Seems very relevant that SpaceX’s primary AI offerings are:
- Cursor - Lots of data centre capacity being rented to Anthropic and Google and others
That seems very much like being an AI company.
- Cursor - Lots of data centre capacity being rented to Anthropic and Google and others
That seems very much like being an AI company.
Cursor is obviously an AI company and the main problem Cursor faced was not really having their own model and being forced to buy expensive inference from other providers.
Cursor + their own data centres + the ability to train their own models is pretty big. Definitely an AI company.
Would your requirements also make Atlassian an Ai company? They have data centers and have trained their own model and have Rovo. I certainly do not because it's not their main line of business and their "ai" sucks hard. SpaceX seems to be closer to this category than Anthropic/OpenAI
Cursor probably had the steepest penetration in corporate markets and has a good sales organisation. They also have a great harness for beginners with a softer learning curve.
(Disclaimer: I don’t use Cursor, rarely use Grok, don’t drive a Tesla, and am not invested in SpaceX.)