
埃隆·马斯克最近与乌克兰的冲突再次凸显了其公司推出的 Starlink 卫星互联网服务在基辅抵御俄罗斯入侵(俄罗斯于 2022 年无端发动了军事行动)过程中所发挥的关键作用。
Elon Musk's latest clash with Ukraine underscores the critical role that his company's Starlink satellite internet service has played in Kyiv's defense against Russia, which invaded unprovoked in 2022.
然而,这一事件也暴露了过度依赖单一卫星互联网服务提供商所带来的风险——因为目前还没有其他服务能够与 SpaceX 的 Starlink 以及其专为军事用途开发的 Starshield 服务相媲美。
It's also laid bare the downsides of depending on a single provider for satellite internet communications, though other options are not yet comparable to SpaceX's Starlink and its military-grade Starshield offering.
10 月 14 日,乌克兰官员指责 SpaceX 削弱了该国的自卫能力。他们表示,SpaceX 未经事先通知便突然对 Starshield 服务实施了速度限制。SpaceX 将 Starshield 描述为“专为政府机构设计的、基于 Starlink 技术构建的安全卫星网络”。这些限制导致乌克兰军队在作战中使用的无人机及其他飞行器的无线互联网连接功能受到严重影响(这些飞行器的飞行速度超过每小时 100 英里)。
On Oct. 14, Ukrainian officials accused SpaceX of undermining the country's ability to defend itself. SpaceX and the U.S., they said, had suddenly and without warning imposed speed limits on Starshield. SpaceX describes Starshield as a "secured satellite network for government entities" that "leverages Starlink technology." The changes cut wireless internet connectivity in drones and other aircraft moving at speeds over 100 miles per hour that Ukrainian forces were using in the campaign against Russia.
一位乌克兰高级指挥官向《纽约时报》透露,由于 Starlink 服务的限制,他的部队损失了超过 100 万美元,并且作战任务被延误了 3 天。
A Ukrainian senior commander told The New York Times the Starlink restrictions cost his unit more than $1 million and delayed missions by 3 days.
马斯克和唐纳德·特朗普总统都曾批评乌克兰总统弗拉基米尔·泽连斯基,但他们两人都回避了对这场战争中通信中断事件应负的责任。
Musk and President Donald Trump, both critics of Ukrainian President Volodymyr Zelenskyy, have each shirked accountability for the communications disruptions in the war-torn nation.
《华尔街日报》周二报道称,马斯克个人下令进行服务变更,并在实施前与特朗普讨论过此事。特朗普周三坚称他“未参与”。
On Tuesday, The Wall Street Journal reported that Musk individually ordered the service changes, and had discussed them with Trump before putting them in place. Trump insisted on Wednesday that he "was not involved."
公民公共组织联合主席罗伯特·魏斯曼表示,这一情况是“极度危险”,引发了对马斯克控制“关键通信手段”的反垄断和安全担忧。
Robert Weissman, who is co-president of watchdog group Public Citizen, said the situation is an "extreme danger" that raises antitrust and security concerns around Musk's ability to control a "crucial means of communication."
“人们担心寡头统治的政治和经济影响,这就是其中之一,”魏斯曼在一次采访中说。“不仅仅是马斯克可以淹没其他发言者,他在国家安全背景下还可以切断一个国家的通信。任何人都不应该拥有这种能力或权力。”
"People worry about the political, as well as economic, impacts of oligarchy, and this is it," Weissman said in an interview. "It's not just that Musk can drown out other speakers, he can close down communications in a national security context for a country. No person should have that ability or power."
这些中断促使美国两党议员呼吁调查马斯克的行为,包括要求他可能在宣誓下作证。
The disruptions have prompted a bipartisan group of lawmakers in the U.S. to call for an investigation into Musk's actions, including calls for him to potentially testify under oath.
得克萨斯州参议员约翰·科宁周三在接受CNBC采访时表示,他不认为马斯克会在“未经白宫至少默许”的情况下行动,并称试图在乌克兰限制星链服务“实在可耻”。
Sen. John Cornyn, R-Texas, told CNBC on Wednesday that he doesn't believe Musk would have acted "without at least the acquiescence of the White House," and called attempts to throttle Starlink service in Ukraine "frankly shameful."
“自二战以来,欧洲之所以能保持相对和平,是有原因的,”科宁在《街头早报》节目采访中表示。“这是因为美国与欧洲盟友之间的联盟。我认为任何破坏或削弱这一联盟的行为都是一个重大错误。”
"There's a reason why we've had relative peace in Europe since World War II," Cornyn said in a "Squawk on the Street" interview. "And that's because of the alliance between the United States and our European allies. And I think anything we do to undermine that or degrade that is a big mistake."
