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$60 BILLION FROM 4 MIT STUDENTS In 2022, four MIT classmates started Cursor. Four years later, SpaceX just completed a $60 BILLION acquisition of their company. This might be one of the craziest startup speedruns ever. - Cursor reached ~$2.6B in annualized enterprise revenue - It went from a... show more

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45,671 次观看 • 4 天前 •via X (Twitter)

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SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk

SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk

Tesla Owners Silicon Valley

16,014 次观看 • 2 个月前

SpaceX said it has an agreement giving it the right to acquire artificial intelligence startup Cursor for $60 billion later this year or to pay $10 billion for the companies’ work together, part of the Elon Musk-run firm’s efforts to catch up with rivals in AI coding tools. Bloomberg’s Natasha Mascarenhas has more

SpaceX said it has an agreement giving it the right to acquire artificial intelligence startup Cursor for $60 billion later this year or to pay $10 billion for the companies’ work together, part of the Elon Musk-run firm’s efforts to catch up with rivals in AI coding tools. Bloomberg’s Natasha Mascarenhas has more

Bloomberg TV

23,247 次观看 • 3 个月前

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT.. His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering.. That company failed.. So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you.. Here's how fast it grew.. $100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz.. $500 million by month 21.. $1 billion by November 2025.. $2 billion by February 2026.. Projected to hit $6 billion by end of year.. Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it.. Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers.. And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy.. They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself.. But here's where the story takes a turn nobody expected.. Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall.. Not a market wall.. A physics wall.. They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem.. Enter Elon Musk.. On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history.. The structure is insane.. SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development.. At the end.. SpaceX can buy the company for $60 billion.. If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history.. Think about what that means for Cursor.. Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth.. There is no losing scenario.. And here's why Musk wants it.. SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number.. By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools.. Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team.. Oh and one more thing.. In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000.. That stake is now worth approximately $3 billion.. Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell.. A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history.. And now SpaceX is writing a $60 billion check for it.. This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT.. His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering.. That company failed.. So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you.. Here's how fast it grew.. $100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz.. $500 million by month 21.. $1 billion by November 2025.. $2 billion by February 2026.. Projected to hit $6 billion by end of year.. Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it.. Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers.. And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy.. They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself.. But here's where the story takes a turn nobody expected.. Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall.. Not a market wall.. A physics wall.. They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem.. Enter Elon Musk.. On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history.. The structure is insane.. SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development.. At the end.. SpaceX can buy the company for $60 billion.. If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history.. Think about what that means for Cursor.. Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth.. There is no losing scenario.. And here's why Musk wants it.. SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number.. By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools.. Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team.. Oh and one more thing.. In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000.. That stake is now worth approximately $3 billion.. Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell.. A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history.. And now SpaceX is writing a $60 billion check for it.. This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

Evan Luthra

989,346 次观看 • 3 个月前

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting

Wall Street Apes

213,448 次观看 • 2 个月前

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk

Milk Road AI

69,667 次观看 • 2 个月前

Actual usage of SpaceXAI Grok 4.5. First person reports that there are programmers successfully replacing Opus and Sonnet in all of his systems today with Grok 4.5. Grok 4.5 worked great. Spending can drop 50-80%. $200-500 instead of $1000. Grok 4.5 is faster than Opus 4.8. Maybe 2 to 3 times faster. OpenAI GPT 5.6 is coming tomorrow and will be faster but more expensive than Grok 4.5. Grok 4.5 can own the low end of developer usage (pretty, efficient value and good enough). This could send Cursor-SpaceXAI enterprise revenue up from $4 Billion ARR to $8-15 billion ARR in 1-2 months. SpaceXAI Elon Musk

Actual usage of SpaceXAI Grok 4.5. First person reports that there are programmers successfully replacing Opus and Sonnet in all of his systems today with Grok 4.5. Grok 4.5 worked great. Spending can drop 50-80%. $200-500 instead of $1000. Grok 4.5 is faster than Opus 4.8. Maybe 2 to 3 times faster. OpenAI GPT 5.6 is coming tomorrow and will be faster but more expensive than Grok 4.5. Grok 4.5 can own the low end of developer usage (pretty, efficient value and good enough). This could send Cursor-SpaceXAI enterprise revenue up from $4 Billion ARR to $8-15 billion ARR in 1-2 months. SpaceXAI Elon Musk

nextbigfuture

50,072 次观看 • 1 个月前

"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth. The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."

