中文翻译
哇， $SPCX 以600亿美元收购了Cursor。 我认为它不值那么多…… 也许网络效应或用于改进模型的数据变得无价？ 我相信埃隆心里有盘算，Twitter收购带来了极大的回报。
· 个股论点
SPCX斥资600亿收购Cursor，作者质疑估值但看好其数据价值。
涉及标的： $SPCX
英文原文
Woah, $SPCX acquired Cursor for $60B. I did not think it was worth that much… Maybe network effect or data for improving models became invaluable? I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends.