Co-founder and CEO of Orbital Industries, an AI industrial company using frontier AI models to discover advanced materials and develop hardware products for critical industries; previously spent 5 years as a researcher at DeepMind.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Orbital's AI platform discovered a new family of cooling materials for GPUs in 3 years vs traditional 10-year/$100M timeline, creating a core bottleneck solution for AI chip scaling; the company's 'AI industrial' model combines frontier AI research with hardware product development to capture power-law value in advanced materials.