🔮 “预言播客” —— SpaceX的奥运会，星巴克的图书馆，OpenAI的公司小镇。

这是尼克。

This is Nick.

这是杰克。

This is Jack.

欢迎回来。

Welcome back.

现在是

It is

星期一，2026年1月5日，

Monday, 01/05/2026,

今天这一部分是迄今为止最好的。

and today's part is the best one yet.

这个，哦，这是一个男孩。

This, oh, this is a t boy.

今天你需要了解的三大流行商业新闻。

The top three pop business news stories you need to know today.

yeti们，我们回来了，而且比两周前更晒了，对吧，杰克？

Yetis, we are back, and we are tanner than two weeks ago, ain't we, Jack?

嗯，我在缆车上被晒伤了。

Well, I caught some ice rays on the chairlift.

这是真的。

That's a real thing.

你是在阳光明媚的圣地亚哥被真正的阳光晒伤了。

You caught some actual sun rays down in sunny San Diego.

好消息，亲爱的们，因为我们的2026年第一个播客

And good news, besties, because our first pod 2026

已经是2026年最好的一集了。

is already our best pod of twenty twenty six.

而且今年的股票已经达到了历史最高点。

And stocks are already at an all time high for the year.

这确实是事实。

That's literally true.

这是个真实的故事，因为今天

It's a true story because today

是我们预测播客，我们对新年的三大商业愿望。

is our predictions pod, our three big business wishes for the new year.

尼克和我没有水晶球。

Nick and I don't have a crystal ball.

没有。

No.

但我们确实有个水晶球。

But we do have a crystal ball.

所以，杰克，我们的三大商业愿望，今天播客里有什么？

So, Jack, our three big business wishes, what do we got on today's pod?

我们的第一个愿望

Our wish number one

是希望OpenAI建造一个包含住宅、数据中心和核能的完整城镇。

is that OpenAI should build an entire town with homes, data centers, and nuclear power.

一个AI公司小镇。

An AI company town.

叫它

Call it

萨姆兰，因为AI不仅仅是一个行业。

Samland because AI ain't just an industry.

AI是一种生活方式。

AI is a way of life.

我们今年的第二个重大商业愿望是星巴克应该开设一系列图书馆。

Our second big business wish of the year is that Starbucks should launch a chain of libraries.

没错。

Yeah.

就是这样。

That's right.

拿铁图书馆。

Latte libraries.

最好的朋友们，星巴克需要为2026年制定一个转型计划，而图书馆才是终极的第三空间。

Besties, Starbucks needs a turnaround plan for 2026, and a library is the ultimate third place.

我们今年第三个也是最后一个重大商业愿望。

And our third and final big business wish of the year.

SpaceX应该在太空中举办奥运会。

SpaceX should host the Olympics in outer space.

SpaceX，他们即将上市

SpaceX, they're IPO ing

在2026年。

in 2026.

为什么不在2028年举办一场奥运赛事呢？

Why not host an Olympic event in 2028?

但是，雪人们，在我们进入这个美妙而疯狂的商业愿望混合之前，我们得暂停一下这个播客

But, Yetis, before we hit that wonderful and wild mix of business wishes We gotta we gotta pause the pod

让每个人都能消化一下我们刚才说的内容，杰克。

so everyone can absorb what we just said here, Jack.

我们要大胆一点，宝贝。

We go bold, baby.

我们并不预测TikTok今年会被出售。

We're not predicting that TikTok's gonna get sold this year.

每个人都知道这是真的。

Everyone knows that's true.

剧透一下。

Spoiler.

我们预测一些疯狂的事情，只是为了拓展你的想象力。

We're predicting something wild just to expand your imagination.

我们整个休息时间都在忙这些，我们非常热爱为你们制作这些内容。

We actually spent the whole break on these, and we love, love putting these together for you.

但是，尼克，预测类播客的第二条规则是什么？

But, Nick, the number two rule of prediction podcast, what is it?

那就是我们必须回顾一下去年预测播客里的预测。

It's that we gotta check ourselves from last year's predictions podcast.

所以我拿出白板了。

So I'm whipping out the whiteboard.

去年我们表现如何？

How did we do last year?

好的，杰克。

Alright, Jack.

我在这里算一下数字。

I'm adding up the numbers here.

去年我们大约是一对三。

And last year, we went one for three ish.

