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Ron Baron is the most ruthless long-term predator on Wall Street while average traders panic sell for a 20% gain, he waits a decade and walks away with $8 billion in pure profit "it took me four years of visiting Elon Musk just to get convinced. average guys buy... a stock and check the price 10 times a day - i watched Tesla triple, completely missed the rally, and then dumped $400 million in it when i knew for a fact it was going to change the world." "the crowd is obsessed with taking tiny profits off the table - we held our position through absolute hell, and turned that initial check into $8 billion" "now everyone is fighting over generic AI stocks - we are dumping billions into Spacex because we are completely convinced it will become a $30 trillion empire and the single largest company in human history" Baron didn't build a $55 billion fund by trading the daily news cycle or listening to analysts. he built it by finding generational visionaries, buying a massive stake, and completely ignoring the noise for 10 years watch his brand new interview breaking down why he is betting everything on Spacexshow more

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why Ron Baron makes billions while most people lose everything when asked how he turned a little money into $40 billion by just ignoring the news - he dropped the cold truth: "guys stare at screens all day trying to guess what happens next - we buy a company and literally don't look at the price for years" "when tesla crashed in 2019 everyone in finance panicked and sold - we didn't care at all, kept all our shares, and made $4 billion" "regular guys sell the second a stock drops a few bucks - we buy a good company and just leave it alone even when everyone is freaking out" Baron didn't make $40 billion by guessing what happens tomorrow. He made it by just sitting on his hands and doing absolutely nothing while everyone else panics bookmark and watch him explain how he actually plays the game

why Ron Baron makes billions while most people lose everything when asked how he turned a little money into $40 billion by just ignoring the news - he dropped the cold truth: "guys stare at screens all day trying to guess what happens next - we buy a company and literally don't look at the price for years" "when tesla crashed in 2019 everyone in finance panicked and sold - we didn't care at all, kept all our shares, and made $4 billion" "regular guys sell the second a stock drops a few bucks - we buy a good company and just leave it alone even when everyone is freaking out" Baron didn't make $40 billion by guessing what happens tomorrow. He made it by just sitting on his hands and doing absolutely nothing while everyone else panics bookmark and watch him explain how he actually plays the game

ludoonchart

515,732 Aufrufe • vor 2 Monaten

Ron Baron believes that trading for a quick 20% gain is the fastest way to stay broke "most guys buy bonds or keep cash just to feel safe making 4% - we have never owned a single bond because paper currency is designed to lose its value every day" "the crowd buys a stock with a 3-month plan and panics at a 10% drop - our minimum holding period is 10 years, because that is how you turn a million into a billion" "regular traders obsess over next week's chart patterns - we only care if the founder has the drive to double the size of the business every 5 years" Baron didn't build a $40 billion fund by guessing the next trend. he built it by finding generational monopolies, backing great founders, and doing absolutely nothing for decades watch him break down his exact investment strategy

Ron Baron believes that trading for a quick 20% gain is the fastest way to stay broke "most guys buy bonds or keep cash just to feel safe making 4% - we have never owned a single bond because paper currency is designed to lose its value every day" "the crowd buys a stock with a 3-month plan and panics at a 10% drop - our minimum holding period is 10 years, because that is how you turn a million into a billion" "regular traders obsess over next week's chart patterns - we only care if the founder has the drive to double the size of the business every 5 years" Baron didn't build a $40 billion fund by guessing the next trend. he built it by finding generational monopolies, backing great founders, and doing absolutely nothing for decades watch him break down his exact investment strategy

ludoonchart

436,110 Aufrufe • vor 2 Monaten

Ron Baron thinks saving your money is the stupidest thing you can do "regular guys keep their cash in a bank hoping to make 4% - but the government prints money so fast that your savings lose half their value every 10 years" "normal people trade every single day trying to make a quick buck - we find one absolute monopoly, put a billion dollars into it, and wait 15 years" "when everyone on wall street laughed at Spacex we didn't care - we gave them $700 million, completely ignored the news, and watched it become a $200 billion company" watch him explain why he never keeps his money in cash

