Co-founder and CEO of K2 Space, building giant power-dense satellites for orbital compute and communications; raised $500M, crossed $1B in signed contracts; first mission Gravitas operating successfully on Falcon 9.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Power is the fundamental metric for space infrastructure (comms, compute, sensors); K2 builds the largest possible satellites to maximize power per launch, proving 100kW+ class on Falcon 9 today with $1B in signed contracts split 50/50 commercial (30-sat constellation) and government (Golden Dome with Anduril), positioning for Starship-era proliferation.
SpaceX is the single largest driver of Founders Fund 2's ~300x return; Starship timeline slips forced K2 Space to design satellites for Falcon 9, securing $1B in contracts tied to proven launch vehicle while retaining Starship optionality for future power-dense payloads.