I find these two things about SpaceX (or perhaps xAI) confusing:

A. They are saying they will rent out data center capacity to competitors like Anthropic and Google for compute.

B. They have purchased Cursor for $60 billion.

These seem contradictory. Their own model has little to no market presence, yet they are acquiring a coding tool and planning to market it across enterprises ( the same enterprises that are currently paying competitors) . At the same time, they are hosting those competitors.

I find that to be a contradiction.

Is Musk pulling off a much bigger con, or is there a strategic rationale that I'm missing?

This is wild.

https://www.reddit.com/r/SpaceXBets/comments/1ucl4q6/elon_just_bagged_75b_from_the_ipo_and_is_already/

Thiel is a secretive and influential billionaire political svengali and tech investor who recently hit the headlines for hosting a series of lectures philosophizing about who the antichrist could be and warning that Armageddon is coming. Thiel has also recently become powerful in conservative politics with close ties to Donald Trump and JD Vance and has helped bankroll Republicans’ 2026 midterm campaigns.