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kwokchain.com · 2,101 words · saved by 4 readers

Companies are a sequencing of loops. While it’s possible to stumble into an initial core loop that works, the companies that are successful in the long term are the ones that can repeatedly find the next loop. However, this evolution is poorly understood relative to its existential impact on a company’s trajectory. Figma is a prime example of sequencing loops. They’re now widely viewed as successful, but the key factors in their success and what bets they must make to get to the next level are less widely understood.

Cursor and SpaceX have entered an agreement to co-develop coding and knowledge agent models together. With SpaceX having the right to acquire Cursor this year for $60B or pay them $10B instead. In coding–which is perhaps the path to general agents–being a top lab requires owning both the compute to train new models and capabilities and the product to recursively inform that process. Both believe they are falling out of orbit. Combined they can complete the loop. Alone neither can. With this structure they can cut through a gordian knot. The new meta What does it take to be in the pantheon of t

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