Why the SpaceX-Cursor deal makes sense

You got these guys called Kurser walking down the street saying, "Hey, good news. We got a exploding business, couple of billion dollars in ARR, but bad news we have shitty gross margins cuz we need our own model and we need compute. " And Elon goes, "Hm, hold that thought.This is a guy walking around with a whole bunch of compute, a a reasonably good model, and literally no revenue. It's like a marriage made in heaven. It actually makes sense. ...