Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
0:03
這
The
0:28
太空和人工智慧公司正式在其750億美元的首次公開募股中創造歷史，首日市值達到1.7萬億美元。
space and AI firm has officially made history on its $75 billion IPO, debuting with a market value of $1.7 trillion.
0:36
將計算放置在軌道上是最有效的方式。管理風險。不要迴避它。
The most efficient place to put it for its compute is on orbit. Manage risk. Don't avoid it.
0:42
請歡迎格温·肖特威爾。
Please welcome Gwen Shotwell.
0:56
非常感謝你們的到來。就在那裡。歡迎。謝謝。
Thank you so much for coming. Right there. Welcome. Thank you.
1:03
謝謝你們的到來。能在這裡真好。很高興見到你。很高興見到你。我們真的很感謝你們的到來。
Thanks for being here. It's good to be here. Nice to see you. Nice to see you. Well, we really appreciate you coming out.
1:10
在SpaceX的情況怎麼樣？你知道，我們很無聊。沒有什麼事情發生。沒什麼在進行。
How's it going at SpaceX? You know, we're bored. There's nothing going on. Not a lot happening.
1:17
我有的是時間。對了，格溫。伊隆有更多的時間，對吧。是的，我是說，你在SpaceX待了很久。
I've got all the time in the world. And by the way, Gwen. Elon has more time, by the way. Yeah, I mean, you've been at SpaceX forever.
1:24
你是伊隆之後任職最久的員工嗎？在伊隆之後，是的。
Are you the longest tenured employee after Elon? After Elon, yeah.
1:29
事實上，我的24週年紀念是在上週的9月9日。某個時候。哇。是的。
In fact, my 24th anniversary was the 9th of September last week. Sometime. Wow. Yeah.
1:36
這真是非凡。格溫，你能帶我們回到你最初接到這通電話的那一天嗎？你是說，嘿，這有個事情。
That is extraordinary. Gwen, can you take us back to the day where you initially get this call and you're like, hey, there's this thing.
1:44
這個決策的過程是什麼樣的？
What does the arc of the decision look like?
1:49
那你是怎麼說服自己來承保這個業務的？跟我們講講這個過程。好吧，埃隆承保了這個業務，對吧？我只是那裡工作。
And how did you get convinced to underwrite this business? Just walk us through that. Okay, well, Elon underwrote it, right? I just worked there.
1:57
但這個故事有點瘋狂，實際上。我當時正要去吃午餐。
But the story is a little crazy, actually. So I was going out to lunch.
2:04
我最好的朋友之一，當時和我一起工作，將要去為伊隆工作。我請他吃午餐，算是告別午餐。
One of my best friends, who I was working with, was going to go work for Elon. And I took him out to lunch, kind of going away lunch.
2:10
他說，哦，當我把他送回去時，他說，哦，進來見見伊隆。
And he's like, oh, when I dropped him back off, he said, oh, come on in and meet Elon.
2:14
我心想，啊，他很忙，你知道，我們不需要這樣做。但我們還是去了，我見到了他。
like, ah, he's busy, you know, we don't need to do that. But we did it anyhow. And I met him.
2:19
我說，嘿，我覺得你真的需要一個全職的人來運營你的業務發展部門。
And I said, hey, I think you really need, I think you need a full time person to run your business development shop.
2:26
你知道，你有一個兼職的，他是一名承包商，這樣看起來不太好。
You know, you've got kind of a part timer, he's a contractor, you know, it's not a great look.
2:31
他非常認真地看著我，然後有點抓著頭，然後我們道別，聊了一會兒，說再見。
And he looked at me very thoughtfully and, you know, kind of scratched his head and then we said goodbye, chat a little bit, say goodbye.
2:38
然後我回到辦公室，接到了伊隆的助理瑪麗·貝絲的電話，她說，伊隆希望你申請新的業務發展副總裁職位。
And then I got back to my office and I got a call from Elon's assistant, Mary Beth, and she said, Elon wants you to apply for the new vice president of business development position.
