Elon Musk now has exposure to 76% of the market for coding-agents according to @tryramp data: Cursor via SpaceX’s acquisition, and Anthropic via its SpaceX datacenter deal.
Coding agents being AI's most commercial use case and a gateway to higher enterprise spend means:
- Elon wins even if governments start regulating models.
- Elon wins even if model development slows down.
- Elon wins even if Cursor can't keep up with Anthropic.
- Elon wins even if firms pivot to Cursor to save on Anthropic costs.