Anthropic Used Cursor Use Data to Get Ahead, So SpaceXAI Will Use Cursor to Get Ahead

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Insider Jason Calcanis said Anthropic stabbed Cursor in the back. Anthropic allegedly used massive Cursor user data/token consumption to train and improve their own internal coding capabilities (Claude Code or similar). They then restricted or cut off Cursor’s access to their models. This left Cursor in a terrible position. Negative gross margins (reported around -23%) …

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How SpaceX Matches the Micron Setup for a fast 10X to $2000. Revenue multipliers for Next Levels for SpaceX

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SPACEX is undervalued if it follows the revenue and profit surge of Micron, it will be quickly 10X share price over 12-24 months. SPACEX is 4 Months away from boostings its AI revenue from $1 billion per year in April to $33 billion per year runrate in October 2026. Gigawatts times Billions per GW = …

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SpaceX Starship Going for Orbit in August and September

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SpaceX President Gwynne Shotwell launch roadmap for Starship • Flight 13: July • Flight 14: August. SpaceX intends to attempt a full orbital injection • Flying from cape canaveral • Post-Flight 14 Cadence: SpaceX plans to transition to an unprecedented launch rate of flying every single month for 2026 and then going to 100-200 launches …

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SpaceX Huge AI Revenue Growth Mirrors Micron But Will Be Bigger

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Micron (MU) delivered one of the most dramatic AI-driven turnarounds in recent memory. In calendar 2024 / early fiscal 2025, quarterly revenue sat in the $5–8B range while the stock traded mostly between $80–$150. By mid-2026, quarterly revenue had exploded past $15B (hitting $23.86B in one quarter) and the stock surged above $1,000 and the …

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