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SpaceX’s AI Bet Shows Where Musk Wants to Go Next
SpaceX is already one of the biggest stories on Wall Street, but its move to acquire Cursor shows Elon Musk may be trying to turn the company into far more than a space and satellite business.
Chuck Zodda and Paul Lane break down SpaceX’s push deeper into AI, why the company’s massive valuation gives Musk room to make major all-stock deals, and whether a future combination with Tesla could eventually make strategic sense. They also discuss Kevin Warsh’s first Fed meeting, why gas prices may keep falling if oil stays lower, what recent AI layoff headlines may be missing about the tech job…
The skinny
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