为了提供一些背景信息。

To sprinkle on some context.

我们称它们为愿望，因为我们希望这些事情会发生。

We call them wishes because we wish that these things would happen.

我们认为，每一个愿望都有坚实的理由，它们是可能且应该发生的。

And we think there is a solid business case for each one of these that they could and should happen.

所以，杰克，我们来深入看看去年的预测。

So, Jack, let's dig into last year's predictions.

去年，我们希望苹果会推出iToilet。

Last year, we wished that Apple would launch the iToilet.

那是指

That was

一款苹果品牌的智能马桶。

a good The Apple branded smart toilet.

结果是没有。

And the result was no.

没有。

No.

是的。

Yeah.

没有。

No.

不幸的是，今年也没有推出 iTUSHY。

Unfortunately, the iTUSHY did not happen this year.

不过，去年我看到的智能马桶盖比以往任何时候都多。

Although I saw more bidets last year than ever before.

哦，是啊。

Oh, yeah.

说得对，杰克。

Good point, Jack.

如果真有纯正的智能马桶盖股票，我的意思是，我们肯定会买。

If there was a pure play bidet stock, I mean, we would buy that thing.

我还在找呢。

I'm still looking for it.

去年我们的第二个重大商业愿望是，希望家得宝开始销售真正的住宅。

Now our second big business wish of last year, we wished that Home Depot would start selling actual homes.

家得宝住宅。

Home Depot homes.

复兴西尔斯邮购住宅，以解决当今的住房危机。

Revive the Sears mail order homes from the past to solve today's housing crisis.

不行。

Nope.

家得宝曾出售全尺寸骨架作为万圣节装饰品。

Home Depot sold full size skeletons for Halloween decorations.

但我们在这方面错了。

But we were wrong on this one.

家得宝并没有出售全尺寸住宅。

Home Depot sold no full sized homes.

我们去年的第三个重大商业愿望是，希望迪士尼收购精神航空，创建迪士尼航空公司。

Our third big business wish of last year, we wish that Disney would acquire Spirit to create Disney Airlines.

精神航空濒临破产。

Spirit Airlines was near bankruptcy.

米奇正大力投资于主题公园和游轮。

Mickey was doubling down on parks and cruises.

所以，杰克，我们对这个预测做得怎么样？

So, Jack, how did we do on that prediction?

我们有点对了

We were kind of right

在这方面。

on this one.

我来总结一下，我们在这一点上是对的。

I'm gonna round up and say we're right on this one.

但迪士尼并没有收购精神航空。

Now Disney did not acquire Spirit Airlines.

精神航空去年再次申请了破产。

Spirit ended up declaring bankruptcy again last year.

但迪士尼确实与阿拉斯加航空合作推出了一架迪士尼主题飞机，这

But Disney did launch a Disney themed airplane with Alaska Airlines, which

基本上就是我们预测的结果。

is basically what we predicted.

所以把这个算一笔，是的，

So round that one up, and, yeah,

我们就把它算作一场胜利。

we'll count it as a win.

回顾一下去年的预测，嗯。

So checking last year's predictions Yeah.

我们三个里猜对了一个左右。

We were one ish for three.

但是，杰克，预测播客的第一条规则是什么？

But, Jack, what's the number one rule of predictions podcast?

那就是根本没有错误的预测。

It's that there's no such thing as a wrong prediction.

它只是还没有。

It just hasn't.

它只是还没发生而已。

It just hasn't happened yet.

杰克，让我们许下新年的三个愿望吧。

Jack, let's hit our three wishes for the new year.

展示。

Show.

开始节目。

Start the show.

首先，让我们听一段赞助商的简短广告。

First, a quick word from our sponsor.

我们新年的第一个重大商业愿望是：OpenAI 将建造住房、数据中心和核电站，打造一个现代的公司小镇。

For our first big business wish of the new year, OpenAI will build housing, data centers, and nuclear power, a modern company town

配备人工智能公寓。

with AI apartments.

因为人工智能不仅仅是一个行业。

Because AI isn't just an industry.

人工智能正在改变我们的文明。

AI is changing our civilization.

yeti们，毫无疑问，到2026年，人工智能将成为主导产业，就像它在2025年那样。

Yetis, there is no question that AI will be the industry at twenty twenty six, just like it was for 2025.

但尽管投资者群体对人工智能充满热情，选民们却并非如此。

But while the investor community is amped about AI, voters aren't.

