저자: Tom/출연자2인—제목·설명란에이름·소속없음 · 외국인
요약 보기
일론 머스크가 SpaceX 주식을 미국 아동에게 증여하겠다고 발표했다는 뉴스를 다룸. 출연자들은 이를 긍정 평가하며 머스크의 장기 성장 비전(우주 산업, 기존 통신 산업 대체)을 강조함. Anthropic의 5% 지분 공개 제안은 이해충돌과 규제 문제로 반대 의견. 자산 가격 방향에 대한 명시적 예측 발언은 거의 없음.
다듬은 글
Here's a story that came out that a guy, Elon, said this was going to happen. He announces that he wants to give SpaceX shares to children. And I don't know if you saw it or not. Elon Musk says he will give away SpaceX shares to every child in America. I don't know if you have the video I sent earlier.
There is a video from Fox Business where they talked about this. If you have it, can you open it? He literally comes out and says, "Yeah, this is what we're going to do." And remember when he said, "We're moving in a direction where..." I just liked it in the group chat. You should see him. He said there will come a time when you won't worry about money.
What do you mean? Well, don't worry about retirement and all that. Why shouldn't I worry about this? I... everything will just change. What does this even mean ? He kept repeating it. And guys , I sent you this tweet. Just follow the link. I liked the tweet to make it easier for you to find it. This is in a group chat.
I literally just liked it so you could find it. Do you want me to do it again? Let me do it again . So, and then Anthropic...no one knows who said it first. Anthropic said they want to give 5% of the company's shares to the public. That is, you will be given Anthropic shares publicly. And what the hell does that mean?
What does this all mean? So , turn on this first clip. This is the one where Elon says he wants to give some of the shares to his children. Continue. Pray for him. No one on the left talks to him. And then you think about SpaceX. And even about Neuralink for the brain. Today he is doing something different, which is extraordinary.
So, he announced this on X: Next year, I will give one of my SpaceX shares to every child in America. How bold is that? This will be the first step of many. Wow. The stock is currently trading at $146, which means it will be close to...what? An investment of 10-11 billion dollars. This is incredible.
With his own money. I like it. I'm thrilled about this. You know, first there was Dell with Trump accounts . And now Elon Musk is making his own investments, which are separate. Stop there. Tom, do you like this? I like what he's doing because it's a little bit like Michael Dell saying, "Hey , I'm going to take some of my fortune and put it into this program to essentially kickstart, well, Trump's accounts or something." How he's going to distribute them to the children, I do n't know.
I guess he didn't say it, but it would be like Trump's accounts, which is your public retirement account for all children that Trump introduced, and it's a quality program, in my opinion . So I think that's the whole idea. Here's what I think about it. Uh, the second part of what you asked about, the second part of the story.
Anthropic is offering 5% of its shares to the public without equal voting rights and all that. No. Absolutely not. Because now the public is becoming biased towards ensuring Anthropic's success. And this success may be due to regulatory issues or product problems that need to be fixed. And how can you even regulate what you own?
This is a built-in conflict. I don't support this at all. Because look what happened when all the pharmaceutical companies, not being owned by the US government, worked in sync with the federal government to create COVID vaccines. What happened, Vinnie? They said, “Before we start moving too fast, we need to give you some warning.
We are creating a cure and we need immunity because you are forcing us to work very, very fast. So we really need protection from lawsuits." It's the same thing, and I don't want to get into the COVID topic. I'm not trying to provoke. No, no, no, I... But the same thing will happen here. So what if Anthropic?
What if there are things about AI agents that need to be controlled? What if something goes wrong? What if there are things that need adjusting? People will say, “Oh, wait a minute. "Let's not regulate this." And then you remember that the United States owns 20% of the same. Let 's not let the stocks fall.
This is a built-in conflict of interest. I am against Anthropic. Unless they want to say: " Hey, whatever, we'll transfer so many shares to Trump's accounts." They can grow. They may collapse. Me, I agree with that. But being owned by the United States of America, nationalizing AI— how successful was the nationalization of the oil industry in countries around the world?
Not very successfully. Yes, but they, they're playing a different game, Tom. But on Elon's part , if you gave everyone one SpaceX, that would be 72 to 73 million kids under 18 who would get a share of SpaceX, at $146 each. 10 and a half—10.7 billion dollars. As for the situation with Anthropic, it is somewhat different.
They would give up 5% , with that initial 5% requiring shareholder approval. Anthropic has announced a commitment, but it is not yet an unconditional completed transfer. The percentage may increase: for every 50% increase in Anthropic's valuation above a defined base level, the board of directors may allocate another 2% of the company to the fund.
The fund could make direct payments to individuals. Anthropic specifically mentioned the distribution of payments among certain population groups. While they have not yet announced eligibility requirements or amounts, AI-related unemployment is a major factor. Anthropic has already allocated $200 million to research and address the impact of AI on the labor market.
And the broader commitment is about 20%. This is exactly what they want to achieve. Not just 5%. 5% is a start. Eventually, they want to bring it up to 20%. So the question arises: who controls the money? The money will be managed by a 501c3 organization. So, Anthropic says the foundation will be structured as a wholly owned LLC rather than a typical 501c3 nonprofit, which provides more flexibility but raises a few questions.
Who appoints the people who manage the fund? Who determines which communities or organizations will receive these funds? Can the fund sell its Anthropic shares? Will the beneficiaries have property rights? How much money will it actually be? There are many questions associated with this, especially at a valuation of $1 trillion .
