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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