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SpaceX said it has entered an agreement to either acquire Cursor for $60 billion later this year or pay $10 billion for their work together. Max Wiethe: "I think this is all being done to try to get the SpaceX IPO out this summer at the valuation that [Elon] wants."

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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 views • 4 months ago

Chris Camillo reveals SpaceX kicked him out at a $220B valuation right before the IPO "I invested in SpaceX at $33 billion. The fund I invested in claimed to have run out of money to pay their legal bills in California at $220 billion and forced us out of the stock" "I got pulled out of SpaceX at $220 billion and it really upsets me now watching this IPO. My plan was always to hold it through the IPO" "I did make 8x, but it would have made a lot more"

Chris Camillo reveals SpaceX kicked him out at a $220B valuation right before the IPO "I invested in SpaceX at $33 billion. The fund I invested in claimed to have run out of money to pay their legal bills in California at $220 billion and forced us out of the stock" "I got pulled out of SpaceX at $220 billion and it really upsets me now watching this IPO. My plan was always to hold it through the IPO" "I did make 8x, but it would have made a lot more"

Casper

387,691 views • 3 months ago

THIS IS INSANE In 2022, FTX bought a 5% stake in Cursor for $200,000. In 2023, following FTX’s bankruptcy, that stake was sold for the same $200,000. Today, after SpaceX announced to acquire Cursor for $60 billion, that stake would be worth $3 BILLION. That’s a 15,000x RETURN.

THIS IS INSANE In 2022, FTX bought a 5% stake in Cursor for $200,000. In 2023, following FTX’s bankruptcy, that stake was sold for the same $200,000. Today, after SpaceX announced to acquire Cursor for $60 billion, that stake would be worth $3 BILLION. That’s a 15,000x RETURN.

CryptoGoos

754,191 views • 2 months ago

IS THIS WHAT A BUBBLE LOOKS LIKE? 🚨 SpaceX is about to IPO. Elon Musk will become the world's first trillionaire. But something doesn't add up. SpaceX is about to IPO at $2T Amazon trades at $2.8T Amazon: $742B in revenue SpaceX: $18.7B in revenue Amazon makes 40x more money For 40% more valuation Someone explain this.

IS THIS WHAT A BUBBLE LOOKS LIKE? 🚨 SpaceX is about to IPO. Elon Musk will become the world's first trillionaire. But something doesn't add up. SpaceX is about to IPO at $2T Amazon trades at $2.8T Amazon: $742B in revenue SpaceX: $18.7B in revenue Amazon makes 40x more money For 40% more valuation Someone explain this.

CryptoGoos

48,123 views • 3 months ago

Elon Musk’s SpaceX plans to go public this year in what may be the largest IPO of all time. But what is SpaceX, exactly?

Elon Musk’s SpaceX plans to go public this year in what may be the largest IPO of all time. But what is SpaceX, exactly?

Financial Times

28,810 views • 4 months ago

Ron Baron today in new interview on SpaceX and a potential IPO: "We think it's likely they could go public next summer. I think June 28th because that's his (Elon's) birthday. But they have said it (an IPO) to their shareholders. The press has speculated a $1.5T valuation by next summer. We have about $10B invested in SpaceX.

Ron Baron today in new interview on SpaceX and a potential IPO: "We think it's likely they could go public next summer. I think June 28th because that's his (Elon's) birthday. But they have said it (an IPO) to their shareholders. The press has speculated a $1.5T valuation by next summer. We have about $10B invested in SpaceX.

Sawyer Merritt

202,609 views • 8 months ago

SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)

SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)

stevenmarkryan

12,303 views • 3 months ago

Ron Baron said today that he bought $1 billion of SpaceX IPO shares last Friday, and said that all of Baron Capital's $SPCX holdings are now worth $25 billion. "I think we're going to make hundreds of billions of dollars; If you read the prospectus, you realize what they (SpaceX) have done is not possible for anyone else to accomplish. He's trying to save humanity" Full video linked below:

Ron Baron said today that he bought $1 billion of SpaceX IPO shares last Friday, and said that all of Baron Capital's $SPCX holdings are now worth $25 billion. "I think we're going to make hundreds of billions of dollars; If you read the prospectus, you realize what they (SpaceX) have done is not possible for anyone else to accomplish. He's trying to save humanity" Full video linked below:

