jesus h christ that seed round
@swyx
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Cursor xAI Partnership: $60B Option for SOTA Coding Model
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If Cursor trains a genuinely SOTA coding model on xAI's infra, xAI exercises the $60B option and Grok instantly becomes a top-tier coding agent via the Cursor harness and 500K+ dev user base. If Cursor doesn't hit SOTA, xAI walks, pays $10B for "collaboration," and still got x.com/nmasc_/status/…
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xAI Cursor Partnership Leverages Data GPU Resources Coding
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My read on the structure of this deal: 1. xAI is leveraging Cursor's data / traces to help train a better coding model (both Grok base model and post-trained Composer model)
2. xAI also has a bunch of idle GPUs which Cursor can put to use
3. If training runs go well and SpaceX x.com/SpaceX/status/… -
Cursor Raises $50B at $50B Valuation with XAI Exclusive Contract
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good analysis. rumors had pegged the fundraise at $50B so this basically values Cursor at $50B premoney with a $10B revenue (11 figures!) exclusive model contract with xai.
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Image Model Achieves Unprecedented Detail Quality
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insane detail that I did not think possible in an image model in 10 years. congrats!!
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Cursor SpaceX acquisition deal $60 billion option pricing
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“Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.” personally this is the most exciting option pricing deal of the year, wow, kudos to both sides!!
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Google DeepMind discusses SOTA image generation advances
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do not miss. one of the INSANE gets courtesy of @osanseviero and the @GoogleDeepMind london avengers. if you always felt out of the loop on the SOTA on Imagegen, today or otherwise, this is the best 40 minutes you will find on the internet, period.
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OpenAI Codex acquisition enables real computer use capabilities
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the Codex x @skybysoftware acquisition may have been one of the best @openai deals made in the last year.
— swyx 🇸🇬 (@swyx) 20 avril 2026
I've been waiting for "real" computer use since @romainhuet demoed the ChatGPT App with 4o Vision at AIEWF 2024… and only now it's really, actually rolling out in a usable… https://t.co/b2aXj1qbLLthe Codex x @skybysoftware acquisition may have been one of the best @openai deals made in the last year. I've been waiting for "real" computer use since @romainhuet demoed the ChatGPT App with 4o Vision at AIEWF 2024… and only now it's really, actually rolling out in a usable
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AI Worldview Quality: Object Permanence Beyond Current Trends
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one good measure of the quality of someone’s AI worldview is “how much is it dominated by $CURRENT_THING and how much object permanence is displayed when $CURRENT_THING changes”
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Tiny Teams Over Solo Founders: Smart Business Strategy
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yea solo unicorn is an egotistical fantasy, just like being only bootstrapped – it can happen but its not the point, you should make the best decisions u can to serve the customers/market opp you have. https://
latent.space/p/tiny this is why i push "Tiny Teams" over 1 person