tran

T2 · manager / operator

Tran is the co-founder and CEO of K2 Space, leading a contrarian bet on building the largest, highest-power satellites in the industry. He previously worked on satellite programs and assembled a team including Starlink's Hall thruster designer to solve propulsion, power, and radiation challenges at low cost.

4 calls·3 names·100% bull·last heard 12 days ago·Kleiner Perkins
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 founders detail contrarian bet on massive high-power satellites with 100-unit SES deal and national security wins

Physics favors larger satellites for power, aperture, and mass; K2 solves propulsion, power, and radiation challenges at low cost to deliver unprecedented satellite performance, validated by a 100-satellite commercial deal with SES and multiple US Space Force contracts including Golden Dome interceptors with Anduril.

2ndmedium conviction

SES signs 100-satellite deal with K2 Space in largest commercial satellite agreement

SES has committed to a 100-satellite deal with K2 Space, described as one of the largest commercial satellite deals in the industry, validating demand for high-power, large satellite platforms.

3rdmedium conviction
$ANDURILAnduril Industries

Anduril partners with K2 Space on Golden Dome space-based interceptors

Anduril has selected K2 Space as the host spacecraft provider for the Golden Dome space-based interceptor constellation in LEO, signaling defense demand for large, high-power satellite platforms.

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recurring themes

4 total
$K2-SPACE
K2 Space
HIGHtran·Kleiner Perkins·12 days ago· position
K2 Space founders detail contrarian bet on massive high-power satellites with 100-unit SES deal and national security wins
Physics favors larger satellites for power, aperture, and mass; K2 solves propulsion, power, and radiation challenges at low cost to deliver unprecedented satellite performance, validated by a 100-satellite commercial deal with SES and multiple US Space Force contracts including Golden Dome interceptors with Anduril.
"We started K2 on a contrarian bet 4 years ago. Uh while everyone else was building smaller when it comes to space, we thought that the future was building bigger. Um we're buildin…"
0:13
$SESG
···
SES
MEDtran·Kleiner Perkins·12 days ago
SES signs 100-satellite deal with K2 Space in largest commercial satellite agreement
SES has committed to a 100-satellite deal with K2 Space, described as one of the largest commercial satellite deals in the industry, validating demand for high-power, large satellite platforms.
"Uh this year we announced our first big commercial win, a 100-satellite commercial deal with a company called SES. Uh it's one of the largest commercial satellite deals in the ind…"
4:12
$ANDURIL
Anduril Industries
MEDtran·Kleiner Perkins·12 days ago
Anduril partners with K2 Space on Golden Dome space-based interceptors
Anduril has selected K2 Space as the host spacecraft provider for the Golden Dome space-based interceptor constellation in LEO, signaling defense demand for large, high-power satellite platforms.
"We announced that we won Golden Dome space-based interceptors partnering with Anduril where we're the host spacecraft vehicle for a constellation in Leo."
5:58
$K2-SPACE
K2 Space
HIGHtran·Kleiner Perkins·12 days ago· position
K2 Space bets on bigger satellites with 100-sat SES deal and Golden Dome win
K2 Space is pursuing a contrarian strategy of building the largest, highest-power satellites ever created, arguing physics favors bigger satellites for power, aperture, and mass. They've achieved vertical integration at low cost and secured major commercial (SES) and national security (Golden Dome, missile warning, PTS-G) contracts.
"We started K2 on a contrarian bet 4 years ago. Uh while everyone else was building smaller when it comes to space, we thought that the future was building bigger. Um we're buildin…"
0:50