马斯克从南非来,又到南非去

marsbitPubblicato 2025-07-03Pubblicato ultima volta 2025-07-04

这么大,那么美,马斯克择日而亡。

特朗普实际上对马斯克非常不错,3 月份,在美国压力之下,南非土改实际上停滞,原本南非计划将 30% 的土地从白人农场主手中「无偿」转移至黑人。

并且,美国拒绝出席南非主办的 G20 会议,理由是南非涉嫌对白人进行「种族灭绝」,给了全世界一点小小的震撼,这是自大航海时代以来的首次黑白对调,充满荒诞感。

实际上,特朗普的重心都不在外部事物上,而是美国的内部斗争,激战民主党才是首要,特朗普如此反常针对南非,很难说是关心南非白人的命运,而是对政治恩主的回报。

特朗普一贯风格,答应选民的事会全力去做,答应马斯克的事更会拼命去做,即使赌上美国的对外关系也要做。

他真的,我哭死。

特朗普不恨南非,他只想挣钱,但是马斯克对白人南非的灭亡始终耿耿于怀,在他心中,今日南非就是明日的美国,而他的使命就是阻止这一切的发生。

一切的焦点是大而美法案(BBB,One Big Beautiful Bill Act),3B 法案不是特马决裂导火索,而是两人路线分歧的结果。

在马斯克看来,3B 法案是比 2B 多 1B 的愚蠢选择,放大贫富分化无所谓,毕竟老马是顶级富豪,补贴燃油车也还说得过去,老马的产业不止有特斯拉,SpaceX 能多拿政府订单。

在马斯克看来,真正的问题在于特朗普集团对财政纪律的放弃和践踏。

虽然叫大而美,但其实是老而旧,核心思路和 2017 年的《减税和就业法案》(Tax Cuts and Jobs Act of 2017)如出一辙,都是在效仿里根上世纪 80s 的经济刺激法案。

但是法案很类似,美国已经大不同。

里根时期的美国开始去工业化,说明美国有工业,今日的美国已经彻底去工业化,继续减税和刺激经济,只会让美债飙升、股市暴涨、美元通胀。

特朗普不在乎,裱糊匠得让美国继续过,马斯克很在乎,美国应该认真搞经济。

Elon Musk

图片说明:特朗普还清贷款,图片来源:彭博社

马斯克是成功的企业家,在政治投机特朗普之前,已经在多个商业领域证明自己,特朗普破产多次,直到二进宫,才开始发币割韭菜还清大楼贷款。

在 3B 法案生效后,美国会在未来增加至少 3 万亿美元国债,不仅和马斯克的减少政府开支的追求相悖,更是会让美债真的不可收拾,直至 MMT 生效或者联邦政府破产。

至于大家认为的稳定币会解救这一切,事实上不会发生,道理很简单,美债实在是太多了,几十万亿美元的规模,不是 2500 亿的稳定币发行量能够覆盖的,哪怕现有发行规模扩大十倍,基本上连美债利息都无法解决。

特朗普对加密相关活动的放松监管,与其说有复杂的经济考量,不如说是直接对游说集团的回馈,在最后一刻,Coinbase 等新钱,彼得蒂尔等硅谷右翼,已经纷纷站台赌特朗普会赢。

这是明明白白的政治交易,不是特朗普精心设计的大局。

马斯克对白人失去南非尚且不能忘怀,又如何能对白人即将失去美国无动于衷呢?

所以马斯克拼尽全力也要阻止 3B 法案,不惜「退出美国政府」回归企业,特朗普回应要把马斯克遣返回南非,上演吕不韦和秦始皇故事。

君何功于美,美封君 DOGE,NASA 大单。

就这样,商人和政客从相亲 -- 相爱 -- 相恨 -- 相杀的戏码快速走完,都不用十年二十年,几个月就完成了。

不过马斯克的商人思维会拯救一切,如同他投机特朗普是想做买卖,而不是真玩命,商人是不能 All in 政治的,毕竟马斯克是真有几千亿和数家大企业,但是特朗普已经梭哈,除了胜利,就是坐牢。

民主党的政治追杀,无效,我依然第二次入主白宫;

拳美火打不过胡塞,忍耐,我依然能调停俄乌伊以;

往东看搞不定关税,继续,我依然还能从越南取胜。

Elon Musk

图片说明:赞扬的小曲,图片来源:@elonmusk

虽然马斯克嘴上说要成立新政党搞新美国(The American Party),但其实已经「悄悄」降低姿态,开始回归商人本色,重新关注 AGI(xAI)、火箭和汽车,不管有没有补贴,生意都还要继续。

不过,我们生活的时代是资本主义的天下, Where is Jack Ma 也能回旋镖,但是说到底,Jack Ma 也还保留了人身自由和财富自由,身处资本主义的心脏地带,马斯克必然不会身中八枪,敬个酒这事也就过去了。

真正的危险还在以后,马斯克的工业资本家身份还能扛多久?

这事说来也搞笑,马斯克是被逼成实业家的,从 2000 年初开始和彼得蒂尔的 Paypal 竞争以来,马斯克的 X.com 就想成为一站式金融理财中心,收购推特后改名也是为此打算,但是彼得蒂尔的新数字银行 Erebor 都要开始运作了,马斯克还在烦恼星舰。

Erebor 计划取代硅谷银行 (SVB) 破产后的市场空白,为加密企业提供服务。

也许我们都误解了马斯克,马斯克曾经认为,飞向火星和月球是逃离地球建立乌托邦的正确选择,但是人类的意识形态和政治冲突会紧随其后,你永远也甩不脱,还是拿彼得蒂尔举例,他手下的 Palantir 已经是重要国防承包商,身处黑暗地带默默赚大钱。

在大而美法案国会进程中,彼得蒂尔提携的前议员、现任副总统投下了最终决定性一票,而马斯克只能在推特上为美国和自己的未来忧愁。

商场打不赢,一切等于零。

权力只对权力的来源负责,特朗普不必对马斯克认真,没有马斯克,还有牛斯克,很多商人都在海湖庄园等着「进部」,但是马斯克的现金流一断,那就锅干碗净等着回南非吧。

马斯克想要星辰大海,但是人类只想要安逸,死了都要的那种安逸。

马斯克前半生经历了白人南非的灭亡,后半生也可能会见证白人美国的衰弱,最终会见证人类的不思进取,困死地球。

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