VC math: Cursor deal looks great for SpaceXAI, Thinky still worth a $30B+ acquihire
ivan_bezdomny · x · 2026-09-04
An investor argues the M&A window logic in AI: Cursor had massive users, a differentiated product and was strategic for Elon's SpaceXAI, making that deal look great now; Hugging Face was similarly strategic and one of a kind for NVIDIA. He adds that despite founder and staff turnover, Thinking Machines ("Thinky") has shipped one competitive frontier model, and a $30B+ acquihire isn't out of range if it stays near the frontier.
Related event: Thinking Machines in Talks to Raise Over $1B at $40B Valuation(6 posts)→
More from Companies & People
- Dev: Anthropic should be as permissive of third-party rigs as OpenAI — tobowers · 2026-09-04
- Garrison Lovely announces 'Obsolete,' an AI-critical book endorsed by Nobel laureate Acemoğlu — GarrisonLovely · 2026-09-04
- LangChain launches free LangSmith Essentials course covering the full agent dev lifecycle in 60 minutes — Hacubu · 2026-09-04
- reach_vb bids farewell to Hugging Face: "I wouldn't be where I am without HF" — reach_vb · 2026-09-04
- Green-text meme recaps OpenAI's chaotic Astra launch: hype, delay, and a press leak — TAbrodi · 2026-09-04
- Insider: Red Hat caps devs' AI token budgets at $300 per month — CackleRooster · 2026-09-04