Ron Baron thinks saving your money is the stupidest thing you can do "regular guys keep their cash in a bank hoping to make 4% - but the government prints money so fast that your savings lose half their value every 10 years" "normal people trade every single day trying to make a quick buck - we find one absolute monopoly, put a billion dollars into it, and wait 15 years" "when everyone on wall street laughed at Spacex we didn't care - we gave them $700 million, completely ignored the news, and watched it become a $200 billion company" watch him explain why he never keeps his money in cash

ludoonchart

893,936 Aufrufe • vor 2 Monaten

Ron Baron just dropped the exact secret that has kept his $40 billion fund insanely profitable for 40 years straight "most traders stare at spreadsheets trying to predict a 5% earnings beat next quarter - we throw away the short-term models, we only care if the founder is absolutely obsessed" "the crowd buys 20 random stocks because some analyst upgraded them on tv - we will spend 3 years studying a single ceo and their factory floor before we invest a single dollar" "average investors try to guess where the economy is going next month - we find one generational genius, give them $1 billion, and completely get out of their way for 15 years" Baron didn't make his money by timing the market or using complex trading algorithms. he made it by finding the smartest, most ruthless founders on earth and riding their coattails for decades. watch his full keynote where he breaks down this exact strategy

Ron Baron just dropped the exact secret that has kept his $40 billion fund insanely profitable for 40 years straight "most traders stare at spreadsheets trying to predict a 5% earnings beat next quarter - we throw away the short-term models, we only care if the founder is absolutely obsessed" "the crowd buys 20 random stocks because some analyst upgraded them on tv - we will spend 3 years studying a single ceo and their factory floor before we invest a single dollar" "average investors try to guess where the economy is going next month - we find one generational genius, give them $1 billion, and completely get out of their way for 15 years" Baron didn't make his money by timing the market or using complex trading algorithms. he made it by finding the smartest, most ruthless founders on earth and riding their coattails for decades. watch his full keynote where he breaks down this exact strategy

ludoonchart

139,716 Aufrufe • vor 1 Monat

A hedge fund manager put $400 million into Tesla and held it for years, that position is now worth over $6 billion in this interview you'll hear how a man who started with $100,000 turned it into $55 billion under management, why he says "I was betting on Elon Musk when most people bet against him" Bookmark & Watch it today. Then read the post below ↓

A hedge fund manager put $400 million into Tesla and held it for years, that position is now worth over $6 billion in this interview you'll hear how a man who started with $100,000 turned it into $55 billion under management, why he says "I was betting on Elon Musk when most people bet against him" Bookmark & Watch it today. Then read the post below ↓

Сarm1ne

583,425 Aufrufe • vor 3 Monaten

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Sawyer Merritt

330,359 Aufrufe • vor 2 Monaten

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

Muskonomy

1,287,922 Aufrufe • vor 2 Monaten

Ken Griffin just explained exactly why you keep losing money when asked how Citadel made the biggest profit in wall street history during the 2022 crash - he exposed the cold truth: "in 2022 the market crashed 20% and regular investors got wiped out - we didn't panic, we just ran the math and walked away with $16 billion in pure profit" "people sit at home drawing lines on charts hoping to guess the next big trend - we spend $1 billion a year on computers that execute 7 million trades a day" "we don't care if a company is good or bad - we execute 20% of all us volume every single day just scooping up the pennies that retail traders drop out of fear" Griffin didn't build a $60 billion empire by predicting the future. He built it by exploiting the fear and greed of regular people with cold, ruthless speed bookmark and watch him break down the reality of the game

Ken Griffin just explained exactly why you keep losing money when asked how Citadel made the biggest profit in wall street history during the 2022 crash - he exposed the cold truth: "in 2022 the market crashed 20% and regular investors got wiped out - we didn't panic, we just ran the math and walked away with $16 billion in pure profit" "people sit at home drawing lines on charts hoping to guess the next big trend - we spend $1 billion a year on computers that execute 7 million trades a day" "we don't care if a company is good or bad - we execute 20% of all us volume every single day just scooping up the pennies that retail traders drop out of fear" Griffin didn't build a $60 billion empire by predicting the future. He built it by exploiting the fear and greed of regular people with cold, ruthless speed bookmark and watch him break down the reality of the game

ludoonchart

381,608 Aufrufe • vor 2 Monaten

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

Сarm1ne

2,985,920 Aufrufe • vor 2 Monaten

Ron Baron: "SpaceX is going to be a $20 to $30 trillion company - when people hear that number they say it sounds like you're on drugs - I don't do drugs, I don't drink" this is him explaining how he turned a $2 billion SpaceX investment into $25 billion across 27 separate transactions, why he just bought another billion on the IPO, and why he thinks he'll make 20 to 30 times from here "I came to New York in 1969 in debt $15,000 - my credit wasn't good enough to get a telephone" "$100,000 book value in 1982 - that's now $6 billion" "we made $40 billion in profits before Elon and $30 billion more with Elon - I think we're going to make hundreds of billions from here" bookmark & watch the full conversation ↓

