@EMostaque @SpaceX what's stopping them from doing a couple more deals like this before IPO?
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ViaFloo
1.7K posts
20x sales for something growing that fast js a great deal for @SpaceX
It will be immediately accretive given @SpaceX is likely coming to the market at over 50x sales
Techmeme@Techmeme
Source: Cursor reached $3B in annualized revenue in late April and now has 3,000+ customers paying at least $100K each for its software on an annualized basis (@rachelmetz / Bloomberg) (Visit Techmeme dot com for the link and full context!)
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@Mookafish So much more exciting that SpaceX is making this money, imagine this was just Microsoft or something like that 😅
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I think SpaceX basically has access to infinite money at this point, and I'm happy about that, it's more money that will be used to take humanity to the stars.
Sawyer Merritt@SawyerMerritt
Wow, Anthropic has agreed to pay @SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with capacity ramping in May and June 2026 at a reduced fee. Huge deal
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Musk is going to rent out compute like crazy.
First Anthropic, soon probably half the industry. I’d even bet OpenAI ends up buying from him at some point.
The money will be insane.
Compute is the new oil.
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@PTrubey xAI can keep taking bigger swings by building larger AI clusters for future Grok models. If Grok takes off, they have the compute to scale it. If not, they can rent the excess compute to other labs. Either way, the infrastructure gives them multiple paths to success. Pretty cool
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SpaceXAI selling compute to Anthropic:
Something you often see investing in early stage companies is a rapid evolution. You thought they were going to do X, but they pivoted to Y since the market really wanted Y.
Turns out the competitive advantage xAI has isn’t building frontier models, it’s building data centers.
Grok isn’t bad, many describe it as frontier quality, but the market doesn’t need another frontier model.
But even though there are a plethora of people building data centers, xAI can do it much better than everyone else. There, they reign supreme. And with the SpaceX merger, it’s obvious they are going to continue building data centers as a product, on the ground or in space.
People forget that xAI is still truly an early stage startup. It isn’t surprising to see such a pivot.
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elon was right when he said frontier lab is the highest elo game in the world. the teams are incredibly good. few months of delay here and there can cost the entire game. whole thing is extra nerve wracking because most of the parties involved expect infinite consequences
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I'm obsessed with @uniqlo ever since my luggage got lost in a trip to Tokyo and i had to buy a completely new wardrobe
Amazing basics across their airism and heattech lines, the former great for hot Austin Summer, the latter great for lake Tahoe winters
Fabric technology is just insane!
[ not paid, no sponsorship, no affiliates — I'm just a fan ]
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@elonmusk @morganlinton elon assuming todays starship test flight is successful, how soon can we expect subsequent test flight to happen? :)
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@morganlinton This problem should be fixed by Monday. Bear in mind, you’re using an early access beta of Grok Build. This is not production software.
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So I was able to get Grok Build to run overnight, which I was excited about when I woke up this morning.
And Grok said it built everything in the plan, and a Production-grade version of the feature had been completed.
While I do get excited when models say something like this, I also need to verify to see if it's actually correct.
Unfortunately, not in this case.
Just did a code review with Cursor + Composer 2.5.
It looks like out of the 4 passes, pass 1 was completed, pass 2 started, pass 3 - 4 not done.
I'll need to go back to Grok Build now and tell it that it didn't actually complete the overnight build and get things back on the rails here now.
This isn't too crazy IMO, important to remember that Grok Build is only one week old, and it has been getting better by the day.
Now back to Grok to get it to finish what it started!
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@testingcatalog yeah Google might enter the race tomorrow as well 👀 and whatever Cursor and SpaceXAI build together will be exciting to see :)
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@ViaFloo I can do 2 out of 3 as OpenAI and Anthropic are expected to dominate 😁
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CURSOR 🔥: A newly released Composer 2.5 performs on par with Opus 4.7 and comes with up to 10x better cost efficiency.
> It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions.
Usage limits will be doubled for Composer 2.5 over the next week.
Cursor@cursor_ai
Introducing Composer 2.5, our most powerful model yet. It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions. For the next week, we’re doubling the included usage of the model.
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@testingcatalog @testingcatalog ur prediction for the top 3 coding agents in 90 days?
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Composer 2.5 is built on top of Kimi K2.5
Also interesting 👀
> Together with SpaceXAI, we're training a significantly larger model from scratch, using 10x more total compute. With Colossus 2's million H100-equivalents and our combined data and training techniques, we expect this to be a major leap in model capability.
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composer 1 was fast
composer 2 was fast and intelligent
composer N:
Cursor@cursor_ai
Introducing Composer 2.5, our most powerful model yet. It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions. For the next week, we’re doubling the included usage of the model.
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@rileybrown Do you think it’s fits into the work that SpaceXAI and Cursor will already be doing together eventually?
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Soon @xai will become a real contender in agentic AI coding, and @cursor_ai may be a big reason why.
The two pieces to xAI’s success:
1. Grok Build, xAI’s new coding agent and CLI.
2. Grok V9 1.5T, the next-gen foundation model Elon Musk says is already looking strong before Cursor data is added in supplemental training.
Put those together and the path gets interesting: a dedicated coding agent, massive xAI compute, and high-quality real-world coding data from Cursor. That could let xAI close the gap much faster than people expect.
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@hyhieu226 do you think SpaceXAI and Cursor together can build SOTA models at the level of OpenAI and Anthropic?
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Cursor people in SpaceXAI, please take note. Your friends made vim works beautifully in Grok Build CLI. Vim never works in the Cursor app. Every once in a while, I download the newest Cursor app, just to see its vim binding is still miserable 😒
skcd@skcd42
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Jensen: “Do you want the Wifi password?”
Elon: “I’m good. I own the sat network.”
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some guys are afraid to moan but i be in my girl’s ear like
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@Erdayastronaut Where do you think SpaceX is most likely to establish its first international launch site?
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The rumors are true! There might be even MORE Starship launch sites in the future! 👀
SpaceX@SpaceX
It’s no secret that we intend to launch Starship a lot, targeting thousands of flights per year. That cadence will require the ability to launch from many different locations, so we are constantly exploring to find viable sites to expand Starship operations in the future, both domestically and internationally
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SpaceX is considering several locations domestically and internationally to build the world’s most advanced spaceports!
SpaceX@SpaceX
It’s no secret that we intend to launch Starship a lot, targeting thousands of flights per year. That cadence will require the ability to launch from many different locations, so we are constantly exploring to find viable sites to expand Starship operations in the future, both domestically and internationally
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