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Cursor Runs Claude Better Than Claude Code | Grok 4.3 Undercuts OpenAI and Anthropic | GitHub Copilot Ends Flat Pricing | Stripe Becomes the AI Bank | Elon's $7.5T Pay Package | EP11

Explore episode May 1, 2026

If you look at OpenAI and Anthropic, their TAM is basically capped. They're compute-capped. And if they're gonna go another 10x from here, they literally are using all the energy of the whole world, whereas SpaceX is opening a whole new market. They're going off the Earth.

Rik

Cursor Runs Claude Better Than Claude C…

Where this was said

SpaceX vs OpenAI vs Anthropic: Which Would You Invest In?

At 1:07:25 · chapter starts 1:05:10

Business

OpenAI and Anthropic Face a Hard Compute Ceiling

Cursor Runs Claude Better Than Claude Code | Grok 4.3 Under… · May 1, 2026 Business

OpenAI and Anthropic face fierce competition and a hard compute ceiling — a 10x growth from their current valuations would require consuming all the world's energy. SpaceX's market is literally off-planet. All three hosts picked SpaceX when asked to choose one investment.

SpaceX is an n of one. It's the only company that is in this space that is going to be able to do all of these different types of things, barring Elon, you know, something terrible happening to him.

Ben Broch

Cursor Runs Claude Better Than Claude C…

Business

SpaceX's $7.5T Pay Package: 100 Terawatts and a Mars Colony

Cursor Runs Claude Better Than Claude Code | Grok 4.3 Under… · May 1, 2026 Business

Elon Musk's SpaceX compensation package only vests if SpaceX hits a $7.5 trillion valuation, launches 100 terawatts of compute into space (1,000 times today's global data-centre capacity of 0.1 TW), and establishes a Mars colony of 1 million people. People laughed at the Tesla package too.

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