Neil is the co-founder and CTO of K2 Space, leading engineering on the Mega-class satellite platform. He oversees development of 20kW Hall thrusters, deployable solar arrays, high-voltage power systems, and radiation-hardened electronics for operation across LEO, MEO, GEO, and deep space.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
AMD chips offer great compute per dollar but are underutilized because vendors invest less in kernel optimization; Sail Research builds software to unlock that alpha and is buying all available supply.
By optimizing software for throughput (not latency), buying undervalued chips (AMD, TPU, Trainium, custom), deploying 1MW distributed data centers with 95% uptime tolerance, and pairing with intermittent renewable power, Sail Research aims to drive token cost down 3-6 orders of magnitude.
HBM capacity is the hardest bottleneck to expand — Micron, SK Hynix, Samsung have been burned by cyclical downturns and resist massive capex, so shortage persists and forces system-level efficiency innovations elsewhere.