是的。

Yeah.

人工智能现在面临

AI's got

比德雷克还要严重的品牌形象问题。

a bigger brand image problem than Drake these days.

因此，我们认为，人工智能领导者必须向社会证明，这场人工智能革命的受益者不仅仅是富人。

So we think it's critical that AI leaders prove to society that more than just the rich will benefit from this AI revolution.

杰克刚才已经把自己列为德雷克的粉丝了。

Jack just added himself as a Drake fan just there.

通过不跳出来纠正你？

By not jumping in and, like, correcting you?

嗯。

Yeah.

我只是在开玩笑。

I'm just kidding.

我在开玩笑。

I'm kidding.

我在开玩笑。

I'm kidding.

我知道你是Kendrick的粉丝。

I know you're a Kendrick guy.

但杰克和我刚才讨论了几个想法。

But Jack and I were kicking around a couple ideas.

比如，杰克，

Like, Jack,

你愿意分享一下我们关于英伟达的那个想法吗？

you wanna share that idea we had about NVIDIA?

我们认为，英伟达可以为其芯片编程，使其自动生成的任何AI图像或视频都带有水印。

We think NVIDIA could program their chips to automatically have watermarks on any AI generated images or videos that their chips produce.

基本上，就是一个AI警告标签。

Basically, an AI warning sticker.

这是假的。

This is fake.

英伟达这是在向社会传递一个信息。

NVIDIA would be sending a message to society.

你可以购买我们的AI芯片，但不允许用它们来欺骗他人。

You can buy our AI chips, but you're not allowed to use them to try to trick people.

这是个好主意。

It's a good idea.

但相反，我们希望把对AI的商业愿望送给萨姆·阿尔特曼。

But instead, we would like our business wish for AI to be to Sam Altman.

OpenAI应该建立美国一百年来第一个新的公司小镇。

OpenAI should build America's first new company town in one hundred years.

我们谈论的是集人工智能住宅、能源和办公于一体的综合场所。

We're talking AI houses, energy, and offices all in one place.

我们称之为

We call

萨姆兰，稍后我们会解释。

it Samland, and we'll explain.

但首先，让我们提供一些背景。

But first, sprinkle on some context.

请讲吧，杰克。

Please, Jack.

如果中国最终在人工智能主导权的竞赛中超越美国，那很可能是因为中国拥有比我们更多的能源。

If China ends up beating America in the race to artificial intelligence supremacy, it's probably because China has more energy than we do.

为什么呢，杰克？

And why is that, Jack?

运行一次聊天机器人查询所需的电力，是普通谷歌搜索的十倍。

It requires 10 times more electricity to compute a chatbot query than it does a regular Google search.

这就是为什么人工智能热潮已经让我们的电网超负荷运行，新建天然气涡轮机的排队等待时间长达三年。

And that's why the AI boom has maxed out our grid, and the wait list for new natural gas turbines is three years long.

我们根本就缺电。

We're simply out of electricity.

这就是为什么

That's why

萨姆·阿尔特曼投资了Oklo公司，这是一家下一代核能公司，其股价在2025年翻了四倍。

Sam Altman has invested in Oklo, a next generation nuclear power company whose stock quadrupled in 2025.

现在，Oklo正在爱达荷州建设他们的第一座核电站，为ChatGPT提供电力，以回答你关于礼物创意的查询。

Now Oclo is building their first nuclear plant in Idaho to power data centers for ChatGPT to answer your queries about gift ideas.

但我们认为萨姆·阿尔特曼应该更进一步。

But we think Sam Altman should go one step further.

是的。

Yes.

我们确实应该。

We do.

我们认为他应该为那座核电站和周边AI数据中心的工人建造住宅。

We think he should build housing for the workers of that nuclear power plant and the AI data centers that will be around it.

事实上，我们希望他能走得更远。

In fact, we want him to go even further than that.

我们认为这些住宅可以是智能住宅，配备将AI付诸实践的硬件。

We think that housing could be smart housing filled with hardware that puts AI to use.

嘿，聊天。

Hey, chat.

把温度调低一点。

Turn down the temperature.

嘿，聊天。

Hey, chat.

把电影音量调大一点。

Turn up the movie.

嘿，聊天。

Hey, chat.

给我读一下这个鸡肉食谱。

Read me that chicken recipe.