Ron Baron: "SpaceX is going to be a $20 to $30 trillion company - when people hear that number they say it sounds like you're on drugs - I don't do drugs, I don't drink" this is him explaining how he turned a $2 billion SpaceX investment into $25 billion across 27 separate transactions, why he just bought another billion on the IPO, and why he thinks he'll make 20 to 30 times from here "I came to New York in 1969 in debt $15,000 - my credit wasn't good enough to get a telephone" "$100,000 book value in 1982 - that's now $6 billion" "we made $40 billion in profits before Elon and $30 billion more with Elon - I think we're going to make hundreds of billions from here" bookmark & watch the full conversation ↓

Сarm1ne

109,661 Aufrufe • vor 16 Tagen

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

Herbert Ong

21,985 Aufrufe • vor 1 Monat

before Nassim Taleb made his fortune shorting the 2008 collapse, an old veteran on the trading floor gave him a terrifying warning "he grabbed me, pointed to a guy across the room and said: 'you see ed over there? he made $7 million in 7 years... and he just lost it all in exactly 7 seconds'" that was the exact moment Taleb realized that 99% of wall street was playing a rigged game of russian roulette "average funds hide their risk to look smart - they make small, steady profits every single day, completely blind to the fact that one rare event will eventually wipe out their entire existence" "we do the exact opposite - we take tiny, calculated losses every day, and position our entire portfolio to make billions the second the system completely breaks" Taleb didn't build his empire by trying to predict the market. he built it by assuming everyone else is fragile, and waiting for the inevitable hurricane to destroy them watch his legendary stanford masterclass where he breaks down this exact realization

before Nassim Taleb made his fortune shorting the 2008 collapse, an old veteran on the trading floor gave him a terrifying warning "he grabbed me, pointed to a guy across the room and said: 'you see ed over there? he made $7 million in 7 years... and he just lost it all in exactly 7 seconds'" that was the exact moment Taleb realized that 99% of wall street was playing a rigged game of russian roulette "average funds hide their risk to look smart - they make small, steady profits every single day, completely blind to the fact that one rare event will eventually wipe out their entire existence" "we do the exact opposite - we take tiny, calculated losses every day, and position our entire portfolio to make billions the second the system completely breaks" Taleb didn't build his empire by trying to predict the market. he built it by assuming everyone else is fragile, and waiting for the inevitable hurricane to destroy them watch his legendary stanford masterclass where he breaks down this exact realization

ludoonchart

139,281 Aufrufe • vor 1 Monat

Ken Griffin's ultimate rule for survival is brutally simple when asked how Citadel survived a near-death experience in 2008 to become a $60 billion empire - he dropped pure reality: "we lost 50% of our capital and our flagship fund was down $8 billion - that's when you realize your textbook risk models mean absolutely nothing" "when you are bleeding $500 million a week you don't survive by having conviction - you survive by aggressively protecting cash" "today we execute 20% of all US volume - we don't hold losers praying for a bounce, if the math breaks, we liquidate immediately" Griffin didn't build Citadel by predicting the future. He built it by completely removing human emotion and ego from the equation when the market collapses. bookmark and watch him break down the reality of risk

Ken Griffin's ultimate rule for survival is brutally simple when asked how Citadel survived a near-death experience in 2008 to become a $60 billion empire - he dropped pure reality: "we lost 50% of our capital and our flagship fund was down $8 billion - that's when you realize your textbook risk models mean absolutely nothing" "when you are bleeding $500 million a week you don't survive by having conviction - you survive by aggressively protecting cash" "today we execute 20% of all US volume - we don't hold losers praying for a bounce, if the math breaks, we liquidate immediately" Griffin didn't build Citadel by predicting the future. He built it by completely removing human emotion and ego from the equation when the market collapses. bookmark and watch him break down the reality of risk

ludoonchart

483,545 Aufrufe • vor 2 Monaten

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

Herbert Ong

8,770,548 Aufrufe • vor 1 Monat

George Soros taught Ron Baron one lesson that made him $20 billion "if you have identified and done the work on a business that can grow tremendously - you can't own enough of the greatest idea you've ever had" Baron put $400 million into Tesla and made $7 billion - then put $2 billion into SpaceX and made $13 billion - 54% compounded per year for 9 years he just placed a $1 billion order at the SpaceX IPO - "I'm 83 years old - I can't imagine ever selling a single share in my lifetime" bookmark and watch it today ↓