华盛顿州众议员普拉米拉·贾亚帕尔就此事呼吁调查,并在周三的一篇社交媒体帖子中写道:“没有哪个亿万富翁,尤其是从我们政府那里获得巨额合同的亿万富翁,应该有权单方面决定在对美国和乌克兰至关重要的战争中关闭通信和武器。”
Rep. Pramila Jayapal, D-Wash., called for an investigation on the matter and wrote, in a social media post Wednesday, "No billionaire, especially one that gets massive contracts from our government, should have the power to unilaterally decide to shut down communications and weapons during a war of critical importance to the US and Ukraine."
本周,SpaceX财报电话会议上,高管们没有回应这一问题,分析师也没有就此提问。
On SpaceX's earnings call this week, executives didn't address the issue and weren't asked about it by analysts.
寻找马斯克、SpaceX 及其卫星互联网服务替代方案的政府或公司,选择寥寥无几。
Governments or companies looking for an alternative to Musk, SpaceX and its satellite internet services have few options.
亚马逊的“柯伊伯计划”同样通过低地球轨道卫星星座提供互联网连接,历时七年研发,尚未全面投入运营,目前仅有 390 颗卫星在轨。
Amazon's Leo, which also delivers internet connectivity via a low Earth orbit satellite constellation, is seven years in the making and has yet to fully come online, with only 390 satellites in orbit.
相比之下,据天文学家乔纳森·C·麦克道威尔追踪的数据,SpaceX 拥有超过 11000 颗在轨的“星链”卫星。SpaceX 首席运营官格温·肖特韦尔周二在财报电话会上表示,“星链”服务已在 174 个国家上线。
SpaceX, by comparison, boasts a Starlink constellation of more than 11,000 satellites in orbit, according to data tracked by astronomer Jonathan C. McDowell. Starlink connectivity is live in 174 countries, SpaceX COO Gwynne Shotwell said on Tuesday's earnings call.
杰夫·贝佐斯的太空公司蓝色起源于 1 月推出了面向企业和政府客户的“TeraWave”服务,目标是在 2027 年第四季度部署首批卫星。
Blue Origin, Jeff Bezos' space company, in January unveiled a service called TeraWave for enterprise and government customers. It's targeting deployment of the first batch of satellites in the fourth quarter of 2027.
法国的尤特尔萨特也是“星链”的竞争对手,拥有 600 多颗在轨卫星。10 月 14 日,有报道称马斯克限制了乌克兰使用“星链”,该公司股价因此飙升 23%。
France's Eutelsat, also a competitor to Starlink, has more than 600 satellites in orbit. The stock surged 23% on Oct. 14 as reports emerged that Musk had restricted Starlink in Ukraine.
多个国家正在探索主权卫星通信系统。欧盟正在建设 IRIS²,预计将包含数百颗卫星,但首次发射要等到 2029 年。
Several countries are looking into sovereign satellite communications systems. The EU is building IRIS², which is expected to span hundreds of satellites, but the first launches aren't expected until 2029.
独立卫星顾问克里斯蒂安·弗赖赫尔·冯·德·罗普表示,大多数这些计划中的系统在容量、覆盖范围、韧性或成本方面,都不太可能“接近”“星链”。他补充说,尤特尔萨特终端的成本、体积、重量和功耗使其在战场上尤为不适用。
Most of these planned systems are unlikely to "come anywhere close" in terms of capacity, coverage, resilience or cost compared to Starlink, said Christian Freiherr von der Ropp, an independent satellite consultant. The cost, size, weight and power draw of Eutelsat's terminals make them particularly unsuitable in the battlefield, he added.
虽然 SpaceX 的连接业务已大幅领先竞争对手,但该公司还拥有一项极其成功的火箭发射业务,曾为许多竞争对手将卫星送入轨道。
While SpaceX's Connectivity business has raced ahead of rivals, the company also has the advantage of overseeing a hugely successful rocket launch business, which has carried satellites to orbit for many of its competitors.
SpaceX 目前正逐步停止其主力“猎鹰 9”火箭的商业搭载服务,同时测试和开发其巨型“星舰”火箭。
SpaceX is now phasing out commercial rides on its workhorse Falcon 9 rocket, while it tests and develops its massive Starship rocket.
冯·德·罗普表示,许多新的卫星星座“因此可能面临大幅延迟和大幅提高的发射成本”。
Many new constellations "could therefore face substantial delays and materially higher launch costs," von der Ropp said.
本周,乌克兰和欧洲立法者采取行动,探索星链的替代方案,并将这一问题定性为国家安全问题。
This week, Ukraine and European lawmakers moved to explore alternatives to Starlink, framing the issue as a matter of national security.