Sawyer Merritt

628,718 views • 2 months ago

“The goal of SpaceX is to really build the technologies necessary to make life multiplanetary, …this is the first time in the 4 billion year history of earth that its possible for life to become multiplanetary!” Elon Musk

“The goal of SpaceX is to really build the technologies necessary to make life multiplanetary, …this is the first time in the 4 billion year history of earth that its possible for life to become multiplanetary!” Elon Musk

Gail Alfar

164,191 views • 3 years ago

TOM LEE SAYS THE SPACEX IPO WILL UNLOCK TRILLIONS OF CONSUMER SPENDING - SpaceX seeded at $50M is now worth around $1.7 trillion - LPs of the funds that backed it are about to get monetized - That wealth effect becomes a major tailwind for the consumer later this year

TOM LEE SAYS THE SPACEX IPO WILL UNLOCK TRILLIONS OF CONSUMER SPENDING - SpaceX seeded at $50M is now worth around $1.7 trillion - LPs of the funds that backed it are about to get monetized - That wealth effect becomes a major tailwind for the consumer later this year

Tom Lee Tracker (Not actually Tom)

104,185 views • 3 months ago

Chamath: If SpaceX doubles to $2 trillion, Elon basically got a 50% discount "But what’s so smart is this: where is SpaceX today? Let’s call it a trillion. Where could it be? For the purpose of this argument, let’s say $2 trillion. So when the deal gets done on a stock for-stock basis, if it’s $60 billion in tomorrow dollars, effectively Elon has gotten a 50% discount.” Chamath Palihapitiya

Chamath: If SpaceX doubles to $2 trillion, Elon basically got a 50% discount "But what’s so smart is this: where is SpaceX today? Let’s call it a trillion. Where could it be? For the purpose of this argument, let’s say $2 trillion. So when the deal gets done on a stock for-stock basis, if it’s $60 billion in tomorrow dollars, effectively Elon has gotten a 50% discount.” Chamath Palihapitiya

Mario Nawfal

141,953 views • 4 months ago

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

208,631 views • 3 months ago

SpaceX has officially made the Shiba named Asteroid their Mascot. It was available for purchase on the SpaceX website for maybe .7 seconds before it instantly sold out. If you do not currently own SpaceX Stock, the best thing you can do is purchase the memecoin Asteroid on the Ethereum Blockchain. It is LITERALLY the BETA to SpaceX, it basically HAS to go to a billion.

SpaceX has officially made the Shiba named Asteroid their Mascot. It was available for purchase on the SpaceX website for maybe .7 seconds before it instantly sold out. If you do not currently own SpaceX Stock, the best thing you can do is purchase the memecoin Asteroid on the Ethereum Blockchain. It is LITERALLY the BETA to SpaceX, it basically HAS to go to a billion.

O G 🐂🀄️

42,581 views • 2 months ago

Bill Ackman offered Elon Musk to launch SpaceX IPO without banks - through his company, guaranteeing an investment of his own $4B - he silently rejected the offer, now he officially filed for a traditional IPO SpaceX urgently needs $75 billion, and Elon is rushing to take the company public knowing this, Ackman stepped in with a proposal - Musk wouldn't have to pay massive Wall Street fees to launch the IPO he offered to bypass the entire traditional market entry system through his own company "SPARC " - by distributing SpaceX share purchase rights to Tesla shareholders bookmark & watch it today

Bill Ackman offered Elon Musk to launch SpaceX IPO without banks - through his company, guaranteeing an investment of his own $4B - he silently rejected the offer, now he officially filed for a traditional IPO SpaceX urgently needs $75 billion, and Elon is rushing to take the company public knowing this, Ackman stepped in with a proposal - Musk wouldn't have to pay massive Wall Street fees to launch the IPO he offered to bypass the entire traditional market entry system through his own company "SPARC " - by distributing SpaceX share purchase rights to Tesla shareholders bookmark & watch it today

bodila

1,765,147 views • 2 months ago

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

330,501 views • 3 months ago

$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.

