▶ 16:10 · $CURSOR · Cursor builds unbeatable coding agent moat via proprietary code data and xAI Colossus compute

episode briefing

La guerra de la IA: Elon Musk, OpenAI, Anthropic y el futuro del software

2026-05-29 · 7 company · 4 thematic

sentiment

2 bull2 bear3 neu

speakers

Founder of Shoptimus (AI grocery shopping assistant); ex-Kernel Analytics (acquired by BCG); pitching €800k round with Bonpreu deployment showing 8.5% sales lift.

bernat farrero

Host of the itnig tertulia podcast. Discusses AI, technology, and startup ecosystem trends with guests.

ilia

Regular participant in itnig tertulias; deep hands-on experience with AI coding tools (Cursor, Claude Code, Codex); tracks model capabilities, compute access, and developer workflow evolution daily.

quote

“Por eso aquí yo soy muy berish en sentido muy bullish en sentido de de cursor que ellos tienen tienen mode, tienen un montón de datos y ahora trabajando con Elon tiene mucho computés... este development que este tool que usa todos los deve…”

—ilia

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