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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...

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Wall Street Apes

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213,699 次观看 • 3 个月前 •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
0:28

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 • 3 个月前

$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 VS Code fork to one of the biggest AI coding tools - SpaceX gets Cursor's talent, developer distribution and coding ecosystem - Cursor gets massive SpaceXAI compute and is already helping build Grok 4 people. 4 years. $60 billion. AI is creating giants faster than we've ever seen before.
1:56

$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 VS Code fork to one of the biggest AI coding tools - SpaceX gets Cursor's talent, developer distribution and coding ecosystem - Cursor gets massive SpaceXAI compute and is already helping build Grok 4 people. 4 years. $60 billion. AI is creating giants faster than we've ever seen before.

BuBBliK

46,105 次观看 • 1 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.
27:39

🚨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

990,301 次观看 • 5 个月前

CLAUDE + CURSOR + REPLIT = MAGIC (FULL VIDEO TUTORIAL) You can now write create complex web apps with just english (No copy - paste) using the BEST AI Code generation tool on the market - Cursor. The only problem with cursor for a coding beginner like me, is that its not that easy to deploy web apps. Well, Replit ⠕ makes deploying web apps and creating templates incredibly easy. In this video goes over how to sync Cursor and Replit. And then using our new template we made an AI version of Trello by Atlassian in like 6 or 7 cursor composer prompts. --------------------- In this video: 00:00 - Intro 04:08 - Syncing Cursor and Replit 07:40 - setting up Firebase 10:27 - Using Cursor and Replit to Create Trello Front End 19:41 - Setting up Backend API endpoint (we will make dedicated video on this soon w/template) 21:09 - Adding AI features to Trello!
27:19

CLAUDE + CURSOR + REPLIT = MAGIC (FULL VIDEO TUTORIAL) You can now write create complex web apps with just english (No copy - paste) using the BEST AI Code generation tool on the market - Cursor. The only problem with cursor for a coding beginner like me, is that its not that easy to deploy web apps. Well, Replit ⠕ makes deploying web apps and creating templates incredibly easy. In this video goes over how to sync Cursor and Replit. And then using our new template we made an AI version of Trello by Atlassian in like 6 or 7 cursor composer prompts. --------------------- In this video: 00:00 - Intro 04:08 - Syncing Cursor and Replit 07:40 - setting up Firebase 10:27 - Using Cursor and Replit to Create Trello Front End 19:41 - Setting up Backend API endpoint (we will make dedicated video on this soon w/template) 21:09 - Adding AI features to Trello!

Riley Brown

309,493 次观看 • 2 年前

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: 🎧 🎤
0:53

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

25,620 次观看 • 3 个月前

Today we open the Zapier SDK to everyone. If you're building with AI agents, this is for you. I've been using this for 2 months. It's totally changed how I do my job. You install it in your coding agent. Cursor, Claude Code, Codex, whatever you use. Now that agent has access to 8,000+ apps through Zapier and can do anything those APIs can do. I think it’s the most powerful thing we’ve launched in years. Now in open beta. Just give this link right to your agent:
2:47

Today we open the Zapier SDK to everyone. If you're building with AI agents, this is for you. I've been using this for 2 months. It's totally changed how I do my job. You install it in your coding agent. Cursor, Claude Code, Codex, whatever you use. Now that agent has access to 8,000+ apps through Zapier and can do anything those APIs can do. I think it’s the most powerful thing we’ve launched in years. Now in open beta. Just give this link right to your agent:

Wade Foster

175,178 次观看 • 5 个月前

A KID WITH CURSOR AI CAN NOW BUILD A ROBLOX GAME THAT MAKES $150M THIS IS NOT A JOKE Roblox has 80 million players logging in every single day. The platform pays out billions to creators annually. The top games generate seven and eight figure revenues every year. And until recently, building one required years of coding, 3D modeling, sound design, and game development experience. Cursor AI just removed every single one of those requirements. Maps, models, sounds, mechanics, monetization – all of it generated by describing what you want. The AI builds while you direct. Children are already shipping games this way. The Roblox gold rush isn't coming. It's already happening. The people getting in now with AI tools are building the games that will dominate the platform for the next decade. Bookmark this. The video explains exactly how to start.
2:59

A KID WITH CURSOR AI CAN NOW BUILD A ROBLOX GAME THAT MAKES $150M THIS IS NOT A JOKE Roblox has 80 million players logging in every single day. The platform pays out billions to creators annually. The top games generate seven and eight figure revenues every year. And until recently, building one required years of coding, 3D modeling, sound design, and game development experience. Cursor AI just removed every single one of those requirements. Maps, models, sounds, mechanics, monetization – all of it generated by describing what you want. The AI builds while you direct. Children are already shipping games this way. The Roblox gold rush isn't coming. It's already happening. The people getting in now with AI tools are building the games that will dominate the platform for the next decade. Bookmark this. The video explains exactly how to start.

