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Linas Beliūnas
@linasbeliunas
Connecting & deconstructing all things Finance + Tech. FinTech, Financial Technology, and AI constantly meets here on X & in my daily newsletter👇
114 Following    13.6K Followers
All of Cursor's founders - 25-26 years old MIT dropouts - are now multi-billionaires following SpaceX's $60 billion acquisition 😳 Their story remains one of the wildest ones in tech ever: → 4 MIT students start a side project in 2022 (initially for CAD/mechanical engineering) → Pivot hard and create Cursor, the AI coding tool that developers love and & helped popularise vibe coding → Hit a $10B valuation → Decide copilots aren’t enough, so they move into agentic AI teammates & their own models → Need massive compute to compete with OpenAI & Anthropic → Meanwhile xAI is losing the coding race → Elon realizes catching up could take years, so he skips the line & buys Cursor for $60B → Cursor gets the world’s largest GPU fleet and compute, while SpaceXAI gets the coding leader → Founders become multi-billionaires; the first 50 hires ~$20-500M each This is the beauty of startups at its finest.
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Instead of watching 2 hours of Netflix tonight, watch this Stanford lecture. It’s the clearest end-to-end explanation I’ve seen of how ChatGPT and Claude are actually built. From tokenization and BPE all the way to the transformer architecture, training pipeline, and next-token decoding. Whether you’ve never written a line of AI code or you’ve been shipping agents every day, this 2h 34min session will click things into place that most people take years to figure out. Bookmark it and clear the time this weekend, because this might be the single most valuable thing you learn all month.
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Huge: NVIDIA just put a gaming PC, an AI workstation, and a GPU server into a laptop thin enough to disappear in your bag 😳 For 30 years, the PC has been the same thing: Intel or AMD inside, GPU on the side, and hope it doesn't crash. At Computex, Jensen Huang showed off RTX Spark: an ARM-based AI PC chip built around a Blackwell RTX GPU, a 20-core Grace CPU, and 128GB of unified memory. And it fits inside a 14mm laptop 🤯 On stage, it ran Forza Horizon 6 and 007 First Light at 100 FPS in 1440p. On battery. On Windows. Without throttling. The crazy part? It can run 120 billion parameter AI models on-device. No cloud. No API. No subscription. That means your AI agent no longer has to live in someone else’s data center. It can live on your machine. Always available. Private by default. Yours alone. This is the shift NVIDIA is really betting on: the laptop stops being a thin client for cloud AI and becomes a personal AI workstation. For developers, founders, analysts, designers, and finance teams, that could change the entire workflow. The PC used to be a screen with a keyboard. Now it is becoming the place where your AI actually lives.
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