Michael Fertik
9.7K posts

Michael Fertik
@michaelfertik
Investor, Entrepreneur, NYT Bestseller. המבין יבין Join my Substack on Books, Politics, Investing, & Guts https://t.co/6at6XfkfKW


SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities



We're celebrating — the 250th is a reminder that we have to protect and preserve this beautiful country


You feel this woman's pain? You did this. Keir Starmer. Owen Jones. Polanski. Sadiq Khan, Yvette Cooper, Jeremy Corbyn, George Galloway. You sold out your own people, British Christians and British Jews alike - For Qatari money and Pakistani rape gangs. You are cowards who chose foreign money over your own Daughters and citizens. Shame on you 🇬🇧 England — this is your moment. The streets are waiting

@bonatsos invested in Snap ($10B+) and Discord ($25B+) before those markets even had names. And his core belief is uncomfortable: By the time the broader venture industry agrees a market is important… most of the asymmetric upside is already gone. @cursor_ai was already worth billions before “vibe coding” became mainstream. The best founders had already emerged. The best early investors were already in. That changes how Niko invests today. He’s not looking for consensus. He’s looking for founders who learn in days what most people learn in months. And he believes many of the biggest opportunities right now are precisely where institutional attention is weakest: • Consumer • Gaming • Crypto • New behaviors that don’t yet fit neatly into existing markets One line from the conversation stayed with me: “The best startup markets don’t exist yet.” We also discussed: • Why AI is compressing startup fundraising cycles from months into days • Why many Series A rounds may disappear entirely • Why venture capital increasingly behaves like a corporate ladder • The hidden traits behind elite founders • Why independent thinking is far rarer than intelligence We’d also like to thank @AlphaSenseInc for sponsoring this episode. Continue below 👇 youtube.com/watch?v=6llnQJ…







