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.
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