Nicolas Owens
speaker
290 appearances
3 recordings
3 series
first heard Jun 2026
last heard 22 Jun
Nicolas Owens’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.
Appearances
We actually lowered our fair value.
That probability weighted to 62 from 63 today.
The cost of the... But it actually raises the moonshot value.
So I think it...
The whole idea of Cursor, my understanding was it was to bring on these people who will be able to make Grok learn better and be more useful for coding-type applications.
So I give them benefit of the doubt and say, let's make that true.
And it was originally structured as an option to buy if that, let's say, likely or proves out.
I think they kind of just jumped to the finish and said, let's do it.
The...
So kind of the purchase price, the outlay and the dilution of $60 billion of equity is offset by an adjustment I made in the forecast of, let's say, greater enterprise-type revenue from that audience.
Showing 281–290 of 290 · page 15 of 15
← Previous