TRACE
Trace a source
tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
Back to market tracker
Source detail

Cursor? The Space Company, Craziest Images 2.0, Spirit Bailout

TBPN / YOUTUBE / Jun 14

Original video
Published evidence reviewed

And the building the sandbox piece is the really hard piece. You have to put the right data in there, you have to put the right learning, objective rates, and so forth. That's, that's the piece that we live in. We build the sandboxes for the models.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
81:22longdirectional thesisORA

The only listed pure-play geothermal name re-rates as hyperscalers sign baseload power deals the grid and solar can't fill, turning a fringe energy bet into core AI infrastructure.

And the building the sandbox piece is the really hard piece. You have to put the right data in there, you have to put the right learning, objective rates, and so forth. That's, that's the piece that we live in. We build the sandboxes for the models.

-100.00%price pending
23:28longdirectional thesisNVDA

More compute heading to orbit means more orders for the chips that run it, and nearly every space data center being built leans on one supplier whose accelerators are the thing actually getting launched.

They got everybody. It's a murderer's row over there. At the same time, Orbital Estate said that it has obtained strategic credit lines totaling $8.4 billion from 12 major financial institutions, including the Bank of China. Are they going to build rockets with this? I mean, I don't— I don't understand why this would be so capital intensive if they're not going to fab the chips and they're not going to launch the rockets.

-100.00%price pending
102:18shortdirectional thesisIGV

Broad software baskets keep bleeding as AI agents hollow out per-seat pricing and erase the SaaS premium that drove these valuations.

Everything is converging. Just the templates. And you guys did Lambda, you did a NeoCloud 8 years ago. That was the best time to be investing in a NeoCloud. And then now it just feels like you have the SaaSpocalypse in the public market and then a lot of early-stage companies that are getting investment are still SaaS. So, I'm curious, do you still believe in SaaS?

+100.00%price pending