这基本上是AI生活的概念验证。

Basically, a proof of concept for AI living.

把AI嵌入到大楼里的每个脚凳里。

Stick AI into every ottoman in the building.

所以这是一个AI公司小镇，萨姆可以以补贴价格提供这些AI房屋，作为对人们前来并居住在他社区的感谢。

So it's an AI company town, and Sam could offer these AI houses at subsidized prices as a thank you for coming and living in his community.

创造真正的积极经济影响。

Creating real positive economic impact.

因此，我们认为这是一个一举三得的机会。

So we see it as a three birds opportunity.

一块松饼喂饱了三只鸟。

It feeds three birds with one scone.

他们可以利用这笔巨大的AI资金来缓解美国的住房危机，生成无碳电力，并展示AI生活方式的宜居性。

They could use this big AI money to help alleviate America's housing crisis and to generate carbon free electricity and to demonstrate the livability of AI lifestyles.

萨姆，只有一件事你绝对不能做，你知道是什么吗？

There's only one thing you shouldn't do, Sam, and you know what that is?

别让亚当·纽曼来领导这个项目。

Don't invite Adam Neumann to lead this project.

对。

Yeah.

对。

Yeah.

所以，杰克，你的

So, Jack, what's the

从萨姆·阿尔特曼的萨姆之地的朋友们那里，我们能得到什么启示？

takeaway from our buddies over at Sam Altman's Sam Land?

行业巨头喜欢建造公司城镇。

Titans of industry love building company towns.

历史告诉我们，当新兴产业诞生时，整个城镇都会围绕它们建立起来。

Yetis, history shows us that when new industries are born, entire towns get built around them.

铁路热潮催生了伊利诺伊州的普尔曼镇，这个小镇只做一件事——制造普尔曼铁路车厢。

The railroad boom led to Pullman, Illinois, a town that built one thing and one thing only, Pullman rail cars.

巧克力热潮催生了宾夕法尼亚州的赫尔希镇，这个小镇只做一件美味的事——生产赫尔希巧克力豆。

The chocolate boom led to Hershey, Pennsylvania, a town that did one delicious thing and one delicious thing only, Hershey Kisses.

实际上，他们后来也生产了瑞斯花生酱巧克力豆。

Actually, they eventually did Reese's Pieces too.

而如今的太空热潮催生了得克萨斯州的星舰镇，这座建制城镇里立着埃隆·马斯克的雕像。

And you've got the space boom right now that's led to Starship Texas, an incorporated town with the statue of Elon Musk.

为什么不来个阿尔特曼，爱达荷州呢

Why not Altman, Idaho be

成为下一个公司城镇？

the next company town?

迎合萨姆的自尊心，向全国展示

Play to Sam's ego and show the country that

人工智能热潮不仅仅惠及科技风险投资家。

the AI boom doesn't just benefit tech venture capitalists.

如果OpenAI真的想建造价值1400亿美元的数据中心，他需要选民的支持才能实现。

If OpenAI really wants to build $1,400,000,000,000 worth of data centers, he's gonna need voter support to get that done.

AI正在改变文明，亲爱的。

AI is changing civilization, besties.

萨姆可以围绕所有AI中心建立一种新的文明。

Sam could create a new civilization around all the AI hubs.

建造大量房屋，让更多人从中受益。

And build a bunch of houses and let a bunch of people benefit from it.

萨姆兰，这个AI公司小镇。

The AI company town of Samland.

对于2026年的第二个愿望，我们希望星巴克能创建星巴克图书馆。

For our second wish of 2026, it's that Starbucks would create Starbucks libraries.

为了重塑星巴克品牌并回归其‘第三空间’理念，星巴克应该推出拿铁图书馆。

To turn around the Starbucks brand and get back to its third place philosophy, Starbucks should launch latte libraries.

亲爱的，去年我们最受欢迎的见解之一是，星巴克面临的不是颠覆，而是逐渐衰退。

Besties, one of our most popular takeaways from last year was that Starbucks ain't facing disruption, it's facing erosion.

荷兰精品咖啡、黑岩咖啡、布兰克斯特咖啡。

Dutch pros, Black Rock Coffee, BlankStreet Coffee.

这些小型咖啡连锁品牌目前颇具潮流感，正在蚕食星巴克的市场份额。

These smaller coffee chains have the cool factor right now and are eating up Starbucks market share.

