估值能到2500亿美元！马斯克豪赌推特的自信来源在哪？

华尔街见闻2023-04-02

逐梦数字银行，马斯克欲把推特打造成美版微信。在最近发给员工的内部邮件中，马斯克承认推特当前估值较收购价腰斩降至200亿美元。然而，马斯克坚信，推特市值能增长十倍以上，有朝一日将达到2500亿美元。而这场豪赌的背后，是马斯克追逐了20多年的数字银行梦。近期，马斯克断断续续地谈到推特2.0会是什么样子。但在上周晚些时候，他向推特员工展示了宏伟计划，即让该公司成为用户财务生活的中心。到目前为止，推特还...

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精彩评论

MOORE
2023-04-02
MOORE
美版微信不过是安排了几个闲人
不锈钢韭菜饼
2023-04-02
不锈钢韭菜饼
学微信[开心]
虎镇金来
2023-04-02
虎镇金来
马大帅准备下一个大招了
LightQuant
2023-04-02
LightQuant
不就是学微信嘛
Roger.JJ
2023-04-02
Roger.JJ
原神给他的自信
人间油物
2023-04-02
人间油物
美版微信是谁先提出来的？莘县阳谷县搭县

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Where does Musk's confidence in betting on Twitter come from?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d55cd40034e4ada373594eb4e40ec7c3","symbols_score_info":{"TSLA":1,"QNETCN":0.6},"content_text":"逐梦数字银行，马斯克欲把推特打造成美版微信。在最近发给员工的内部邮件中，马斯克承认推特当前估值较收购价腰斩降至200亿美元。然而，马斯克坚信，推特市值能增长十倍以上，有朝一日将达到2500亿美元。而这场豪赌的背后，是马斯克追逐了20多年的数字银行梦。近期，马斯克断断续续地谈到推特2.0会是什么样子。但在上周晚些时候，他向推特员工展示了宏伟计划，即让该公司成为用户财务生活的中心。到目前为止，推特还只是朝着支付和金融未来迈出了一小步。去年11月，推特向美国财政部提交了申请文件，希望成为支付处理商。现在，推特还必须在计划开展业务的每个州注册许可证。根据政府数据库，推特尚未在加州注册。马斯克的数字银行梦马斯克逐梦数字银行不禁让人回想起其职业生涯早期，以及他所创立支付公司X.com遭遇的重大挫折。X.com成立于1999年，被设想为业务广泛的银行，马斯克先生希望将用户的金融服务整合到一个网站中。但真正吸引人们注意的是，用户之间通过电子邮件转账的功能，这在当时是一项突破，并最终使PayPal一举成名。这家数字支付公司的早期成功为马斯克带来了第一桶金，他将这些财富投资于特斯拉和创建火箭公司SpaceX。但作为X.com的首席执行官，马斯克的结局却并不光彩，他在与第一任妻子旅行中被罢免了职务，这意味着他从未亲自实现自己的全盘计划。无论如何，在马斯克追求太空旅行和电动汽车等梦想的同时，他从未放弃数字银行的梦想和对X.com的依恋。2017年，马斯克从PayPal手中回购了X.com的域名，并称这对其来说有“很大的情感价值”。推特需要转型过去几个月，推特处境艰难，广告业务占推特销售额的90%左右。马斯克表示：由于广告客户减少，推特去年的收入从2021年的约50亿美元降至30亿美元。上月早些时候，马斯克在一场会议上强调，推特的负债水平非常高，每年需要花费大约15亿美元来偿还债务，这一数字大约相当于其目前的现金消耗率。自马斯克收购推特后后，进行了多轮裁员以削减成本，目前推特的员工总数已减少至不到2000人。然而，马斯克在邮件中表示，他看到了一条“清晰但艰难的道路”，在未来某个时候，推特市值有望达到2500亿美元。这一数字将让推特与摩根大通等金融巨头并列。目前，摩根大通市值约为3800亿美元，美国银行市值接近2300亿美元，PayPal市值约为850亿美元。马斯克用其一贯的策略激励员工，他以特斯拉为例：2015年，他声称特斯拉当时的估值约为250亿美元，十年后将达到苹果公司7000亿美元的估值，当时华尔街分析师集体不信。 2021年，特斯拉超过了7000亿美元的估值，成为全球首家市值突破一万亿美元大关的汽车企业。未来愿景：打造美版微信马斯克的未来愿景是，Twitter用户可以轻松地互相转账，通过应用程序赚取存款利息，这与其最初对X.com的设想非常相似。就像他在特斯拉所做的那样，马斯克押注于推特拥有巨大的增长潜力，并为该公司摆脱对广告业务的依赖绘制了路线图。这是他认为应该提高推特估值的核心理由。这一计划旨在借助推特数亿用户，以及马斯克早期在X.com的经验，融合了社交媒体和数字商务的功能。马斯克去年在一次会议上谈到他对推特的雄心时说：我在2000年7月写了一份产品计划，当时我认为X.com有可能成为世界上最有价值的金融机构。我将执行22年前为X.com制定的计划，并进行改进。通过收购推特，马斯克更新了自己早期对应用程序经济中的数字银行愿景，即利用这家社交媒体公司创建所谓的超级应用。这种应用可能是一个集内容、交流和商务于一体的平台，类似于微信或支付宝。马斯克对微信总是不乏溢美之词，其表示：我们还没有任何应用能像微信那样出色。那我们直接复制微信怎么样？目前尚不清楚马斯克能否成功复制微信，苹果iPhone和Alphabet的Android系统主导着美国的智能手机市场，随着科技和金融公司争相提供各种数字支付系统，美国用户也习惯了使用一系列银行和即时通讯APP。尽管如此，还是有一些人看到了该领域的巨大潜力。数字银行顾问Richard 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