"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth. The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."

DogeDesigner

94,915 次观看 • 2 个月前

Elon Musk just took Anthropic's biggest customer hostage three days before their IPO. He paid $60 billion for it without spending a dollar of cash. But the company he bought is actively losing the race he claims to be winning: The company is Cursor, the AI coding tool used by most of Silicon Valley and a huge chunk of Fortune 500 engineering teams. Its best feature is called Composer, and Composer became the most-loved AI coding product on earth for one specific reason: It runs on Anthropic's Claude. The phrase "vibe coding" was literally coined by a researcher playing with Cursor's Composer running on Claude Sonnet in early 2025. Anthropic's enterprise revenue exploded in 2025 partly because every engineer using Cursor was effectively a paying Anthropic customer underneath. Cursor became one of the largest external pipelines of Claude usage anywhere on the internet. And last week, Anthropic confidentially filed paperwork to go public. Three days after SpaceX completed its own IPO on Friday, Elon Musk exercised an option he had quietly signed in April and bought Cursor for $60 billion. The deal was announced Tuesday morning in an 8-K filing. By the time most people read the headline, the pipeline feeding Anthropic's biggest enterprise channel was already legally owned by its biggest RIVAL, days before that rival walks onto the public markets and has to explain its growth story to Wall Street. Now look at how he paid for it: Not one dollar of cash changed hands. The entire $60 billion was paid in SpaceX stock. Stock that was minted out of thin air on Friday when the company went public at $135 a share. By Tuesday, that same stock was trading at $211. So Musk used four days of public-market hype to mint $60 billion of fresh equity and immediately spent it on an acquisition that had been pre-arranged before anyone in the IPO even saw the prospectus. SpaceX investors who bought shares in the last four days got diluted by 3.4% before they understood what they owned. The IPO was literally the printing press for the acquisition. Now look at what he ACTUALLY bought: Cursor's market share among enterprise customers has been collapsing. According to spending data from Ramp, it fell from 41% in June 2025 to 26% in May 2026, bleeding ground every month to GitHub Copilot and Amazon Q. The smart money knew. Andreessen Horowitz, Thrive, and Nvidia were about to lead a round at a $50 billion valuation, which they already considered aggressive. Elon paid 20% more than that for a company actively LOSING the race. He paid premium for declining momentum. And he did this because his own AI division was in trouble. xAI has been struggling quite a bit so SpaceX needed an AI story that could survive a public-market quarterly earnings call. The fastest way to get one was to buy a brand engineers already trusted before that brand's market share slipped any further. So follow the whole chain: SpaceX went public to mint the currency. Elon used that currency to buy a fading market leader at a premium. And the seller of choice happened to be Anthropic's biggest enterprise pipeline with the timing landing in the exact window between Anthropic filing its prospectus and pricing its IPO. This was literally a hit job on Anthropic's IPO. Anthropic's next move is the one to watch. If they cannot show Wall Street that Cursor's revenue can be replaced fast, the most hyped AI IPO of the year just walked onto the public markets with a huge problem.

