swyx@swyx

2026-06-23 14:06·9天前

AI 摘要

SpaceX（NeoCloud+NeoLab）通过计算交易已收回对Cursor约一半投资，另一半若Composer 3表现良好即可回本。据CNBC报道，SpaceX与Reflection签署63亿美元计算协议，Reflection将立即获得GB300s用于训练开源模型，并从2026年7月1日起每月支付1.5亿美元直至2029年。SpaceX是唯一同时作为领先模型实验室和NeoCloud的公司，在规划好GPU供应时这一组合极为高效。

i dont think anyone is correctly doing the math around how SpaceX， the NeoCloud+NeoLab， is currently going to market？

SpaceX has already recouped about HALF its investment in Cursor， in compute deals. The other half is paid for if Composer 3 does well.

No other company is simultaneously a leading model lab + neocloud （at least where GPUs is concerned）. its a crazy effective combo iff you've adequately planned out gpu supply if inhouse training 1） goes very well 2） doesn't go very well

Andrew CurranSpaceX has signed a $6.3 billion dollar compute deal with Reflection. Reflection will gain immediate access to GB300s to train open source models, and will pay ...

swyx@swyx · X

2026-06-23 14:06·9天前

AI 摘要

i dont think anyone is correctly doing the math around how SpaceX， the NeoCloud+NeoLab， is currently going to market？

SpaceX has already recouped about HALF its investment in Cursor， in compute deals. The other half is paid for if Composer 3 does well.

Andrew CurranSpaceX has signed a $6.3 billion dollar compute deal with Reflection. Reflection will gain immediate access to GB300s to train open source models, and will pay ...