Rohan Paul@rohanpaul_ai · X媒体指出，SpaceX涉足AI并非简单追逐技术热点，而是源于埃隆·马斯克世界观下的“防御性必要”。其核心逻辑是，若AI未来成为主导全球协调、预测与决策的关键层，那么火星环境也将被其建模与优化。若决策层被其他智能体掌控，马斯克构建的“文明运输层”便是不完整的。结合SpaceX近期以“SPCX”代码申请纳斯达克IPO的动向，其定位已从纯粹的发射服务商，转变为涵盖发射、Starlink卫星网络与AI基础设施的综合平台公司。此次IPO反映出投资者正将其重新估值为拥有运输、通信乃至地外算力潜力的平台级公司，而不仅是传统航天承包商。
Interesting. SpaceX doing AI feels like the sequel to Peter Thiel introducing Elon and Demis in 2012.
If AI becomes the dominant layer of coordination， prediction， design， logistics， science， and warfare， then Mars is not outside the problem； it is just another environment the system can model， enter， and optimize.
SpaceX touching AI therefore does not feel like a random expansion into the fashion of the moment. It looks like a defensive necessity inside Musk's own worldview， because building the transport layer of civilization is incomplete if another intelligence owns the decision layer above it. 🙂