Harry Stebbings

I think that between $24 billion a year in kind of core-weave-like revenue from Google and Entropic, and then a $6 billion run rate or $6 billion year-end potential cursor, yes.

I think that between $24 billion a year in kind of core-weave-like revenue from Google and Entropic, and then a $6 billion run rate or $6 billion year-end potential cursor, yes.

He's AI business now as a matter of fact, as a statement of reality.

He's AI business now as a matter of fact, as a statement of reality.

As of the minute those contracts kick in in September, the revenue run rate of the quote unquote AI business across Google and Tropic and Cursor is larger than the revenue run rate across the entire SpaceX installing business.

As of the minute those contracts kick in in September, the revenue run rate of the quote unquote AI business across Google and Tropic and Cursor is larger than the revenue run rate across the entire SpaceX installing business.

So yeah, just great corporate execution.

So yeah, just great corporate execution.

I think it's the move fast coming.

I think it's the move fast coming.

It's just everyone else has spent two years thinking, yeah, we should probably do something in AI.

It's just everyone else has spent two years thinking, yeah, we should probably do something in AI.

Maybe we should build a data center.

Maybe we should build a data center.

He's like, no, I've built two data centers.

He's like, no, I've built two data centers.

Didn't get the model working great, so I bought a company to fill it with kind of coding, and then that wasn't enough, so I did two huge contracts.

Didn't get the model working great, so I bought a company to fill it with kind of coding, and then that wasn't enough, so I did two huge contracts.

Moving right along, people, it's year two now.

Moving right along, people, it's year two now.