《经济学人》SpaceX豪赌星链手机网络！马斯克要跟AT&T

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P1	《经济学人》SpaceX豪赌星链手机网络！马斯克要跟AT&T	6:10

P1 · 《经济学人》SpaceX豪赌星链手机网络！马斯克要跟AT&T、Verizon正面刚，星舰、机器人、太空数据中心全押上？ [C1] p01 原声 (P1)

《经济学人》SpaceX豪赌星链手机网络！马斯克要跟AT&T、Verizon正面刚，星舰、机器人、太空数据中心全押上？ [C1] p01 原声 (P1)

发布于 2026-10-28 · 时长 6:10

字幕摘录

时间	英文	中文
0:06	Business, SpaceX, raising the bars, Starlink's expansion is a bold gamble on the future.	商业,SpaceX,提高栏杆,Starlink的扩张是对未来的大胆赌博.
0:15	Since it opened for business in 2021, Starlink has grown like Topsy.	自2021年开业以来,Starlink已经像Topy一样成长.
0:21	The satellite internet service, offered by Elon Musk's SpaceX, has signed up more than	Elon Musk的SpaceX公司提供的卫星互联网服务已经注册了超过
0:27	12 million individual subscribers, as well as a clutch of airlines and shipping firms.	1 200万个人订户以及航空公司和航运公司的离合器。
0:32	It also plays a crucial and changing role in the Ukraine War.	它还在乌克兰战争中发挥着关键和不断变化的作用。
0:37	More recently, it has signed deals with big network operators, such as T-Mobile in America,	最近,它与大型网络运营商签署了交易协议,例如美国的T-Mobile,
0:43	to enable Starlink's satellites to connect directly to their customers' mobile phones,	让Starlink的卫星能够直接连接到客户的手机,
0:49	providing service in places outside the reach of land-based phone masts.	在陆地电话桅杆无法到达的地方提供服务。
0:55	Mr Musk has yet bigger ambitions for the service.	Musk先生对服务还有更大的野心
0:58	On October 8th, SpaceX confirmed what many observers had long suspected.	10月8日,SpaceX确认了许多观察者长期以来的怀疑.

