The a16z Show · Aug 27, 10:00 AM UTC
Inside Cursor: The Anatomy of a Generational Startup
Historical operation · Retained
“experience with on the SpaceX side. I”
Quoted source · 33:42–35:23 · 49 source segments
- [1] 33:42–33:46
- [2] 33:44–33:48
- [3] 33:46–33:51
- [4] 33:48–33:53
- [5] 33:51–33:55
- [6] 33:53–33:57
- [7] 33:55–33:59
- [8] 33:57–34:01
- [9] 33:59–34:02
- [10] 34:01–34:04
- [11] 34:02–34:07
- [12] 34:04–34:09
- [13] 34:07–34:12
- [14] 34:09–34:14
- [15] 34:12–34:15
- [16] 34:14–34:17
- [17] 34:15–34:18
- [18] 34:17–34:20
- [19] 34:18–34:22
- [20] 34:20–34:23
- [21] 34:22–34:25
- [22] 34:23–34:29
- [23] 34:25–34:30
- [24] 34:29–34:32
- [25] 34:30–34:33
- [26] 34:32–34:34
- [27] 34:33–34:36
- [28] 34:34–34:39
- [29] 34:36–34:41
- [30] 34:39–34:43
- [31] 34:41–34:46
- [32] 34:43–34:47
- [33] 34:46–34:49
- [34] 34:47–34:50
- [35] 34:49–34:54
- [36] 34:50–34:56
- [37] 34:54–35:00
- [38] 34:56–35:03
- [39] 35:00–35:05
- [40] 35:03–35:07
- [41] 35:05–35:08
- [42] 35:07–35:11
- [43] 35:08–35:13
- [44] 35:11–35:14
- [45] 35:13–35:15
- [46] 35:14–35:17
- [47] 35:15–35:19
- [48] 35:17–35:22
- [49] 35:19–35:23
Model assessment
The new evidence praises SpaceX's product engineering, fast iteration, and successful pivot to Starlink, but it does not address the negative catalysts cited in the prior SELL signal (IPO underperformance, burnt money, moat erosion). Therefore, the prior SELL signal is preserved as HOLD.
49 exact transcript citations