Co-host of Limitless Podcast, engages in analysis of AI acquisitions and infrastructure trends, provides counterpoints and questions on company strategies.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's acquisition of Cursor and launch of Origin gives it a fully integrated software stack—frontier models (Grok), coding agent (Cursor), and agent-native code hosting (Origin)—enabling tight product loops to build superior coding agents, while Origin's 100x throughput design positions it for the agent-dominated future of software development.
Cursor's new Origin code hosting platform is architected from first principles for AI agents—supporting 22 commits/second and 296K clones/hour—giving it a structural advantage over GitHub's human-centric architecture as agent-generated code volume explodes.