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一个仓库起家,如何垄断整个太空

一个仓库起家,如何垄断整个太空

一个仓库起家,如何垄断整个太空

发布于 2026-07-29 · 时长 10:57

字幕摘录

时间英文中文
0:00June 12th, 2026.2026年6月12日 (英语).
0:02The largest stock sale in Wall Street history happens on the Nasdaq,华尔街历史上最大的股票销售发生在纳斯达克号上,
0:06bigger than Saudi Aramco, bigger than any tech company that's ever listed.比沙特石油公司大 比上市的科技公司大
0:11Hundreds of thousands数十万人
0:12of people buy in on day one.第一天就有人买东西了
0:14They get almost no say in how the company is run.他们几乎不知道公司是如何运作的。
0:17Buried in the埋葬在
0:18paperwork, a second class of stock held almost entirely by one man, worth 10 votes for every one文案,二等股票几乎全由一人持有,每股10票
0:24of theirs.他们的。
0:25Do the math.算数吧
展开字幕全文(276 条)
序号英文中文
1June 12th, 2026.2026年6月12日 (英语).
2The largest stock sale in Wall Street history happens on the Nasdaq,华尔街历史上最大的股票销售发生在纳斯达克号上,
3bigger than Saudi Aramco, bigger than any tech company that's ever listed.比沙特石油公司大 比上市的科技公司大
4Hundreds of thousands数十万人
5of people buy in on day one.第一天就有人买东西了
6They get almost no say in how the company is run.他们几乎不知道公司是如何运作的。
7Buried in the埋葬在
8paperwork, a second class of stock held almost entirely by one man, worth 10 votes for every one文案,二等股票几乎全由一人持有,每股10票
9of theirs.他们的。
10Do the math.算数吧
11The founder walks away with more votes than every other shareholder in创始人比其他股东都多
12the building.大楼
13Combined.合起来
14His name is Elon Musk, and that's not even the unsettling part.他叫伊隆·穆斯克 这甚至不是让人不安的部分
15Years年份
16before he ever took this company public, it had already become something no government on Earth,在他公开这家公司之前 它已经成为了世界上没有的政府
17not even the one that writes its checks.连写支票的人都没有
18Could switch off.可以关闭。
19这是SpaceX。
20Built on paper纸质建筑
21to give humanity a way out.给人类一条出路。
22It quietly became the one thing humanity can't survive losing.它悄悄地成为人类无法生存失去的东西.
232001.2001 (英语).
24Elon Musk has just sold PayPal to eBay for 1.5 billion dollars.埃隆·穆斯克刚刚以15亿美元的价格将PayPal卖给eBay.
25He is 30 years old.他30岁了
26Rich enough to never think about money again.有钱到不能再想钱了
27He has one idea.他有一个想法。
28Send something to Mars.送东西到火星。
29Not没有
30colonize it.殖民化.
31Just send something there.送点东西过去
32A small greenhouse.一个小温室。
33Prove humans can do it.证明人类能行.
34Get people找人来
35excited about space again.再次对空间感到兴奋。
36He doesn't want to build a rocket.他不想制造火箭 他不想制造火箭
37That's insane.这是疯了。
38He'll just buy one.他只买一个。
39The Soviet space program had collapsed with the USSR and left behind warehouses full of苏联的太空计划随着苏联的解体而瓦解,并留下了满满的仓库.
40decommissioned rockets.退役火箭.
41Musk figured this was, as they say, a market opportunity.Musk认为,正如他们说的,这是一个市场机会。
42He sat down across from a Russian rocket engineer.他坐在俄罗斯火箭工程师对面
43Offered 8 million dollars for a rocket.出价八百万买火箭.
44Explained the greenhouse.解释温室。
45Made his pitch.做了他的投篮。
46The engineer listened.工程师听了.
47Then he spat on Musk's shoes.然后他吐口水在穆斯克的鞋子上.
48Did he just spit on us?他刚才对我们吐口水了吗?
49I believe so.我相信是这样。
50Was that a no?是拒绝吗?
51I believe that was a no.我认为那是没有。
52On the flight home,在回家的飞机上
53Musk ran the numbers.穆斯克查过了
54Cost of materials.材料成本。
55Manufacturing.制造业.
56He had read every aerospace他读过每一个航空航天器
57textbook he could find in the months before the trip.在旅行前几个月他可以找到教科书
58The conclusion.结论.
