道：狗狗币之日（Doge Day）下午的起源：古罗马人在Doge Day开始时牺牲了狗狗币来安抚小天狼星的愤怒，他们认为这颗星是炎热而闷热的天气的原因。[2021/3/14 18:43:33]
Musk:Thisisnotanunprecedentedincreaseindemandforcapital.Whatformulathattheyusetocalculatethat”
Vlad:Justtogivecontext,Robinhoodupuntilthatpointhasraisedaround$2billionintotalventurecapital.Upuntilnow,soit’sabignumber,like$3billionisalargenumber,right.So,basically,thedetailsare,wedon’thavethefulldetails,it’salittlebitofanopaqueformula,butthere’sacomponentcalledtheVARofit,whichisvalueatrisk.Andthat’sbasedonkindofsomefairlyquantitativethingsalthoughit’snotfullytransparent.So,therearewaystoreverseengineerit,butit’snotkindofpubliclyshared.
Andthenthere’saspecialcomponent,whichisdiscretionary.Sothatkindofactsasamultiplier,andbasically
Musk:Discretionarymeaninglikeit’sjusttheiropinion”
Vlad:There’sdefinitelymore,morethanjusttheiropinion.
Musk:Everyonewantstoknow,didsomethingshadygodownhere?Itseemsweirdthatyougetasudden$3billiondemand,youknow,at3.30aminthemorning.Justsuddenlyoutofnowhere.
Vlad:Iwouldn’timputeshadinesstoitoranythinglikethatandactuallyyouknowtheNSCCwasreasonable.
Theyworkedwithustoactuallylowerit.So,itwasn’tunprecedentedactivity.Idon’thavethefullcontextabout,youknow,whatwasgoingonintheNSCCmakethesecalculations.
Musk:Isanyoneholdingyouhostagerightnow?
Vlad:Thanksforasking.Butanyways,sothiswasobviouslynerve-racking,andIactuallywasasleepatthispoint,youknow,theoperationsteamwasfieldingthisatthreeo’clock.Andthen,youknow,wegotback,weputourheadstogether.OurChiefOperatingOfficerbasicallysaid,look,let’scallupthehigher-upsattheNSCCandkindoffigureoutwhat’sgoingon.Maybethere’ssomewaywecanworkwiththem.Andbasically,therewasanothercall.Andtheyloweredittosomethinglike$1.4billionfrom$3billion….Butstillahighnumber.
Vladsaidtheteamthenproposedhowtomanagetheriskthroughtheday“markingthesevolatilesstocksthatweredrivingtheactivity,positioningclosingonly.Andthen,ataboutanhourbeforethemarketclosedmarketopened.So,at5.30,orfiveinthemorning,theycamebackandtheysaidokay,thedeposit700million,whichwethendepositedandpaidpromptly.Andthen,everythingwasfine.
So,thatthatessentiallyexplainswhywehadtomarkthesymbols‘positionclosingonly’,andalsowhy,youknow,weknewthiswasabadoutcomeforcustomers…Partofwhat’sbeenreallydifficultisRobinhoodstandsfor,youknow,democratizingaccesstostocksand,yes,wewant,wewanttogivepeopleaccesssowehadnochoiceinthiscase,wehadtoconformtoourregulatorycapitalrequirements.Andsotheteamdidwhattheycouldtomakesurewewereavailableforcustomers.
Musk:Whocontrolstheclearinghouse?
Vlad:It’saconsortium.It’snotquiteagovernmentagency.Youknow,I,Idon’treallyknowthedetailsallthat.But,youknow,andtobefair…therewaslegitimateturmoilinthemarkets.Theseareunprecedentedeventswiththesememestocks,therewasalotofactivity.So,thereprobablyissomeamountofextrariskinthesystemthatwarrants,higherrequirements,soit’snotentirelyunreasonable.