$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 views • 20 days ago

I think I figured out how SpaceX / Elon Musk are going to pay for the ~8GW of DC capacity SA has forecasted them to deploy next year… as Brad Gerstner mentioned in this clip, $NVDA shareholders do not want NVIDIA backstopping $100’s of billions of dollars worth of compute- it will terrify the market AND, it seems highly unlikely that the Hypers will pay directly for that much compute either since it will balloon their spending next year + at the economics needed here, it would all be going to Frontier labs (hurting the diversification strategy they all are trying to pursue) So… what I think is likely to happen: Brad Gerstner laid out that in the past, the financial structure of compute infra was you get 25% payback per year, you recoup the infra cost by end of year 4, then year 5 profit & year 6 is the kicker to bump IRR up nicely That’s now changed as the demand has become so intense at the Frontier labs that the payback period on infra has compressed maybe into <1yr basically, this $300-$400B in CapEx is going to show up in 3-6 month term lease agreements between SpaceX & Anthropic / OpenAI with enough margin to pay off the compute portion entirely (or vast majority) over the lifespan of the agreement money will trade hands basically up front from ANT/OAI to SpaceX then to NVIDIA. NVIDIA will be paid in full for the GPUs up front and they’ll commit to supporting Elon / SpaceX to stand up the compute in the timeframe specified (SpaceX will ultimately be on the hook for timelines) The kicker would be if NVIDIA captures any durable rent here for facilitating this… a perpetual dividend or something like that

I think I figured out how SpaceX / Elon Musk are going to pay for the ~8GW of DC capacity SA has forecasted them to deploy next year… as Brad Gerstner mentioned in this clip, $NVDA shareholders do not want NVIDIA backstopping $100’s of billions of dollars worth of compute- it will terrify the market AND, it seems highly unlikely that the Hypers will pay directly for that much compute either since it will balloon their spending next year + at the economics needed here, it would all be going to Frontier labs (hurting the diversification strategy they all are trying to pursue) So… what I think is likely to happen: Brad Gerstner laid out that in the past, the financial structure of compute infra was you get 25% payback per year, you recoup the infra cost by end of year 4, then year 5 profit & year 6 is the kicker to bump IRR up nicely That’s now changed as the demand has become so intense at the Frontier labs that the payback period on infra has compressed maybe into <1yr basically, this $300-$400B in CapEx is going to show up in 3-6 month term lease agreements between SpaceX & Anthropic / OpenAI with enough margin to pay off the compute portion entirely (or vast majority) over the lifespan of the agreement money will trade hands basically up front from ANT/OAI to SpaceX then to NVIDIA. NVIDIA will be paid in full for the GPUs up front and they’ll commit to supporting Elon / SpaceX to stand up the compute in the timeframe specified (SpaceX will ultimately be on the hook for timelines) The kicker would be if NVIDIA captures any durable rent here for facilitating this… a perpetual dividend or something like that

Nick Dorsey

113,333 views • 25 days ago

I think this is the moment, despite all the headaches that come with being a public company, Elon decided to still give us small Tesla retail investors a chance at the future of Space exploration by doing a SpaceX IPO

I think this is the moment, despite all the headaches that come with being a public company, Elon decided to still give us small Tesla retail investors a chance at the future of Space exploration by doing a SpaceX IPO

Teslaconomics

85,174 views • 8 months ago

$🚨 WARNING: THE SPACEX IPO COULD BE THE BEGINNING OF THE END. Look at this chart. The dot com bubble fractal, mapped onto today's S&P. SpaceX, Anthropic and OpenAI all rushing to go public at the exact same time. Right at the top of the pattern. And ask yourself WHY they're all IPOing now. SpaceX is raising $75 BILLION in pure new capital. It burned $20.7 billion in capex last year and loses $2.5 billion a quarter on AI. When the smartest companies on earth all need YOUR money at the same time... History says pay attention.$

🚨 WARNING: THE SPACEX IPO COULD BE THE BEGINNING OF THE END. Look at this chart. The dot com bubble fractal, mapped onto today's S&P. SpaceX, Anthropic and OpenAI all rushing to go public at the exact same time. Right at the top of the pattern. And ask yourself WHY they're all IPOing now. SpaceX is raising $75 BILLION in pure new capital. It burned $20.7 billion in capex last year and loses $2.5 billion a quarter on AI. When the smartest companies on earth all need YOUR money at the same time... History says pay attention.

Crypto Rover

101,914 views • 2 months ago

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.

Merlijn The Trader

246,413 views • 2 months ago