Migue Muñoz
5.6K posts

Migue Muñoz
@TechMigue
Embedded • tinyML • Edge AI ⚡ | Python • C | ESP32 • Arduino



"Those without children lack a stake in the future" @elonmusk @EricJorgenson 00:00 The tension between maximizing time with your children and maximizing your child's future 06:11 Pro-Human vs. The Algorithm 08:19 San Francisco's Slow Poison 11:15 Naval, Balaji, Elon 14:19 Why Elon Repeats Himself 22:09 Elon Skeptics Are Missing the Plot 28:16 Productivity obsession 36:29 SpaceX IPO Changes Everything 45:00 Science Fiction as a Pull to the Future 48:48 The Machine Stops (1909 Novella) 53:40 Why Long Books Rule 01:00:00 The New Richest Person Archetype 01:05:18 The Middle Generation Tension 01:10:00 AI as a Black Box Weapon 01:19:31 AI Adoption Through Invisible Products 01:25:00 Why Austin Is Getting It Right 01:28:44 California Could Still Come Back








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.



