Butwedidoperationalprocessestomakesurethatcustomersthathadpositionscouldselltheiropenpositionsbecauseobviouslyrestrictingsomeone…Wegotalotofquestionsabout‘youhadtorestrictbuying,whydidn’tyoualsorestrictselling?’Andthefactofthematteris,peoplegetreallypissed-offifthey’reholdingstockandtheywanttosellitandtheycan’t.Sothat’scategoricallyworse.Lotsofotherbrokers,Ithink,we’reinthesamesituation.Robinhoodwhowasinthenews,butyoujustsortofheardthisindustry-wide,otherbrokers,werebasicallyrestrictedinthesameexactactivity.
Musk:Soitsoundslikethisorganizationcallsyouupandtheybasicallyhaveaguntoyourhead.Eitheryouputupthismoneyorelse.Basically,whatpeoplearewonderingisdidyousellyourclientsdowntheriver?Ordidyouhavenochoice?Andifyouhadnochoicethat’sunderstandable.Butthen,youknow,we’vegottofindoutwhyyouhavenochoice.Andwhoarethepeoplethataresayingyouhavenochoice?
Vlad:Ithinkthat’sfair.Wehavetocomplywiththeserequirements,financialinstitutionshaverequirements.Theformula,behindtheserequirements…itwouldobviouslybeidealiftherewasalittlebitmoretransparencysowecouldplanbetteraroundthat,buttobefair,wewereabletoopenandserveourcustomersand24hourslater,ourteamraisedoverabilliondollarsincapitalsothatwhenwedoopentomorrowmorningwe’llbeableto,kindof,relaxthestringentpositionlimitsthatweputonthesesecuritiesonFriday.
Musk:Willtherebeanylimits?
Vlad:WellIthinkthere’salwaysgoingtobesometheoreticallimit,wedon’thaveinfinitecapital,right?AndonFriday,therewerelimits.So,there’salwaysgoingtohavetobesomelimit,Ithinkthequestionis,willthelimitsbehighenoughtothepointwheretheywon’timpact99.9-pluspercentofcustomers.Soifsomeoneweretodeposit$100billionanddecidetotradeinonestockthatwouldn’tbepossible.
Musk:Ifyouhadnochoicethenyouhadnochoice.It’sa‘guntotheheadsituation’.That’sunderstandable.
Vlad:Yeah,theseareunprecedentedtimes,andtobefairtothoseguysthey’vebeenreasonable.So,IthinktheonethingthatismaybenotcleartopeopleisRobinhoodisaparticipantinthefinancialsystem.Sowehavetoworkwithallofthesecounter-parties,sowedogetalotofquestionsabout,youknow,‘whydoyouworkwithmarketmakers?’,whyyouworkwithclearinghouses.Verticallyintegrating…Imeanit’shardenoughtobuildanintroducing…clearingbroker-dealer…nottoomanypeoplehavedonethat.Butthefinancialsystemthatallowscustomerstotradesharesissortofacomplexwebofmultipleparties…Everyonesaysitcouldbebetter.Itcouldbeimproved.It’sjustthenecessityoftradingequitiesintheUS,thatyouhavetodoallthesethings.
Musk:TowhatdegreeareyoubeholdentoCitadel?
Vlad:TherewasarumorthatCitadelorothermarketmakerskindofpressuredusintodoingthisandthat’sjustfalse.Marketmakersexecuteourtrades,theyexecutetradesofeverybroker-dealer.Thiswasaclearinghousedecision,anditwasjustbasedonthecapitalrequirements.So,fromourperspective,youknow,Citadelandothermarketmakersweren’tinvolvedinthat.
Musk:Butwouldn’ttheyhaveastrongsayonwhogotputinchargeofthatorganization,sinceit’sanindustryconsortium,notagovernmentregulatoryagency?
Vlad:Idon’thaveanyreasontobelievethat.Ithinkthat’sjustlike,youknow,thenyou’regettingintokindoftheconspiracytheoriesalittlebit.So,Ijusthavenoreasontobelievethatthat’sthecase,youknow.
Musk:Okay.Well,Iguesswe’llseewhathappenswithdirections.Hopefully,thatwasinsightfuloratleastalittlebitentertaining.“Areyounotentertaining?”hesaid.
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