59Rockets cost about 3 percent火箭成本约3%
60of what companies were charging for them.公司所收取的。
61He didn't need to buy a rocket.他不需要买火箭。
62He could build one他能造一个
63In 2002, Musk founded SpaceX out of a warehouse in El Segundo, California.2002年,穆斯克从加利福尼亚州埃尔塞贡多的一个仓库中建立了SpaceX.
64A hundred million of his own money.一亿自资.
65Engineers willing to work insane hours for below market愿意在市场以下工作时间的工程师
66salaries on the premise that they were going to change history.薪水的前提是 他们将改变历史。
67Boeing.波音语.
68洛克希德(英语:Lockheed).
69The old旧的
70NASA contractors looked at this warehouse and saw a rich person's hobby.美国宇航局的承包商查看了这个仓库,看到了一个富人的爱好.
71The rocket they were building他们制造的火箭
72was called the Falcon 1.叫做猎鹰1号
73And between 2006 and 2008, it failed.而从2006年到2008年,失败.
74Three times.诵三遍.
75Three launches.三次发射
76Three fireballs in the Pacific.太平洋三火丸.
77SpaceX had enough money for exactly one more launch.SpaceX有足够的钱再发射一次
78If the fourth Falcon 1 didn't reach orbit, the company was finished.如果第四架猎鹰1号没有到达轨道,公司就完成了.
79Weeks from shutting down.几周后就关门了
80September 28, 2008.2008年9月28日 (英语).
81Kwajalein Atoll.夸贾林环礁.
82Marshall Islands.马绍尔群岛。
83The fourth rocket ignites.第四枚火箭点燃。
84It worked.已经成功了
85I love you guys.我爱你们
86The first privately built liquid-fueled rocket to reach orbit.第一枚私人制造的液化燃料火箭到达轨道.
87Ever.从来没有。
88Six weeks later, NASA awarded SpaceX a $1.6 billion contract to resupply the International六周后,NASA授予SpaceX16亿美元的合同 以补给国际
89Space Station.空间站.
90The aerospace industry had just admitted a warehouse startup into the room.航空航天工业刚刚承认 仓库启动进入房间。
91They would regret being so polite about it.他们会后悔这么有礼貌的
92Because the math had already shown him the因为数学已经告诉他
93next problem.下一个问题。
94If launches stayed cheap, demand would follow.如果发射价格不高,需求就会随之而来。
95And if demand followed,如果需求顺从,
96every single launch would still be throwing a stage worth tens of millions into the Pacific.每一次发射仍然会 向太平洋投下价值数千万的舞台
97The question wrote itself.问题自写.
98What if the rocket came back?如果火箭回来了呢?
99The economics of rocket reuse simply火箭再利用的经济学
100don't work at scale.不要在规模上工作。
101SpaceX did not attend that conference.SpaceX没有出席这次会议。
102For 60 years, every rocket ever launched60年来 每发射一枚火箭
103had been exactly that.完全就是这样
104Launched.发射完毕
105The first stage detached, fell into the ocean, and was never seen第一阶段脱落,坠入大海,从未见过
106again.再来
107百万亿 dollars.
108Every single flight.每一次飞行
109Nobody questioned it because nobody had没有人质疑,因为没有人
110solved it.解决了它。
111SpaceX spent years trying.SpaceX花了数年的努力.
112The early attempts looked like something out of a blooper早期的尝试 看起来像是从blooper的东西
113reel.卷轴。
114A rocket returning to a drone ship.火箭返回无人机飞船.
115Getting close, then tipping over and exploding.靠近,然后倾斜 爆炸。
116Getting获取
117close, then exploding.关闭,然后爆炸。
118Getting close, then actually that one also exploded.接近了,其实那个也爆炸了
119December 21, 2015.2015年12月21日 (中文(简体) ).
120A Falcon 9 booster relid its engines, flipped around, descended back through the atmosphere,一只猎鹰9型助推器将引擎反转 转弯 穿过大气层返回
121and touched down.并触摸下来。
122Vertically.纵向.
123Softly.轻点
124Exactly where it was supposed to.恰好是应该去的地方
125At Cape Canaveral,在卡纳维拉尔角
126Florida.佛罗里达州.
127Musk said afterward, I still can't quite believe it.穆斯克说之后 我还是无法相信
128No one has ever brought an orbital没有人带过轨道
129class booster back intact.班级助推器完好无损
130The engineers who'd said it was impossible watched it happen on a说这不可能的工程师 看着这发生在一个
131million dollars.百万块。
132One time.有一次,我告诉你
133Then, the rocket is scrap metal in the Pacific.然后,火箭是太平洋的废金属。
134A Falcon 9 reflight.一只猎鹰9号机
13515 to 20 million dollars.1500万到2000万美元。
136Using the same booster again.又用同样的助推器.
