Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.

Anthropic CEO (Dario Amodei): "Coding is going away first, then all of software engineering." What do you think about this?

Never aspire to a "unique" public transit technology. It means everything is more expensive and someday some vendor can shut you down if they quit making parts. The more you use technologies in common use, the more actual public transport you'll be able to provide.

Hit me with the harshest reality truth.

Drives me nuts that @cursor_ai is so underrated at this point. I’ve spent the last week with Claude code, Codex, the new codex app and of course Conductor and can tell you know: night and day. Being on X, I felt I was missing on something. Well not at all. Turns out everyone is missing on Cursor. Here’s my top five: - Cursor with Opus 4.5 is unbeatable. Full stop. Even the native Claude code harness doesn’t come close. - Bug agent is so so SO good that I asked Cursor to create a skill I could use with Codex and Claude to get work done. Pure genius from the team here. - Cursor has made installing MCPs and Skills so easy that I didn’t realize how bad the others were until I tried. Who wants to waste 15 minutes figuring out the format of each agent and unique workflow to Oauth. - Cursor agents management is best in class (even though I’m impatiently waiting for them to create some sort of Kanban to track which work I’ve reviewed) - The UI is delightful to surface everything you need when you need it so you never have to search online how to do something. But it’s powerful enough that you can always go crazy when needed (sub agents, hooks, etc). I could go on and on talking about how they accidentally created one or maybe the best agentic browser. Then there is composer, by far the best way to work on UI side by side with an agent at light speed. Oh and let’s not forget Bugbot that is pretty much managing my whole QA and fixing things autonomously at this point. 🤯 So yep, I’m keeping my 3 ULTRA (likely need a 4th one this month) subscriptions. I hope they launch a generous 2K plan soon as this would feel cheap for running what feels like a team of 10 engineers in 2020. I love you @cursor_ai. @notis_ai would not be half the product it is without your work. You are my daily North Star when it comes to building a product that is 200$/month and yet look stupidly cheap. PS: thank you for shipping updates every day that delight me.

claude code w opus 4.5 is up there with the iphone and self-driving car for wildest tech experiences of my life

Same age, different mentality! 💪