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币圈大佬投资的空间站公司能撑到产品发布吗? | 2025.4

字幕摘录

时间英文中文
0:02How do you allow people to live at lower costs than they've done historically and for much longer times in space?如何让人们以比历史上更低的代价生活,在太空中更长时间?
0:09That's what VASS is set out to do.VASS就是这个计划
0:10VASS is a company that has the goal of creating the first private space station.VASS是一家以创建第一个私人空间站为目标的公司.
0:16I didn't know anything about them a few years ago and then all of a sudden they burst onto the scene with a very ambitious and aspirational timeline.几年前,我对他们一无所知, 然后突然间,他们冲到现场, 一个非常雄心勃勃和有抱负的时间表。
0:23Right now VASS is 650 people.现在的VASS是650人。
0:24We add 10 people every week.我们每周增加10人。
0:27More than 70% of that is in engineering and manufacturing.其中70%以上是工程和制造业。
0:30VASS' whole approach has the potential to upend the space industry.VASS的全方位方法具有提升空间产业的潜力.
0:34It also has the potential to go incredibly wrong and you can see a person light a billion dollars on fire.也有可能出错 你可以看见一个人点燃十亿美元
0:46We are not really a space station company.我们不是真的太空站公司
展开字幕全文(182 条)
序号英文中文
1How do you allow people to live at lower costs than they've done historically and for much longer times in space?如何让人们以比历史上更低的代价生活,在太空中更长时间?
2That's what VASS is set out to do.VASS就是这个计划
3VASS is a company that has the goal of creating the first private space station.VASS是一家以创建第一个私人空间站为目标的公司.
4I didn't know anything about them a few years ago and then all of a sudden they burst onto the scene with a very ambitious and aspirational timeline.几年前,我对他们一无所知, 然后突然间,他们冲到现场, 一个非常雄心勃勃和有抱负的时间表。
5Right now VASS is 650 people.现在的VASS是650人。
6We add 10 people every week.我们每周增加10人。
7More than 70% of that is in engineering and manufacturing.其中70%以上是工程和制造业。
8VASS' whole approach has the potential to upend the space industry.VASS的全方位方法具有提升空间产业的潜力.
9It also has the potential to go incredibly wrong and you can see a person light a billion dollars on fire.也有可能出错 你可以看见一个人点燃十亿美元
10We are not really a space station company.我们不是真的太空站公司
11We're an aspiring space station company until we have a space station on orbit.我们是一个有抱负的空间站公司 直到我们有一个空间站 在轨道上。
12So you obviously have an extremely aggressive timeline.很明显你有一个极具攻击性的时间表
13How do you make it so that you are launching in just a few years?你是怎么做到的,在短短几年内发射?
14We'll be doing it five times cheaper and five times faster than any other space station that has ever been built.我们将比其他建造的空间站便宜5倍,更快5倍。
15We're investing a billion dollars from our investor and founder, Jed McCaleb, to build Haven 1, to win the NASA competition, to replace the ISS.我们正在投资10亿美元 投资我们的投资者和创始人,杰德麦卡莱布, 建设Haven 1, 赢得NASA的竞争, 替换国际空间站。
16NASA has officially decided that we are going to retire the International Space Station by 2030.NASA正式决定到2030年国际空间站退役.
17Through the Commercial LEO Development Program, NASA is working with industry partners to develop the first generation of commercial space destinations.通过商业低地轨道发展方案,美国航天局正在与工业伙伴合作开发第一代商业空间目的地。
18What NASA wants is to cede that control over to commercial companies.NASA想要的是把控制权让给商业公司
19NASA has decided to become a customer.NASA决定成为客户.
20VASS have taken the view that if we can get our product into space before anybody else, it's impossible for them not to give us a contract.VASS认为,如果我们能让我们的产品进入太空 比其他人先, 他们不可能不给我们一个合同。
21VASS is a company founded in 2021 by cryptocurrency billionaire Jed McCaleb.VASS是一家由密码货币亿万富翁Jed McCaleb于2021年成立的公司.
22They hope to launch their first space station, Haven 1, in May of 2026.他们希望于2026年5月发射第一座空间站Haven 1号.
23The plan is to launch the first module of their Haven 2 space station in 2028.计划在2028年发射他们的Haven 2空间站的第一个舱.
