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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...

16,014 görüntüleme • 2 ay önce •via X (Twitter)

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

Wall Street Apes

213,448 görüntüleme • 2 ay önce

🚨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 görüntüleme • 3 ay önce

Nat Eliason’s (Nat Eliason) career arc is borderline absurd—but it works. He’ll spot a new tool or trend, master it, build a business around it, and move on. Nat’s pulled it off with the note-taking wave ($600k in sales from a Roam Research course), real estate (6x return flipping property in Austin), and crypto (published his insider story with Random House). Now it’s AI: he’s running a viral course on building apps with AI—$200k in pre-sales in just a week, 800 students and counting. I’ve known Nat for a long time and I think he has a great sense for where the puck is headed. He was one of the first guests I had on the podcast and I was delighted to have him on again. Here are a few takeaways from our conversation: - Coding with AI has become orders of magnitude easier for non-technical people over the last 2 years—Nat rarely has to help students fix bugs; they troubleshoot in Cursor on their own. - AI coding assistants are creating new behaviours in programming, like using a speech-to-text model to talk to an agent and having it write code for you. - The traditional learning curve of coding is flattening because AI tools let beginners build and iterate in faster feedback loops. - AI has given Nat leverage in spades—it increases his ability to be a creator while also building a robust business with as few people to manage as possible. He demos an AI book editor he coded for his sci-fi novel. - In the age of AI, software is becoming content and the barriers to create are lower than ever—but custom software for everything isn’t the answer. Nat’s model is that personalized tools make sense for that one thing you care the most about. - Nat believes that the future of writing with AI is a Cursor-style interface with a model that’s trained on your style and voice. This episode is a must-watch for writers, creators, and anyone interested in the future of product building. Watch below! Timestamps: Introduction: 00:01:45 The origins of Nat’s viral course on building apps with AI: 00:11:45 How coding with AI has evolved over the last two years: 00:18:46 Nat creates an app using Composer, Cursor’s AI assistant: 00:22:22 Tactical tips for coding with Cursor: 00:26:06 How coding with AI is creating new behaviours in programming: 00:29:06 What excites Nat the most about the future of AI: 00:32:41 A demo of Hubbard, the AI editor Nat built for his science fiction writing: 00:38:58 When does it makes sense to build custom software: 00:44:52 Nat’s take on the future of writing with AI: 00:49:18

Dan Shipper 📧

27,207 görüntüleme • 1 yıl önce