展开字幕全文（71 条）

序号	英文	中文
1	Business, SpaceX, raising the bars, Starlink's expansion is a bold gamble on the future.	商业,SpaceX,提高栏杆,Starlink的扩张是对未来的大胆赌博.
2	Since it opened for business in 2021, Starlink has grown like Topsy.	自2021年开业以来,Starlink已经像Topy一样成长.
3	The satellite internet service, offered by Elon Musk's SpaceX, has signed up more than	Elon Musk的SpaceX公司提供的卫星互联网服务已经注册了超过
4	12 million individual subscribers, as well as a clutch of airlines and shipping firms.	1 200万个人订户以及航空公司和航运公司的离合器。
5	It also plays a crucial and changing role in the Ukraine War.	它还在乌克兰战争中发挥着关键和不断变化的作用。
6	More recently, it has signed deals with big network operators, such as T-Mobile in America,	最近,它与大型网络运营商签署了交易协议,例如美国的T-Mobile,
7	to enable Starlink's satellites to connect directly to their customers' mobile phones,	让Starlink的卫星能够直接连接到客户的手机,
8	providing service in places outside the reach of land-based phone masts.	在陆地电话桅杆无法到达的地方提供服务。
9	Mr Musk has yet bigger ambitions for the service.	Musk先生对服务还有更大的野心
10	On October 8th, SpaceX confirmed what many observers had long suspected.	10月8日,SpaceX确认了许多观察者长期以来的怀疑.
11	It will build a fully-fledged mobile phone network that will compete directly with those	它将建立一个成熟的移动电话网络,直接与这些网络竞争。
12	run by big incumbents.	由大任职者管理。
13	Markets seem to take the idea seriously.	市场似乎认真对待这个想法。
14	美国三大移动运营商T-Mobile,AT&T和Verizon的股价,
15	fell sharply after the announcement.	宣布后急剧下降。
16	For now, the threat to their business is modest, but Mr Musk is betting that in the roboticized	但穆斯克先生打赌在机器人化中
17	future he envisions, Starlink will play a vital role.	他预见的未来,Starlink将发挥至关重要的作用。
18	Although precise details are scant, SpaceX's plan seems to have three components.	虽然精确的细节很少,但SpaceX的计划似乎有三个组成部分.
19	The first is to launch even more satellites.	第一个是发射更多的卫星。
20	In its announcement, SpaceX said it had received approval from the Federal Communications Commission,	SpaceX在公告中说它得到了联邦通信委员会的批准,
21	an American regulator, to fly up to 15,000 satellites specifically designed to beam voice	最高可达15 000颗专门设计为光束声的卫星
22	calls and data to smartphones on the ground.	给地面智能手机的电话和数据
23	But although satellites are good at offering widespread coverage, they are less good when	虽然卫星很善于提供广泛的覆盖,但当
24	it comes to serving cities, towns and other large concentrations of people efficiently.	需要高效地为城市、城镇和其他大量人口提供服务。
25	Each Starlink satellite has a fixed capacity, and because they are in orbit, each spends	每颗星链卫星都有固定的容量,由于在轨道上,每颗卫星都花费
26	only a tiny fraction of its time over a given place.	时间的一小部分在一个特定的地方。
27	SpaceX is therefore also planning to build ground-based infrastructure, the second part	因此,SpaceX还计划建设地面基础设施,即第二部分
28	of its plan.	它的计划。
29	It intends to start adding FEMTA cells, tiny mobile phone masts, to the receiver dishes	它打算开始在接收盘上添加FEMTA细胞,小型手机桅杆
30	it sells to Starlink's home broadband customers.	它出售给Starlink的家用宽带客户.
31	Those would turn each Starlink dish into a short-range mobile mast, and the firm intends	这会把每道星链盘变成短程移动桅杆公司打算
32	to build conventional capacity using bigger mobile phone masts, too.	使用更大的移动电话桅杆建设传统能力。
33	To make that service work, SpaceX has also been investing in rights to use the radio	为了使这项服务发挥作用,SpaceX还投资于无线电台的使用权。
34	spectrum, the third element of its plan.	其计划的第三个要素。
35	In 2025, the company spent $19.6 billion acquiring bandwidth from EchoStar, a troubled satellite	2025年,公司花费了196亿美元从EchoStar公司获得带宽,这是一颗麻烦的卫星
36	operator for use on its mobile phone satellites.	运营商在移动电话卫星上使用。
37	In a separate statement on October 8th, Grain Management, a telecoms-focused investment firm,	在10月8日的另一份声明中,谷物管理公司,一家以电信为重点的投资公司,
38	said it was selling a slice of low-frequency spectrum to SpaceX, with rumours putting the	说它正在向SpaceX出售一片低频频谱传言说
39	price tag of $8 billion.	标价80亿元.
40	Lower frequencies are better at penetrating into buildings, a vital feature for any aspiring	低频率更适合穿透建筑物,这是任何有抱负的特征
41	mobile network provider.	移动网络供应商.
42	What advantage SpaceX will have over incumbent networks is not clear.	SpaceX对现有网络有何好处尚不清楚。
43	A phone contract guaranteed to work in the middle of the Alaskan wilderness sounds attractive	一个电话合同保证在阿拉斯加荒野中工作听起来很吸引人
44	on paper, and SpaceX may prefer to sell such a service directly rather than acting as an	SpaceX公司可能更愿意直接出售这种服务,而不是充当
45	infrastructure provider for incumbents.	为任职者提供基础设施。
46	But the evidence from SpaceX's deal with T-Mobile suggests that customers are not yet	但SpaceX与T -Mobile的交易的证据表明顾客还没有
47	willing to pay much for the service, notes Tim Farrar, a satellite industry analyst.	愿意为这项服务付出很多代价, 注意到Tim Farrar,一名卫星工业分析师。
48	T-Mobile的老板Srinivasan Gopalan在5月指出,很少客户购买卫星。
49	service, and said it accounted for 0.0002% of their total usage.	服务,并说它占他们总使用量的0.0002%。
50	The incumbents are not standing still either.	任职者也不站着。
51	在SpaceX搬家前一周,AT&T,T-Mobile和Verizon发起了一个合资企业,设计
52	to let them pool their spectrum and buy satellite capacity from a set of different providers.	让他们集中光谱,从不同的供应商那里购买卫星容量。
53	The move was seen as a hedge against Starlink.	此举被视为对星际链接的对冲.
54	SpaceX's telecoms play, however, is best viewed not as a grab for a share of the current	然而,SpaceX的电信游戏最好不被视为抢占当前的一部分
55	market, but as a wager on the future.	市场,但作为一个赌注的未来。
56	在8月的一次收入电话中, Gwynne Shotwell, SpaceX的首席操作官,
57	predicted that autonomous vehicles and humanoid robots, including those made by Tesla, another	预计自主车辆和人造机器人,包括特斯拉制造的机器人,
58	company controlled by Mr. Musk, would dramatically increase the demand for connectivity in the	由Musk先生控制的公司将大大增加对互联网连接的需求。
59	years ahead.	未来多年
60	Running Tesla's machines on SpaceX's mobile network could provide both businesses with	在SpaceX的移动网络上运行Tesla的机器可以为两家企业提供
61	a competitive edge.	一个竞争优势。
62	在此期间,Starlink的扩展增加了SpaceX的板块.
63	It is developing Grok, an artificial intelligence model testing Starship, the biggest rocket	它正在开发Grok,一个人工智能模型测试星舰,最大的火箭
64	ever made, building a gigantic launch complex in Louisiana, hoping to put data centers into	在路易斯安那州建造了一个巨大的发射中心希望把数据中心放进去
65	space and working on a politically sensitive contract with NASA to provide a lunar lander	和航天局签订一份政治敏感合同提供月球着陆器
66	for America's moon exploration program.	为了美国的月球探测计划
67	The increasingly sprawling enterprise is burning through cash.	日益扩展的企业正在用现金燃烧。
68	It raised $86 billion in a public listing in June, then issued $25 billion in debt just	它在6月公开上市筹集了860亿美元然后发行250亿美元的债务
69	weeks later, and has plans to borrow more.	几周后,并计划借更多钱。
70	Starlink, the profit engine of SpaceX, currently helps to offset the losses in its other divisions.	Starlink,SpaceX的利润引擎,目前帮助抵消其其他分部的损失.
71	That makes Mr. Musk's latest gamble all the more audacious and risky.	这使得穆斯克先生最近的赌博更加大胆和危险.

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