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Elon now owns the full stack: compute (Colossus), models (Grok/xAI), and the developer tool (Cursor). But unlike Codex or Claude Code, Cursor is model agnostic. You can run Claude, GPT, Gemini, any model. It’s not locked to one company. And now it has SpaceX resources behind it. Cursor was bottlenecked by compute. That bottleneck just got removed. $4B annual revenue. Over half the Fortune 500 uses it. The AI coding wars just introduced a third player with very deep pockets. #spacex #cursor #ai #
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My investment thesis was that Bitzero has power and other investors are definitely coming to this theme. They have power contracts at very attractive prices. So a company like Bitzero that has power, land, permits, and fiber, becomes very attractive to many different constituencies. In addition to that, with the war in the Middle East, they have a geography with very good stability. If you're gonna spend billions of dollars, whether it's manufacturing or whether it's building AI compute or whate
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