George Soros taught Ron Baron one lesson that made him $20 billion "if you have identified and done the work on a business that can grow tremendously - you can't own enough of the greatest idea you've ever had" Baron put $400 million into Tesla and made $7 billion - then put $2 billion into SpaceX and made $13 billion - 54% compounded per year for 9 years he just placed a $1 billion order at the SpaceX IPO - "I'm 83 years old - I can't imagine ever selling a single share in my lifetime" bookmark and watch it today ↓

Сarm1ne

747,217 Aufrufe • vor 2 Monaten

He broke the Bank of England, made $1 billion in a single day, ran a $12 billion fund for 30 years, and never had one losing year this is him sitting down with Bloomberg to explain why he just put most of his portfolio into one AI stock and why a guy who shorted entire currencies just put most of his portfolio into one AI stock bookmark & watch it today ↓

He broke the Bank of England, made $1 billion in a single day, ran a $12 billion fund for 30 years, and never had one losing year this is him sitting down with Bloomberg to explain why he just put most of his portfolio into one AI stock and why a guy who shorted entire currencies just put most of his portfolio into one AI stock bookmark & watch it today ↓

slash1s

225,314 Aufrufe • vor 2 Monaten

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

bodila

287,775 Aufrufe • vor 15 Tagen

🚨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 Aufrufe • vor 3 Monaten

Bill Ackman on how he made $2.5 billion by hedging and shorting stocks during March 2020 Worth a listen "There was a massive storm coming. We could see the storm, but everyone else was playing on a beach. We bought a credit default swap on the index, and over a 10 day period, we bought about $74 billion notional of this insurance. It cost us only $27 million. 10 days later, it became worth $2.6 billion. We took that money in March 2020 with the market down 30% and bought stocks"

Bill Ackman on how he made $2.5 billion by hedging and shorting stocks during March 2020 Worth a listen "There was a massive storm coming. We could see the storm, but everyone else was playing on a beach. We bought a credit default swap on the index, and over a 10 day period, we bought about $74 billion notional of this insurance. It cost us only $27 million. 10 days later, it became worth $2.6 billion. We took that money in March 2020 with the market down 30% and bought stocks"

Boring_Business

841,772 Aufrufe • vor 3 Monaten

Elon spent nearly 20 years promising SpaceX would never go public. Today it became a $2 trillion public company. What changed his mind is the real story. His reasoning was always the same: shareholders demand quarterly profits, and quarterly profits would kill a decades-long Mars project. He repeated it for years. SpaceX would list only after humans reached Mars. Then in December, he reversed the whole position in a single tweet. Mars didn't get closer. In 2016 he said humans would be there by 2025. The planet is still empty. What changed is what the money is for. Musk said today he's raising capital for a significant growth phase: over 100,000 satellites in orbit and AI data centers in space. Meanwhile the xAI unit inside SpaceX is burning $6.4 billion a year on the compute race. SpaceX raised more private money than almost any company in history and it still wasn't enough for this. The market answered anyway. Shares priced at $135, opened at $150, and touched $176 within hours. For 20 years the assumption was that Mars would be the most expensive thing Musk ever built. The AI race turned out to cost more. That's the real reason SpaceX is public today.

Elon spent nearly 20 years promising SpaceX would never go public. Today it became a $2 trillion public company. What changed his mind is the real story. His reasoning was always the same: shareholders demand quarterly profits, and quarterly profits would kill a decades-long Mars project. He repeated it for years. SpaceX would list only after humans reached Mars. Then in December, he reversed the whole position in a single tweet. Mars didn't get closer. In 2016 he said humans would be there by 2025. The planet is still empty. What changed is what the money is for. Musk said today he's raising capital for a significant growth phase: over 100,000 satellites in orbit and AI data centers in space. Meanwhile the xAI unit inside SpaceX is burning $6.4 billion a year on the compute race. SpaceX raised more private money than almost any company in history and it still wasn't enough for this. The market answered anyway. Shares priced at $135, opened at $150, and touched $176 within hours. For 20 years the assumption was that Mars would be the most expensive thing Musk ever built. The AI race turned out to cost more. That's the real reason SpaceX is public today.

Shruti

14,954 Aufrufe • vor 1 Monat