137And again.再来一次
138Sometimes over 20 flights.有时有20多个航班
139A 70 to 80% cost reduction per launch.每次发射费用降低70%至80%.
140In an industry that had never once lowered its prices.在一个从未降低过价格的行业中。
141United Launch Alliance, which had held the US government launch monopoly for years,联合发射联盟 多年来一直保持着美国政府的发射垄断地位
142charged the Air Force around 400 million dollars per launch.向空军收取约4亿美元 每次发射。
143SpaceX undercut them by a factor ofSpaceX 将其从一个因素中划下
14410.10个
145By 2025, SpaceX was conducting 171 launches in a single year.到2025年,SpaceX正在单年内进行171次发射.
146The entire rest of western整个西部
147aerospace managed 19 combined.航空航天管理共19项.
148The warehouse hobby project had eaten the industry.仓库的业余爱好项目吞噬了这个行业.
149But rockets,不过火箭
150it turned out, weren't the point.结果不是重点
151They were just the truck.他们只是卡车。
152Getting to Mars was never just an去火星从来就不是
153engineering problem.工程问题。
154It was a money problem.这是一个金钱问题。
155SpaceX needed revenue that no government couldSpaceX需要政府无法提供的收入
156cut off.切断。
157Permanent.常设.
158Recurring.复次不断.
159Global.全球网.
160Musk's answer was to look up.穆斯克的答案是抬头看
1612019.2019 (英语).
162SpaceX 开始
163发射Starlink。
164Not one satellite.没有一颗卫星
165Not 10.不为十.
16660 at a time.一时六十.
167Stacked like cards in a deck.像牌一样堆在甲板上
168Deploying into low Earth orbit in a chain that lit up astronomy photographs and briefly terrified进入低地球轨道 连锁点亮天文学照片 短暂的恐惧
169everyone who watched the sky.看着天空的人
170Most of Earth has terrible or non-existent internet.大部分的地球都有可怕的或不存在的互联网.
171Starlink would星灵会
172fix that from space.从太空中修正它。
173No cables.没有电缆。
174No cell towers.没有细胞塔。
175No infrastructure on the ground at all.当地根本没有基础设施。
176Just a dish只是一盘菜
177pointed at the sky.指着天空
178In 2025, Starlink generated 11.4 billion dollars in revenue.2025年,Starlink创造了114亿美元的收入.
179占SpaceX的61%
180total.总计。
181Turns out the truck was the whole game.结果卡车是整个游戏。
182If a competitor wanted to build a network like this,如果竞争者想建立这样的网络
183they had to pay to throw a rocket into the Pacific every single week.他们不得不付钱 每星期向太平洋扔火箭。
184SpaceX只需支付
185fuel.燃料问题。
186The satellite company was now the rocket company's reason to exist.卫星公司现在是火箭公司存在的理由。
187February 2022.2022年2月通车.
188Russia俄罗斯
189invades Ukraine.入侵乌克兰。
190Two days into the war, the Ukrainian government contacts Musk.战争两天后,乌克兰政府与穆斯克联系.
191Their他们的
192infrastructure is being hit.基础设施受到冲击。
193Military communications are breaking down.军事通讯中断了
194Soldiers can't coordinate.士兵无法协调
195Musk activates Starlink in Ukraine and ships terminals.穆斯克激活了乌克兰的Starlink和船只终端.
196Within months, over 150,000 Ukrainians数月之内,超过15万乌克兰人
197使用Starlink日报。
198Drone pilots.无人机飞行员.
199Artillery units.炮兵部队.
200Battlefield commanders.战场指挥官
201All running their全部运行
202operations through a private American company's satellite network.通过一家美国私营公司的卫星网络开展业务。
203What was supposed to be a本来应该是什么
204consumer internet service had quietly become the communications backbone of a war.消费者互联网服务悄悄地成为战争的通信支柱。
205No treaty.没有条约。
206No没有
207But then, in the fall of 2022, during a Ukrainian counteroffensive near Kursyn,但在2022年秋天 在库尔辛附近的乌克兰反攻中
208Musk ordered Starlink coverage in a specific area reduced.穆斯克下令减少特定区域的Starlink覆盖.
209Ukrainian drone units lost connectivity.乌克兰无人机部队失去连通性.
210Artillery coordination failed.炮兵协调失败.
