Physics and math background from Stanford; co-founded Robinhood in 2012 and scaled it to a public company over 14 years; left to pursue lifelong ambition of building a space company, self-funding the initial $10M+ seed for Cowboy Space (formerly Aetherlex) to develop orbital data centers using rocket upper stages as compute platforms.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Cowboy Space uses rocket upper stages as both launch vehicle and data center heat sink, vertically integrating launch and compute to achieve unit economics competitive with terrestrial data centers by 2028.
SpaceX will consume most of its own payload capacity for Starlink; Cowboy Space must vertically integrate launch to control unit economics and timeline for orbital data centers.
Building mass-market consumer products requires finding needs incumbents missed; the same unit-economics discipline that drove Robinhood's mobile-first thesis now drives Cowboy Space's orbital-compute thesis.