Anysphere

Coding Agents · Private company

The maker of Cursor, and the clearest case that the application layer can price like a lab. It resells frontier models to the one audience that measures the output line by line.

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Featured · Frontier

SpaceX's $2 trillion valuation runs ahead of its AI contracts

Starlink gives SPCX a defensible business. The investment question is whether its profits and new AI revenue can finance everything Elon Musk wants to build.

September 14, 2026 · 7 min read