推文将SpaceX描述为唯一垂直整合AI公司,从芯片到系统全覆盖。同时指出Cursor是当前最重要的AI编程智能体,编码速度和效果领先业界,营收从今年初的10亿美元飙升至预期退出时的60亿美元,增长呈病毒式扩散。此外,Starship作为首款完全可重复使用火箭,可承载以往10倍重量的载荷,将支持新一代通信卫星并最终实现太空数据中心部署。
"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth.
The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."