Industry14 Aug 2026SpaceX buys Cursor, and the developer-tool endgame arrives earlyA launch company acquiring an AI code editor sounds like a category error. Read it as vertical integration of the thing that actually gates aerospace software, and it stops being strange.Editorial9 min read
Industry21 Jul 2026Funding rounds are a lagging indicator of everythingBy the time a round is announced the interesting decisions are eighteen months old. Reading the announcement as news is reading the wrong document.Editorial5 min read