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.
INVESTMENT
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Elon Considers Cursor Acquisition for SpaceX AI Strategy
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Elon wants Cursor to be part of SpaceX? Realizes he can’t win in AI without acquisitions.
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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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SpaceXAI and Cursor partner for AI
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SpaceXAI and cursor partner on creating coding and knowledge work AI models. SpaceXAI also got a right to acquire Cursor for $60B later this year or pay $10B for the collab. That’s big
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X API pricing impacts data collection costs for AI projects
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My X API charges today. Not as cheap as I was hoping for. But it would cost me a lot more to read 11,420 posts to build: https://
alignednews.com/ai -
SpaceX acquisition offer for Cursor AI startup: $60 billion deal
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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.”
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Investment vs Taxation: Economic Models for Tech Growth
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The rich invest their money, directly driving growth. Taxes, on the other hand, feed special interests, waste and corruption, and only what's left does any good.
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Anthropic productivity depends on AGI narrative belief
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If the folks at Anthropic suddenly realized they're not on the verge of AGI their productivity would collapse.
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Bezos’s Project Prometheus Raises $10B for Physical AI
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Jeff Bezos’s secretive startup, Project Prometheus, is reportedly raising $10 billion at a $38 billion valuation, showing an ambitious push into “physical AI”,systems designed to interact with real-world industries like manufacturing and aerospace rather than just digital tasks.
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RFK Jr. seeks FDA approval for peptides without safety data, focusing on BPC-157
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LLMs are still not consistent judges of qualitative work, and small changes to how that work is presented affect outcomes. Better harnessing and methods (multiple judging runs with randomized orders, etc) would certainly help, but the jagged frontier is very much still real.