24That will then grow and expand into their final replacement for the ISS.然后,这将逐步扩大,成为国际空间站的最后替代。
25So this is the actual design.这就是实际设计。
26This is what you can expect Haven 1 to look like.这就是你所期望的"海文1"的样子.
27We can thank one of our advisors, Peter Russell Clark, which was for 25 years a designer at Apple.我们可以感谢一位顾问,彼得·罗素·克拉克 他曾是苹果公司的25年设计师。
28Jed McCaleb has been very upfront that it's going to cost about a billion to get Haven 1 into orbit by 2026, and he's committed to putting his own money into that.杰德·麦卡莱布一直非常前卫,到2026年将哈文1号送入轨道将花费约10亿,他致力于将自己的钱投入其中.
29That is essentially dropping half of his net worth into this company.基本上,这是他净值的一半 投向这家公司。
30I don't need this much money to live.我不需要这么多钱生活。
31My choices are like buy a lot of yachts or whatever like a lot of people billionaires do.我的选择就像买很多游艇 或者像很多亿万富翁一样
32That isn't very interesting to me.这对我来说不太有趣。
33What's interesting is actually like building things and actually like changing the trajectory of humanity, which I think we can do here at VASS.有趣的是,实际上,就像建造东西, 和实际上像改变人类的轨迹, 我认为我们可以在这里在VASS做。
34VASS has an incredibly ambitious timeline, having only been founded in 2021.VASS有一个令人难以置信的雄心勃勃的时间表,直到2021年才成立.
35I wouldn't say that just for a space company.我可不会只说一个太空公司
36I'd say it for any company that's wanting to develop a product of this sophistication.我这样说是为了任何想开发这种精致产品的公司。
37But, you know, there are a lot of people who've gone and drank the Kool-Aid or seen the potential, depending on who you speak to.但是,你知道,有很多人 谁去喝 库尔援助或看到了潜力, 取决于你说话的人。
38Jed has no background in space.杰德没有太空背景.
39I've been a programmer for many years, like ever since I was a little kid.我做程序员很多年了 就像小时候一样
40One of my original things was a file sharing thing.我原创的东西之一 是一个文件共享的事情。
41And then in around 2010, I discovered Bitcoin.在2010年左右,我发现了比特币。
42Jed is one of the most influential people in the crypto industry.杰德是密码行业最有影响力的人之一.
43He founded Mt.他建立了Mt.
44Gox in 2010, which became one of the first Bitcoin trading platforms.2010年的Gox成为首批比特币交易平台之一.
45After about a year and a half, he sold a majority stake.大约一年半后,他卖掉了多数股权.
46Three years later, that company collapsed.三年后,这家公司倒闭。
47Jed, though, was not done with cryptocurrency.但杰德并没有用密码货币
48He co-founded a company called Ripple, which was a new blockchain.他共同创办了一家名为Ripple的公司,这是一个新的区块链.
49At one point, Ripple was the second biggest trader token after Bitcoin.一度,里普尔是继比特币之后第二大贸易者代币.
50Jed subsequently left that company, but still held a lot of the currency.杰德后来离开了那家公司,但仍持有大量货币.
51He then decided that he was going to sell that currency almost all at once, which basically crashed the platform.之后他决定,他几乎一举一动地要卖掉这些货币,这基本上使平台崩溃.
52After a long, torturous legal negotiation, it was agreed that there would be a trading plan,经过漫长,艰难的法律谈判,大家同意将有一个交易计划,
53where Jed could sell down his tokens over time.在那里,杰德可以卖掉他的标志 随着时间的推移。
54It is our understanding that those sales netted Jed at least $2 billion.我们的理解是,这些销售至少净值20亿美元。
55Michaela created Vast in 2021, small crew, aspirations for building an artificial gravity space station.迈克尔于2021年创建了瓦斯特,小船员,对建造人工重力空间站的渴望.
56I think it's important that humans get off the planet and out into the solar system.我认为人类必须离开地球 进入太阳系
57People need a frontier.人们需要边疆。
58Otherwise, things start to feel very zero sum.否则,事情就会变得零和
59The first real moves were when he bought Launcher.最初真正的动作是他买下"发射机"的时候.
60Max Hote is an entrepreneur who started his own aerospace startup called Launcher.马克斯·霍特(英語:Max Hote)是一位企业家,他开始了自己的航空航天启动,称为"发射机".
