DogeDesigner@cb_dogeDan Ives 谈 SpaceX： “SpaceX 与投资者之间的资本支出拉锯战，是一次必要的建设，需要耐心。” “现实是，彩虹尽头的金子在于数据与 AI。SpaceX 正在追逐这个机会，我认为这正是他们正在做的事。这与 xAI 相关，最终也可能与特斯拉相关。那是马斯克更宏大的愿景。”
Dan Ives on SpaceX：
"The Capex tug of war between SpaceX and investors is a necessary buildout that will require patience."
"The reality is that the gold at the end of the rainbow is around data & AI. SpaceX is going after that opportunity， & I think that's what they're doing. It speaks to xAI and ultimately what probably could be Tesla as well. That's the broader vision of Musk."
来源：DogeDesigner · x.com
Dan Ives 谈 SpaceX： “SpaceX 与投资者之间的资本支出拉锯战，是一次必要的建设，需要耐心。” “现实是，彩虹尽头的金子在于数据与 AI。SpaceX 正在追逐这个机会，我认为这正是他们正在做的事。这与 xAI 相关，最终也可能与特斯拉相关。那是马斯克更宏大的愿景。”
Dan Ives on SpaceX：
"The Capex tug of war between SpaceX and investors is a necessary buildout that will require patience."
"The reality is that the gold at the end of the rainbow is around data & AI. SpaceX is going after that opportunity， & I think that's what they're doing. It speaks to xAI and ultimately what probably could be Tesla as well. That's the broader vision of Musk."
来源：DogeDesigner· x.com