馬斯克 Clubhouse 直播全程回顧（附英文全文）_ING

當下最熱門的App是哪個？

估計不少會說Clubhouse，這個App目前估值達到10億美元，在不到一年的時間里就成為獨角獸。

據悉，Clubhouse由PaulDavison和前谷歌員工RohanSeth共同開發，在去年4月上線，目前采用邀請制注冊，已擁有超過200萬用戶。

2月1日，埃隆·馬斯克首次登錄了Clubhouse，并參加了一場a16z聊天室問答活動。與他一起聊天的嘉賓，還包括知名風投公司A16Z的聯合創始人MarcAndreessen、知名天使投資人SriramKrishnan等。

在2月1日的分享中，馬斯克分享了有關比特幣及區塊鏈、GameStop、Robinhood等熱門話題。

比特幣與狗狗幣

關于比特幣，馬斯克提到2013年，一個朋友用比特幣給他送了一塊蛋糕。

他表示："我應該在8年前就買它，在這一點上，比特幣是個好東西。我是一個支持者。我加入的時間比較晚，但我支持它。"

馬斯克另外提到，很明顯比特幣正在被傳統金融界接受。

"我對其加密他貨幣沒有什么意見。"但他表示狗狗幣最開始是作為MEME來取笑加密貨幣的，但"命運就是喜歡諷刺"。

而在馬斯克分享的觀點中，他提到自己非常喜歡混亂。"最有趣的結果是最有可能的。"他說最諷刺的結果是狗狗幣成為未來的通用貨幣。

不過馬斯克另外提到他之前開了一個關于比特幣的玩笑，很快他的Twitter賬戶被封了。

馬斯克把他帶回來：“人們要求答案，他們想知道真相。”

Gamestop與Robinhood

戲劇性轉折，隨著RobinhoodCEO——VladTenev的到來出現。

馬斯克直接問Vlad：來告訴我們到底發生了什么，是不是有什么內幕？

馬斯克所指的事情，是上周“Gamestop事件”之后，Robinhood宣布對包括游戲驛站GameStop和電影院線AMC等多支股票限制交易，僅允許用戶賣出股票，并調高了對部分個股的保證金的要求。

此舉令Robinhood遭到集體訴訟。用戶要求Robinhood賠償因交易中斷所帶來的損失。Robinhood在周五一度放松限制。

Vlad對此的回復道：上周四凌晨3:30，我們的運營團隊從NSCC(國家證券結算公司)那里收到了一份文件。這就是Robinhood的用武之地。我們必須根據一些因素向NSCC注資，包括某些證券的交易活動的波動性。所以，他們給了我們一份存款文件，要求大約30億美元，你知道，這比通常的數額高出了一個數量級。”

馬斯克對Vlad的回復似乎更加感興趣，很專業的追問了一系列問題，包括“這30億美元是怎么算出來的？”、“凌晨3:30收到郵件，很可疑啊”、“有人要挾你嗎？”……

對這樣窮追不舍的盤問，Vlad最后只能草草回復道：有點陰謀論了。

附馬斯克Clubhouse分享聽寫全文：

MuskinitiallytalkedaboutgoingtoMarsandsaiditwaslikelytobe“hard”fortheearlypioneers,butthattheendeavorultimatelywouldbeamatterofkeepingthe“candleofcivilizationaliveinthedark”.

Askedifhebelievedinaliens,hesaidtherewasn’tasinglepieceofconclusiveevidencefortheexistenceofaliens,althoughit’s“quitepossible”thereissuchathingasAlientechnology,atleastata“7/11”level,andajokedthattheevidencesofarsuggeststheymightbeatthe“500Megapixelcamera”or“atleastiPhone6level”.

針對馬斯克操縱DOGE幣價的集體訴訟或將Twitter列為被告:金色財經報道，針對 Elon Musk 操縱 DOGE 幣價的集體訴訟或將 Twitter 列為被告。該集體訴訟原告的代表 Evan Spencer 表示，此前 Twitter 將其標志改為 DOGE 代幣的 logo-qobx 后又改回，導致 DOGE 價格短時間內上漲后再度下跌，故將向法院提交將 Twitter 列為被告的動議。[2023/4/12 13:59:43]

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.

馬斯克：Twitter“千字”長推文已在待辦事項中:金色財經報道，馬斯克表示，他計劃將Twitter的字數限制從280個字符擴大到1,000個字符，并表示這項工作已經在其待辦事項中了。Twitter 上一次更改字符數限制是在2017 年 ，當時該公司將字符數從 140 個增加到 280 個。此前，馬斯克在回復用戶時稱將字數限制提升到 420 個字符是個“好主意”，馬斯克對“420”這個數字情有獨鐘，他曾計劃以美股420美元的價格將特斯拉私有化。（businessinsider）[2022/11/28 21:08:02]

“Weareprogrammedtoforgetthelow‘probabilityofthings’iftheyaren’trelevant,”hesaid.Forexample,takingapartanengineandputtingittogether.Weneedtools,soweunderstandtherelevance.It’sbetterthantakinga“courseonwrenches”.

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.

V神：馬斯克的Twitter總部應該搬到瑞士:金色財經報道，經濟學家和前彭博社專欄作家諾亞史密斯表示，他認為馬斯克應該將Twitter總部搬到奧克蘭。以太坊創始人Vitalik Buterin在推特上回應稱，他一直認為Twitter總部應該設在瑞士。[2022/10/28 11:52:44]

WouldhestartanothercompanytoaddressCovid-19insomeway?HejokedthatheprettymuchhashishandsfullwithTesla,SpaceX,TheBoringCompanyandotherstodate.

Hetalkedaboutthehugeadvancesinvaccinetechnology,suchastheMRNAtechwhichmadetheCovid-19vaccinepossible.Heseemedverybullishaboutthevaccine.

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.

Gemini創始人：當馬斯克意識到BTC挖礦推動可再生能源行業發展時他將重新定位:5月13日，Gemini聯合創始人、比特幣億萬富翁Cameron Winklevoss剛剛發推表示：“當埃隆（馬斯克）意識到比特幣挖礦實際上正在推動可再生能源行業向前發展時，他將重新定位，比特幣將出現在月球上（ bitcoin will moon）。”[2021/5/13 21:56:43]

“Vlad”—morespecificallyVladTenev,CEOofRobinhood—beganwithan,attimes,stumblingattempttoexplainwhathappenedlastweekbutwaseventuallyinterrogatedmorethoroughlybyMusk.

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.

馬斯克回應：使用遠古加密的哈希文本文件竟可以交換為真正的商品和服務:此前消息，馬斯克今日表示，比特幣“幾乎”和法定貨幣一樣不靠譜。對此，推特網友詢問，為什么比特幣根本不靠譜。馬斯克回復表示，不知何故，使用遠古加密的哈希文本文件竟然可以交換為真正的商品和服務！？太神了。[2021/2/19 17:29:43]

So,theygiveusafilewiththedepositandtherequestwasaround$3billion,whichis,youknow,aboutanorderofmagnitudemorethanwhatittypicallyis.”

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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