我们在去年的故事中已经看到了这一点。

We've seen it in the story of last year.

星巴克在秋季关闭了430家门店，并在感恩节期间遭遇了工会抗议。

Starbucks closed 430 stores in the fall and had a union protest over Thanksgiving.

消费者对星巴克多达17万种咖啡组合需要耗费太长时间制作感到厌烦。

Consumers are annoyed that the 170,000 different coffee combinations at Starbucks take forever to prepare.

我得了卡布奇诺瘫痪症，现在星巴克唯一还在运转的东西，杰克。

I got cappuccino paralysis, the only thing working in Starbucks right now, Jack.

我觉得是因为熊形咖啡瓶。

I think it's the bear shaped barista bottles.

对吧？

Right?

是的。

Yeah.

它们卖断货了，让顾客非常生气，因为它们太可爱了。

They sold out and made customers very angry cause they were so adorably cute.

但是，亲爱的，问题来了。

But besties, here's the problem.

你不能只靠南瓜香料就把股票拉回增长吧，

You can't just pumpkin spice your stock back to growth, can

杰克？

you, Jack?

去年股价下跌了，星巴克的股价至今仍比历史高点低了30%。

The stock fell last year, and Starbucks is still down 30% from its all time high price.

星巴克已经进入了它的无咖啡因时代四年了，

Starbucks has been in its decaffeinated era for four years now,

据我们所知。

as far as we can tell.

就连来自Chipotle的新任明星CEO也没能扭转局面。

And not even the new star CEO from Chipotle has been able to turn things around.

所以，Yetis，杰克和我有个主意。

So yetis, Jack and I have an idea.

不是任何饮品。

It's not any drink.

不是新杯子，也不是LaBubu拿铁。

It's not a new mug, and it's not a LaBubu latte.

而是星巴克图书馆。

It's the Starbucks library.

一个拿铁图书馆。

A latte library.

这是我们的想法。

Here's the idea.

改造部分星巴克门店，使其优先服务于阅读、写作和学习，像图书馆一样。

Renovate select Starbucks stores to prioritize reading, writing, and studying like a library.

也许偶尔小憩一下。

Maybe the occasional nap.

想象一下，一家星巴克被保留下来，但

Picture a Starbucks reserved, but

重点是摆满书籍的书架，而不是咖啡豆。

the focus is shelves filled with books, not beans.

你可以点咖啡，但也可以不点。

You can order coffee, but you don't have to.

你鼓励顾客带着舒适的沙发家具进来，如果他们愿意，可以花四个小时写下他们下一部小说的章节。

You encourage customers to come in with lounge furniture and spend four hours, if they want, writing the chapter of their next novel.

我的意思是，看看。

I mean, check.

F·斯科特·菲茨杰拉德如果

F Scott Fitzgerald probably would have written the second Great Gatsby sequel if he

在长岛有一家星巴克图书馆，很可能就写出了《了不起的盖茨比》的第二部续集。

had a Starbucks library on Long Island.

星巴克甚至可以与公共图书馆合作。

Starbucks could even partner with public libraries.

在那儿放一个星巴克自助点单机，向世界展示你支持阅读。

Toss a Starbucks kiosk in there and show the world that you are pro book.

我的意思是，杰克，你曾经告诉我，你小时候一些最美好的回忆是……

I mean, Jack, you've told me, like, some of your fondest memories as a kid,

比如我爸爸很喜欢巴诺书店。

like My dad loved Barnes and Noble.

所以我的记忆就是，父母一边喝着星巴克，一边我读着巴诺书店的杂志。

So my memories are my parents sipping Starbucks while I read magazines from the Barnes and Noble.

那是一段美好的时光。

Was a great time.

我想知道当时是哪些杂志。

I'm curious what kind of magazines.

嗯，星巴克入驻巴诺书店，与我们的‘拿铁图书馆’理念方向一致。

Well, Starbucks within a Barnes and Noble is directionally aligned with our latte library idea.

是的。

Yes.

确实是。

It is.

而且这符合一些宏观趋势。

And it fits some macro trends.

书籍需求激增，而反屏幕运动也在持续。

Books are booming while the anti screen movement continues.

尽管咖啡豆价格达到历史高点，但你们对双份拿铁的需求也在上升。

Even though bean prices are at all time highs, so is your demand for the double digit lattes.