冯·德·罗普说,他们担心的是,获取一项关键通信服务可能会“因马斯克的政治议程”而中断。
Their concern is that access to a critical communications service could potentially be disrupted "as a consequence of Musk's political agenda," said von der Ropp.
冯·德·罗普说:“SpaceX对公司、政府和军队积累的软实力是巨大的,这一点现在已经非常明显。”“不可避免的是,这正在制造不信任,并加速了对替代方案的需求。”
"The degree of soft power SpaceX has accumulated over companies, governments and militaries is substantial, and that has now become very visible," von der Ropp said. "Inevitably, this is creating mistrust and accelerating demand for alternatives."
泽连斯基周三在X上发帖写道,他会见了挪威官员和挪威防务公司康斯伯格,讨论了防空系统以及“为我们的战士启动新的卫星通信能力的工作”。马斯克曾因在战争初期提供星链终端和卫星互联网服务而备受赞誉,但多年来,这位世界首富与乌克兰官员之间的关系已经恶化。
Zelenskyy wrote Wednesday in a post on X that he met with Norwegian officials and Kongsberg, a Norwegian defense company, to discuss air defense systems and "launching work on new satellite communication capabilities for our warriors." Musk enjoyed accolades for providing Starlink terminals and satellite internet service during the early days of the war, but relations have soured between the world's richest person and Ukrainian officials over the years.
根据沃尔特·艾萨克森撰写的2023年马斯克传记中的一个章节,马斯克此前曾命令SpaceX工程师关闭克里米亚上空的星链卫星网络,以阻止乌克兰对俄罗斯军舰的袭击。马斯克对该报道提出异议。这一消息披露后遭到乌克兰官员的谴责,包括泽连斯基的一位高级助手,他说这导致乌克兰平民被杀。
Musk previously ordered SpaceX engineers to shut off Starlink's satellite network over Crimea to thwart a Ukrainian attack on Russian warships, according to a chapter in the 2023 Musk biography written by Walter Isaacson. Musk disputed the report. The revelation drew rebuke from Ukrainian officials, including a top Zelenskyy aide, who said it led to Ukrainian civilians being killed.
泽连斯基的高级顾问米哈伊洛·波多利亚克在X上发帖写道:“这是无知和自负混合的代价。”马斯克还多次主张乌克兰应与俄罗斯达成“休战”,并将具有重要战略意义的克里米亚地区的所有权割让给普京。
"This is the price of a cocktail of ignorance and big ego," Mykhailo Podolyak, a top Zelenskyy advisor, wrote in a post on X, then known as Musk has also repeatedly argued that Ukraine should strike a "truce" with Russia and cede ownership of Crimea, a strategically important territory, to Putin.
马斯克对乌克兰的处理方式在加拿大决定与星链断绝关系的决定中起到了一定作用。印度和台湾的官员也对星链表示担忧,理由是国家安全顾虑,并倾向于采用不受SpaceX控制的大众通信服务。马斯克抨击印度“寡头”阻碍星链在该国的推广。他还针对星链的一些潜在企业客户发起攻击。
Musk's treatment of Ukraine played a part in Canada's decision to cut ties with Starlink. Officials in India and Taiwan have also expressed wariness of Starlink, citing national security concerns and preferring to adopt a mass communications service that's not controlled by SpaceX. Musk lashed out at Indian "oligarchs" for stalling the Starlink rollout in the country. He's also targeted some of Starlink's prospective enterprise customers.
星链已成为航空公司机上卫星Wi-Fi服务的主导供应商,为包括联合航空、阿拉斯加航空、美国航空和西南航空在内的数十家航空公司提供服务。但达美航空是极少数选择亚马逊“Leo”服务的航空公司之一。
Starlink has become the dominant provider for airlines' in-flight satellite Wi-Fi service,g on dozens of carriers, including United Airlines, Alaska Airlines, American Airlines and Southwest Airlines. But Delta Air Lines is one of the few carriers to choose Amazon's Leo service.
本月初,马斯克在X上发帖称,达美航空首席执行官埃德·巴斯蒂安因未选择星链将“丢掉工作”,此前X上有未经证实的评论称巴斯蒂安曾告诉员工:“我们不想和埃隆·马斯克合作。相信我。”巴斯蒂安否认发表过该言论,并于10月9日告诉CNBC,他是星链的“忠实粉丝”,甚至开特斯拉汽车。“所有关于这是私人恩怨的废话完全不是真的,”他说。
Earlier this month, Musk posted on X that Delta CEO Ed Bastian would "lose his job" over not choosing Starlink, following unconfirmed comments posted on X that Bastian told employees, "We do not want to be with Elon Musk. Trust me." Bastian denied making the comment, and told CNBC on Oct. 9 that he's a "big fan" of Starlink and even drives a Tesla. "All this nonsense about it being personal is not true at all," he said.
