最近几周人工智能行业的资金紧缩也波及到太空产业，后者与人工智能共享DNA、投资者和市场氛围。
The money crunch that has hit AI in recent weeks is coming for the space industry, which shares DNA, investors, and market vibes with artificial intelligence.
“如果你是一家高质量、管理良好、资产负债表健全、商业模式优秀的公司，你就非常有优势，因为大家都在关注，”Voyager Technologies首席执行官Dylan Taylor在本周的节目中表示，其他公司则“被抛弃”。Voyager为五角大楼和国防承包商建设太空基础设施，并正在研发商业空间站Starlab，计划在2030年国际空间站退役后取代其位置。该公司已上市，上个月以与热门可转换债券市场大致相符的条款筹集了4亿美元。
“If you’re a high-quality, well-run company with a good balance sheet and a good business model, you are very well positioned because everyone’s paying attention,” Dylan Taylor, CEO of Voyager Technologies, said on this week’s episode of . Everyone else is “being cast aside.”Voyager builds space infrastructure for the Pentagon and defense contractors, and is working on a commercial space station, Starlab, to replace the International Space Station when it is retired in 2030. The company is publicly traded, which last month allowed it to raise $400 million on terms roughly in line with a hot convertible-debt market.
“低资本成本是秘密武器，”Taylor说，“因为第一个问题是，‘如何与SpaceX竞争？’”连埃隆·马斯克的巨头也感受到了压力：本周它削减了Grok AI机器人的使用，因为马斯克在周日的一条X贴文中表示成本过高。像大多数太空高管一样，Taylor把马斯克视为竞争对手（在合同和资本方面）和合作者（Voyager的硬件搭乘SpaceX的火箭）。
“Low cost of capital [is] a secret weapon,” Taylor said, “because the first question is, ‘how do you compete with SpaceX?’”Even Elon Musk’s behemoth is feeling the squeeze: It throttled usage of its Grok AI bot this week because, as Musk said in an X post Sunday, it was getting too expensive. Taylor, like most space executives today, counts Musk as both a competitor (for contracts and capital) and collaborator (Voyager’s hardware hitches a ride on SpaceX’s rockets).
太空与人工智能行业正日益交织，利用相似的资本池、国家安全氛围，并携带类似的灾难性升级潜力。“这两者是同一件事，”Taylor谈到两者时说，但原因不同：它们都有可能重塑经济的每一个角落。“大家都在太空行业，”他表示，“他们还不知道。”我们还与Taylor讨论了在太空建造数据中心的可能性，这将规避地球上的能源需求和政治反弹。如果它们损坏怎么办？Taylor的典型美国答案是：‘再建造更多’。— Liz Hoffman 和 Rohan Goswami
The space and AI trades are increasingly twinned, tapping into similar pools of capital, riding similar national-security vibes, and carrying similar potential of catastrophic escalation. “It’s the same thing,” Taylor said of the two, but for a different reason: their potential to reshape every corner of the economy. “Everyone is in the space industry,” he said. “They just don’t know it yet.”We also talked to Taylor about building data centers in space, which would sidestep the energy needs and political backlash back on Earth. And if they break? Just “build more,” is Taylor’s quintessentially American answer. — Liz Hoffman and Rohan Goswami