Part 2 of 2. Part 1 is here: https://betweentwocoos.com/65

In part 1, Joe Yaffe explained how an orbital data center works. This time, the question is
whether it works as a business.

In this episode, Joe and Michael discuss:

  • Why Cowboy Space measures itself in cost per GPU hour, not cents per kilowatt hour
  • Why a lot of new space companies are run by technologists who aren't asking if it's a business
  • What has to go right to raise the billions this needs beyond the first $365 million
  • Why the perfect rocket engine is designed to sit on the balance point of failure
  • How being your own only customer changes what a failed launch costs you
  • Six-year chip life, and why you stop caring that you can't reach them
  • The seven-year wait for a data center in Northern Virginia
  • Which agencies regulate an orbital data center, including the FDA
  • Why hiring, not physics, sits at the top of his list
  • The December 2028 launch date the whole company runs against

About Joe:
Joe Yaffe is COO and chief legal officer at Cowboy Space, which is building data centers
that run in orbit. He spent 31 years practicing law in Silicon Valley, fifteen of them at
Latham & Watkins and the rest at Skadden, where he was managing partner of the Palo Alto
office. He studied ancient Greek in college.

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