SCOTTY BEAM

19,099 次观看 • 4 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.
2:03

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

208,701 次观看 • 4 个月前

this is huge news from Cursor, they've pulled of the impossible and turned their ai-wrapper into a in-destructible moat sam altman literally called it cursor's ai agent harness is available for anyone to build on, which means ai models are now a commodity > 1-time install and now anyone can run cursor's agent locally or via cloud. use any model (e.g. gpt 5.5) but with the added cursor harness that makes it 10X better. > its so good that 3 of cursors biggest competitors are embedding it into their products. > now cursor DOESN'T DEPEND on anthropic or openai. their own model (composer 2) competes directly! yesterday sam altman said the ai model and harness are one and the same and today cursor turned their harness into a self-owned moat fucking masterclass (coming from a former cursor / ai wrapper hater)
0:35

this is huge news from Cursor, they've pulled of the impossible and turned their ai-wrapper into a in-destructible moat sam altman literally called it cursor's ai agent harness is available for anyone to build on, which means ai models are now a commodity > 1-time install and now anyone can run cursor's agent locally or via cloud. use any model (e.g. gpt 5.5) but with the added cursor harness that makes it 10X better. > its so good that 3 of cursors biggest competitors are embedding it into their products. > now cursor DOESN'T DEPEND on anthropic or openai. their own model (composer 2) competes directly! yesterday sam altman said the ai model and harness are one and the same and today cursor turned their harness into a self-owned moat fucking masterclass (coming from a former cursor / ai wrapper hater)

Ejaaz

950,452 次观看 • 4 个月前

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓
12:15

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Сarm1ne

176,651 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."
1:23

"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

94,986 次观看 • 3 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 ↓
11:29

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

772,770 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
6:02

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

69,744 次观看 • 3 个月前

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?
1:29

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,875 次观看 • 7 个月前

Claude Code is the OpenClaw alternative you already had. I've been telling people this in person for three months. Now it's a piece on Every 📧. When OpenClaw was at peak hype a few months ago, everyone was going crazy over it — for good reasons. But almost nobody made the obvious comparison: Claude Code already does the thing you love about OpenClaw. In a lot of cases, better. Here's why people missed it. You have to understand the difference between a model and a harness. OpenClaw, at the end of the day, is just a harness on top of AI models. And Claude Code is too — it just got marketed as a coding tool, an alternative to Cursor. Until Cowork launched, almost nobody looked at it as a tool for non-programmers. Dan Shipper 📧 was one of the earliest to make that claim, and he was damn right. Let Claude Code run from the home folder of your computer with free access, and you get exactly what made OpenClaw exciting. Instead of just arguing it, here's a video walkthrough of a couple of my AI employees i built on the Claude Code harness. And here's the full article:
8:31

Claude Code is the OpenClaw alternative you already had. I've been telling people this in person for three months. Now it's a piece on Every 📧. When OpenClaw was at peak hype a few months ago, everyone was going crazy over it — for good reasons. But almost nobody made the obvious comparison: Claude Code already does the thing you love about OpenClaw. In a lot of cases, better. Here's why people missed it. You have to understand the difference between a model and a harness. OpenClaw, at the end of the day, is just a harness on top of AI models. And Claude Code is too — it just got marketed as a coding tool, an alternative to Cursor. Until Cowork launched, almost nobody looked at it as a tool for non-programmers. Dan Shipper 📧 was one of the earliest to make that claim, and he was damn right. Let Claude Code run from the home folder of your computer with free access, and you get exactly what made OpenClaw exciting. Instead of just arguing it, here's a video walkthrough of a couple of my AI employees i built on the Claude Code harness. And here's the full article:

Nityesh

22,895 次观看 • 3 个月前

Elon Musk just pulled off the biggest AI power grab of 2026. Tesla is capping every employee at $200 a week on AI spending starting Monday, July 6. Media's celebrating it as cost control. But what Elon actually built is an expense policy that redirects his own engineering workforce off Claude and onto Grok, while every competitor gets throttled by internal procurement rules. Here's what happened: Tesla spent the last six months pushing engineers to use AI as aggressively as possible. Leadership built an internal platform called Bottle Rocket that gave employees access to Claude, GPT, Gemini, Grok, and Cursor. They gamified adoption by ranking engineers on internal leaderboards by how many AI tokens they consumed. The strategy worked. Software engineers started burning THOUSANDS of dollars a week on Claude and Cursor. Then the invoices arrived and Tesla panicked. But they didn't pull the standard cost-control response... The loophole: The $200 weekly cap does not apply to beta products from xAI. Grok is completely exempt from the cap. Anthropic's Claude, OpenAI's GPT, and Google's Gemini all get throttled at the same $200 line. Four Tesla engineers told Electrek that internal usage overwhelmingly favors Claude over Grok. That preference is about to become financially punishing overnight. The genius part: This quarter SpaceX is closing a $60 billion all-stock acquisition of Anysphere, the parent company of Cursor. The moment that deal closes, Cursor's Composer coding model falls under the same Musk-controlled ecosystem, and any Tesla engineer choosing between a capped Claude session and an uncapped Composer session will pay a financial penalty for using the tool they actually prefer. By exempting only his own products from the cap, Elon is using Tesla shareholder money to build market share for xAI without ever having to disclose that is what he is doing. Because on paper, it is cost control. Now zoom out to what this signals for the wider AI narrative: Uber capped employees at $1,500 a month after burning $3.4 billion in four months. Meta introduced spending caps. Amazon and Walmart pushed staff toward cheaper models. Microsoft canceled Claude Code licenses across 100,000 engineers. Every Fortune 500 that pushed heavy AI adoption in 2025 is now rationing it in 2026. Meanwhile Nvidia is trading at a $5 trillion market cap. That entire valuation assumes enterprise AI consumption is about to explode across the economy. But every company actually deploying AI at scale is telling their own engineers to slow down. One of these narratives is lying. Goldman Sachs still forecasts a 24x increase in token consumption by 2030. Gartner says total enterprise AI costs will keep climbing because agents consume exponentially more tokens per task. Jensen Huang keeps repeating that 100 AI agents will work alongside every employee. And now the CEO of the most agentic company on the planet just told his own engineers they cannot spend more than $200 a week on the tools those agents need to run. Retail investors buying Nvidia and Palantir today are betting enterprise AI adoption compounds without limit. The CEOs deploying AI inside those same enterprises are betting the exact opposite, in writing, by internal memo. Thoughts?
1:18

