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Recorded on: June 16th, 2026

Topics:

0:00 - Intro

3:20 - What is Cursor?

10:19 - Why is SpaceX buying them?

23:45 - US suspends Anthropic's Fable

32:55 - Weakening the US even more

37:54 - The US-Iran deal

52:00 - Zuckerberg misreads the room, again

55:55 - Snap's new glasses

1:01:46 - Outro

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Comments

This Guy

This Guy is excited to watch!

retrogr8de

Will you guys be talking about the Screwworm thing any time soon?

justyannicc

Cursor has not been relevant in 8 months. Claude Code and Codex completely replaced it. Anybody that still uses cursor and not Claude code or Codex does not seriously program because cursor does not subsidize because they can't. Whereas Claude code and Codex are so heavily subsidized you can do 10k of inference on a $200 a month plan. It's also not true that they didn't make their own model. They're currently working on a completely new model and they released Composer, which is based on Kimi K 2.5 with a lot of additional post training.

Cole Markusen

Slight nit, Cursor by default users Composer which is Anysphere's AI model which is the parent company of Cursor. SpaceX is acquiring Anysphere, but it's just lesser known so most headlines are saying Cursor. As mentioned in the other comment, Composer, while based on Kimi does have it's own additional training.

Andrew Fenner (edited)

Comment edits

2026-09-07 01:00 I thought the steelman is pretty obvious... We ended an unwinable and illegal war that would have lead to immeasurable civilian death and destruction with no end in site. If it was a snake it would have bitten ya.
2026-06-19 18:42

Alex Malko

When is the Lemonade Stand IPO?

raymond

Bro I'm from Vancouver and went to UBC. My goodness basically every 10 movies I'd see my childhood park, lecture hall or neighborhood at least once lmfao

A

It's not reasonable to compare Meta Wayfarers for 300 USD with Specs that are 2K, It's more comparable with Meta Ray-Ban Display which are 800 USD.

Bryan

The issue is that the US started the war or at least supported Israel

Alex Brezny

Ok yes it's technically not a new model, everyone knows that no one makes models from scratch and everyone fine tunes it. No one thinks they will beat chatgpt. They have a workflow moat for actual serious developers on actual enterprise codebases. Claude code with vim another editor isn't the same. I use antigravity because I'm a Google cuck. It isn't the same. They're adjacent not the same. Yes they are afraid of Claude code and codex that is why they took the acquisition.

Pinwin

This was the first I've heard of The Social Reckoning and its also one of my favorite movies, it's written by sorkin. It'll be great.

Jek Jek

My company uses anthropic models via AWS bedrock. The daily spend is pretty insane and there's a push to reduce cost.

ThomasMand

I don’t think what the US government did is correct, but I do get some level of schadenfraude from a company saying for months that their model is so good that it’s too dangerous to release to the public getting that model banned from public use. Like they’re out there themselves saying that it’s dangerous

RESTAssured

I don't think enterprise gets access to subsidized token costs. My company has anthropic seats and a monthly token spend budget on cursor. People use a combination of both but my company is paying api prices either way.

justyannicc

which is why our company is like wink wink everybody just use their own account, we will pay you back. the cost advantage is just huge that way.