The gap between early positioning and long-term conviction is becoming clearer again.
SpaceX is reportedly negotiating a major deal with Cursor either a full acquisition around $60B or a $10B strategic partnership. The key value isn’t just ownership, but access: Cursor could tap into SpaceX’s Colossus-scale compute, reportedly reaching ~1M H100-equivalent chips, a level that reshapes AI development capacity.
At the same time, Alameda Research exited early. A ~$200K seed investment (~5% stake) was sold during the FTX bankruptcy at cost. At today’s implied valuation, that stake could be worth around $3B.
Same asset. Two timelines.
One focused on survival, the other on scale.
Markets don’t just reward entry they reward the ability to stay positioned when the upside takes time to materialize.
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