Gerstner says Musk building data centers and acquiring team from Cursor is a game changer for SpaceX IPO.
“Him building the data centers which are gonna power all of AI and him then using those to train up his own AI with incredible team, that he acquired from Cursor, I think is a total game changer for the IPO and puts them in a really”
Gerstner says Cursor could reach $10 billion in revenue this year on its own.
“We thought this company could get to 10,000,000,000 in revenue on its own this year.”
Gerstner says Altimeter considered Cursor the next best lab after Frontier Labs, expecting $10 billion revenue this year.
“I think it was probably the next best lab in the country beyond the Frontier Labs. We thought this company could get to 10,000,000,000 in revenue on its own this year.”