因此，从趋势来看，星巴克的拿铁图书馆顺应了这三大趋势。

So from a trend perspective, a Starbucks latte library piggybacks on all three of those.

好的。

Okay.

但让我们感到有趣的是。

But here's what we find fascinating.

这也有先例。

There also is precedent.

对吧，杰克？

Right, Jack?

今年七月，我们在这个播客中报道过中国一家星巴克将门店改造成学生自习室的故事。

In July, we did a story on this pod about a Starbucks location in China that turned their stores into a study hall for students.

那里不需要购买咖啡。

No coffee buying requirement there.

他们只是为你提供了一个急需的空间，让你可以在星巴克打开一本厚重的经济学教科书。

They just gave some much needed space for you to open up some huge econ textbook in the Starbucks.

这一中国策略的目标是赢得年轻人的好感。

The goal of that China strategy was to win the goodwill of young people.

这是个很棒的主意。

It was a great idea.

我们认为这项举措也应该引入美国。

We think it should come stateside.

现在是时候扩大规模了

Now it's time to scale it

让杰克终于能安心看杂志了。

and let Jack finally enjoy magazine in peace.

所以杰克想把

So Jack wants to take

送给我们在星巴克的朋友们。

for our buddies over at Starbucks.

星巴克图书馆是一项赌注，赌的是第三空间依然存在。

The Starbucks library is a bet that the third place still exists.

星巴克的品牌理念由霍华德·舒尔茨基于一个核心理念打造：第三空间。

Yeti's, Starbucks' brand was designed by Howard Schultz on one key ideal, the third place.

第三空间。

The third place.

不是家，也不是工作场所。

Not home, not work.

一个介于两者之间的第三种选择。

A third option where people can exist between the two.

但在过去五十五年里，星巴克已经失去了这种第三空间的吸引力。

But in the last fifty five years, Starbucks has lost that third place appeal.

去年，星巴克有十亿订单是外卖。

A billion dollars of orders at Starbucks last year were delivery.

人们似乎更喜欢即取即走，而不是坐下来慢慢享用。

People seem to prefer grab and go instead of sit and sip.

现在，星巴克可以追随这一趋势。

Now Starbucks could chase that trend.

对吧？

Right?

杰克，干脆放弃

Jack, like, ditch the

整个第三空间的理念，只追求速度。

whole third place ideal and just prioritize speed.

但首席执行官布莱恩·尼科尔斯表示，他们并没有这样做。

But the CEO, Brian Nichols, said they're not doing that.

恢复第三空间是星巴克的优先事项。

Restoring the third place is a priority for Starbucks.

我们很高兴他专注于这一点。

And we love that he's focused on that.

你知道，一家重视书籍、阅读和消磨时光的星巴克？

You know, a Starbucks that prioritizes books, reading, and spending time?

那将是第三空间的终极体现。

That would be the ultimate expression of a third place.

所以，布莱恩，我们是你的粉丝。

So, Brian, we're fans.

我们知道你也在听，伙计。

We know you're listening too, man.

修复星巴克可不是件容易的事。

Fixing Starbucks, it ain't an easy job.

但在咖啡豆中加入书籍是我们认为值得追求的想法。

But adding books to the beans is an idea we think is worth pursuing.

Yeti是星巴克的咖啡馆图书馆。

Yeti's the Starbucks latte library.

这应该被列入2026年的转型计划中。

That should be in the 2026 turnaround plan.

现在让我们听一段赞助商的简短广告。

Now a quick word from our sponsor.

对于我们第三个也是最后一个愿望，我们希望SpaceX能重启国际空间站，并将其

For our third and final wish, it's that SpaceX should revive the International Space Station and tie it

与奥运会联系起来。

to the Olympics.

2028年奥运会中应有一项比赛在太空中举行。

One competition in the twenty twenty eight Olympic Games should happen in outer space.

没错。

Yeah.

确实是。

It is.

如果人工智能是2026年的产业，那么太空就是2026年的太空。

If AI is the industry at 2026, then space will be the space of 2026.

是的。

Yes.

会的。

It will.

我们上个月早些时候提到过，埃隆确认了SpaceX在2026年上市的计划。

We covered earlier last month that Elon confirmed plans for an IPO for SpaceX in 2026.

一周后，我们得到了一个惊人的消息。

And then a week later, we got this shocker.