61It was developing a rocket and an engine, as well as created a few test satellites.它正在研制火箭和发动机,并制造了几颗试验卫星。
62And they launched those satellites into orbit, but both of those satellites suffered some kind of failure once they reached space.他们把这些卫星送入轨道, 但是这两颗卫星在到达太空后都遭遇了某种故障。
63This all raises the question if Vast is the one to create the next space station.这都引起了一个问题,如果瓦斯特是创建下一个空间站的人.
64Other companies in the industry certainly have more of a space pedigree than Vast does.工业上的其他公司肯定比瓦斯特拥有更多的空间血统。
65For example, Axiom Space, their previous CEO, ran the International Space Station.例如,他们的前首席执行官Axiom Space管理国际空间站。
66Vast haven't done things that other companies have done in terms of putting in a viable product.瓦斯特没有做其他公司做过的事情 将一个可行的产品。
67Vast, at this point, is still essentially a giant science project.瓦特,此时,本质上仍是一个巨大的科学项目.
68The International Space Station took years of planning, over a decade to build,国际空间站历时数年的规划, 超过十年建造,
69multiple partner nations to work together to put it into space.多个伙伴国家将共同努力将其投入空间。
70For Vast, they've kind of gone from zero to 60 in a really short time frame,对于瓦斯特,他们已经从零到60 在非常短的时间范围内,
71and they still need to develop the vehicles, the complicated technology,他们仍然需要开发车辆 复杂的技术
72and the physics that all go into keeping humans alive on a space station in orbit.在轨道上的空间站上 人类生存的物理原理
73One of the key facilities or the heart of our manufacturing capability and vertical integration is the machine shop.机器店是我们制造能力和纵向一体化的关键设施之一或核心。
74So this is the team and the machine that turn raw material into parts of the shape we need to then integrate on Heaven-1.所以,这是团队和机器 将原材料变成我们所需要的形状的一部分 然后在天堂1上融合。
75This machine is a pretty big mill that can do large parts, and it's literally sculpting.这台机器是一个相当大的磨坊,可以做大部件,而且其字面上是雕塑.
76So you start with a big piece of metal, and you basically carve it using a mill.你从一大块金属开始, 基本上用磨坊来雕刻。
77This is probably one of the flight parts of Heaven-1 that will go to orbit.这可能是天堂一号的飞行部分之一 将会进入轨道。
78This specific part will take days to make.这一具体部分需要几天时间。
79Yeah, three days.对 三天
80How long do you think it will take?你觉得需要多久?
81Three days.三天时间
82If we purchase it, you know, maybe six months, and then sometime you're chasing it and it takes eight months.如果我们买了它,你知道, 也许六个月, 然后某天你正在追它, 它需要八个月。
83There's been a recent vertical integration trend in the space industry,最近航天工业出现了纵向融合的趋势,
84主要由SpaceX和Blue Origin领导.
85Rather than source your components, you build everything in-house.与其提供你的组件, 你建立的一切内部。
86I'm assuming this is some kind of hatch.我想这是某种舱门
87There's not a lot of providers or market for buying space station hatch,买太空站舱门的供应商和市场并不多
88so this is a clear item that you need to develop in-house.因此,这是一个明确的项目 你需要开发内部。
89VAST are hiring people every day for every unit across their industry.VAST公司每天为其行业的每个单位雇用人员。
90就像Living Legend, Drew Faustel, 在NASA工作了23年的人,
91was the head of the astronaut crew.曾是宇航员组组长.
92He actually worked on repairing the Hubble telescope in space before he retired.他实际上在退休前致力于修复太空中的哈勃望远镜.
93So Drew accepting to come and work on VAST and help be a cheerleader for the company所以Drew同意来VAST公司工作 帮助他成为公司的啦啦队长
94shows that he certainly believes that they have a real shot of producing a genuine product.证明他肯定相信 他们有真正的机会生产真正的产品
95Having lived in space for six and a half months,在太空生活了六个月半,
96I have a good understanding of what works in space and what doesn't.我很清楚什么在太空里有效,什么在太空里无效。
97So what we developed here for our crew members is what I believe to be a more comfortable environment to sleep in.因此,我们在这里为船员们开发的 是我认为一个更舒适的环境 睡觉。
98A system that applies constant pressure over our bodies一个对我们的身体施加持续压力的系统
99so that we can experience sleep that's similar to what we experience on Earth.这样我们就能体验到与地球上经历的相似的睡眠.