Ricardo

64,117 次观看 • 2 个月前

SpaceX just agreed to buy Cursor for $60 billion. Everyone is talking about the product, the models, the valuation. I’m interested in the human side of this AI story. Who built the team behind one of the fastest-growing software companies in history, and how do they think about talent at the frontier of AI? For the first episode of my new podcast, Below the Surface, I sat down with Adam Ward, Cursor 's Head of Talent, to find out. Before Cursor, Adam helped scale Facebook through its IPO, ran global recruiting at Pinterest from 200 to 2000+ people, and built Growth by Design Talent, the advisory firm behind OpenAI, Anthropic, Stripe, Notion, and Figma … until Cursor acquired it last year. We talked about what hiring looks like when the market is moving this fast, how Cursor does it differently, and what it actually takes to build a high-performance team right now. One of my biggest takeaways: the companies that win in AI won’t just have better models. They’ll have better systems for finding, assessing, and enabling exceptional people. Watch the full episode here: Or subscribe wherever you get podcasts: 🎧 🎤

SpaceX just agreed to buy Cursor for $60 billion. Everyone is talking about the product, the models, the valuation. I’m interested in the human side of this AI story. Who built the team behind one of the fastest-growing software companies in history, and how do they think about talent at the frontier of AI? For the first episode of my new podcast, Below the Surface, I sat down with Adam Ward, Cursor 's Head of Talent, to find out. Before Cursor, Adam helped scale Facebook through its IPO, ran global recruiting at Pinterest from 200 to 2000+ people, and built Growth by Design Talent, the advisory firm behind OpenAI, Anthropic, Stripe, Notion, and Figma … until Cursor acquired it last year. We talked about what hiring looks like when the market is moving this fast, how Cursor does it differently, and what it actually takes to build a high-performance team right now. One of my biggest takeaways: the companies that win in AI won’t just have better models. They’ll have better systems for finding, assessing, and enabling exceptional people. Watch the full episode here: Or subscribe wherever you get podcasts: 🎧 🎤

Joelle Emerson

25,595 次观看 • 1 个月前

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 次观看 • 2 个月前

Max Tynan on the gap nobody else is solving. AI coding tools are single-player by design. One developer, one repo, one prompt. Enterprise software is a team sport. Software Factory is the multiplayer layer. Work Orders run inside Cursor, VS Code, or Claude Code through MCP. Requirements, Blueprints, and Tests stay connected in the Knowledge Graph. Engineers keep their IDE. The team gets a system around it.

Max Tynan on the gap nobody else is solving. AI coding tools are single-player by design. One developer, one repo, one prompt. Enterprise software is a team sport. Software Factory is the multiplayer layer. Work Orders run inside Cursor, VS Code, or Claude Code through MCP. Requirements, Blueprints, and Tests stay connected in the Knowledge Graph. Engineers keep their IDE. The team gets a system around it.

8090

102,280 次观看 • 3 个月前

Thrive Capital's Philip Clark on Cursor's Meteoric Growth* - Oct 2023: $8M Seed led by OpenAI Startup Fund - Aug 2024: $60M Series A at $400M** - Dec 2024: $100M Series B at $2.6B - Jun 2025: $900M Series C at $9.9B - Nov 2025: $2.3B Series D at $29.3B (crossed $1B annualized revenue) - Apr 17 2026: Rumored $2B+ financing at $50B - Apr 21 2026: SpaceX obtains rights to buy Cursor for $60 billion later this year or pay $10 billion for the work the companies are doing together. "Cursor automating a lot of the drudgery associated with coding, and being the ultimate AI pair programmer for a lot of developers." "Think when we invested, there were a couple tens of thousands of users & low single digits million ARR. Fast-forward to today, I don't think the company publicly publishes revenue, but call it in the many, many $100Ms of run rate revenue, & many millions of developers using the product. And that has just been an incredible growth story in the span of just 18 months." Philip Clark Thrive Capital Cursor Michael Truell *Recorded Oct 2025! So fast. **Thrive first invested

