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Anthropic Admits Claude Got Dumber | GPT 5.5's 86% Hallucination Rate | SpaceX's $60B Option to Buy Cursor | Naval Launches USVC | A Hairdryer Hacks Polymarket | EP10
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SBF's $114B Paper Portfolio: Cursor, SpaceX, Anthropic
At 34:57 · chapter starts 34:25
SBF's early investment in Cursor when it had only two or three founders and no product would be worth $3 billion — a 15,000x return — if SpaceX acquires it.
SBF's early seed in Cursor is worth $3B (15,000x return). His SpaceX stake is up 75x. His Anthropic stake is worth $82B. His total estimated portfolio value: $114 billion. That's 3x Coinbase's entire market cap — from a man serving a prison sentence.
SBF's estimated portfolio value — including his stakes in Cursor, SpaceX, and Anthropic — is approximately $114 billion, roughly 3x Coinbase's total market cap.