100I could fall asleep here.我可以睡在这里。
101So a key technology we need as a space station company is the ability to handle micrometeorite strike.因此我们作为空间站公司需要的关键技术 是处理微陨石撞击的能力。
102That might happen, so a small object in lower orbit that can arrive and potentially create a safety risk for the crew.这可能发生,所以一个小物体在低轨道上可以到达,并可能给船员带来安全风险.
103Right, because just one tiny speck could be...对,因为只有一点小斑点...
104Yes, and then after a strike like that you might have to abandon the space station, you might have to repair it.是的,然后在这样一次打击之后 你可能不得不放弃空间站, 你可能不得不修复它。
105And this has been designed so that if a projectile arrives, let's say at five kilometers per second,这是设计好的 如果投射物到达 假设每秒5公里
106a certain size can puncture this layer, it reaches this other layer, and then you can see the back.一定的尺寸可以刺穿这个层,它到达另一个层,然后可以看到后面.
107This is the representation of this pressure vessel was not punctured.这是这艘压力船的标志,没有被刺穿。
108I am definitely the skeptic when it comes to the space industry.说到太空工业,我绝对是怀疑者。
109You know, oftentimes I'll joke that I'm a CGI reporter.你知道,我常常会开玩笑 说我是一个CGI记者。
110The only thing that companies have to show are CGI of what they're going to build.公司唯一要展示的就是他们将要建设的CGI.
111I saw actual hardware.我看到了真正的硬件。
112That is sometimes a rarity.这有时是很罕见的。
113Yeah, this is neat.是啊,这是整洁的。
114In my opinion, this is the best part of the space station, right, is getting to look out the window.在我看来,这是空间站最好的部分, 对,是看窗外。
115This actual window there will go and be mounted on the qualification primary structure.这一实际窗口将挂在资格初级结构上。
116And if you'd like, you can, you know, try it.如果你愿意的话 你可以试试看
117It's the closest I'm going to get to space.这是我最接近太空的地方了
118So we don't have the vacuum of space outside you, but you can get a sense.因此,我们没有真空 空间在你之外, 但你可以得到感知。
119Haven One is still in its relative infancy, but you can see money being spent everywhere at that facility.已经 一个人还处于相对的婴儿期,但你可以看到钱被花在那个设施上。
120They're tripling their floor space at the moment.他们的地板现在增加了三倍
121It's incredible to see the speed that they're working at.看到他们工作的速度是不可思议的。
122They want to save the time, not the money.他们想要节省时间,而不是钱。
123So just to create this article, we created three times more than we needed so that if we had a problem, we could quickly make another ring, for example.因此,为了创造这篇文章, 我们创造了三倍于我们需要的, 这样,如果我们有问题,我们就可以快速制作另一个戒指,例如。
124Private industry needs to act fast.私营工业需要迅速采取行动。
125I would say comparing the cultures of NASA to any private sector company is really not an apples to apples comparison.我想说,将美国航天局的文化 与任何私营部门公司进行比较, 并不是苹果与苹果的比较。
126Government tends to be much slower in decision making.政府的决策往往要慢得多。
127It could be a very good thing that they're doing this way.他们这样做可能是件好事
128It could show other companies that you don't have to work out all the kinks before you can run, essentially.它可以向其他公司表明,你不需要 解决所有错误之前,你可以运行,基本上。
129Or it could be a giant example in hubris.也可能是傲慢中的一大例子。
130Eventually, NASA is going to select the finalists for the commercial LEO development contract in 2026.最终,NASA将在2026年选出商业低地球轨道开发合同的决赛选手.
131Many of the competitors of VAST have been working on their space stations for much longer.VAST的许多竞争对手在空间站上工作的时间更长.
132最大的一个是Axiom,Blue Origin,Voyager,然后是VAST.
133The NASA CLD contracts could be very lucrative for commercial companies potentially worth billions of dollars.美国航天局的合同对可能价值数十亿美元的商业公司来说可能非常有利可图。
134So for us, it's a matter of existence to win that competition.因此,对于我们来说,赢得这场比赛是存在的问题.
135We don't think that without NASA as an anchor customer, right now the market is there for us to exist after that.我们不认为没有NASA作为主播客户, 现在的市场 是我们在那里存在之后。
136And I think that goes to show just how valuable NASA contracts still are.我认为这说明美国宇航局的合同仍然价值很高。
137So as vibrant and as influential as the commercial space economy has become, NASA is still the biggest player in town.因此,随着商业空间经济变得充满活力和影响力,美国宇航局仍然是镇上最大的球员.
