Who Controls AI Just Got Three Answers
Note sull'episodio
All week the question was who controls AI. Today it got three answers, and none of them is "the market." First: four days after the largest IPO in history, SpaceX agreed to acquire Anysphere — maker of the AI coding tool Cursor — for $60 billion in stock, folding a leading agentic coding product (reportedly ~$2B in annual recurring revenue) into the same house as xAI's Grok models and Colossus supercomputer. If your engineers live in Cursor, your core development tool now sits inside SpaceX and xAI — a vendor-concentration question worth asking out loud.
Second: Chinese lab DeepSeek closed its first external round, more than $7.4 billion at a valuation north of $50 billion, on mostly domestic capital and structured so founder Liang Wenfeng keeps full control. While Washington restricts who may use US models and Paris rips out US software, Beijing is funding a fully independent frontier champion — sovereignty expressed as a cap table.
Third: the US Department of Justice intervened in a Clean Air Act suit to argue that xAI should keep running the 57-plus unpermitted gas turbines powering its Memphis-area data center, because Grok supports Department of War operations — classifying one company's compute as critical national infrastructure worth overriding pollution law to protect. The durable lesson: power, not chips, is now the gating constraint on AI scale, and the politics of who gets to build and energize data centers is turning combative.
Sources
- NYT — SpaceX to buy Cursor maker Anysphere for $60B
- WSJ — DeepSeek becomes China's most valuable AI startup
- The Verge — DOJ: xAI's gas-powered data center is necessary for national security
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