That's not crazy because if past predicts the future, that revenue will grow quickly. At $8 billion/year it's just 7.5 years, which is a reasonable investment.
It may be that spaceX is buying an operation that would realistically take 5 months and 100 million to copy in-house for 60B because the worry is that waiting 5 months might cost that much in some sort of lost opportunity. It also might be that in any negotiation SpaceX is viewed as incredibly cash-rich and so anything can be sold to them for inflated prices.
I really don't understand these companies valuations it seems like boardrooms everywhere are in a constant state of panic that they'll lose it all if they aren't growing a breakneck pace constantly.
This assumes that Cursor's annual revenue will be the same or higher for over a decade. It's not really like they don't have competitors
I wouldn't bet on Musk, but I DEFINITELY wouldn't bet against him. Anyone betting against him over the last 10 years has been viciously smoked (many short-selling hedge funds got wiped out completely).
In terms of the stock market, definitely. Honestly though, all those people who said self-driving wouldn't be solved by now, that Tesla didn't have a great moat and that the Boring Company was profoundly stupid were in fact correct.
I found 1-2 sort of interesting posts but not interesting enough to make it worth it.
It was fun for a while blogging with grok back when it was free.
Kind of interesting that engagement is zero on all of my postings. Not that I care for it but it shows quality isn't measured by users. The system prefer people read about users getting banned and that same video again and again. lol
With rss I just sort by date and eliminate duplicates. Not very hard and dramatically more interesting.
So just to be clear, down 15% YoY is not "more or less the same or higher activity"
the platform is overwhelmingly bots, so those "users" are likely in a server farm somewhere
https://techcrunch.com/2025/07/10/as-x-loses-its-ceo-daily-u...
Also, they reported a 60% drop in advertising revenue from 2021-2026... yikes
Where are you getting that? There's not a single piece of data out there that will tell you Twitter has increased in users. Not only have they visibly dropped in users, but it's becoming increasingly clear the site is Astroturfed with bots.
The choice is not Twitter or Bluesky. Most people moved on to TikTok. I don't know a single person who uses Twitter.
users
- xAI needs the coding related data to compete with Claude Code and Codex
- Recent progress with Composer 2.5 seems promising given the size
- The may get a comeback on the smaller than Enterprise battle field now that the other two got so expensive
- The way that Elon set up this entire process was quite genius. They locked in this option before, and now after the gains through the IPO, it feels almost like a discount, lol
My hot take is that it will probably be like the OS landscape:
- Some established enterprise option (Windows)
- Quality secondary option for professionals (OS X)
- Super users / nerds / tinkerers (Unix flavors)