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%) …
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 = …
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 …
Elon Musk reached $1.4 trillion in net worth and this is more than the next five richest people in the world. In the age of AI and space 2025, 12 months ago is ancient history. In 2025, SpaceX was making $18.7 billion per year and only had a near monopoly in space payload puttin gup …
Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over …
SpaceX is more valuable than TSMC, Meta and is almost as valuable as Amazon. Tesla is the tenth most valuable company. The key for SpaceX to scale near term revenues and profits is with Artificial intelligence, Cursor AI compute revenue and AI data center rentals. Brian WangBrian Wang is a Futurist Thought Leader and a …
The valuation conversion from SpaceX to Echostar is being suppressed with the $5 billion short position and the fears from missing the June 1, 2026 debt payment of $183 million. This missed payment triggered a 30 day grace period. A few days ago, I had said that SpaceX was going to over $200 per share. …
Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to …
SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus …
I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 …
My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad …
