Founder of Cowboy Space Corporation, building vertically integrated launch vehicles and orbital data centers to deliver compute from space; previously founded Robinhood.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Cowboy Space is vertically integrating a launch vehicle optimized for simplicity and speed-to-market to deploy orbital data centers, accepting expendable flights initially because AI compute economics are dense enough to justify non-reusable launch costs.
SpaceX will consume most of its own launch capacity for Starlink and internal needs, creating a structural opening for new launch providers focused on commercial AI payloads.