Zoë Schiffer

I think there's this mad dash right now to figure out, like, how can we get more data to train more sophisticated models?

Cursor has a lot of that data.

And one thing that AI companies have found is that

coding specific data is really good, not just for coding, but for like training the model on all sorts of things.

So if you can get a model that gets really sophisticated in that area, it has like all of these other benefits.

This hasn't been an area where XAI has excelled so far.

And so I think it makes a lot of sense.

And seeing from that perspective, I had thought $10 billion was going to be like really, really cheap.

$60 billion still, I'm like, this might end up being a pretty good deal for SpaceX.

Exactly.

Exactly.

I also think, like, this is Elon Musk's playbook a little bit.

If you talk to people close to him, they'll often use the term vertical integration.

Like, he likes to own all parts of the supply chain.

He doesn't like to, you know, work with third parties unless he absolutely has to.

And so now, you know, SpaceX controls the, like, energy infrastructure layer.

There's the AI application layer with Cursor and its enterprise software layer.

So, yeah, I think on that level also it makes sense.

Love that for them.

Love that for them.