Paolo Pignatelli

This is wild. SpaceX now has the right to BUY Cursor for $60B. Or pay them $10 billion to walk away. To put it in perspective, Cursor was worth $9.9 billion total in May of last year. Let's have a closer look at the numbers. Start with the $60 billion. Cursor was already raising money this week at a $52 billion valuation from a16z and Nvidia. The Elon offer sits 15% above a number that was already on the table. The next round priced in, with a one-year fuse. The $10 billion is the real number. That's what SpaceX pays even if it walks away and never buys the company. The walk-away fee alone is more than the entire company was worth 12 months ago. Now the strategic logic. Cursor stopped being just an editor in March. They shipped Composer 2, their own model, and it beat Claude Opus 4.6 on Terminal-Bench at one-tenth the price. The catch is that frontier coding models need frontier compute, and the only labs with frontier compute are the same ones building competing coding products. OpenAI shipped Codex. Anthropic shipped Claude Code. Google has Gemini CLI. Cursor was renting capacity from every company trying to kill it. Colossus is the way out. 230,000 GPUs in Memphis today, 1 million by year end, the biggest training cluster on Earth. The Information already reported Cursor is renting tens of thousands of those chips to train Composer 3. SpaceX is also building Grok Code, so they're not a clean partner. But xAI losing the coding race to Cursor is a better outcome for SpaceX than Cursor losing the coding race to OpenAI. The trade Cursor made: gave up the right to be acquired by anyone else for one year. Got training compute at a scale no other lab would sell them. Got $10 billion guaranteed if Elon walks. OpenAI tried to buy Cursor in early 2025 and got rejected. Cursor stays independent for at least 12 more months and gets to train on the biggest cluster on earth doing it. Elon just bought a one-year call option on Cursor for $10 billion. That's the deal.

Cancer is cured by AI. GitLab founder Sid Sijbrandij was diagnosed with stage 4 spinal cancer. Every trial rejected him. His doctors had nothing left to offer. So he stopped being a patient. He built an AI research team. Fed them 25TB of his own medical data genomics, scans, treatment history, everything. The system found a treatment his entire oncology team had missed. Then engineered 19 custom vaccines from his own DNA. Relapse-free since 2025. Then he uploaded the entire blueprint. Free. For every person sitting in that same room, hearing the same verdict, with nobody left to call. Medicine runs on averages. AI runs on you.

The CEO of the company behind Claude went on the record. Saying things that should be front page news in every country on Earth. His name is Dario Amodei and he runs Anthropic. He just said we are “near the end of the exponential.” The end of the climb as in like we’re about to arrive. He says AI will handle end to end software engineering in 1 to 2 years. Build, test, compile ship with no humans in the loop. He calls it “a country of geniuses in a data center.” Millions of AI instances, each one at the level of a Nobel Prize winner, running 24/7, thinking at superhuman speed. His best guess is 1 to 3. He puts 90% odds on it happening within a decade and says it would be “crazy” to bet against it by 2035. The only reason he won’t say 99%? Someone might invade Taiwan and blow up the chip factories. Now here’s where it gets dark. He says AI could wipe out half of all entry level white collar jobs. Lawyers, consultants, analysts within 1 to 5 years. Anthropic’s own research says programmers are the most exposed profession on Earth. 74.5% of their tasks can already be done by AI. And this isn’t the part that scared him most. He described this AI as the single most serious national security threat humanity has faced in a century. A digital nation with the IQ of 50 million geniuses. He’s not some doomer on Reddit, he built this and he’s building the next version right now. The most powerful man in AI just told the world exactly what’s coming. Almost nobody is listening.

A California judge last week ruled to consolidate 13 lawsuits against OpenAl involving ChatGPT users who killed themselves, attempted suicide, suffered mental breaks or, in at least one case, killed another person. A recent lawsuit, filed last month by the mother of a suicide victim, alleges that 4o coached him toward suicide.

David Sacks Asks Why the New York Times is Protecting Reid Hoffman 🤔 “The number one person in the Epstein files from Silicon Valley which is Reid Hoffman … stayed at not just the island, but the townhouse and the New Mexico ranch.” “The New York Times clearly has a list of people they consider approved targets. They're all right-coded people like Elon or Peter Thiel … But the people who've donated hundreds of millions of dollars to the Democrat Party and have paid for dirty tricks against Trump, they basically are spared.”