Euwyn

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@euwyn

Founder Orbital · Data centers in space @orbitaldotinc · Prev @ridespin acq'd @ford · YC · Cornell

orbital.inc Joined January 2009

561 Following 5.8K Followers 1.8K Posts

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Euwyn @euwyn Oct 30

Hi, I'm Euwyn.

Going to start posting here again, so a quick reintroduction.

I'm the founder of Orbital. We're building AI data centers in space.

A few things about me:

In 2010, I moved to Silicon Valley to join YC (S10) to build my first startup.

In 2017, I co-founded Spin, the first micromobility company in the US.

In 2018, Ford acquired Spin for close to $100M. Over the following years, we scaled it to 1,800 employees, deployed 250,000+ vehicles and expanded into 100+ markets.

In 2026, I founded Orbital. We raised funding from a16z speedrun, Human Interest, Basis Set, Anti Fund, and others. The team has decades of experience building satellites at Amazon Leo, Lockheed Martin, Northrop Grumman and other aerospace companies.

Our mission is to solve one of AI's biggest problems: the electricity shortage. AI demand is growing exponentially and we can't build enough power plants and grid capacity to match it. Data centers in space is the solution.

I'll be sharing what we're building, what we're learning and why I believe space will play a huge role in the future of AI.

If you're interested in AI, space, data centers and the future of computing, you'll probably enjoy what I post here.

Follow along for the journey.

Euwyn @euwyn 2h

@claudeai When will chat/cowork sessions be able to see and manage other sessions? Sorely needed feature.

Euwyn @euwyn 9h

Elon Musk says solar panels in SPACE will generate 5X more electricity than on Earth.

AI chips require enormous amounts of electricity to operate 24/7, but Earth's power grids can't expand fast enough to keep up with SKYROCKETING demand.

At the current pace, projections suggest a 100 GW electricity capacity shortfall by 2030.

So what are our options?

1) Connect to the GRID: Some data centers face 5–7 YEAR waits for electricity connections.

2) Build GAS plants: They need specialized turbine blades, vanes, generators and transformers. Large turbines face 5+ YEAR delivery queues, with some manufacturers booked through 2030.

3) Build NUCLEAR plants: Permitting and construction take YEARS. America's Vogtle reactors took roughly 14–15 YEARS from early construction to operation.

What about solar?

On Earth, panels lose sunlight to clouds, the atmosphere, and nighttime. That means data centers need expensive batteries or backup power to operate 24/7.

That's why Musk believes SPACE is the answer.

In the right orbit, solar panels avoid clouds and most nighttime interruptions, harvesting roughly 5X more energy over time.

Instead of beaming electricity to Earth, he'd power AI chips directly in orbit and transmit the results back as DATA.

— Elon Musk (@elonmusk) on Dwarkesh Patel's (@dwarkesh_sp) podcast

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Euwyn Verified account @euwyn 5d

Elon Musk once said: “Earth only receives about half a billionth of the Sun’s energy... if you’re going to climb the Kardashev scale and harness some nontrivial percentage of the Sun’s energy... obviously, the only way to scale is to go to space with solar.”

Let me explain what he’s talking about.

The Kardashev scale is a way of measuring how advanced a civilization is, based on how much energy it can use.

Type I: uses all the energy available on its home planet
Type II: uses all the energy of its star
Type III: uses all the energy of its galaxy

The more energy a civilization can harness, the more it can build, and advance.

Humanity isn’t even at Type I yet.

Here’s why:

Earth only receives about half a billionth of the Sun’s energy.

So even if we wanted to harness just a millionth of the Sun’s output, that would mean roughly 100,000X more electricity than our entire civilization generates today.

No amount of power plants, nuclear reactors or fusion on Earth gets us anywhere close to that.

And AI is about to need more electricity than ever before.

That’s why Elon says the only way to scale is to go to space.

In the right orbit, solar panels can capture near-constant sunlight with no night, no clouds and no atmosphere in the way.

— Elon Musk (@elonmusk) on Dwarkesh Patel’s (@dwarkesh_sp) podcast

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Euwyn @euwyn 1d

Fine-nines, at least.

Hosun Chung Verified account @hosun_chung 2d

Larry Page reportedly has a number for how much computing will end up in space: five nines. As in 99.999%.

@patrick_oshag heard it secondhand: "Someone asked Larry Page how much of compute will be orbital, and he said five-nines."

@martin_casado's reason it might happen: "It's just basically regulatory." He thinks there are 500 proposed bills to stop data center building in the US, Texas included.

From @InvestLikeBest.

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Euwyn @euwyn 1d

I just sat down with Jeff Becker, GP of Antler Global.

He wanted to know why I agree with Elon Musk saying data centers need to be in space.

9 things I told him about AI demand, electricity and space:

1) There's a projected 100 GW power shortfall by 2030

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