Thrive Capital's Philip Clark on Cursor's Meteoric Growth* - Oct 2023: $8M Seed led by OpenAI Startup Fund - Aug 2024: $60M Series A at $400M** - Dec 2024: $100M Series B at $2.6B - Jun 2025: $900M Series C at $9.9B - Nov 2025: $2.3B Series D at $29.3B (crossed $1B annualized revenue) - Apr 17 2026: Rumored $2B+ financing at $50B - Apr 21 2026: SpaceX obtains rights to buy Cursor for $60 billion later this year or pay $10 billion for the work the companies are doing together. "Cursor automating a lot of the drudgery associated with coding, and being the ultimate AI pair programmer for a lot of developers." "Think when we invested, there were a couple tens of thousands of users & low single digits million ARR. Fast-forward to today, I don't think the company publicly publishes revenue, but call it in the many, many $100Ms of run rate revenue, & many millions of developers using the product. And that has just been an incredible growth story in the span of just 18 months." Philip Clark Thrive Capital Cursor Michael Truell *Recorded Oct 2025! So fast. **Thrive first invested

Molly O’Shea

39,273 次观看 • 3 个月前

🚨🇺🇸 SpaceX just posted its first quarter as a public company and nearly DOUBLED revenue across every segment Sales hit $7.8 BILLION, up 92 percent, with adjusted EBITDA up 191 percent and the net loss cut nearly in half. Starlink subscribers doubled, driving 66 percent revenue growth and 79 percent operating income growth in connectivity. The rest of the quarter is stacked: two successful Starship V3 flights, $14.1 billion in new cloud services contracts, over $6 billion in Starshield work for the government, Grok 4.5 shipped in July, and a $60 billion agreement to acquire Cursor. Vertical integration is the whole story here, and Elon built it on purpose. SpaceX / Writer: Daniel

🚨🇺🇸 SpaceX just posted its first quarter as a public company and nearly DOUBLED revenue across every segment Sales hit $7.8 BILLION, up 92 percent, with adjusted EBITDA up 191 percent and the net loss cut nearly in half. Starlink subscribers doubled, driving 66 percent revenue growth and 79 percent operating income growth in connectivity. The rest of the quarter is stacked: two successful Starship V3 flights, $14.1 billion in new cloud services contracts, over $6 billion in Starshield work for the government, Grok 4.5 shipped in July, and a $60 billion agreement to acquire Cursor. Vertical integration is the whole story here, and Elon built it on purpose. SpaceX / Writer: Daniel

Mario Nawfal

35,771 次观看 • 14 天前

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

Herbert Ong

33,815 次观看 • 2 个月前

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

Сarm1ne

771,173 次观看 • 28 天前

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

BuBBliK

18,631 次观看 • 2 个月前

Dangote: Seven years ago when I went to China, and this time last week when I was there, some of them have grown to a point where I was even ashamed. It seems like I'm not doing anything. One owner of a company said that in 2024, their revenue was 60 billion. Even if I reach my target next year of 30 billion, they already have double that. I asked what they are going to be this year, and he said about 92 billion by 2025, from 60 billion.

Dangote: Seven years ago when I went to China, and this time last week when I was there, some of them have grown to a point where I was even ashamed. It seems like I'm not doing anything. One owner of a company said that in 2024, their revenue was 60 billion. Even if I reach my target next year of 30 billion, they already have double that. I asked what they are going to be this year, and he said about 92 billion by 2025, from 60 billion.

Imran Muhammad

307,101 次观看 • 11 个月前

Cursor CEO 6 days ago: "I started coding when I was 12" Meanwhile today he launched a direct GitHub competitor, a 1.5T frontier model trained from scratch and an iOS app to code from anywhere. all at their first ever conference. 15 people in a room two years ago. now 700 people and 60% of the Fortune 500. this was a declaration of war on the entire developer stack. btw if you're building with Claude Code. you can use its full power with ( everything that happened today in the thread below

Cursor CEO 6 days ago: "I started coding when I was 12" Meanwhile today he launched a direct GitHub competitor, a 1.5T frontier model trained from scratch and an iOS app to code from anywhere. all at their first ever conference. 15 people in a room two years ago. now 700 people and 60% of the Fortune 500. this was a declaration of war on the entire developer stack. btw if you're building with Claude Code. you can use its full power with ( everything that happened today in the thread below

Madni Aghadi

362,512 次观看 • 2 个月前

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

ARK Invest

64,826 次观看 • 3 个月前