211The encirclement operation collapsed.包围行动崩溃.
212Musk's stated reason,穆斯克说的理由
213according to his own biographer, was concern about catastrophic escalation if the advance succeeded.根据他自己的传记作者的说法,如果进展成功,他担心灾难性的升级。
214There was also the small matter of SpaceX paying for a war out of its own pocket.还有SpaceX从自己的口袋里支付战争费用的小问题。
215The exact weight确切的重量
216of each concern?每一个问题?
217Only Musk knows.只有马斯克知道
218But the question that landed in Washington wasn't about Musk's但是在华盛顿降落的问题 不是穆斯克的
219reasoning.论证。
220It was simpler than that.比这简单多了
221How did a private CEO make a battlefield decision that私人首席执行官是如何做出战场决定的
222affected the outcome of a land war in Europe and nobody in the U.S. government could override him?影响欧洲土地战争的结果 美国政府谁也不能推翻他?
223Can we order him to turn it back on?我们可以命令他重新打开吗?
224He's not in our chain of command, sir.他不在我们的指挥系统里 长官
225Can we ask?我们可以问吗?
226We did.我们做到了。
227He said no.他说不行。
228By that point, SpaceX was already carrying 95 percent of all U.S. government到那时,SpaceX已经携带了95%的美国政府
229launches.发射
230That included the drones, the classified satellites, and the front-line communications of其中包括无人驾驶飞机、机密卫星和第一线通信。
231the most active land war in Europe since 1945.1945年以来欧洲最活跃的土地战争.
232当Starlink倒台时,Starshield,军方
233grade version, went with it.年级版,随它而去。
234Ukrainian units reported going dark.乌克兰部队报告正在黑暗中。
23524 autonomous Navy vessels24艘自主海军舰艇
236drifted uncontrolled off the coast of California.在加利福尼亚州近海漂流无控制.
237Democratic legislators wrote letters.民主立法者写信。
238Defense国防
239analysts gave interviews.分析师进行了访谈。
240We cannot be dependent on one company for this.我们不能依赖一家公司来做到这一点。
241The benefits outweigh the好处大于
242risks.风险。
243Nobody said we have an alternative because they don't.没人说我们有别的办法 因为他们没有
244Months later, the IPO priced worth几个月后,IPO定价
245more than Apple had been for most of Apple's life as a public company.比苹果公司的大部分时间 都更像是一家公共公司
246Going public changed公众变了
247exactly one thing.还有一件事
248SpaceX got access to the capital markets.SpaceX进入了资本市场.
249Nothing else changed.没有什么改变。
250No board没有板子
251it couldn't override.无法控制
252Every decision still made the way one person wanted.每一个决定都像一个人想要的那样
253That money goes into钱都花进去了
254Starship, the biggest rocket ever built, large enough to carry more cargo to orbit in a single星舰,有史以来最大的火箭, 足够大 载更多的货物 轨道在一个单一
255flight than the entire space shuttle program managed in a year.飞行比整个航天飞机计划 一年来管理。
256现在SpaceX有了首都
257to build it without asking anyone's permission.无需任何人的许可即可建造
258The aerospace companies that laughed at the那些笑着
259在El Segundo的仓库 现在正在竞争 合同SpaceX不希望。
260The governments政府
261that used to own the space program now buy seats on someone else's rockets.曾经拥有太空计划 现在在别人的火箭上买座位
262There's a word that gets有个词
263used a lot in government circles to describe what TSMC is to semiconductors.在政府圈子里用了很多来描述TSMC对半导体的是什么.
264What Saudi Arabia used沙特阿拉伯使用的东西
265to be to oil.对石油。
266Single point of failure.单点失败.
267The thing your entire system runs through.你整个系统所经历的
268The thing you那个你
269can't lose without losing everything else.不失去其他一切就无法输掉
270For a century, governments controlled space.一个世纪以来,政府控制着空间。
271They built他们建造了
272the rockets, decided who launched and when, and kept the whole thing inside a chain of command火箭,决定谁发射和何时发射, 并保持整个事情在一个指挥链
273they could pull.他们可以拉。
274That era ended in a warehouse in El Segundo.那个时代在埃尔塞贡多的一个仓库中结束.
275Nobody's quite figured out what to do没人知道该怎么做
276the single points of failure goes public. When the single points of failure goes public. When the single points of failure goes public. When the single points of failure goes public. When the single points of failure goes public. When the single points of失败的单一点会公开。 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单点失败公开. 当单一的失败点
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