World Model · podcast knowledge graph

Why SpaceX Buying Cursor Changes Everything

2026-06-18 · 101 min · episode 2302 · 37 entities

episode page audio

Asserted relationships

  • → references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://twistartups.substack.com/
  • → references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://substack.com/@calacanis
  • → hosted by Jason Calacanis person
    0.55
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • → founded Capital Factory. Guest Links company
    0.54
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • → founded Capital Factory. Guest Links company
    0.54
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • → works at Capital Factory. Guest Links company
    0.50
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • → works at Capital Factory. Guest Links company
    0.50
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://youtube.com/thisweekin
  • → references Twist website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://plaud.ai/twist
  • → references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://tiktok.com/@thisweekinstartups
  • → references partners.launch.co company
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://partners.launch.co/
  • → references Spacex Spcx Cursor Acquisition Ipo person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
  • → references Exclusive Openai Financials person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://wheresyoured.at/exclusive-openai-financials
  • → references blingcap.com website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://blingcap.com/
  • → references bananacapital.vc website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://bananacapital.vc/
  • → references hanoverpark.com website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://hanoverpark.com/
  • → references Composer 2 5 website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cursor.com/blog/composer-2-5
  • → references Ryzen Ai Halo person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.html
  • → references Introducing Model Council person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://perplexity.ai/hub/blog/introducing-model-council

Entities found in this episode

websites 18

  • mentioned twistartups.substack.com website
    0.90
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://twistartups.substack.com/
  • mentioned @Calacanis website
    0.90
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://substack.com/@calacanis
  • references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://twistartups.substack.com/
  • references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://substack.com/@calacanis
  • mentioned ThisWeekIn website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://youtube.com/thisweekin
  • mentioned Twist website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://plaud.ai/twist
  • mentioned @Thisweekinstartups website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://tiktok.com/@thisweekinstartups
  • mentioned blingcap.com website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://blingcap.com/
  • mentioned bananacapital.vc website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://bananacapital.vc/
  • mentioned hanoverpark.com website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://hanoverpark.com/
  • mentioned Composer 2 5 website
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cursor.com/blog/composer-2-5
  • references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://youtube.com/thisweekin
  • references Twist website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://plaud.ai/twist
  • references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://tiktok.com/@thisweekinstartups
  • references blingcap.com website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://blingcap.com/
  • references bananacapital.vc website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://bananacapital.vc/
  • references hanoverpark.com website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://hanoverpark.com/
  • references Composer 2 5 website
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cursor.com/blog/composer-2-5

persons 10

  • mentioned Jason Calacanis person
    0.70
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • hosted by Jason Calacanis person
    0.55
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • 0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
  • mentioned Exclusive Openai Financials person
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://wheresyoured.at/exclusive-openai-financials
  • mentioned Ryzen Ai Halo person
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.html
  • mentioned Introducing Model Council person
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://perplexity.ai/hub/blog/introducing-model-council
  • 0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
  • references Exclusive Openai Financials person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://wheresyoured.at/exclusive-openai-financials
  • references Ryzen Ai Halo person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.html
  • references Introducing Model Council person
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://perplexity.ai/hub/blog/introducing-model-council

companys 9

  • mentioned Capital Factory. Guest Links company
    0.68
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • 0.54
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • 0.54
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • works at Capital Factory. Guest Links company
    0.50
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • works at Capital Factory. Guest Links company
    0.50
    evidence rules-v5
    founder of Capital Factory. Guest Links
  • mentioned partners.launch.co company
    0.45
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://partners.launch.co/
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • references partners.launch.co company
    0.38
    evidence rules-v5
    Link in episode "Why SpaceX Buying Cursor Changes Everything": https://partners.launch.co/
Episode description as stored
This Week In Startups is made possible by: Deel - deel.com/twist LinkedIn - linkedIn.com/twist Northwest Registered Agent - northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twist Today's show: Anthropic stabbed Cursor in the back. Then SpaceX swooped in with $60 billion. Today, TWiST connects the dots on the biggest deal in AI since the Microsoft-OpenAI partnership, and why it's a warning sign for every startup building on top of a frontier model. Jason is joined by Bling Capital's Ben Ling, Banana Capital's Turner Novak, and co-host Alex to go deep on the future of coding models, the current golden age of venture liquidity, OpenAI's financials, and the 'Four Ds' of venture investing. The show closes with a tribute to Josh Baer, the founder of Capital Factory. Guest Links: Ben Ling https://x.com/bling0?lang=en Bling Capital https://www.blingcap.com/ Turner Novak https://x.com/TurnerNovak Banana Capital https://www.bananacapital.vc/ Show Links: Hanover Park https://www.hanoverpark.com/ SpaceX buys Cursor https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html Cursor Composer 2.5 https://cursor.com/blog/composer-2-5 OpenAI financials source https://www.wheresyoured.at/exclusive-openai-financials/ AMD's new deskside data center https://www.amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.html Perplexity Model Council https://www.perplexity.ai/hub/blog/introducing-model-council Timestamps: 0:00 Guest introductions 1:15 Guest introductions 2:43 SpaceX acquires Cursor for $60B 6:13 The golden era of M&A 9:13 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 12:04 Cursor's negative gross margins & the compute problem 13:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 15:04 Rolling your own model: When does it make sense? 19:35 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at https://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant. 22:53 The "headless product" thesis 28:31 Deel: Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more. 34:22 OpenAI financials leaked: $13B revenue, $38.5B net loss 40:13 Where does AI value accumulate? 45:34 Portfolio Spotlight: Hanover Park 48:37 Seed stage graduation rates have fallen from 50% to 25% 54:59 The four Ds of venture: Deal flow, Decisions, Doubling down, Distributions 1:06:36 How to find 'undiscovered gems' 1:30:59 Snap Specs AR glasses: $2,195, and a bit chunky 1:39:29 Tribute to Joshua Baer, Capital Factory's founder Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com