SpaceX has closed its $60bn Cursor deal, and Cursor was buying a company the day before
THE SO WHAT
A $60B acquisition where the target is still rolling up assets the day before close tells you how fast the AI stack is consolidating around integrated compute + tooling plays. If you’re building anything adjacent to AI dev tools or GPU orchestration, assume your future counterparties are capital-heavy industrials, not just software incumbents.
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