24-year SpaceX veteran (employee #11), leads business operations, sales, and government affairs. Credited with securing early NASA CRS contract and scaling Starlink to operational service.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Starlink has only 1.5-2% market penetration leaving massive headroom; computer rental (AI compute) is a 'heck of a business' with insatiable demand and no drop-off; space-based data centers solve land, power, cooling, and permitting bottlenecks with free real estate, deep-space radiative cooling, and 24/7 solar; SpaceX will launch AI compute satellites in 2025 leveraging its own launch capability and vertical integration.