i dont think anyone is correctly doing the math around how SpaceX, the NeoCloud+NeoLab, is currently going to market? SpaceX has already recouped about HALF its investment in Cursor, in compute deals. The other half is paid for if Composer 3 does well. No other company is simultaneously a leading model lab + neocloud (at least where GPUs is concerned). its a crazy effective combo iff you've adequately planned out gpu supply if inhouse training 1) goes very well 2) doesn't go very well
我觉得现在还没人真正把 SpaceX，也就是这个 NeoCloud+NeoLab 的市场打法，相关的账算明白吧？SpaceX 光靠 compute（算力）交易，已经收回了它在 Cursor 上大约一半的投资。另一半如果 Composer 3 表现不错，也就能回本了。没有其他公司能同时既是领先的 model lab（模型实验室），又是 neocloud（至少在 GPUs 这件事上如此）。如果你已经充分规划好了 GPU 供应，那么这会是个疯狂高效的组合——无论 inhouse training（内部训练）1）进展非常顺利，还是 2）进展没那么顺利。