Latest / Jeremy Hemsworth Weekly Digest
Jul 29–Aug 5 | Airtable sold at 2.7x ARR · Cursor's $125B trap · Fake engineers
Airtable sold at 2.7x ARR — gross retention, not growth, set the price. SpaceX's uncollared exchange ratio turns a $60B Cursor deal into $125B. Nine Chinese models outrank America's best open model. Arena interviewed an engineer who doesn't exist.
The skinny
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