5% is 50 billion dollars. So, a giant company helps create a giant pile of money, and the government will look after it. And they will go to special groups. You mean like hospices in California and daycares in Minneapolis? I know they need funding now. They were cut off from him. Yeah, but I think it's just incredible that he seems to do something amazing every week other than X and, you know, bought it so we can really see what the hell the world and people are talking about.
He does all this with SpaceX. It's just fire-starting, and I love the idea of it, because instead of the government taking your money and spending it on bureaucracy deciding who deserves what, it gives it to kids who get a share to help shape their future, you know? And that's the beauty of capitalism.
You build something, create wealth, and share it with people so they can benefit from your success. Without any government intermediaries. Meanwhile, look at what's happening in France. Look what happened in France. Everything is burning. The government is still trying to figure out how to squeeze more money out of those who actually create wealth, and that's all the difference.
Socialism wants to distribute wealth, capitalism creates it. And I really like what he does. Adam. Yes, well said, Vinny. I mean, this whole tax on billionaire wealth, this condemnation and hatred of the rich. I just imagine the day when AOC, who seems to have recently called Elon Musk a [ __ ] or a fool.
Yes, I imagine the day when she has a test tube baby, she might run for president, the father is gone, but there's a child, and she gets a check or a money order from Elon saying, "Here's some money for your child." The fact that Americans, billionaires, like what Bill Gates and Warren Buffett did with the Giving Pledge, I think it's called the " billionaires' pledge," where they pledged, I think, 90% of their wealth to charity and nonprofits, is one of the most amazing things you'll ever see in your life .
To direct your wealth to charity, not just give it to your children. That's right. So where are these stories? So, instead of the left condemning billionaires and essentially hating rich people, understand that these are the people who truly change society with one signature on a check. Why would you turn them against you?
Did you see what happened to Ken Griffin? How much is this guy's net worth? 50 billion dollars, or whatever. He says, "Oh, New York, you don't appreciate me? Chicago, you don't appreciate me? Okay. Miami, you want me? Yeah, come to Miami. We're building multi- billion dollar campuses. We're opening businesses." The Democratic Party did the stupidest thing possible.
Take billionaires who, in essence, want to give money to causes that are important to them, and say: "We don't need you." And sensible people on the Republican side will say, "We'll take your money. Thank you." So, thank you AOC for essentially dismissing Elon and calling him stupid. Yeah, I mean, let's see what happens with the ideas.
I think the most important thing to watch is what Elon is doing. Elon is not one of those people who says he will do something and then doesn't do it. He says that one day you won't need pension funds. Why not? Well, maybe that would be one way. Tom, how much do you think SpaceX might cost one day? How much do you think SpaceX will grow in value over the next 10-20 years, according to his estimates?
Oh, many trillions. Many trillions— that's obvious. I understand that. But do you think he thinks SpaceX will become a hundred trillion dollar company in 20 years? I think he probably thinks it will be even bigger. I think, I believe, that Elon Musk sees SpaceX and everything that is developing under it.
When he talks about interplanetary travel , about things like that, I think he sees that it would be worth, essentially, a large percentage of the world economy. I think that's how he perceives it. He's talking about... Think about what he's talking about. Interplanetary species, mining on Mars, right?
And the entire telecommunications system. Start to understand what it all means. And look what exactly it displaces. We saw the entire telecommunications sector fall by 7.5-8% in one day. And everyone looks at it and thinks, "Oh my God, he could replace an entire industry." I think that's exactly what he thinks.
I think he plans to replace entire industries. You know what the craziest thing is? I think he thinks he's just getting started. I think the world looks at Elon and says, "Oh my God, he's a trillionaire." And he , I think, sits and says: "I barely have the money needed to move and do what I want. I'm just starting out." Remember what Jeff Bezos said when an analyst asked him, " Where are you going?" And do you remember what he usually answered?
"Well, it's still only day one at Amazon." Yes. Well, it's the same attitude. Yeah, I think he literally thinks that this is just day one of what he thinks we have another two years where the question of who is the most influential person in the world will even stand. Right now it's still Trump. Yes.
two more years. Yes. When the final year of his administration arrives, Elon Musk will be that, and more. Not for two years, not for 4 years, but for another 50 years. How old is Elon now? For 50? 54, 55. So, let's say he lives as long as Warren Buffett. I hope he lives a long life. He has another 40-50 years ahead of him to do his own thing.
I think the difference between Elon and LeBron is that LeBron said, "Not one, not two, not three, not four, not five." You remember when he said all that , about championships. When he moved to " Git". I think Elon will implement everything he has planned. He better have the best defense. Ugh. which is possible around him.
Or do you mean inheritance planning? I'm talking about safety. Of course. He's better off. By the way, if you were to make a list of people you'd want to eliminate if you were the enemy, this guy would be at the top of the list. Certainly. He better have the best security. All of its pilots, each one, must undergo a full background check.
I mean, he's in a completely different position now. I think they should. Yes, they should. He poses a threat to the whole world. Yes. That is, globalists are globalists, the main threat to all globalists is this guy. 100%. I agree. They 're holding out on this guy now. We have an announcement for you at 10:00, but we're releasing something that for some of you who are ardent supporters of the Second Amendment, who love America, we have the newest caps that just came out.
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