138But when it comes to getting anything into space right now, SpaceX is kind of your bread and butter.但是,当涉及到什么进入太空 现在,SpaceX 是一种你的面包和黄油。
139而VAST与SpaceX有多个合同.
140It definitely caught the attention of the space industry.这确实引起了航天工业的注意。
141It's one thing to say that you're going to build a space station, and it's another to say,一种说法是你要建造一个空间站,另一种说法是:
142hey, I've actually secured a launch contract to build this station and a contract to send people to it as well.嘿,我得到了一个发射合同 建造这个站 和一份合同 派人去它。
143We obviously are a customer of SpaceX.我们显然是SpaceX的客户
144You know, we pay them money to get us to our space station.你知道,我们付他们钱 送我们到太空站。
145But strategically and long term, we fully align with them.但是,从战略和长期来看,我们完全赞成这些建议。
146And we are all in on that relationship because we want to be joining them on their quest to Mars.因为我们想加入他们的火星之旅
147And we want to be contributing to that.我们希望为此作出贡献。
148VAST is leveraging various hardware that SpaceX has perfected over the last few years.VAST正在利用SpaceX在过去几年中完善的各种硬件.
149The biggest one being SpaceX's Falcon 9 rocket.最大的一个是SpaceX的猎鹰9号火箭.
150It's the most prolific rocket in the world.这是世界上最丰富的火箭.
151And it's the main rocket that SpaceX uses to launch satellites and people into orbit.而它是SpaceX用来将卫星和人员送入轨道的主要火箭.
152Haven 1 is designed to fit on top of one single Falcon 9 rocket.Haven 1被设计为安装在单鹰9号火箭的顶部.
153And then once that space station is in orbit,一旦太空站进入轨道
154VAST will be using a SpaceX crew capsule to launch their own crew of astronauts to the Haven 1 space stationVAST将使用SpaceX载人舱将自己的宇航员送至黑文1号空间站
155to make sure it's viable and that it is working properly.确保它可行 并且工作正常
156We asked Jed and Max if they own Teslas, having seen them all over the parking lot.我们问杰德和马克思是否拥有特斯拉斯公司 整个停车场都看到他们了
157They both said yes.他们都答应了
158But Max drives the Cybertruck and Jed, you know, got a Model 3.但马克思驾驶赛博特拉克和杰德,你知道,有一个模型3。
159So make it out what you want.所以随你便吧
160So we're going to see the actual article now?所以我们现在要看真实的文章?
161Yeah, the qualification primary structure.是啊,资格初级结构。
162And right here.就在这里
163So this started as a flat panel.所以这开始是一个平板。
164It was milled.是磨过的
165It was rolled.它是滚的。
166And we looked at the window.我们看着窗户。
167So this metal piece is actually bolted in.因此,这个金属片实际上被栓住了。
168So we are removing this.所以我们要删除这个。
169And then we're adding the window right there.然后,我们添加窗口就在那里。
170So we can test the window and the pressure test.因此我们可以测试窗户和压力测试.
171The one that we saw.我们看见的那个
172And then on the other half is where the hatch goes.另一半是舱门去的地方
173And so then you have a full primary structure with the hatch and the window ready for proof testing.因此,你有一个完整的初级结构 与舱门和窗口 准备进行验证测试。
174There's a lot of uncertainty right now in terms of the future of NASA.现在美国宇航局的未来有很多不确定因素.
175There's a lot of concern that these space stations won't be ready by 2030.很多人担心这些空间站到2030年将无法准备.
176It's a very complicated type of endeavor, obviously dictated by very complicated physics.这是一个非常复杂的尝试, 很明显是由非常复杂的物理决定的。
177It remains to be seen exactly how that's all going to shake out.这还有待于看清这些事情是如何发生的。
178VAST is doing its own moonshot, if you'll forgive the pun,VAST正在拍摄自己的月球 如果你能原谅我的双关语
179that it can put a space station in space within five years.它可以在五年内在太空中设置一个空间站。
180And the owner is willing to spend his own money to do it.且主人肯自费钱来做.
181If it works, it will be a testament to private endeavor.如果成功,它将成为私人努力的证明。
182If it fails, he will have lit a lot of his own money on fire.如果失败,他就会点燃自己的大量钱。
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