THE:马斯克 Clubhouse 直播全程回顾（附英文全文）_HAND

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”.

马斯克：推特将于下周开源算法:金色财经报道，当地时间周二，Twitter CEO埃隆·马斯克表示，该公司将于下周对Twitter算法进行开源。有用户说，如果Twitter能够开源算法，他们将会“真心折服”。

?于是，马斯克回应道：“当我们下周开源算法时，一开始请做好失望的准备，但之后将会快速改善。”马斯克曾经自称是“言论自由的绝对主义者”，并且曾经通过对用户进行调查来制定Twitter的重大决策。（环球网）[2023/2/23 12:23:58]

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

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.

外媒：马斯克收购成功后，推特将增加130亿美元债务，年利超10亿美元:10月27日消息，马斯克完成对推特440亿美元的收购后，根据协议推特将增加约130亿美元的债务。分析人士根据此前与该交易有关的文件中列出的条款估计，推特每年将支付超过10亿美元的利息。过去五年，推特公布的税息折旧及摊销前平均年利润约为7亿美元。

此前报道，今日早些时候，马斯克已将其推特简介改为“Chief Twit”并发布了一条其访问推特总部的视频。此前据彭博社援引知情人士报道，马斯克周一在与融资银行的视频会议上承诺将于本周五完成对推特的收购交易，银行将为马斯克收购推特提供总计130亿美元的债务融资。（华尔街日报）[2022/10/27 11:49:27]

Themoderatorsaskedhimabouteducating5-year-olds:whatshouldtheylearnthesedays?

Musktalkedabouthowvideogamesengagechildren,butexplaining“thewhy”wasimportant.

“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.)

马斯克否认收购曼联，相关Token CITY涨幅收窄至2.9%:8月17日消息，马斯克在社交媒体上澄清表示，收购曼联系推特上的一个旧梗，不会购买任何球队。据CoinGecko数据显示，ManchesterCity粉丝Toke CITY此前一度涨至6.87美元，目前价格为6.51美元，24小时涨幅收窄至2.9%。[2022/8/17 12:30:38]

Healsohadsomethoughtsonworkinthepandemicandpost-pandemicworld.WorkingremotelyonZoomhasbeentrickyforhim,hesaid.“Fearisnotthemind-killer,contextswitchingthemind-killer,”hesaid,ofhavingtoswitchbetweendisparatesubjectsoncalls.

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.”

摩根士丹利：马斯克过于热衷比特币，或导致特斯拉近期市场情绪低迷:6月17日上午消息，据报道，摩根士丹利分析师亚当·乔纳斯近日在一份报告中写道，投资者对特斯拉十分感兴趣比特币这一情况的关注，或许是这家电动汽车眼下市场情绪稍有低迷的原因。（AdamJonas）[2021/6/17 23:43:50]

HisknowledgeofTheHitchhikersGuidetotheGalaxy,remainsimpressivelyintact.

Then,abigswitchingofthegears,as“VladTheStockImpaler”wasbroughtintotheClubhouseroomtotalkabouttheGameStopphenomenon.

“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.

V神：以太坊市值最终或超比特币，马斯克对DOGE的迷恋仅出于兴趣:V 神在近期接受了 CNN Business 的采访，其表示，到目前为止，我们至少有三次这样的大型加密货币泡沫时期，而很多时候，泡沫最终停止的原因是，发生一些事情，然后让人突然明白技术还没有到想像的那一步。感觉加密货币已经为融入主流做好准备，而四年前则是完全相反的景象，那时它完全没有做好准备。现在的加密货币不再只是一个玩具了。虽然我不确定，但以太坊仍有可能最终赶上并在市场价值上超过比特币。

Buterin 承认，加密货币市场在“随着时间的推移建立起自己的免疫系统”之前，往往在破坏性事件面前显得“很脆弱”。Buterin 认为，马斯克对狗狗币的迷恋仅仅是出于兴趣，并无恶意。

Buterin 在接受中国新闻采访时承认，监管始终是一个问题」，尽管对彻底禁止的担忧已经消退。做这样的事情似乎更难，也更不现实。同时，政府确实有很大的权力，可以让参与加密货币领域的工作更加艰难。[2021/5/21 22:29:00]

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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