Why SpaceX Bought Cursor
TL;DR: With Anthropic's Claude Code and OpenAI's Codex competing directly against Cursor, SpaceX acquired Cursor for $60B to pair the fastest...
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Primer: Mistral - 15 Jun 2026
Open-weight LLMs and AI tools for developers, enterprises, and on-premise deployment
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Primer: Moonshot AI - 15 Jun 2026
AI research lab building large language models and chatbots for Chinese-language applications
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Montage (6809 HK): All Good But Price - A Supplier to Hynix, Samsung, and Micron
Montage has the largest market share. The company’s revenue growth outperformed the industry average and its gross margin hit a record high....
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Aequitas: SpaceX IPO Trading - Updates - Ready for Lift Off
SpaceX (SPCX US), an Elon Musk led Space to AI company, raised around US$75bn (US$86bn including greenshoe) in its US IPO. In this note, we talk...
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