roger
325 posts
roger
@TERMINUS_Roger
A single spark can start a prairie fire .
Terminus Beigetreten Kasım 2021
124 Folgt23 Follower
First, we’re building a Moonbase on the Moon — Mars is the next step
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Just a reminder:
Mars has no religion, no taxes, no politicians, and no wars.
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🚀 太空淘金热：商业空间站，下一个万亿级“果实”？
SpaceX、VAST、Blue Origin... 国际巨头正在争抢国际空间站（ISS）退役后的“轨道地产”。
商业空间站（如Starlab、Orbital Reef）绝不是小打小闹，它将是太空制造、微重力研发和轨道旅游的终极“枢纽”和“赢利点”。
🚨 核心逻辑：低成本是“因”，空间站是“果”！
正如 Starlink 和 太空数据中心 是火箭快速复用后的必然产物一样，商业空间站的爆发，最终也将依赖于可复用中重型火箭带来的超低发射成本。这是产业爆发的“终极解锁条件”。
当 ISS 退役的那一天，就是轨道经济全面腾飞的“临界点”。
🎯 A股寻找“淘金工具”：直接投资于未上市的 VAST 或 Orbital Reef 是美股玩家的特权。作为A股投资者，机会在产业链上游——为低成本发射提供“工具”和“材料”的公司。
关注中国可复用火箭产业链的核心技术供应商：
● 火箭的心脏（发动机）： 专注于高耐温、高可靠性的材料和部件，尤其是高温合金、特种铸件和密封件的公司，它们能承受火箭复用多次点火的严苛条件。
● 火箭的大脑（航电）： 箭载传感器、精密测量与控制系统的供应商。可复用火箭对“状态感知、故障预警”的要求呈指数级增长。
● 星地连接（地面服务）： 虽非直接标的，但卫星制造和测控系统的技术储备是未来空间站运营的基石。
💡重点追踪那些深度绑定国内头部商业火箭公司（如蓝箭航天、天兵科技等）供应链的A股上市公司。它们是分享中国商业航天降本革命红利的最快路径！
你认为谁是A股中，最有可能乘上商业空间站和可复用火箭双重风口的“隐形冠军”？ 👇
#商业航天 #可复用火箭 #A股投资 #太空经济 #SpaceX
FeiXiaoHao(非小号)@feixiaohaocom
🌌 科幻照进现实！马斯克 vs 贝佐斯：太空 AI 数据中心竞赛全面打响！ 🚀 据《华尔街日报》报道，特斯拉 CEO @elonmusk（SpaceX）与亚马逊创始人 @JeffBezos（蓝色起源）正在竞相将价值数万亿美元的 AI 数据中心热潮带入太空轨道！ ●🟦 蓝色起源： 贝佐斯旗下的团队已研究轨道 AI 数据中心所需技术一年多。 ●⭐ SpaceX 计划： 马斯克计划使用升级版 星链卫星 承载 AI 计算的有效载荷。 ●💰 估值潜力： SpaceX 计划将该技术作为股票出售的一部分，此举可能使其公司估值达到 $8000 亿美元。 部署具备强大 AI 计算能力的卫星面临着艰巨的工程挑战和高昂的成本问题。尽管如此，这个构想仍深深吸引着 AI 和航天技术领域的顶尖领导者。 这场由两位科技巨头主导的太空竞赛，目标是将 AI 计算能力部署在地球上空，想象空间巨大！ #SpaceX #蓝色起源 #马斯克 #贝佐斯 #AI #数据中心 #星链 #太空科技
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From here to Mars and then to the stars
Dima Zeniuk@DimaZeniuk
ELON MUSK: “It needs to be sustainably multi-planetary, so not just visiting, but actually multi-planetary in the sense that if you have planetary redundancy, so if there were to be a catastrophe on one of the planets, the other planet would survive. Starship is capable of doing that for the first time in history, and no AI was used to create it.”
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@teslaownersSV This running motion is insanely smooth and human-like! The progress is absolutely wild!
Can’t wait for Optimus to help us build lunar bases and Mars Terminus! 🚀🪐
Elon, beam me up to supervise on Mars! 🤣 @elonmusk
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The evolution of Tesla Optimus over time.
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When do you think the first Starship will head to Mars?
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Building a base on Mars will be one of the greatest challenges in human history
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ELON MUSK: “The major fork in the road of destiny will be when the Mars city is capable of surviving, even if the resupply ships from Earth stop coming for any reason.”
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SpaceX will allow us to create a base on the moon
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@elonmusk @JoelSercel Mars is the final target. We must build Terminus!
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We should not take survival on Earth too much for granted.
No commercial opportunity, however large, is more important than ensuring the long-term survival of consciousness, which becoming multiplanetary enables.
Space habitats require mass transfer from elsewhere to grow. Planets do not.
That said, a self-sustaining city on the Moon, while not as resilient to calamities that affect Earth as Mars (due to its proximity to Earth), is probably nonetheless worth the doing, in addition to Mars.
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Elon's new posts about things we can do in space with fully reusable superheavy vehicles are important. I have been wondering for years when he would realize that there are much more important things to do in space before building a city on Mars.
- Massive AI (and other) data processing centers
- Space solar power satellites
- Massive swarms of imaging systems
- Space settlements in deep space and on the Moon
Elon Musk@elonmusk
@rmcentush Starship could deliver 100GW/year to high Earth orbit within 4 to 5 years if we can solve the other parts of the equation. 100TW/year is possible from a lunar base producing solar-powered AI satellites locally and accelerating them to escape velocity with a mass driver.
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369 days left until the next Earth→Mars transfer window opens.
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