SpaceX公司进入了静默期，这是正式上市前流程中的关键一步。

The company SpaceX entered the quiet period, a key part of a formal pre IPO process.

因此，太空领域的无可争议的领导者已经在2025年将其私人估值翻了三倍，现在可能在2026年通过IPO再次翻倍。

So the undisputed leader in space already tripled their private valuation in 2025 and now may double it again in 2026 with an IPO.

朋友们，这可是个大新闻。

Besties, big deal here.

据报道，SpaceX的目标估值为1.5万亿美元，将是史上最高估值，杰克。

SpaceX is reportedly targeting a $1,500,000,000,000 IPO valuation, the biggest ever, Jack.

你能补充一些背景信息吗？

Can you sprinkle on some context?

如果SpaceX达到1.5万亿美元，那就是187次发射。

If SpaceX hits 1,500,000,000,000.0, that's 187 lifts.

是的。

Yeah.

它将成为全球第十大公司。

It would be the tenth biggest company in the world.

它的股票代码很可能是‘Mars’（火星）。

And its ticker symbol would probably be Mars.

现在，杰克和我曾经聊过

Now, Jack and I have talked to

你之前聊过SpaceX的业务。

you before about the business of SpaceX.

但现在是我们该谈谈他们本该做的业务了。

But now it's time for us to talk about what should be their business.

你看，Yetis，SpaceX应该重启国际空间站，以在我们进入银河系时重建全球合作。

You see, Yetis, SpaceX should resurrect the International Space Station to reestablish global cooperation as we enter the galaxy.

国际空间站是人类历史上建造过的最昂贵的单一项目。

The International Space Station is the single most expensive thing humans have ever built in history.

你觉得新洋基体育场很贵吗？

You think the new Yankee Stadium was expensive?

国际空间站的花费高达1500亿美元。

The International Space Station has cost $150,000,000,000.

这让金字塔看起来就像一时冲动的购物。

Makes the pyramids look like an impulse buy.

但国际空间站计划于2031年脱离轨道并退役。

But the ISS is scheduled to be deorbited and decommissioned in 2031.

没错，耶蒂斯。

That's right, Yetis.

国际空间站即将坠落，而这个时间点太糟糕了。

The International Space Station's coming down, and the timing is so wrong.

对吧，杰克？

Right, Jack?

因为现在，这是五十多年来，太空再次变得火热起来。

Because right now, for the first time in, like, fifty years, space is getting hot again.

那里很冷，

It's cold up there,

但也很火热。

but it's also hot.

2027年，SpaceX将通过美国宇航局的阿尔忒弥斯计划，时隔五十年首次将人类送回月球。

In 2027, SpaceX is bringing humans back to the moon for the first time in fifty years through NASA's Artemis program.

之后，SpaceX的公司使命是殖民火星。

And after that, SpaceX's stated company mission is to colonize Mars.

与此同时，杰夫·贝索斯和蓝色起源公司成功地将火箭安全着陆回地球，这是一项了不起的成就。

Meanwhile, Jeff Bezos and Blue Origin, they're landing rockets back safely on Earth, which is an amazingly accomplishment.

哦，好吧。

Oh, okay.

但等一下，休斯顿。

But one second, Houston.

我得暂停一下舱内操作。

I gotta pause the pod for a second.

在我们做这一切之前，难道不是先为这些太空事务设定一些基本规则会更有帮助吗？

Before we do all that, wouldn't it be helpful to set some ground rules for all this space stuff?

比如，外太空由谁来管辖？

Like, who's in charge in outer space?

没错。

Yeah.

比如，杰克，如果我们要在月球和火星上建设，那归谁管辖呢？

Like, Jack, if we build on the moon and Mars, whose jurisdiction will it be?

美国会负责吗？

Will The United States be in charge?

SpaceX会负责吗？

Will SpaceX be in charge?

里克·莫拉尼斯会负责吗？

Will Rick Moranis be in charge?

嗯。

Yeah.

凯蒂·佩里想说几句话。

Katy Perry would like a few words.

你看，亲爱的，当人类进入星际生活时，我们应该以人类的身份，而不是作为某个国家的公民去这么做。

You see, besties, as humans enter interplanetary life, we should do so as humans, not citizens of one nation or another.

这就引出了我们的结论。

Which leads to our takeaway.

所以，杰克，3、2、1，点火。

So, Jack, 321 Ignition.