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"SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP." This is unhinged.
"SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP." This is unhinged.
So this is saying AI products will increase global GDP by about 20%.
The Federal Reserve says AI is contributing about 1% GDP growth per year to the US [0].
So maybe you can get to $13 trillion over a decade just from that. If you assume some acceleration, 20% isn't out of the question.
It is an extremely rosy projection, but if AI can replicate large fractions of the workforce, leaving those humans with the ability to work on other things, it doesn't seem unhinged when you think of it through this lens, just very optimistic - not Elon Musk level optimistic, just "everything goes according to plan and a bunch of things in the causal chain are all slightly on the higher end."
[0] https://www.stlouisfed.org/on-the-economy/2026/jan/tracking-...
"SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP." This is unhinged.
By 2030? No way
By 2050? Maybe?
Obviously during an IPO you’re trying to make the bull case (unhinged or not). What does it look like in the best case scenario.
"SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP." This is unhinged.
I know it has become a meme by now, but IIRC the market for all foods (agriculture, processed food, etc.) on earth is around $10 trillion. So according to SpaceX, the market for AI is 2.5 larger than all the food sold on this planet. They're also saying that the AI market is worth roughly 10% of all global real estate.
How does argrar industry and tech industry compare as share of gdp in the US?
"SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP." This is unhinged.
Wow they are using 80% of what they raised 4 days ago to buy an IDE. Absolutely incredible.
What does cursor have? An ide and coding orchestration? They are using Claude or codex for llms, so they get acquired for their user base and tooling? Feels like a lot of money for that given Claude has the majority mindshare.
It's almost like giving a toddler $100 in the toy department and seeing what happens next.
Hm, surprised at all the Cursor hate here. Tab complete, at the quality they delivered, was a game changer back in the day. And their current work on Composer is great. Composer is super fast and quality is decent. More competition in the model space always welcome.
Wow they are using 80% of what they raised 4 days ago to buy an IDE. Absolutely incredible.
Per latest reporting, Cursor's current annual revenue rate is $4 billion. So SpaceX is buying 15 years of future cashflows, assuming no change in revenue. Which is bad assumption given past growth was gigantic. They are also buying 300-400 employees with proven record of training good coding models. Their expertise will be used to improve Grok Build coding agent. Also, they're using stock, not cash, so effectively th…
The main challenge is: If models get better, why would humans need a tool like cursor, when they have AI agents doing the coding for them?