Jason Calacanis

Okay.

I'm just trying to dot the I's and T's here.

But when they buy Cursor, that adds to $3 billion.

That's not in the S1.

That's also growing and doubling.

Yeah, that's probably growing 2x year over year.

And who knows how much faster it will grow.

Polymarket, 71% chance SpaceX closes its first day of trading with a market cap above $2 trillion.

Thank you to our partner, Polymarket.

I'll stop here.

Gavin, you've been involved in the company for a long time.

Chamath, you, I think, were a big investor in the satellite company that became part of Starlink, which is the revenue driver there.

So you both have a lot to say about this, Gavin.

Your take on the S1, and I think specifically Elon Web Services.

Important note, it can be canceled by either party with 90 days notice.

Just want to make sure we also have that in there.

So that means Elon might want his compute back or Anthropic may find another solution.

So they do both have an out.

And Cursor was dead in the water in terms of access to compute.

And they were falling very far behind Codex, Google, Anthropic, and then Elon let them on Colossus, and boom, instantly, their models are growing faster.