3 2 1 We have liftoff. Go Super Heavy. Go Starship.Vehicles catch you down range. Stage separation. Back burn.Start up. [Applause] landing shut down. Three down to two.Starship has landed. As we said, we're not planning on recovering the ship today. Hey, welcome back to Earth Starship. ...

Core Insights - Morgan Stanley's analyst Adam Jonas is advocating for a shift in investment focus towards a new trillion-dollar opportunity he calls the "extraterrestrial economy," driven by Physical AI, which includes flying cars, humanoid robots, and brain-machine interfaces [1][2] - Jonas predicts that by 2045, the "extraterrestrial economy" could exceed the current global economic total of approximately $110 trillion, with the low-altitude transportation market alone projected to generate over $4 trillion in annual revenue by 2040 [1][3] Group 1: Transition to Physical AI - Jonas has transitioned from being an automotive analyst to a global strategist for Physical AI, defining it as anything capable of moving, navigating, and manipulating three-dimensional space [2] - He emphasizes that discussing a world without Physical AI is akin to discussing a world without electricity, indicating its fundamental importance to future civilization [2] Group 2: Market Potential and Observations - Jonas highlights the inefficiency of current space utilization, noting that at any given time, the number of people in the air globally is comparable to the population of a single city, suggesting vast potential for low-altitude transportation [3] - He forecasts that electric vertical takeoff and landing (eVTOL) aircraft will soon transport paying passengers in urban airspace, marking the beginning of a new era in low-altitude transportation [3] Group 3: Historical Context and Market Reception - Jonas recalls past skepticism regarding his predictions for Tesla and SpaceX, which were initially met with doubt but later validated by market performance [4] - He believes that history is repeating itself, as some clients are beginning to construct trading strategies based on his long-term vision, despite a focus on short-term earnings by others [4][5] Group 4: Supporting Developments - Recent advancements in the industry support Jonas's theories, with companies like Joby Aviation and Archer Aviation expected to receive federal certification for commercial passenger flights next year [5] - In robotics, companies such as Tesla, Apptronik, and XPeng are releasing advanced humanoid robots with plans for commercialization, while autonomous taxi services from Waymo and Tesla are expanding in more U.S. cities [5]

Falcon 9 launches the @ProjectKuiper KF-03 mission to orbit from Florida https://t.co/BGmTJ614rw ...

RT Sawyer Merritt (@SawyerMerritt)SpaceX has released a new video of their Starhip tile factory, which currently produces over 1,000 tiles per day. https://t.co/1Ao8h8UvOE ...

RT SpaceX (@SpaceX)Splashdown confirmed! Congratulations to the entire SpaceX team on an exciting eleventh flight test of Starship! https://t.co/llcIvNZFfg ...

2025.10. 14 本文字数：643，阅读时长大约1分钟 作者 | 第一财经 乔心怡 北京时间 10 月 14 日清晨， SpaceX 的星舰在美国得克萨斯州发射。这是星舰的第十一次发射，也是第二 代星舰的最后一场收官表演。 飞行的核心看点为超重助推器首秀悬停技能。本次SpaceX采用的助推器曾经参与过星舰的第八次试飞。所 谓悬停，指的是该助推器将通过三阶段点火模式测试新型着陆技术。也就是先从 13 台引擎的状态减速， 过渡到 5 台引擎的状态进行姿态调整，再切换至 3 台引擎实现海面上方短暂悬停，最终关机溅落在墨西哥 湾。 得力集团辞退跛脚员工，CEO留言致歉 图片来源：SpaceX 在直播中，第一财经记者看到，观众能够通过直播清晰地看到引擎数量的逐步减少。随着引擎数量的减 少，超重助推器逐步减速调整姿态，最终溅落海面。值得一提的是，在本次直播当中，马斯克也出现在镜 头中，并表示自己将会在现场观看这次发射。 第二代星舰是人类历史上现役最大可重复使用火箭，根据马斯克此前披露的信息，第三代星舰计划在今年 年底完成建造与测试工作，第四代星舰则预计在 2027 年推出，该版本的设计高度可能接近 150 米。马斯 ...

"The goal of SpaceX is to make life multiplanetary to ensure humanity survives the great filters." – Elon Musk https://t.co/XkAXJ71xxD ...

Successful deployment of all KF-03 satellites confirmed ...

RT SpaceX (@SpaceX)Super Heavy has splashed down in the Gulf of America, gathering data for the next generation booster https://t.co/o72ciKBZYm ...

World’s most advanced bakerySpaceX (@SpaceX):Our fully automated bakery in Florida is setup to produce thousands of heat shield tiles per day to outfit the coming fleet of Starship vehicles https://t.co/9Ki278wakx ...