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“For the success of AI you need people, compute, and a good enterprise sales team”
Elon Musk on WHY SpaceXSI acquired Cursor: “In order to create a compelling SI, you need a LOT of training data and need to SOLVE CODING. As far as I can tell, three organizations that had enough coding training data: OpenAI, Anthropic, Cursor (and, arguably perhaps Google) but you ABSOLUTELY have-to-have the DATA in order to train an effective coding SI. if you can't do CODING, your SI is not going to be very useful. There’s a LOT of Talented people at Cursor. basically for success in SI you need: Data, Talent & Compute..and you also need a good Enterprise sales team. Cursor also had that good enterprise sales team with Relationships with THOUSANDS of companies. Those were VERY SIgnificant advantages.”