Elon Musk just pulled off the biggest AI power grab of 2026. Tesla is capping every employee at $200 a week on AI spending starting Monday, July 6. Media's celebrating it as cost control. But what Elon actually built is an expense policy that redirects his own engineering workforce off Claude and onto Grok, while every competitor gets throttled by internal procurement rules. Here's what happened: Tesla spent the last six months pushing engineers to use AI as aggressively as possible. Leadership built an internal platform called Bottle Rocket that gave employees access to Claude, GPT, Gemini, Grok, and Cursor. They gamified adoption by ranking engineers on internal leaderboards by how many AI tokens they consumed. The strategy worked. Software engineers started burning THOUSANDS of dollars a week on Claude and Cursor. Then the invoices arrived and Tesla panicked. But they didn't pull the standard cost-control response... The loophole: The $200 weekly cap does not apply to beta products from xAI. Grok is completely exempt from the cap. Anthropic's Claude, OpenAI's GPT, and Google's Gemini all get throttled at the same $200 line. Four Tesla engineers told Electrek that internal usage overwhelmingly favors Claude over Grok. That preference is about to become financially punishing overnight. The genius part: This quarter SpaceX is closing a $60 billion all-stock acquisition of Anysphere, the parent company of Cursor. The moment that deal closes, Cursor's Composer coding model falls under the same Musk-controlled ecosystem, and any Tesla engineer choosing between a capped Claude session and an uncapped Composer session will pay a financial penalty for using the tool they actually prefer. By exempting only his own products from the cap, Elon is using Tesla shareholder money to build market share for xAI without ever having to disclose that is what he is doing. Because on paper, it is cost control. Now zoom out to what this signals for the wider AI narrative: Uber capped employees at $1,500 a month after burning $3.4 billion in four months. Meta introduced spending caps. Amazon and Walmart pushed staff toward cheaper models. Microsoft canceled Claude Code licenses across 100,000 engineers. Every Fortune 500 that pushed heavy AI adoption in 2025 is now rationing it in 2026. Meanwhile Nvidia is trading at a $5 trillion market cap. That entire valuation assumes enterprise AI consumption is about to explode across the economy. But every company actually deploying AI at scale is telling their own engineers to slow down. One of these narratives is lying. Goldman Sachs still forecasts a 24x increase in token consumption by 2030. Gartner says total enterprise AI costs will keep climbing because agents consume exponentially more tokens per task. Jensen Huang keeps repeating that 100 AI agents will work alongside every employee. And now the CEO of the most agentic company on the planet just told his own engineers they cannot spend more than $200 a week on the tools those agents need to run. Retail investors buying Nvidia and Palantir today are betting enterprise AI adoption compounds without limit. The CEOs deploying AI inside those same enterprises are betting the exact opposite, in writing, by internal memo. Thoughts?

Ricardo

189,170 次观看 • 2 个月前

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?
2:28

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

SafetySwipe

24,609 次观看 • 4 个月前

xAI buying Cursor makes Elon a legit frontier model competitor to Anthropic and OpenAI overnight. If Tesla and SpaceX merge by end of year, you get a $4T company with robotics, solar, self-driving, and AI under one roof. Novogratz: "Shorting Elon Musk is a fools errand. There has never been a company in the history of companies with more key man risk." If something happened to Elon, that company loses 75% of its value. No other company on Earth you could say that about. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:45

xAI buying Cursor makes Elon a legit frontier model competitor to Anthropic and OpenAI overnight. If Tesla and SpaceX merge by end of year, you get a $4T company with robotics, solar, self-driving, and AI under one roof. Novogratz: "Shorting Elon Musk is a fools errand. There has never been a company in the history of companies with more key man risk." If something happened to Elon, that company loses 75% of its value. No other company on Earth you could say that about. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

22,121 次观看 • 3 个月前

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
1:37

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

Ark Invest Tracker

38,824 次观看 • 2 个月前