2:48
你能來面試嗎？我說，現在嗎？不，我有工作。我現在不能去。明天呢？
Can you come interview? I'm like, now? No, I have a job. I can't go now. Tomorrow?
2:55
好的，當然，明天。然後我花了大約四週的時間來決定，是的，我真是個完全的白癡。
Okay, sure, tomorrow. And then it took me like four weeks to decide, yes, I was being a total idiot.
3:02
但當時，那個業務的規模是什麼？你認為它需要什麼而沒有？因為它仍然非常像是一個研發部門。
But at the time, what was the scale of that business? What did you think it needed that it didn't have? Because it was still very much an R&D.
3:09
它非常像研發，但伊隆有投資，他想要一些回報。他想要現金，對吧？他想要客戶。
It was very R&D, but Elon had an investment and he wanted some return. He wanted cash, right? He wanted customers.
3:16
而我在太空產業中本來就做這項工作。結果我發現我還挺擅長的。
And I was doing that work anyhow in the space industry. Turned out I was pretty good at it.
3:25
但是，嗯，那看起來是什麼樣子呢？我是第七位簽署合約的員工。
But, yeah, so what did it look like? I was the seventh employee to sign my contract.
3:30
我提前兩週通知，並請了一週假來重新裝修浴室，因為我知道我永遠沒有時間去做。
I gave two weeks notice and took a week off to remodel a bathroom because I knew I would never have time to do it.
3:37
一旦我開始為埃隆工作。三週後來了，成為第11位員工，我們就開始了。
once I started working for Elon. Came three weeks later, employee number 11, and we just got to it.
3:43
我們在大約12個月後賣出了一枚火箭。那是……沒有火箭。根本沒有火箭。
And we sold a rocket about 12 months later. And that's... Without a rocket. There wasn't a rocket.
3:50
根本沒有火箭，對。所以那個銷售周期看起來是什麼樣子？你怎麼說服某人他們實際上可以承擔這個風險，並可能給你所需的訂金來開始建造這個東西的循環？
There wasn't a rocket, yeah. So what does that sales cycle look like? How do you convince somebody that they can actually take that risk and maybe give you the deposit you need to start the cycle to build the thing?
4:00
所以時機很好。順便說一句，SpaceX根本不應該存在，對吧？
So the timing was great. By the way, SpaceX should never have existed, right?
4:04
如果其他發射服務提供商很棒，那麼新進者就無法取得進展，對吧？
If the other launch providers were great, then a new entrant can't make headway, right?
4:11
因為他們根深蒂固。所以我們根本不應該成功。但事實證明，你知道，客戶服務並不好。
Because they were so entrenched. So we should have never made it. But it turns out, you know, customer service wasn't great.
4:18
火箭非常昂貴。所以那是其中的一部分，對吧？然後另一部分是911事件。
Rockets were incredibly expensive. And so there was that piece, right? And then the other piece was 9-11.
4:26
在那個時候，軍方迫切尋找能夠進行快速發射的人。
At that time, the military was desperately looking for someone who could come in and do rapid launch.
4:32
你知道他們大概知道那裡的
you know they they kind of knew where the
4:35
壞人大約在九一一事件後的四個小時
bad guys were about for about four hours after
4:38
發生的事件，他們真的想要能夠
the events of 9-11 and they really wanted to be able to
4:41
在現場獲得一些能力，嗯
get some capability in theater um
4:45
我們花了一段時間來做到這一點，但我們做到了我們所說的。
it took us a while to do it but we we did what we said
4:48
我們本來要做的，所以這確實有點像是在悲劇中誕生的機會，某種程度上是的，這並不是特定於SpaceX，而是當時行業的狀況，然後顯然你知道非常。
we were going to do oh so it really was sort of like out of tragedy this opportunity gets born to some extent yeah that's and it wasn't specific to spacex it was just the state of the industry at the time and then obviously you know very
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