Claude Code is now valuable enough to be a pricing tier driver, which didn't look true six months ago.
INVESTMENT
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AI Trade Dominance: Weekly Podcast on Market Trends
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Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. And although I recommend stocks for a living, I also think one has to reflect honestly on markets and economies. The fact that so much is tied to the AI trade is a
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AGI Alpha Demonstrates Recursive Improvement in Controlled Environment
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While others are funding speculative self-improving AI, AGI Alpha is building the first system to prove recursive improvement under controlled conditions. https://
x.com/FT/status/2045
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Data Center Expansion and Chip Production Amid Global Tensions
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The Manhattan Project is a joke compared to the expansion of data centers. Let's hope that chip production continues despite the war in Iran.
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Companies with More Compute Falling Behind in AI Race
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There are companies with even more compute that are desperately falling behind.
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Anthropic struggles with computing power, removes Claude Code access
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While Anthropic is drowning due to a lack of computing power, removing access to Claude Code for some of the new $20 users in a move that's giving them a very bad image, those at OpenAI are taking advantage to flex their computing availability.
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SpaceX acquires coding AI startup Cursor for $60 billion
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SpaceX revealed it has secured the option to acquire AI coding startup Cursor for $60 billion, or alternatively pay $10 billion for their joint work. SpaceX (xAI) will certainly help it catch up in the competition, and, just like OpenAI, Anthropic, and Google, it is increasingly
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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/…