Quote · God Mode Podcast
Anthropic apologized, SpaceX wants to buy Cursor & hairdryer hacked Polymarket | GMP EP10
Where this was said
Cursor's Switzerland Problem: Would XAI Ownership Kill It?
At 30:40 · chapter starts 30:30
Cursor works because it's Switzerland — plug in Claude, Gemini, GPT, whatever model you want. The moment XAI acquires it and pushes Grok as the default, every user who chose Cursor for Claude access has a reason to leave. The acquisition may destroy the thing it's buying.
Scale AI had $800M revenue and sold for $30B. Cursor has $2B revenue and is being bought for $60B. Anthropic is valued at $80-90B on $30B revenue. The market has locked in a 30x price-to-revenue multiple across AI companies, regardless of profits.
