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karan kunjur

T2 · manager / operator

CEO of K2 Space, building high-power satellites for orbital compute and communications infrastructure.

3 calls·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$K2-SPACEK2 Spaceposition

K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital compute

K2 Space delivers 20kW satellites at $15M each vs traditional $1B/7-10yr builds, enabling orbital data centers that fundamentally change compute economics. First satellite de-risked 85% in-house tech stack; $1B in contracted revenue (mostly national security); scaling to 100kW for Starship launch.

Bloomberg Tech2026-07episode →

most discussed · click a bar to filter

  • $K2-SPACE

recurring themes

  • Space Economy3
3 total
$K2-SPACE
K2 Space
HIGHkaran kunjur·Bloomberg Tech·2 months ago·Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech
K2 Space raises $500M at ~$7B valuation for high-power satellites enabling orbital compute
K2's 20kW satellites (scaling to 100kW) at $15M each vs $1B traditional satellites unlock orbital data center economics; $1B in contracted revenue (including Golden Dome) and top-tier investors (Iconiq, Kleiner Perkins, CapitalG) validate the mass-production approach for space-based compute infrastructure.
"SPACE IS BECOMING AN INFRASTRUCTURE PLAY. YOU ARE SEEING APPLICATIONS LIKE COMMUNICATIONS AND COMPUTE GOING FROM GROUND TO AIR AND SPACE. WE STARTED K2 TO BUILD THE HIGHEST POWER…"
27:08
$K2-SPACE
K2 Space
HIGHkaran kunjur·Bloomberg Tech·2 months ago·Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech· position
K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital compute
K2 Space delivers 20kW satellites at $15M each vs traditional $1B/7-10yr builds, enabling orbital data centers that fundamentally change compute economics. First satellite de-risked 85% in-house tech stack; $1B in contracted revenue (mostly national security); scaling to 100kW for Starship launch.
"THE CAPABILITY WE ARE DELIVERING HISTORICALLY WAS DONE BY A $1 BILLION SATELLITE MADE BY ONE OF THE PRIMES THAT COST $1 BILLION AND TOOK 7-10 YEARS TO PRODUCE. OUR PLAY WAS TAKING…"
28:15
$K2-SPACE
K2 Space
HIGHkaran kunjur·Bloomberg Tech·2 months ago·Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech· position
K2 Space raises $500M at $7B valuation for high-power satellite constellation
K2 Space's mass-producible 20kW satellites at $15M each disrupt traditional $1B satellite economics, enabling orbital compute infrastructure with $1B in contracted revenue.
"SPACE IS BECOMING AN INFRASTRUCTURE PLAY. YOU ARE SEEING APPLICATIONS LIKE COMMUNICATIONS AND COMPUTE GOING FROM GROUND TO AIR AND SPACE. WE STARTED K2 TO BUILD THE HIGHEST POWER…"
27:08
8
Space Economytailwind
High-power satellites enable orbital compute as new infrastructure layer
K2 Space's 20kW→100kW satellites at 1/50th traditional cost ($15M vs $1B) with mass production capability unlock space-based data centers; $1B contracted revenue and Starship-compatible design position for compute infrastructure in orbit.
7
Space Economytailwind
K2 Space raises $500M to mass-produce high-power satellites for orbital compute
K2 Space's 20kW satellites at $15M each disrupt traditional $1B satellite economics, enabling orbital data centers and communications infrastructure with $1B in contracted revenue.
7
Space Economytailwind
Orbital data centers emerging as new compute layer with high-power satellite constellations
K2 Space's 20kW/100kW satellites enable compute in orbit at fraction of traditional cost ($15M vs $1B), changing economics and scalability. $1B in defense contracts validates demand. Starship and new heavy launch vehicles will unlock 100kW+ class for large-scale orbital compute.